Customizing Service Reports
Make your service reports reflect your brand with custom logos, colors, and messaging.
Report Branding
Adding Your Logo
- Go to Settings > Service Reports
- Click Upload Logo
- Select your logo file (PNG or JPG)
- Adjust positioning if needed
- Save changes
Use a square logo for best results. Recommended size: 200x200 pixels.
Custom Message
Add a personalized message to every report:
- Find Report Message in settings
- Enter your custom text
- Example: "Thank you for choosing ABC Pool Service! Questions? Call us at 555-1234."
- Save changes
Report Content Options
Choose what to include in reports:
Available Sections
| Section | Default | Description |
|---|---|---|
| Water Readings | On | pH, chlorine, etc. |
| LSI Score | On | Water balance indicator |
| Chemicals Added | On | What was used |
| Service Notes | On | Technician comments |
| Photos | On | Pool images |
| Checklist | Off | Tasks completed |
Preview Reports
See how your reports look before sending:
- Go to Settings > Service Reports
- Click Preview
- See a sample report with your branding
- Make adjustments as needed
Report Delivery
Email and Text
Reports are emailed to the customer automatically after each completed visit.
If a customer would rather get a text, you can send the report link from your own phone using Text Link in the visit's share menu. PoolOps opens your Messages app with the link ready to send.