The Services page provides visibility into how work is being performed and completed by workers. It allows users to review service status, filter results, create new services, and access detailed service reports for performance tracking and billing purposes.
Accessing the Services Page
-
From the main navigation menu, click on Service.
-
The system redirects you to the Services Page.
Services Page Overview
The Services page displays a table listing all services performed in the system. Each row represents a single service record and shows its current status and related information.
-
Clicking on any service row redirects you to the Complete Report Details page for that service.
Search and Filters
Search Bar
-
Allows searching for services using relevant service information.
-
If no matching results are found, the system displays a message indicating that no services match the search criteria.
Date Picker
-
Allows selection of a specific date to view services from that day.
Today Button
-
Automatically sets the date picker to the current date and displays today’s services.
Service Status Filter
-
Filters services based on their completion or workflow status.
Service Type Filter
-
Filters services by the type of service performed.
Workers Filter
-
Filters services based on the assigned worker(s).
Notifications Filter
-
Filters services based on notification status.
Tags Filter
-
Filters services using assigned service tags.
Billing Status Filter
-
Filters services based on billing state.
Top-Level Actions
Refresh
-
Reloads the service list to reflect recent updates or changes.
Legacy Service List
-
Redirects to the legacy service list page.
Create New Service
-
Opens the Create New Service workflow.
Creating a New Service
Step 1: Select Customer
-
Click Create New Service.
-
A modal opens prompting you to select a customer.
-
After selecting a customer, the modal displays:
-
Customer details
-
Address
-
Phone number
-
Pool information
-
Recent services with status and notes
-
-
Click Start to proceed.
Step 2: Fill The Details
The service creation flow consists of 7 total pages, including the customer detail page.
Service Creation Workflow
Page 1: Service Setup
Enter or select the following:
-
Service Date
-
Primary Technician
-
Secondary Technician
-
Service Type
-
Start Time
Page 2: Physical Service Tasks
Select or input values for:
-
Skim Surface
-
Empty Baskets
-
Brush
-
Vacuum
-
Water Level
-
Water Condition
-
Water Color
Page 3: Chemical Readings
Enter readings for:
-
pH
-
Free Chlorine
-
Alkalinity
-
Calcium
-
Cyanuric Acid
-
Salt Level
-
Phosphates
-
Total Dissolved Solids
-
Water Temperature
Additional Actions
-
Change all to N/A: Sets all chemical readings to N/A.
-
Copy Readings: Copies all readings along with their header names.
Page 4: Chemical Adjustments
This page displays cards for each metric. Each card includes:
-
Reading value
-
Target value
-
Plus (+) and minus (–) controls for adjustments
Metrics include:
-
pH – Granular
-
pH – Acid (31%)
-
Chlorine
-
Liquid Chlorine
-
Alkalinity
-
Calcium
-
Salt
-
Stabilizer
Page 5: Inventory, Notes, and Completion
On this page, you can:
-
Add inventory items used during the service
-
Enter customer notes
-
Copy customer notes to private notes
-
Select service status
-
Select end time
Page 6: Upload Photos
This page allows photo uploads related to the service. Three options are available:
-
Submit Photos
-
Submit with Current End Time
-
Submit and Email Service Report
Submitting the Service
-
After clicking Submit, the service is saved.
-
The service now appears in the Services Page table.
Post-Creation Service Actions
Once a service is created, an ellipsis (three-dot) menu appears at the end of the service row.
Clicking this menu allows you to:
-
Edit Service
-
Create Invoice
-
Delete Service