Customer Notes and Service History

Every customer has a detailed history of all services performed. Use notes to track important information.

Viewing Service History

On the Mobile App

1. Open a customer profile
2. Tap the History tab
3. See all past services with dates

On the Web Dashboard

1. Click a customer to open their profile
2. Scroll to Service History
3. View detailed records including:

• Water readings
• Chemicals added
• Photos taken
• Notes from each visit

Understanding History Details

Each service log shows:

• Date and time of service
• Water readings (pH, chlorine, etc.)
• LSI score and balance status
• Chemicals added with amounts
• Photos taken during service
• Notes from the technician
• Checklist items completed

Using Customer Notes

Notes help you remember important information:

Types of Notes

• Gate codes and access instructions
• Pet information (dogs in backyard)
• Equipment locations (pump is around back)
• Customer preferences (don't use certain chemicals)
• Recurring issues (pool tends to go green in summer)

Adding Notes

1. Edit the customer
2. Find the Notes field
3. Enter your notes
4. Save

Service-Specific Notes

You can also add notes to individual services:

1. During service, find the Notes field
2. Enter notes about this specific visit
3. Notes are saved with the service log

Example Service Notes

• "Filter pressure high - needs cleaning soon"
• "Customer mentioned they'll be on vacation next week"
• "Added extra chlorine - pool had algae starting"

Exporting History

On the web dashboard, you can export service history:

1. Open customer profile
2. Click Export History
3. Choose format (CSV or PDF)
4. Download the file

What's Next?

• Editing customer information
• Sending service reports