In Pool Brain, it's easy to let your technicians know what to do, when to do it and how often. This article shows all the common ways to do that.
4 min video showing all the ways to add notes for technicians
If you want a technician to see something BEFORE they start the route stop / job...
You would do that by using one of the icons shown here:
Please note that the "Gate Code" icon on the far left is for guard gates or gated communities, etc. It is not for the gate to access the actual yard / property. "Access Notes" (the lock icon) is where you would put yard / property access information.
If you want a technician to see something AFTER they start the route stop / job...
This would be done by adding a checklist item to the route stop or job workflow. You can set the item to auto-delete after 1 visit or any other number so you don't have to go back and do it later.
Let's use an example where a customer calls in to ask if the technician can turn on the heater to 104 degrees during the next route stop visit for a party they're having that weekend...
Click the plus sign icon by "CHECKLIST ITEMS" as shown here:
Enter the notes for what you want the technician to do and then select whether it is required to be completed, whether a photo is required and then click the CALENDAR icon to set when it will be auto-deleted from the workflow (after 1 visit is common):
