Sending Service Reports
Keep your customers informed with professional service reports sent directly after each visit.
Automatic Reports
When you finish a visit, PoolOps emails the report to the customer automatically:
- Complete the service (water readings, chemicals, photos)
- Tap Complete Service
- Once every pool and spa at the stop is done, the customer gets one email with a link to their report
The customer needs an email address on their profile to receive automatic reports.
Texting the Link Yourself
Prefer to text a customer? Open the visit in History, tap the share menu, and choose Text Link. This opens your phone's Messages app with the report link filled in, and you send it yourself. PoolOps doesn't send texts for you.
Sending reports builds trust and keeps customers informed without extra phone calls.
Report Contents
Each service report includes:
- Date and time of service
- Water chemistry readings
- LSI score and status
- Chemicals added with amounts
- Service notes
- Photo of the pool
- Your business information
Customer View
Customers receive:
- An email with a link to their report
- Beautiful, mobile-friendly report page
- No login required to view
- Works on any device
Sample Customer Experience
- Customer gets an email letting them know their pool was serviced
- They tap the link
- See a professional report with all details
- Can view photos and chemistry readings
When to Send Reports
Send After Every Service
Consistent communication builds trust. Most pool pros send reports after every visit.
Skip Reports When
- Customer specifically requested no reports
- Quick stop without full service
- Follow-up visit for issue resolution
Report Settings
Customize your reports:
On the Web Dashboard
- Go to Settings > Service Reports
- Configure options:
- Include/exclude specific readings
- Add your logo
- Customize message text
Viewing Sent Reports
Track which reports have been sent:
- View from customer profile
- See date and time sent
- Know if customer opened the report