Pool Profiles

Steps

1. Store access details such as gate codes, entry notes and whether a pet is present.
2. Record equipment, filter information and reference photos.
3. Review water-chemistry trends and history before a visit.
4. Keep multiple bodies of water for a single customer, each with its own profile.

Tips

• A strong pool profile means any technician can deliver consistent service, even on a route they do not normally run.
• Profiles are available to technicians in the field, right before they start the visit.

Related guides

• Client Directory The central directory of customers with addresses, contacts, grouping and tags, connected to their pools, routes and billing.
• Service Form & visit completion The structured form technicians complete on site: check-in, a dynamic checklist, readings, photos, notes and final submission.
• Equipment Warranties Track equipment and warranty coverage per customer so you never miss a covered repair or a renewal opportunity.
• Filter Tracking Track filter cleanings and media replacement so maintenance happens on schedule and is never overdue.