Service levels allow you to create job requirement settings that are automatically activated when the service level is assigned to a property.

Common examples of service levels are "Complete Care", "Chemicals Only" "Full Service" "Baskets and Backwash", etc etc.

The settings you can change by service level include any custom checklist item settings, what chemical readings are required and under what circumstances and system item settings like Backwash, Filter Clean and Salt Cell Clean.

Create a Service Level

  • Go to settings section by clicking drop down arrow in top right corner of screen

Go to Settings animation
  • Scroll down until you see Service Level Checklist section which will have one tab called "Default". The default tab is not a service level. The settings for default tab will be used on a job for any property that doesn't have a service level assigned.

  • Click the + icon where indicated below to add a new service level

Create new service level icon
  • Enter the name of your service level like "Complete Care" or "Chemicals Only", etc(technicians will see this in app and users will see it in a drop down list for each property)

Service level name
  • You can choose to leave the other fields blank or enter the approximate amount of time per visit a technician will take to complete a job for this service level. You can also choose to enter the amount a technician would be paid per visit to complete this service level. You can track the total estimated time and payroll costs for each route based on this.

time and cost
  • Click "SAVE" button to create the service level. You will now see a new tab with the service level name. Clicking on this tab will allow you to change the settings for what is required on a job, when and how often.

service level tab

Edit or delete a Service Level

  • To edit a service level, click the edit pencil icon in any service level tab

edit a service level
  • To delete a service level, click the delete button after you click the edit pencil icon

delete a service level

Quick Explanation about "TYPES"

For each service level, you can create whatever "types" you'd like. These types will not affect the actual workflow settings. Types are used entirely to determine what you pay your technicians and what you charge your customers. For example, you might pay and charge differently for "Complete Care" service level with a type of "Play Pool" vs "Complete Care" with a type of "Dive Pool". The combinations are up to you and you can set the pay rate and customer price for each type in the Technician Pay and Billing Defaults sections. (which are also located in settings)

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