Scheduling & routes
Scheduling, routes, and work orders.
Set each customer's schedule once and visits fill the calendar automatically. One click puts each day's stops in drive order, and repairs are tracked alongside the recurring route.
01
Recurring schedules
Set the schedule once.
Every customer gets a service schedule: weekly, biweekly, or a custom pattern. Visits are generated automatically weeks ahead, and each day shows exactly which pools are due.
- Weekly, biweekly, and custom patterns per customer
- Visits generated automatically, weeks ahead
- Per-day view of which pools are due
02
Route optimization
Optimize the route with one click.
PoolBase orders each day's stops from your home base so techs drive less between pools. Each truck gets its own optimized route.
- One-click optimization from your home base
- Stop order shared with the tech's field app
- Separate routes per tech
03
Reschedules & dispatch
Move visits, or hand off a whole day.
Push a day's stops, skip a visit, or move one pool; the recurring schedule stays intact. When a tech calls in sick, reassign their entire day to someone else in one click, and the new tech is emailed their updated route.
- Push, skip, or move visits
- Reassign a whole day to another tech in one click
- Techs are emailed when their schedule changes
04
Work orders
Track repairs, and their margin.
Work orders for repairs, filter cleans, and one-off jobs are on the same calendar as the recurring route. Each job records what it cost you (parts, subcontracted labor), so you see the margin on every repair.
- Work orders tracked from request to done
- Job costs and margin on every work order
- Assign any job to any team member, with an email alert
More of PoolBase
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