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Track return visits and reschedule them

When a visit needs another trip, the service report status turns it into a to-do list.


▶ Watch: Track return visits and reschedule them (60 s)

Steps

  1. On the service report, the tech sets Service Status to Need to Return or Follow Up with Customer, and writes what the return visit needs in the notes.
  2. Need more statuses? Go to Settings → Fields → Service statuses and click Create service status. The three built-in statuses can’t be edited.
  3. In the office, open Service and filter Service status by that status and a date range. That list is your to-do list.
  4. To schedule the return visit, click Create Appointment, pick the customer and the service type (a follow-up visit type, if you use one), then set the date, time and worker. The customer’s past services show beside the form.
  5. When the return visit is completed, the customer’s recent services show the first visit as Need to Return and the return visit as Complete.

Questions? Email help@poolofficemanager.com or call 614-710-0074.