Complete a visit

1:16

Your First Day: The Technician App (1:16 video). Open on its own page

Pick how the checklist looks: three task views

Every technician chooses their own layout for this screen under Account → Task View:

• Guided (Step-by-Step) — the default: "one task at a time with navigation". Swipe (or tap Next/Back) through Overview → each task → Extras → Review. Required tasks block the Next button — a blocked swipe shows "Please complete this task before moving on." The Review step summarizes tasks, photos, parts, and notes, and tapping any row jumps back to fix it.
• All Tasks (Scrollable) — "see all tasks on one screen": one long form with every task as a card, submit at the bottom. Nothing blocks as you go; unfinished required tasks are listed in an "Incomplete Tasks" alert when you submit.
• Check all (All Tasks and Compact) — when two or more plain checklist tasks are still open, a "{N} checklist tasks left" bar above the tasks has a Check all button that checks them all off in one tap. It leaves anything that needs more than a check: photo tasks, Yes/No, text and multiple-choice answers, water chemistry, tasks not due this visit, and tasks you marked "Can't do it". Guided mode has no Check all, since it shows one task at a time. Only check off work you actually did.
• Compact (Dense Rows) — "tight single-line rows for every task", with runs of simple tasks grouped into dense cards. The fastest layout once you know your routes.

Job, location and customer notes on the visit

The top of the Complete Job screen (the Overview step in Guided, the top of the form in All Tasks and Compact) shows what you need to know before you start: the For the next visit card with any temporary notes (see note for next visit), then a card with the Job notes (the three newest notes from the job's Notes timeline, including a quote's Internal Notes once the quote became this work order), the Location notes (the service location's permanent notes: gate codes, access, "beware of dog") and the Customer notes (the Customer Notes field on the customer, plus the three newest notes from the customer's notes timeline).

• On a work order the section is titled Work order notes and the card comes first, above For the next visit, because on a work order those notes are the instructions for the job.
• Each part shows only when it has something in it. Job notes show for everyone, like on the job page; location and customer notes only for roles with View location notes (gate codes, access) or View customer notes, the same permissions as the job page. With no notes to show, the card is not shown.
• Notes button at the top. A notes button sits in the header next to the quote button on every step, with a red count when the stop has notes, so you can read them halfway through the tasks without leaving the visit. Tap it for every job note (with photos), the location notes and every customer note; tap Done to go back.
• Add your findings as a job note. In the notes button's sheet, tap + next to Job Notes, type your note (add photos with the camera or gallery buttons) and tap Add Note. It works on every stop, including one with no notes yet. Each job note is saved with your name and the date and time, adds to the job's Notes timeline, is Internal (never shown to the customer) and shows on the job page in the app and on the web. Use it for what the office and the next tech should know; the Notes field in Extras is the customer-facing write-up for the service report.
• The card itself is read-only. Add job notes from the notes button or the job page; change customer and location notes from their pages.
• Location notes and the Customer Notes field come with the stop's data, so they show offline too. Timeline notes show offline once the stop has been opened online on that phone.

Checklists and tasks

The checklist comes from the job's task templates — checkoff tasks, text entries, multiple choice, and water chemistry tasks. See task templates and groups for how admins set these up.

• Tasks can repeat every N weeks (for example, clean the filter every 4 weeks). The timer runs from the last time the task was actually checked off, not the calendar — if it gets skipped, it stays due and shows again on every following visit until someone completes it, and only then does the countdown restart.
• On off-weeks, a repeating task still appears on the checklist marked "Not due this visit". It isn't required that visit, but you can still check it off if you do it early; that counts as a completion and restarts its repeat countdown from today.
• A repeating task shows when it was Last done (or No date recorded). If the customer tells you it was done before, for example the filter was cleaned last month by their old pool company, tap Change (or Set last done), pick the day under When was it last done? and tap Save. The next due date is counted from that day, so a task that isn't really due turns to "Not due this visit". It also works offline and syncs later. The same row is on the job's task list.
• Can't do it: on a required task, or a repeating task that is due, tap Can't do it and pick why: No access, Equipment broken, Customer asked not to, Out of supplies, or Other (type what happened). Tap Skip task. The task shows Skipped: your reason, with Undo, and no longer stops you finishing the visit. Owners and administrators get your reason in a Task Skipped notification, and the task stays due on the next visit. Checking the task off later clears the skip.
• Work orders with a visit plan (several visits, like a green-to-clean) show a Visit plan card at the top of the job details and on the completion screen: "Visit 3 of 10" is the visit you're on (the one logged today, or the next one), with the step's name when it has one ("Step: Shock and brush"), how many visits are done ("2 done", or "Done today"), and a progress bar. It also says how the tasks work: "Same tasks every visit" means do the full list again today; "One list for the whole job" means the list is finished across the visits, so tasks done on an earlier visit show as "Not due this visit". With the "View work orders" permission the job details card also shows the next booked visit and what the job continues as after the last visit. The plan itself is set up and changed on the web.
• Repeating tasks that are due show on the stop card itself, on a green "Due:" line (for example "Due: Clean filter"), in the Today, My Stops and Team tabs, so you know before opening the stop. Every-visit tasks are not listed there. Tap the line to open the stop.
• Some tasks may carry a price the office set on the job, billed to the customer on the next maintenance invoice when the task is checked off. Prices never show in the app, so only check off work you actually did.
• Photo tasks (a camera icon and Photos required under the task, or Photo required on the row in Compact) need a photo taken on that task before they count as done, whether or not the task is required on the job. Tapping Tap to Complete (or the check circle in Compact) on one with no photo yet opens a Photo required prompt instead of checking it off: tap Take Photo (or Choose from Library, unless the company made the task camera-only) and the task is checked off with that photo. Photos added in the Extras step don't count for the task. A before and after task (for example cleaning a cartridge filter or salt cell, set up by the office) shows Before and after photos required with separate Before and After photo slots: take the before photo when you start and the after photo when you're done. It can't be checked off until each slot has a photo; tapping to complete with one missing asks for the before photo, then the after photo.
• Taking several photos in a row. When the camera opens for a photo field with room for more than one photo (a task holds up to 5, Extras up to 10), it stays open: tap the shutter for each shot, with no "Use Photo" step in between. The count at the top (for example 3 / 5) shows how many you have taken and how many fit. Tap Done (or the small thumbnail of your last shot) to see them all, tap the X on any you don't want, then tap Add 3 photos (the button counts what you kept); Take more goes back to the camera. Closing the camera with the X before adding asks before it discards them. The same camera opens from Take Photo on the Photo required prompt, on Extras, equipment photos and truck problem reports. It needs the latest app update from the App Store or Google Play; an older version opens the phone's own camera, one photo at a time.

Found a problem mid-visit? Report it from the checklist

The Complete Job screen has a red Report an issue button (the warning-triangle icon) in the top-right corner (next to George, for owners and admins; technicians don't see George in the app), in every task view. Tap it when something needs the office: a pump that is down, a leak, a broken heater, a safety concern. It opens the same Report an Issue form as the Today tab, already filled in with this stop's customer, location, and job. Add a title, a description, photos, and a video clip, then tap Submit Issue; you land back on the checklist with everything you entered still there.

• The report goes to owners and administrators as a Technician Alert. The customer is not notified and it is not on the service report.
• The button is hidden while you edit an already-completed visit, and for roles without permission to report issues.
• Checklist answers never create an alert on their own. Answering "No" to a task like "Pump running?" does not notify anyone, so tap Report an issue when the office needs to know.

Quote the repair from the visit

When the visit finds work to sell (the diagnostic shows a bad pump motor, a maintenance stop turns up a leak), tap the blue Create Quote button (the quote icon) at the top right of the Complete Job screen, next to Report an issue. Create Quote opens with a Follow-up quote for (job name) banner and this stop's customer and service location filled in and locked. Add the price lines (or Start from a service), photos, and notes, then save it as a draft or send it. Saving brings you back to the checklist with everything still there, and you finish the visit as usual.

• The quote is linked to the job and to this visit. On the web the job page shows it as a Follow-up quote from a visit, and the quote page has a Found on a Visit card naming the job, the visit date, and the technician.
• Already finished the stop? Open the visit (Completion Details) and tap Quote work found on this visit under Quotes From This Visit. That section lists the quotes written on the visit: every one for roles that can view quotes, otherwise only your own.
• While your route is running, Create Quote on the Today tab (under Sales, reading "For (customer)") does the same for the stop you are at, once you have arrived there (it shows as Current Stop). Before you arrive at your next stop, and at unplanned stops, it opens a blank quote, so you can quote any customer.
• It needs the Create quotes permission. Without Send quotes you can only save a draft for the office to send.
• The diagnostic itself is billed like any other work order when it is done, whether or not the customer accepts the repair quote. The diagnostic fee is not credited to the repair automatically; add a discount line to the repair quote if you want to take it off.

Water chemistry and automatic LSI

• Record water chemistry readings per visit. Which parameters you see, which are required, their order, and their pre-filled defaults are configured by your company — see water chemistry settings. Companies can also add custom measurements (like ORP or borates), which show up in your completion flow so you record them each visit.
• There are three ways to enter a reading, and you can mix them: tap the number and type it (the old value shows in gray and whatever you type replaces it, decimals included), tap − or + to nudge it one step, or drag the dot on the slider under the reading. The slider snaps to the same steps as the − and + buttons (0.1 for pH, 10 for total alkalinity, 100 for salt; calcium hardness moves in 25s), so type exact meter readings like 3,240 salt. Only a sideways drag that starts on the dot changes the value; swiping up or down there just scrolls.
• The bar under each reading shows the ideal range as a green band, captioned underneath (for example Ideal 7.4–7.6 for pH). The dot is this visit's reading: green inside the band, amber outside it. A thin gray tick, and Last in the caption, mark the previous visit's reading for that pool. On the psi gauge reading the band is set per pool instead, from its clean baseline to 10 psi above it, and reads No clean baseline yet until a clean is recorded. The ideal ranges are fixed standard targets that companies can't edit, and custom measurements have no slider (type them or use − and +).
• LSI (Langelier Saturation Index) is calculated automatically when water chemistry is recorded — there's nothing to compute by hand. It needs pH, temperature, calcium hardness, and total alkalinity, and also uses cyanuric acid, TDS, and salt when you enter them. Salt lowers the index, so a salt pool reads lower than the same water without salt. With no TDS or salt reading, TDS is assumed to be 1,000 ppm. It uses full carbonate-chemistry math, not rounded lookup tables, checked against Orenda's calculator: on hundreds of test readings it lands within 0.01 of Orenda's LSI. Custom parameters are recorded and shown alongside the reading but don't feed it.
• Filter pressure (psi) is one of the built-in parameters when your company has it enabled (it starts out optional). Directly under it sits a Filter cleaned today switch: turn it on when you cleaned the filter on this visit. Saving the reading then records the clean on the pool — the last-cleaned date, and the pressure you entered becomes the pool's new clean baseline (the number the office compares future readings against; a reading more than 10 psi over it means the filter is due). Leave it off on ordinary visits.

Scan a test strip instead of typing

1. 1In the water chemistry step, tap Scan test strip and photograph your strip with the camera. (If your company requires a photo on the chemistry task, the buttons read Take Photo and Upload instead; after adding the strip photo, tap Scan for Values.)
2. 2The scan starts on its own — AI reads the strip and fills in pH, free and combined chlorine, alkalinity, calcium hardness, CYA, TDS, salt, and phosphates. Temperature is left alone (strips don't measure it), and anything you already typed is kept.
3. 3Check the numbers and adjust. If the strip was hard to read, a "Low Confidence" warning tells you to verify the values before saving.

• Scanning needs an internet connection — the Scan test strip button only appears when you're online.
• Photos go on the task they belong to, and the service report shows each one under that task. The chemistry step is for the test strip; take pool or before/after photos on your company's photo task (for example an "After Picture" task) or in Extras.
• The strip photo is saved with the reading, and each reading records how it was captured (typed by hand or scanned from a strip).

Prefilled values and "higher than usual" flags

• To save typing, the chemistry form seeds from the pool's most recent reading, with a banner: "Prefilled from last reading on {date}. Verify and adjust." The banner disappears the moment you change anything, and prefill never overwrites values you've entered.
• Last visit's value as a suggestion: when a reading differs from (or is still empty compared with) the pool's previous reading, a small "Last: 70" chip shows under its name. Tap it to use that value; nothing is filled in until you tap. It needs the View water chemistry permission, like the rest of the history. Chemical doses are never copied from the last visit.
• Prefer a blank form every visit? An admin can turn off the Pre-fill Chemistry From Last Visit toggle on the web dashboard (Technician App Settings page). With it off, every reading starts empty and technicians type each value fresh.
• Once a pool has a few readings of history, unusual values get flagged inline: "Higher than recent avg" or "Lower than recent avg" next to the reading. It's a typo-catcher and a real-problem-catcher — not a block.
• Chemical quantities get the same treatment: dosing well above or below the usual amount for that pool shows "Higher than usual (avg: …)" / "Lower than usual (avg: …)".
• A Recent Readings card shows the last visits' numbers side by side (including LSI) so you can spot trends poolside. Your company can hide it: without the View water chemistry permission the card, the recent-average flags, and the prefill from the last reading are gone, and you record each reading from a blank form.
• Recent Readings is a side-by-side table, not a chart — the app has no chemistry trend graphs. The charted history (every parameter over time, with target bands and LSI status colors) lives on the web dashboard, on the body of water's page: see chemistry trends.

Tap Water Reference

The chemistry step includes a Tap Water Reference card — the fill water's own chemistry for this body of water. Tap Add (or Edit) to open the Tap Water Profile form: pH, total alkalinity, calcium hardness, CYA, free chlorine, salt, TDS, phosphates, and notes ("Well water, high iron…"). As the form puts it: "These values help with drain & refill calculations" — knowing what comes out of the hose tells you where the pool will land after a refill. In the Compact view it lives under the "History & tap water" disclosure.

Which pool the reading saves to: the body-of-water chip

The top of the water chemistry section always shows a tappable chip naming the body of water the reading will be saved to, plus its volume when one is on file — for example, "Main Pool · 15,000 gal". If no body is selected yet, the chip turns amber and reads "Choose body of water". The chip shows even when the location has only one body of water, and even when the task is tied to a specific one — being tied to a body pre-selects it, it doesn't lock it. A stop with no body of water doesn't need one: there is no chip, you record the readings as usual, and saving them adds a plain Pool (no gallons) to the location and files them under it.

1. 1Tap the chip to open the Body of water sheet: it lists every body of water at that service location with its type and gallons, and check-marks the one in use.
2. 2Switch to a different body there — the reading re-points to it and that body's reading history loads.
3. 3Use the Add body of water button at the bottom to add a missing pool or spa yourself, without leaving the completion screen. Adding one needs the Add & edit pools and equipment permission (the built-in Technician role has it; a company can take it away with a custom role).

Pool type. When the selected body of water has no pool type (Sanitizer) on file, a slim Pool type · optional row under the chip offers Salt, Chlorine and an ✕. It is optional: you can record readings without answering. Tapping Salt or Chlorine saves it on the body of water right away (offline too: it syncs when you reconnect) and the readings switch to your company's Salt or Chlorine setup on the spot (see chemistry setups by pool type). Chlorine is saved as Trichlor (Tablets); the office can change the exact kind later, and every chlorine kind uses the same Chlorine readings. It is asked once per pool. It also shows on a stop that has no body of water yet: tapping Salt or Chlorine switches the readings at once, and the pool type is saved on the Pool that your first reading creates (or on the location's only body of water, if it has no type yet). When a stop has two or more bodies of water, pick one first; the row then asks about that one. Tap ✕ to hide it for this visit; it never blocks completing the step. Pool type is also asked (optional) when you add a body of water, as Sanitizer Type. Every technician sees the row, whatever their role, because it only fills in a missing type. There is no list of other sanitizers on the row: to pick another kind (Bromine, Liquid Chlorine…) or change a pool type that is already set, edit the body of water (that needs the Add & edit pools and equipment permission).

• The Chemicals Used section further down shows a similar name-and-gallons chip so you can dose without leaving the screen — but that one only appears for bodies of water that have a gallonage on file.
• Gallons also appear on the mobile job detail screen (the "Bodies of Water" section) and next to each body in the chemicals body-of-water picker in the completion Extras section.
• To set or fix a pool's volume: on the web dashboard, open the customer's service location page → Bodies of Water → edit the body of water → Gallonage.

Log the chemicals and parts you used

Record the chemicals you added in the Chemicals Used section. Each row has a chemical picker (from your company's chemicals list), an Applied to selector when the property has more than one body of water, and a quantity. The pool's volume is shown on-screen to help you dose — no need to look it up on the web dashboard mid-service. Chemicals flagged "Always Charge" carry an amber badge so you know they'll be billed even on all-inclusive jobs.

• Admins and owners get a Create New Chemical link inside the picker on the chemistry step — name, customer price, your cost, stock, and unit — with a "Bill to this job" checkbox ("Chemical will appear on customer's next invoice") to charge it in the same motion.
• Under each chemical's quantity is a row of fraction buttons: ⅛ ¼ ⅓ ½ ¾. Tap one to fill in that fraction, keeping any whole number you typed: type 1 and tap ½ for 1.5, or tap ⅛ on an empty box for 0.125. Tap the highlighted button again to remove the fraction. Quantities are saved as decimals (⅓ saves as 0.33); the keyboard has no slash key, so typing "1/2" isn't supported. Other fractions like ⅜ can be typed as decimals (0.375). Don't want the buttons? Turn off Fraction Buttons on the Account tab to hide them (see account and settings).
• A Parts Used section ("Record any replacement parts used during this service") works the same way: Add Part opens a searchable Select part list of the company parts with their photos (tap a part's name later to swap it), then set the quantity. Each part shows its photo, and its price when your role has See part prices (customer price).

The Extras step: photos, extra tasks, and notes

After the checklist (its own step in Guided mode, the bottom of the form otherwise), Extras collects everything that isn't a task: Water test (when the visit has no water chemistry task), Photos of the completed work (up to 10 per stop, shared by the pool and spa; camera or gallery), Chemicals Used, Parts Used, Equipment, Tasks performed (not on the list), and Notes.

Tap any photo thumbnail — here, on task photos, or anywhere else photos appear in the app — to view it fullscreen: pinch or double-tap to zoom, swipe sideways to move between photos, and swipe down (or tap the X) to close. Where the photo is still editable, a Remove button in the fullscreen view deletes it after a confirmation.

• Water test — "Tested the water? Record the readings for this visit." Shown at the top of Extras when the job has no water chemistry task. Tap Add water test and the full water chemistry form joins this visit (below the other tasks on one long form, or as its own step after Extras in Guided mode), with the dosing suggestions that come with it. If your company has more than one water chemistry task template, you pick which one first. The X next to it takes it back off. Water chemistry tasks are not in the Add a task you performed list: this section is where you add a water test.
• Equipment — "Installed, replaced or serviced equipment? Log it on the pool's equipment record." Tap Log equipment work: pick the unit from the pool's equipment (or Equipment not listed to add a new one by type), choose Installed, Replaced, or Serviced, add up to 5 photos and a note ("4 new cartridges, old ones torn"), and for Installed/Replaced optionally the new part's brand, model, and serial number. Save to equipment adds a dated entry to that unit's Work history, with your name and a link to this job. Installed/Replaced also set the unit's install date to today and make your photos its photos on file; Serviced leaves the unit's details alone. The log saves right away (it doesn't wait for Mark Complete), and each one you saved on this visit is listed in the section with a green check. With no connection it's saved on the phone and syncs, photos included, once you're back online (the row says so until it does). Needs the Add & edit pools and equipment permission (on for Technician by default). The section doesn't appear when editing an already-completed visit, or when an admin has turned off the Equipment toggle on the web dashboard's Technician App Settings page (hiding it leaves equipment records and past logs untouched, and the pool's equipment list on the job still shows).
• Tasks performed (not on the list) — "Did anything not on the checklist? Add it here so it gets recorded." Tap Add a task you performed and pick from your company's task templates; the task joins this visit's checklist so you can fill in its response. While running a route it's on every stop; when editing an already-completed visit it's there too (see below). Great for the "while I was there, I also backwashed the filter" moments — it lands on the service report like any other task.
• Admins and owners get two extras here: scope chips — Just today (this visit only) or Every visit (added to the job permanently) — and a "Create new task…" link that opens a full inline task builder (name, description, response type, multiple-choice options, photo required / camera only, expected minutes) ending in Create and add.
• Notes — type, dictate, or tap Add Message to insert a saved note template; a Save as Template link appears under any note you've written so a good write-up becomes reusable. Anyone can create note templates. Heads up: these visit notes are customer-facing — the field says so under its heading — and appear as "Technician Notes" on the customer's service report and in the customer portal (companies can turn that off in service report settings). This is different from the Notes timelines on customers, jobs, and locations, which are marked Internal and are never shown to customers.

Fill the form by voice

1. 1Tap the "Fill out by voice" card at the top of the Complete Job screen (available to all companies).
2. 2Describe the visit out loud — tasks done, readings, chemicals added, anything notable ("skimmed, brushed, pH 7.6, added two tabs…") — then tap Done.
3. 3The AI fills in the checklist, chemistry values, chemicals used, and notes. It only fills empty fields — it never overwrites anything you already entered by hand — and anything it can't match goes into the notes.
4. 4Review the form, then scroll to the bottom and tap Mark Complete.

• Voice fill needs an internet connection — the card shows "Unavailable offline" without one.
• The Notes section also has a Dictate button: tap to record, tap again to stop, and the plain transcription is appended to your notes with no AI interpretation. It's hidden while offline.
• Every recording — voice fill and notes dictation — is saved with the completion, audio plus transcript. Admins can listen to the audio and read the transcripts in a "Voice Recordings" section on the completion's detail page on the web dashboard (Field Operations → Completed Stops → open a completion).

Why is a section missing from my screen?

Editing a completed visit

Typo in a reading? Open the completion (from the My Stops tab's Done list, or a job's completion history) and tap the pencil in the Completion Details header. The whole report opens for editing in the Compact layout — tasks, chemistry, chemicals, parts, photos, and notes. This works the same for maintenance visits and work order visits. Office staff can also replace, remove, or add a visit's photos from the web dashboard (see fixing a completed visit's photos from the web).

Forgot to record a task? In Extras, tap Add a task you performed, pick it, and fill it in on the form; it's saved on that visit when you tap Save Changes (the X takes it back off before then). Forgot the water test? Use Add water test the same way: the reading is dated the day of the visit, not today. Adding a task here only changes this visit's report; the job's task list and future visits stay as they are, so there are no Just today / Every visit chips. Tasks that were done on the visit but have since been taken off the job still show on the form so you can see and change their answers. The Notes for next visit card doesn't show while editing (it's about the job's next visit, not this one), and the filter switch on the chemistry form reads Filter cleaned on this visit.

Just adding a note? You don't need the full edit. The Notes section on Completion Details has an Add note button (Edit when the visit already has notes): type it, tap Save, done. These are the same customer-facing visit notes as on the Extras step, so the customer sees them on their service report; it never emails the customer. The same who-can-edit and invoiced lock rules below apply, and it needs a connection.

• Who can edit: the technician who completed the visit can always edit their own report; anyone else needs the "Correct completed visits (other people's)" permission.
• Once the visit is invoiced, it locks for everyone — the pencil disappears and no edits are possible.
• A "Reason for changes" field (optional) records why you're editing — "e.g. Corrected pH reading entered in error" — into the report's history.
• A "Notify customer of changes" toggle (off by default) emails the customer a summary of what changed; they already got the original report.
• Every edit lands in the Edit History section at the bottom of Completion Details: who, when, a summary of what changed, the reason in quotes, and a "Customer notified" badge when an email went out.

Admins and owners also see a Pricing section on Completion Details (service rate, chemicals, visit total, and the invoice status badge) and, with the alerts permission, an Alerts on This Visit section linking any technician alerts raised at this stop.

Share your work

The "Stop Complete!" share prompt is off by default: submitting a stop takes you straight back to your route. Turn on Share Prompt in Account to get it after each stop, asking "Nice work. Want to share this one?" Tap Share Your Work to build a branded card from the visit:

1. 1Choose Your Template — Before & After ("Show the transformation. Perfect for green-to-cleans.") or Photo Showcase ("1-4 photos of your best work. Great for weekly service.").
2. 2Pick photos — from your camera, gallery, or the From This Job strip of the photos you just took.
3. 3Preview the card, flip between Dark and Light styles, and tap Share Your Work — the app renders a PNG with your company logo, brand color, and the job's city, and hands it to your phone's share sheet for Instagram, Facebook, texts, anywhere.

• Not into it? Tap Skip, or "Don't show this again" to silence the prompt again, which turns the Share Prompt toggle in Account back off.
• You can build a card from any past visit too: the share icon in the Completion Details header uses that completion's saved photos.

Frequently asked questions

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