Scheduling & Routes
Track seasonal openings and closings
Seasonal pools need an Opening in spring and a Closing in fall. WaterMark keeps a backlog of every open/close that's due so none slip, and weekly visits pause automatically off-season.
Where: Manage company -> Seasonal services
- Set a pool's service season on its profile so WaterMark knows it's seasonal.
- Open the Manage company hub and choose Seasonal services.
- Click 'Refresh this year's open/close' to generate this year's Opening and Closing for every seasonal pool.
- Under 'Needs booking', click Book on an item and pick a date to drop it onto the schedule.
- Open the Route Manager for that date to assign the open/close to a technician.
- After the visit, come back and click Mark done, or use Skip to drop one you won't do this year.
Good to know
- Booking a seasonal service puts it on the board but does not assign a tech - finish the job by opening the Route Manager for that day and reassigning it.
- The Needs attention button on the Route Manager also flags seasonal open/close that still need booking, so nothing hides in a menu.