The APPT / SERVICE tab serves as the operational hub for a customer’s account. It provides a chronological view of upcoming appointments and a complete history of past services, ensuring that office staff and technicians remain aligned on maintenance schedules, completed work, and service continuity.
APPT / SERVICE Tab Overview
This tab is divided into two primary sections:
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Upcoming Appointments
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Past Services
Together, these sections present both future planning and historical accountability for the customer.
Upcoming Appointments
The Upcoming Appointments section functions as a live to-do list for the customer.
Scope of Display
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Shows all pending appointments:
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Up to six months in the past
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Up to three years into the future
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This ensures visibility into recently missed visits as well as long-term scheduled work.
Appointment Details Displayed
Each upcoming appointment displays the following information:
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Date / Time
Shows the scheduled service date and the expected arrival window or time. -
Service Type
Clearly identifies the nature of the service, such as:-
Cleaning – Bi-Weekly
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Pre-Closing Water Treatment
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Technician(s)
Lists the assigned technician or technicians.-
Multiple technicians can be assigned to a single appointment.
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View All Appointments
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If more than three upcoming appointments exist, a View All button is displayed.
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Clicking View All expands redirects the user to the appointments page.
Past Services (Right Section)
The Past Services section provides a complete historical record of all services performed at the customer’s property. This section is critical for service verification, issue tracking, and billing review.
Filter by Service Type
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A Filter by Service dropdown allows you to isolate specific service categories.
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Examples include:
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Repair
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Closing
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Opening
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Routine Cleaning
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This helps quickly locate relevant service history.
Service Log Table
The Past Services table displays the following columns:
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Date
The exact date and time the service was recorded. -
Service Type
Indicates the category of work performed. -
Technician
Identifies the technician who completed the service. -
Notes
Contains technician-entered observations and alerts, such as:-
“The pool has been winterized and covered.”
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“The chlorinator had leaks.”
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These notes provide important context for future visits and customer communication.
At the bottom of the table is a "Search All" button that redirects the user to the "Service" page.
Operational Value
The APPT / SERVICE tab ensures:
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Clear visibility into upcoming work
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Accurate historical tracking of completed services
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Improved coordination between office staff and technicians
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Faster troubleshooting of recurring pool or equipment issues