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Pool service

Clearwater Pool Care · Pool service · Tampa, FL

Marisol Herrera dispatches four technicians at Clearwater Pool Care, a residential and commercial pool service in Tampa, and she uses this to run each week's route from scheduled stop to completed service report without losing a skipped pool or a chemical receipt.

Home servicesWork ordersBoards3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent
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Route board

Service visits
Scheduled12
Harbor View Commons — pump basket clearHarbor View Commons poolIngrid Sorensen
Nguyen — green-pool recoveryNguyen residenceHector Ramos
Castellano — skimmer repairCastellano residenceKwame Boateng
Pierce — opening inspectionPierce residenceWendy Li
Lakeshore Inn — weekly cleanLakeshore Inn poolIngrid Sorensen
7 more
En route1
Vasquez — tile and waterline scrubVasquez residenceIngrid Sorensen
In progress1
Brennan — chemical balanceBrennan residenceWendy Li
Completed9
Okafor — filter backwashOkafor residenceWendy Li
Brennan — salt cell checkBrennan residenceIngrid Sorensen
Harbor View Commons — tile and waterline scrubHarbor View Commons poolHector Ramos
Nguyen — pump basket clearNguyen residenceWendy Li
Castellano — green-pool recoveryCastellano residenceIngrid Sorensen
4 more
Skipped2
Vasquez — chemical balanceVasquez residenceIngrid Sorensen
Delgado — filter backwashDelgado residenceIngrid Sorensen

Tables

Service visits

25 sample rows · 11 columns

Each stop on a technician's weekly route: the readings taken, the chemicals used, and whether the pool got serviced.

StopPoolTechnicianVisit dateStatusFree chlorinepH
Okafor — filter backwashOkafor residenceWendy LiOct 9, 12:30 PMCompleted2.37.4
Brennan — salt cell checkBrennan residenceIngrid SorensenOct 9, 2:30 PMCompleted2.67.5
Vasquez — chemical balanceVasquez residenceIngrid SorensenOct 12, 12:30 PMSkipped——
Harbor View Commons — tile and waterline scrubHarbor View Commons poolHector RamosOct 12, 2:30 PMCompleted2.37.3
Nguyen — pump basket clearNguyen residenceWendy LiOct 13, 12:30 PMCompleted2.67.4
Castellano — green-pool recoveryCastellano residenceIngrid SorensenOct 13, 2:30 PMCompleted27.5
Pierce — skimmer repairPierce residenceIngrid SorensenOct 14, 12:30 PMCompleted2.37.6
Lakeshore Inn — opening inspectionLakeshore Inn poolHector RamosOct 14, 2:30 PMCompleted2.67.3
Abernathy — weekly cleanAbernathy residenceWendy LiOct 15, 12:30 PMCompleted27.4
Delgado — filter backwashDelgado residenceIngrid SorensenOct 15, 2:30 PMSkipped——
Okafor — salt cell checkOkafor residenceIngrid SorensenOct 16, 12:30 PMCompleted2.67.6
Brennan — chemical balanceBrennan residenceWendy LiOct 16, 2:30 PMIn progress27.3

13 more rows

Pools

10 sample rows · 11 columns

The customer accounts: whose pool it is, how big, what plan they pay for, and how to get through the gate.

PoolOwnerPhoneEmailStreet addressPool typeGallons
Abernathy residenceJune Abernathy(813) 555-0109june.abernathy@palmettomail.net205 Pelican Crest DrSaltwater17,000
Brennan residenceTom Brennan(813) 555-0102tbrennan@gulfpointmail.com2915 Sandpiper Bend CtChlorine15,000
Castellano residenceRosa Castellano(813) 555-0106rcastellano@baysidehomemail.com1508 Tarpon Shoals BlvdChlorine14,000
Delgado residenceMarco Delgado(813) 555-0110mdelgado@suncoastinbox.net3807 Seagrape Hollow RdChlorine15,500
Harbor View Commons poolDale Whitcomb(813) 555-0104manager@harborviewcommonshoa.org6200 Bayshore Lantern BlvdChlorine60,000
Lakeshore Inn poolNoor Haddadin(813) 555-0108maintenance@lakeshoreinntampa.com9110 Gulf Meadow PkwyChlorine45,000
Nguyen residenceThanh Nguyen(813) 555-0105thanh.nguyen@suncoastinbox.net3302 Heron Glade AveSaltwater16,000
Okafor residenceAdaeze Okafor(813) 555-0101adaeze.okafor@baysidehomemail.com4127 Calloway Palm WaySaltwater18,000
Pierce residenceGordon Pierce(813) 555-0107gordon.pierce@gulfpointmail.com4719 Mangrove Reach LnSaltwater20,000
Vasquez residenceLucia Vasquez(813) 555-0103lucia.vasquez@palmettomail.net811 Marlin Cove DrSaltwater22,000

Also included

  • Route boardStage rules
  • Chemical spend by month and statusDrill-down
  • Gate locked — skipRow action
  • Morning routeDigest
  • Service reportDocumentThe note the owner gets after each visit.
  • Visit completed textNotificationTexts the owner the moment a visit is marked Completed.

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