Tap a task to check it off · × to delete · sorted by urgency across all customers.
Last service
Customer Details
Contact & Address
Only if Google Maps lands at the wrong spot — mark the real driveway/entry to drive to.
Pool Profile
Site & Access
Saved with the customer (synced to your account). Tailors the "on my way" reminder & the couldn't-service note. Gate codes are never included in any message sent to the customer.
Billing & Rates
Saved with the customer. Sets their labor rate, payment terms & any deal — used on their invoices and in profitability stats.
Set these only for accounts that keep their own numbering (e.g. a commercial client) — NAIAD continues their sequence. Leave blank to use your standard counter.
Notes & Status
Photos
Pool, equipment, house — anything. Stored on your computer and viewable on all your devices. Open or save a customer first, then add.
Service Details
Water Chemistry · Current → Desired
Current = what you tested · Desired = where you're taking it (drives dosing & the customer message).
Current
Desired
Water °F
pHpH Ceiling
Total AlkalinityCarbonate Alk
Calcium
CYA
TDS / Salt
—
LSI
—
Current
Desired
Chlorine (FC)
Phosphate
Combined Cl (CC)
—
Dosing · Current → Desired
Computed from total pool volume (gallons) and the gap between current and desired. Estimates — always retest after dosing.
Doses calculate automatically as you set your desired targets.
Chemicals Administered
Tap a chemical to log it. + New adds your own button; long-press a gold (custom) button to remove it.
Services Provided
One service per line. + New adds your own button; long-press a gold (custom) button to remove it.
Materials Used
Parts & materials used (e.g. on a repair). Add from inventory links an item so its stock drops when you save; or add a free-text one. Columns: name · qty · your cost · sell price.
Water Conditions
Quick visual log — tracks debris load & clarity across the seasons, separate from chemistry.
Debris in pool
Water clarity
Algae
Drain / Dilution
Flag a partial or full drain & refill so a big drop in CYA, calcium, or salt reads as a deliberate fix — not an outlier in the data.
Amount drained
Visit Status
Was the pool serviced? "Couldn't service" generates a documented note to the customer — your timestamped record that you showed up and why service was skipped.
Comments / Tasks
Charges
— LSI → —
Message Options
Message type
Style
Manage these in the FAQ · Quick replies card below.
Detail
Sections to include
Generated Message
FAQ · Quick replies
Save common questions & answers, then copy an answer to paste into a text to your customer.
Saved Customers
Data & Backup
Text backup — no download needed
Restore from text
Statistics
Showing simulated demo data — toggle off for real-world only
Demo Data
Generates one connected demo set: 9 customers (seven service pools — one per sanitizer — plus two construction clients), all linked by customer ID. Each service pool gets 6 months of weekly visits carrying the per-visit service charge that appears in your message; several also have linked repair or construction invoices. Service revenue and job invoices stay in separate buckets. Use "Compare all readings" to overlay every metric across pools. Everything is tagged SIMULATED.
Billing
Measurement Converter
Dry & wet unit conversions for the field — works offline. Cross weight↔volume by picking the chemical.
NAIAD — local & private.
Document preview
Creates a real PDF file — pick Save to Files, or share it to Messages/Mail. Trouble?