Service Form & visit completion

Steps

1. Check in to record that the visit has started.
2. Complete the configured fields, including any required answers and target values.
3. Capture chemistry photos and final photos as visual proof of the work.
4. Add notes for the customer or for the office, then submit to complete the visit.

Tips

• Required fields and photos guarantee a consistent, verifiable record for every visit.
• Notes can be aimed at the customer or kept internal for the manager.

Related guides

• Photos & water chemistry Capture water-chemistry readings and before/after photos that build a trustworthy, trend-rich service record.
• Service History A complete, searchable record of completed visits with photos, checklist answers, readings and the option to send or export reports.
• Pool Profiles A complete technical profile for every body of water: access details, equipment, gate codes, pets, photos and water-chemistry history.
• Service form & checklist builder Define exactly what technicians record on a visit: fields, target values, required answers, photo rules and section order.