WEBVTT

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A customer can have several service locations, each with its own pool

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or spa.

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Let's add one customer, one pool, and a weekly assignment, then find

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the dated visit on Schedule.

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Open Customers and choose Add customer.

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First Name and Last Name identify the person behind the account.

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Both are required.

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Email is optional when creating the record.

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It supports emailed quotes and invoices.

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This demonstration uses an invalid example address; use the real customer's

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email when available.

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Phone Numbers gives the office a way to reach the customer.

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A phone number is optional.

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We don't have a contact number for this demonstration.

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A phone label identifies who answers, such as the property manager.

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Remove the unused phone entry with its X button before saving this

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customer.

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Customer Status should be Active for someone ready for service.

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Prospect is for potential customers.

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Keep Active and select Create Customer.

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The new profile opens.

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Contact details belong to the customer; the service address and pool

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are added underneath.

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In Service locations, choose Add First Location.

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The property is where the technician drives.

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Existing customers with properties use Add location.

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Search Property Address and select the matching address.

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Street, city, State, and ZIP fill together.

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Address outside the United States reveals Country.

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Keep United States for this location.

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Gate Code records an entry code when one is needed.

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Access Notes explains how the technician gets in.

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Add the instructions the person arriving needs.

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Water Feature creates the first pool or spa with the property.

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Name identifies the feature; Type describes it.

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Name this pool and choose Pool.

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Volume belongs to this pool.

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Enter its measured or reliably estimated capacity in the units shown.

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A separate spa needs its own feature and volume.

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Select Add Property.

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The saved service location now contains the pool.

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Expand the water feature to see its saved name, type, and volume before

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assigning the service.

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Open Route Management, then Route Assignments.

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Choose Add Route, followed by Add Single Route.

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This creates the property's recurring plan.

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Select the Property you just created.

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Assigned Technician is responsible for its recurring visits.

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Choose Carlos for this location.

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Choose Water Feature to Service sets which pools or spas belong to

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this assignment.

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Select this pool so its service and readings belong to the visit.

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Day of Week sets the repeating service day.

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Frequency sets how often it returns.

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Choose Monday and Every week for a weekly visit.

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Preferred Time Window records the customer's arrival preference.

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Any time adds no preference.

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Default Start Time is optional; leave it empty for this example.

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Route Position places this property among the technician's assignments

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for that day.

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Choose Add to end to put this location after the existing stops.

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Start Date anchors when the plan begins.

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Choose the next intended Monday.

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End Date is optional; leave it empty for ongoing service.

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Schedule Preview shows the dates implied by your choices.

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It is a preview of the plan.

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Select Create Assignment to save the recurring rule.

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Open Schedule on the next service date within the account's generation

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horizon.

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Open the assigned technician's route and find this property.

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The dated stop should include the pool selected for the assignment.

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You now have the customer, location, pool, recurring assignment, and

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dated visit.

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The written guide links to service pricing, equipment, and checklists

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for the next steps.