The way pool pros automate service visit summaries with chemical readings and tasks is through service emails, automated messages sent after a visit that pull in the readings, dosages, service checklist items, photos, and notes a tech captures on-site. Once it's switched on, every completed stop can generate a clear recap for the customer with no extra back-office work.
Turn on service emails and pick what to include
Service emails are set up in the web app under Settings → Service Emails, where you toggle the feature on and check the fields you want each summary to share — readings, dosages, and service checklist items. That selection is what controls which chemical data and which completed tasks land in the customer's recap.
Make the task wording customer-ready
The completed tasks come from your service checklist, so the Description When Complete for each item is what the customer actually reads. Editing those "swipe" messages — in either the web or mobile app — lets you turn internal instructions like "Vacuum" into polished, customer-facing lines like "Pool was vacuumed," so the automated summary stays professional.
Add per-pool notes that explain the chemistry
For readings and dosages that benefit from context, you can build reusable templates under Settings → Service Emails → Messages for Emails (Service Email Messages on mobile). Techs can drop these in per pool to explain a dosage — for example, noting that muriatic acid was used to lower pH — so the summary educates the customer alongside the raw numbers.
