The Follow‑Up Job feature lets you efficiently schedule and manage multiple visits for the same service. This is especially useful for jobs like green pool treatments or multi‑step repairs, where several visits are needed to complete the job or even when servicing properties with multiple pools.
When to use follow-up jobs?
Use follow‑up jobs in situations such as:
Green pool treatments or similar cases, where multiple visits are required to fully resolve the issue.
Multi‑step services, like breakdown cleans followed by chemical balancing.
Servicing one location with multiple pools requiring different services.
Follow‑ups on existing jobs for the same customer.
How to schedule a follow-up job
Open your original job from the Jobs list or Calendar.
Click Actions → Schedule follow‑up.
On the follow‑up job form:
If the follow-up job is for a different pool, you can click on the 'Change' option beside the pool details to change to a pool linked to the same contact.
You may also change the job type to a different job type. Click on the 'Change' option within the Job type field to change. The follow-up job can also be assigned to a different technician.
Add details and fill out the necessary job information.
and click Create, then provide a Reason for follow‑up when prompted.
Check that you are on the follow-up job page. Save to finalise the setup.
⚠️ The details entered in the "Reason for Follow-up" prompt will be included in the 'Job notes' field within the 'Job details' page.
How the invoice section works across follow‑up visits
Shared Invoice Section: All products or services added during any visit in the follow‑up series are grouped into a single invoice tied to the first job in the series.
Unified Billing: Even if you add items during later visits, they’ll still show on that first job’s invoice.
Invoice Generation: When you finalise and generate the invoice, it is linked to the first visit, though all visits are marked as invoiced.
Example:
Visit 1 (May 1): Technician adds "Algaecide" and "Shock Cleaning."
Visit 2 (May 4): Technician adds "Labour" and "Acid Wash."
On May 5, you generate the invoice, all four items appear together, invoiced on May 1, and both visits are marked as invoiced.
This consolidated approach ensures your customer receives one final invoice instead of multiple separate invoices and helps avoid billing confusion.