Understanding Service Templates

Service templates in Pool Office Manager define what technicians see and fill out during a job. This guide explains how templates work and how to customize them for your business.

What Are Templates?

Templates are multi-page forms that technicians complete when performing service visits. Different service types can use different templates, allowing you to collect the right information for each type of job.

Template Structure

Each template can have up to 10 pages. Common page types include:

Page 1 - Job Start Information

- Technician assignment

- Secondary technician (if applicable)

- Service type

- Start time

Page 2 - Service Checklist

- Skim surface

- Empty baskets

- Brush walls

- Vacuum

- Check water level

- Water condition and color

Page 3 - Water Chemistry

- pH level

- Chlorine (free and combined)

- Alkalinity

- Calcium hardness

- Cyanuric acid

- Salt level

- Phosphates

- Total dissolved solids

- Water temperature

Page 4 - Chemical Adjustments

- Suggested chemical treatments based on readings

Page 5 - Completion

- Inventory used

- Customer notes (visible to customer)

- Private notes (internal only)

- Service status

- End time

- Photos

Field Options

For each field in a template, you can configure:

- Required: Must be filled before job can be submitted

- Display on Email Report: Include in customer-facing service report

- Field order via drag-and-drop

Accessing Templates

Go to Settings then Templates to view and edit your service templates. You can:

- Create new templates

- Edit existing templates

- Link templates to specific service types via "Enabled Service Types"

- Set "Requires pictures to submit" option

The Default template includes 5-6 pages covering standard pool service needs. You can create specialized templates for different services like Labor, Chlorine Pool, or Pool with Spa.