Pool Service History (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All 

Step-by-step instructions . . .

1

Select Customers, and click customer name. 

2

Select the Pool tab. 

3

Select History.

4

Click through the date column to view service history. 

5

To print service history, click the Print icon.
Note: This service history includes tech service notes.  These notes are intended for use by the office and are not included in customer emails.  They many include information you don't wish to share with the customer.  Always review the service history report before sharing it with a customer.

6

To resend a service email, click the Email icon > Use Customer Email Address > Send.