The technician day route

Steps

1. See the day's stops in order with customer, address, service type and estimated arrival.
2. Open a stop to start the service, view the pool profile, or get directions.
3. Use the quick menu for the briefing, shopping list and reminders.
4. When a client has an open balance, the stop shows it, so the technician can mention it or take a payment on site.
5. Move through the day; each completed visit updates the office in real time.

Tips

• Everything a technician needs for a stop is one tap away, so less time is spent searching and more on service.
• Navigate dates to review past or upcoming routes.
• Gate codes, dogs and access notes from the pool profile show on the stop, so nobody waits at the gate.

Related guides

• Service Form & visit completion The structured form technicians complete on site: check-in, a dynamic checklist, readings, photos, notes and final submission.
• Pool Profiles A complete technical profile for every body of water: access details, equipment, gate codes, pets, photos and water-chemistry history.
• Field shopping list Technicians track items to buy for customers with clear statuses and proof photos, keeping purchasing organized and billable.
• Daily Briefing A morning summary that prepares the office and the field for the day: workload, pending items, route risks, filters due and upcoming holidays.