Service History

Steps

1. Browse visits by customer, technician and date range.
2. Open a visit to see its photos, checklist, readings and notes.
3. Send the service report to the customer, share a link, or export it.
4. Make administrative corrections to a completed visit when needed.

Tips

• Service history is your proof of work: it settles questions and reinforces the value customers receive.

Related guides

• Service Form & visit completion The structured form technicians complete on site: check-in, a dynamic checklist, readings, photos, notes and final submission.
• Service Report Design Control how the service reports customers receive look, so every report reinforces your brand and the value delivered.
• Green Pool Alerts Automatic detection of pools that are turning green or have water-quality problems, so the office can act before the customer complains.
• Issues Center A central place to manage operational problems, raised manually or detected automatically from visit data, until they are resolved.