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

  • 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.

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.

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.

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.