The Route Tab

The Route tab is your starting point each day. It shows your assigned route—the stops you need to make, in order, along with your progress so far. From here, you start or continue your route and view stops for today ornavigate to see routes fromother days.

View routes for different days

Use the day navigation at the top of the screen to view your schedule beyond today:

• Previous day — View routes fromup to 5 days in the past

• Jump to today — Return to the current day

• Next day — View routes up to 5 days in the future

The selected date appears in the header. When viewing a day other than today, the date displays in a different color to remind you that you're looking at a past or future schedule.

What you see

When you open the Route tab for a selected day, you see:

• Greeting and date — A personalized greeting based on the time of day, along with the selected date.

• Progress summary — A card showing how many stops you've completed and your overall progress as a percentage.

• Timeline of stops — Your scheduled stops for the day, listed in order. Each stop shows:

  • A status indicator: a checkmark for completed stops, an X for skipped stops, or the stop number for pending stops

  • The property address

  • The customer name

  • The visit type—either a service plan name for recurring visits, or the work order number and title for work order jobs

  • Sanitizer type — the pool's sanitizer (such as Chlorine, Saltwater, Bromine, Ozone, or UV) appears beside the customer name, color-coded for quick scanning

  • Estimated duration

  • Checklist progress (for stops in progress that have checklist items)

  • Completed duration (for finished stops)

• Breaks — Any scheduled breaks appear in the timeline with their duration.

An online indicator at the top shows whether you're connected or working offline. If you're offline, the app continues to work—and syncs your data automatically when you regain connectivity.

Types of stops

Your route can include two types of stops:

Recurring service visits

These are regular pool service visits generated from your service plan schedule. They follow the standard service workflow: arrival, service checklist, before and after photos, chemistry readings, chemical usage, and completion.

Work order jobs

Work orders are one-time jobs added to your route—such as repairs, equipment installations, or inspections. Work order jobs have a different workflow than recurring service visits. See Work Orders to learn more about how work orders are created and scheduled.

Start or continue your route

From the Route tab on today's date, you begin your work:

• Start Route — If your route hasn't started yet, tap Start Route to begin. This opens the route execution screen where you work through each stop.

• Continue Route — If you've already started your route and it's in progress, tap Continue Route to jump back in and pick up where you left off.

• Review Route — Once every stop on the route is completed or skipped, the action becomes Review Route. It opens the route for review without starting or restarting it, and is disabled for non-today dates and in read-only technician views.

These buttons are only available on today's route. When viewing past or future days, you can browse the schedule but cannot start or continue those routes.

The app prefetches your route data, so you can start your route even if you lose cell service. Everything you do offline syncs back when you're connected again.

Skipped stops on the execution screen

When you open a stop that has been skipped, the execution screen shows a red box labeled Skipped with the reason in parentheses, such as Skipped (Customer Request). The available reasons are Gate Locked, Dog Loose, Construction, Customer Request, Weather, and Other. Any note added when the stop was skipped appears below the reason.

An Unskip Stop button appears directly beneath the skipped box. Tap it to put the stop back in play so you can complete the service visit.

Reorder stops

Technicians can change the order of upcoming stops for the day:

1. Open today’s route and choose Reorder / Reorder stops.

2. Use Move stop up and Move stop down to set the sequence. Completed stops are not shown in the reorder list.

3. Tap Save (or Cancel to discard).

Office staff can also rearrange routes from the admin Routes page. Owners and admins viewing another technician’s route in read-only mode cannot reorder stops.

Optimize your route

Use Optimize Route to reorder your open stops for the shortest drive. Open Reorder stops and choose Optimize Route below the stop list; it appears when you have at least two reorderable stops. Completed, skipped, cancelled, and the stop you're currently working are left in place.

Before you start the route, the optimizer honors your furthest-first route preference and works back toward the warehouse. Once the route is underway, it orders the remaining open stops as the shortest remaining drive. If the stops are already in the best order, or have no map locations, the route is left unchanged.

Other Techs and Move to Me

The Other Techs panel at the bottom of today's Route tab shows other technicians who have routes that day, with their completed and total stop counts, skipped stops, and progress. It appears only for today and only when you can view other technicians' routes. Select a technician to open their stops for the day.

From another technician's stop list, select one or more eligible stops and tap Move to Me to bring them onto your route for that day. Stops that are en route, arrived, in progress, or completed are not selectable; a skipped stop can be moved and is revived when claimed. The moved stops are appended to the end of your route, and both routes detach from their recurring templates so a later template sync doesn't undo the handoff.

Owners and admins viewing a technician

If you sign in as an owner or admin, use the Technician control to Select Technician and open that person’s route. The view is read-only: you cannot start or continue the route or reorder stops. You can open completed visits in History.

Completing work order jobs

Work order jobs follow a different completion workflow than recurring service visits:

Work order checklist

Instead of a service plan checklist, work order jobs show the specific tasks from the work order's line items. Each line item appears as a checklist item to complete. If no line items were defined, the checklist shows No line items on this work order.

Before photos required first

Before you can access the work order checklist, you must take at least one before photo. If you try to proceed without a before photo, you'll see Take a before photo first.

After photos

After completing the checklist, capture after photos showing the completed work.

Signatures required

Work order jobs require signatures before you can complete the stop:

• Customer signature — Capture the customer's signature on the completed work

• Technician signature — Add your own signature confirming the work

Both signature slots appear in the Signatures section. If a signature is missing, you'll see Signature required when attempting to complete the stop. If a stop is skipped, you can use Unskip Stop on the execution screen to put it back in play when appropriate.

Finish a stop with the Visit summary

Complete a visit through the Visit summary, which shows the completion choices and note fields for the stop.

The summary lists the choices that apply to this visit:

• Could not complete checklist — lets you complete the stop when you couldn't finish every checklist item. It requires an explanation in Note for office or Standard notes for service.

• No chemicals added — lets you complete the stop without logging chemical usage. It appears only for visits at a property with a pool; poolless visits aren't chemical-gated and don't show this option.

Record what you found and did in the three separate note fields:

• Note for client — the only note customers see in the Customer Portal, so write it for them.

• Note for office — internal follow-up for office staff, who get an alert so they can action it.

• Standard notes for service — internal details about the work you performed.

Create a work order from a template

While on a route, you can create a priced work order from an office-approved template instead of only logging a draft for review. This requires an internet connection, because prices come from the office at the moment you create it.

1. On the visit, choose Create Work Order and then Create from Template.

2. Pick a template from the ones your office has enabled for the app. Each shows its name, description, line items, subtotal, tax, and total.

3. If the template requires customer approval, check Customer has approved work. You can't approve until this is checked.

4. Tap Approve.

The work order is scheduled as a separate visit and becomes the next stop on your route. When you're offline, the option is unavailable with a message explaining that creation needs a connection for current prices.

Empty state

If you have no routes scheduled for the selected day, you'll see:

• A sun icon

• No routes

• You have no scheduled stops for this day

Use the day navigation to check other days, or contact your dispatcher if you expected stops for today.

Refresh your schedule

Pull down on the screen to refresh. This fetches the latest route data from the server. If someone in the office updates your route—adds or removes a stop, or changes the order—a pull-to-refresh brings those changes into your app.

What's next

After you start your route, the app guides you through each stop. Use the Map tab to see your stops plotted geographically, or continue reading about how routes are built and assigned in the Admin Dashboard.