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 or navigate to see routes from other 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 from up 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.

Route briefing

Tap Briefing on the Route tab for a read-only summary of the day before you start driving. It appears when routes exist for today or a future day, and it is not available for past days. The briefing shows your remaining stops with planned service time, driving time, and miles, and it lists stops already completed or skipped.

Sections appear only when they apply:

• Non-chlorine pools — stops at pools that do not use chlorine

• Load the truck — unfinished PART and MATERIAL lines from your work orders, grouped across stops and compared with your truck stock. Free-text items are marked Not a catalog item — check you have it.

• Keys — keys you need to bring

• Heads up — operational notes for the day

• Water watch — recent readings that may need extra chemicals, such as low sanitizer, out-of-range pH, low alkalinity, low salt, or phosphates at the treatment threshold

If none apply, the briefing says Nothing special on this route. Tap Close to dismiss it. The briefing reads your cached schedule data, so a day you already have cached works offline; truck-stock quantities appear once inventory data is available, while the rest of the briefing still renders.

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.

Arrive and start service

Tapping Arrived at a stop both records your arrival and starts service: the visit moves straight into progress, and your arrival time is captured the moment you tap. Started the wrong stop? Tap Undo Arrival to clear the recorded arrival time and put the stop back as not yet started. Undo is available until you record work at the stop, such as photos, checklist items, readings, or notes.

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.

Wrong-stop check-in warning

When you tap the arrived action at a stop, the app compares your phone's location with the property's verified location. If your check-in looks to be about 300 meters or more from that location, the app warns you that you may be at the wrong stop and, when another stop on the route matches your location, offers to switch you to it. Either switch to the suggested stop or confirm that you are at the intended property. Office staff also see an alert with a link to the visit so they can review the check-in and correct the property's details if needed.

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

Customer and technician signatures are optional for work order jobs. You can complete the stop without capturing either one:

• 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. A missing customer or technician signature does not prevent you from completing 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.

Remove saved chemistry readings

If you entered a chemistry reading in the wrong row or need to correct a value, you can remove a saved set of readings and enter them again. This works offline and is available in English and Spanish.

1. In the Chemistry Readings section, tap the remove control on the saved-reading card you want to remove.

2. Confirm with Remove. Choosing Cancel keeps the readings.

3. Enter the corrected readings again.

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.

Route map

Tap Show Map on the Route tab to see your stops plotted geographically. The map shows the day and technician selected on the Route tab, with each stop as a numbered marker in visit order and a dashed line connecting the stops in sequence.

Marker colors show each stop's status: green for completed, amber for in progress (en route, arrived, or working), gray for pending, and red for skipped. A legend at the bottom of the map explains the colors. Tap a marker to see its stop number, the customer name, and the property address.

• Show Warehouse — Appears when your company has a warehouse; toggle it to display the warehouse as a reference point.

• Show Home — Appears when your technician profile has a home location set. It adds a home marker and gray dashed lines from your home to the first stop and from the last stop back home, so you can see your full travel for the day.

The map shows an online status indicator in the header and loads from your cached schedule, so you can view your route without a connection. If you have no stops for the selected day, the map shows No route, and if the schedule data fails to load, you can tap retry to try again.

On Android, the map asks for location permission to show your current location. Denying it keeps the map usable but hides the current-location indicator.

What's next

After you start your route, the app guides you through each stop. To see how routes are built and assigned in the Admin Dashboard, see Routes.