When working within the Customer Detail page, users can document on-site work by selecting + Service from the quick-create bar. This opens the Create Service interface, which presents a comprehensive overview of the customer’s profile and service history before new data is entered.
Accessing Create Service from Customer Details
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Navigate to the Customer Detail Page.
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In the quick-create bar at the top of the page, click + Service.
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The Create Service modal opens, automatically linked to the selected customer.
Service Selection and Context (Main Modal View)
Before beginning data entry, the Create Service modal provides a centralized view of the customer account to ensure technicians have full operational context.
Template Selection
At the top of the modal, the service workflow must be defined.
Template Dropdown
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Click Select Template to choose the appropriate service workflow, such as:
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Weekly Service
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Closing
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Repair
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Customer and Property Summary (Right Sidebar)
The right side of the modal acts as a persistent reference panel throughout service creation.
Selected Customer
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Displays:
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Customer name (e.g., Colten Anderson)
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Customer status (Active)
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Service address
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Profile & Sales Notes
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A yellow-highlighted notes box displays critical internal notes (e.g., “XD”).
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Used to alert technicians to special property considerations.
Pool Information Snapshot
Provides a technical overview of the pool or spa.
Physical Specifications
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Pool Volume (e.g., 20,000 gallons)
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Pool Type (e.g., Liner)
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Pool Shape
Installed Equipment
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Pump
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Filter
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Heater
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Cleaner
Maintenance Details
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Sanitizer type
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Winter Cover details
Service History (Bottom Section)
Below the primary settings, the modal displays a Past Services log.
Historical Data
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Lists previous:
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Service numbers
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Service dates
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Service types
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Technician Notes
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Displays notes from prior visits, such as:
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“Pool winterized, covered, and ladder removed”
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Helps technicians understand the last known condition of the pool.
Start Button
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After selecting a template, click Start.
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The system launches the multi-page service entry wizard.
Step-by-Step Service Entry Wizard
After clicking Start, the system guides the user through a six-page wizard. Use the Next button to move between pages.
Page 1: Water Chemistry
Record the current chemical state of the pool water.
Fields include:
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FC (Free Chlorine)
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TC (Total Chlorine)
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pH
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Alk (Alkalinity)
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CH (Calcium Hardness)
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CYA (Cyanuric Acid)
The system uses these readings to calculate the LSI (Langelier Saturation Index).
Page 2: Chemical Dosages
Log chemicals added during the service visit.
Common dosage fields include:
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Liquid Chlorine (gallons)
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Muriatic Acid (gallons)
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Shock (pounds)
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Tablets (count)
Page 3: Task Checklist
Verify physical tasks completed during the visit using Yes / No toggles.
Standard tasks include:
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Skim Surface
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Vacuum Pool
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Brush Walls / Tile
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Empty Skimmer and Pump Baskets
Page 4: Equipment Status
Document the operational condition of pool equipment.
System Readings
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Filter Pressure (PSI)
Equipment Health
Mark each item as:
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Working
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Needs Attention
Equipment includes:
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Pump
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Filter
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Heater
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Cleaner
Page 5: Media Upload
Upload photos related to the service visit.
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Used for Proof of Service
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Capture images of:
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Completed work
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Equipment issues
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Water conditions
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Page 6: Summary and Submission
Finalize the service report.
Notes
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Notes for Customer
Visible on the customer’s service report. -
Internal Office Notes
Internal-only notes for administrative or follow-up use.