Setting Up Service Types

Service types in Pool Office Manager define your service offerings with pre-configured defaults. This guide explains how to create and configure service types.

Accessing Service Types

Go to Settings then Service Types to view and manage your service offerings.

Creating a Service Type

Click "Create service type" and configure the following settings:

Service Details Tab

- Name: The service name (e.g., "Weekly Cleaning", "Acid Wash")

- Description: Detailed description (up to 4000 characters)

- Template: Link to a service template for technician forms

Billing Options

Choose from three billing methods:

- Fixed Price: Flat rate regardless of duration or workers

- Hourly (per duration): Based on how long the service takes

- Hourly (per worker): Based on duration multiplied by number of workers

Additional billing settings:

- Base price

- Taxable toggle

- Round up time (for hourly billing)

- Minimum billable hours

- Service call fee option

Appointment Presets Tab

Configure default values for appointments:

- Duration (e.g., 4 hours)

- Priority level (Normal, Special, etc.)

- Color for calendar display

- Default billing status

- Pin to unassigned queue option

- Notes for Customers (visible to customer)

- Private Notes (internal only)

- Default Workers assignment

- Default Inventory Items with quantities and prices

Linking Templates

Each service type can be linked to a specific template. When technicians start a job of this type, they will see the associated template form.

Common Service Types

- Weekly Cleaning

- Bi-weekly Cleaning

- Monthly Service

- Acid Wash

- Filter Clean

- Equipment Repair

- Opening/Closing

- Water Testing

Best Practices

- Create consistent naming conventions

- Set appropriate default durations

- Include relevant inventory items as defaults

- Use color coding to distinguish service types on the calendar