Mark a Task as Completed on the Service Checklist (App)

Service Tiers: Getting Started, Scaling Up, Owning the Market

To learn how to use the Service Checklist in the field with Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1

Skimmer gives you a list of tasks to complete on the route. Here’s how to mark a task as complete, and how to meet additional criteria that may be set up for a task. On the route screen, find the Service Checklist box. If there are any custom tasks for this pool, they’ll be at the top, and the universal items will be below them. To complete a basic task, swipe right. Then it will turn gray, and if it’s been set up to do so, the description will change to show it’s been completed. If you’re sending a service email, this is what it will say for the customer.

2

Now we’ll assume we’ve done everything else for this pool, including readings and dosages and taking a service photo, so we’ll tap Finish. Except, we can’t finish the route stop yet, because it’s telling us we didn’t complete a required task.

3

The one we didn’t finish looks different. The star is there because this is a required task It must be marked as complete before we can finish this route stop. It also has a camera icon because a second option has been added, and we’re required to take a photo. So we’ll swipe right to complete it, and the camera opens so we can attach a photo.

4

Now we’ll tap Finish, and the job has completed successfully.