Watch the video or scroll down for step-by-step instructions.
Tiers: All – (please note that the required checklist and custom schedule functionality are exclusive to the Scaling Up and Owning the Market tiers)
Step-by-step instructions
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Go to the Settings tab and tap Service Checklist, and you’ll be taken to the universal checklist. What you customize here will apply to every route stop for every tech. It does not include work orders.
To add a new task, tap the Plus in the top right corner. This will open a screen where you can start by creating two names for this task. Description is what your techs will see before they swipe to complete it. Description When Complete is what the name will change to after completion. It’s also what the customer will see in the service email.
- Choose the Frequency. If you don’t want it done every time, you can set your own frequency. Choose between days, weeks, months, and years, and specify a number for the specific recurrence you want.
- Choose when you want the task to begin appearing on the service checklist. Today, next step, or a specific day and date on the calendar.
- You can require that this be completed before the tech can finish the route stop. Second, you can require the tech to provide a photo before they can mark it as completed. When you’re ready, tap Save. If you want to change an existing task, tap the item and you’ll get the same pop-up window.
- To rearrange the list into any order you like, tap and hold, drag and drop. Swipe to access the Delete button. Any task you delete will also be removed from the service history.
- You can also add custom checklist items to a single location. Go to the Customers tab and open any customer’s profile. If they have more than one service location, make sure you’ve chosen the correct one. Then tap the tab for a body of water. Here you’ll see another Service Checklist box. Tap the Plus to open the same screen. Enter descriptions, frequency, etc. Then tap Save. You can also edit or delete this when needed.
- Here’s what this looks like on the route stop. The task only for this pool defaults to the top of the list. The universal task is in a different box showing what’s coming due in the future, since we chose for it to start a couple weeks out. You can still swipe to complete that one now. If you do, since we set the frequency at every three weeks, that clock will reset and it will count forward three weeks from today.
Last updated on April 14, 2025 - Choose the Frequency. If you don’t want it done every time, you can set your own frequency. Choose between days, weeks, months, and years, and specify a number for the specific recurrence you want.