Customers & Pools
What your customer sees in the visit recap
The recap is your company's face. This guide lists exactly which captured fields reach the homeowner, and the honesty rules that keep a recap from ever overstating a visit.
Where: Field app -> close-out screen -> send recap; Office -> a completed job -> recap
- The recap describes the visit in plain language: the work done, and when the next visit is.
- Three homeowner-safe readings can be included: free chlorine, pH, and total alkalinity. Deeper chemistry stays in your records.
- Chemicals added are listed only from saved dose records. A dose that was typed but never saved cannot appear in a customer's recap.
- A recap can only be sent for a visit that actually happened: an unfinished job with no technician, readings, doses, or photos refuses to generate one.
- Recaps go out in the customer's language - English or Spanish - based on their preference.
Good to know
- The reassurance line at the end is earned, not automatic: it only appears when the visit's saved records support it.
- Customers can pay from the recap's payment link by card or bank (ACH) when online payments are set up - through your own Stripe account.
- The same honesty rules apply whether the recap is sent from the truck or from the office.