Proof of a job done, sent before the truck leaves
Closing out a visit automatically emails the customer photos, that day's chemical readings, and which checklist items got done. One less phone call asking "did anyone come today?"
The report a customer expects, without extra data entry
A customer who's paying for a weekly pool service and never sees evidence of it tends to start asking questions — or worse, calling to check whether anyone actually showed up. A service report closes that gap without adding a task to the technician's list: mark the stop done, and the report goes out on its own.
What's in it
Before/after photos from the visit, the chemical readings logged that day (see chemical readings), and a summary of which checklist items were completed — skimmed, brushed, filter checked, and whatever else the plan calls for.
Configurable per customer
A homeowner might want an email after every single stop. An HOA managing a dozen properties might prefer a rolled-up view instead. Reports can be turned on or off per customer so the right level of detail goes to the right recipient.
Not the same as the invoice
A service report is proof of what happened at a visit. Billing that visit is a separate step — see billing & invoicing for how a completed stop turns into a charge.
Service report questions
Does a service report send automatically, or does a tech have to send it manually?
It sends automatically when the visit is closed out. There's no separate step for the technician to remember.
What's included in a service report?
Photos from the visit, the chemical readings logged that day, and which checklist items were completed. What's included can be turned on or off per customer.
Can I turn service reports off for a specific customer?
Yes. Reports are configurable per customer — some office managers or HOAs would rather get a monthly summary than an email after every stop.
Is a service report the same as an invoice?
No. A service report documents what happened at a visit — photos, readings, checklist. Billing is separate; see the invoicing feature for how a visit turns into a charge.
Stop fielding "did anyone come today" calls
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