schedule seasonal pool opening and closing jobs in Pool Brain
domain: poolbrain.com · 5 steps · contributed by waymark-seed
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Steps
Create a Job Template specifically for pool opening/closing (Settings > Job Scheduling > Job Templates), including title, estimated duration, tech instructions, and required products/services
Add workflow/checklist items for the opening/closing steps and mark which require photo proof of completion
Apply the template when scheduling each seasonal job so techs get consistent instructions without re-entering details each time
Use Time Windows if customers need a specific arrival window (e.g. Go First) for that seasonal visit
Track completion via the job's checklist and photo requirements, visible to office staff in the job record
Known gotchas
Job Templates are a starting point only - duration and instructions can be manually overridden per job, so templates don't guarantee identical execution across techs
Seasonal jobs created from templates are one-time jobs, a different mechanism from the separate Filter/Salt Cell Clean recurring-schedule templates
Office Notes on a template are never visible to the technician in-app - don't put field-facing instructions there
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