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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

  1. Set a pool's service season on its profile so WaterMark knows it's seasonal.
  2. Open the Manage company hub and choose Seasonal services.
  3. Click 'Refresh this year's open/close' to generate this year's Opening and Closing for every seasonal pool.
  4. Under 'Needs booking', click Book on an item and pick a date to drop it onto the schedule.
  5. Open the Route Manager for that date to assign the open/close to a technician.
  6. 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.