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Scheduling & Routes

Plan multi-visit pool work and review schedule exceptions

Green-pool recovery and installs can carry multiple dated appointments, while structured hold/cancel reasons and GPS review keep the dispatch record explainable.

Where: Route Manager -> Schedule intelligence -> Plan visits / Reasons / GPS review

  1. Open the pool job and choose Plan visits for a green-pool cycle, install, or other multi-day job.
  2. Preview every appointment date, arrival window, and assigned tech before confirming the series.
  3. When a visit is held, canceled, or skipped, select the real reason instead of burying it in a note.
  4. Review GPS-versus-timesheet exceptions in Schedule intelligence; WaterMark flags evidence for office review and does not rewrite payroll automatically.
Good to know
  • Manual-project billing prevents each follow-up appointment from creating an unintended visit invoice.