Service Profiles
Create custom, structured service records for every pool visit
Overview
Service Profiles allow businesses to create customised service templates with managed fields that technicians complete while conducting a pool service. These profiles ensure consistent data capture, improve service visibility, and provide a reliable record of pool conditions and actions taken during each visit.
Service Profiles are designed to be fully flexible, allowing teams to record any required pool optics, readings, notes, or service outcomes.
Who Is This For?
This feature is used by:
Pool Technicians — to record service details while on-site
Pool Shops — to standardise service reporting and maintain accurate service histories
Admins - As this is permissions-based.
Key Benefits
Ensures consistent service reporting across technicians
Allows fully customizable managed fields to suit any service type
Improves visibility and record-keeping for pool conditions and work completed
Reduces reliance on free-text notes by capturing structured data
How Service Profiles Work
A Service Profile acts as a template that technicians complete during a pool service. Each profile contains managed fields configured by the business Admin to capture specific information.
When a technician performs a service:
The assigned Service Profile is loaded
The technician completes the managed fields
The completed profile is saved as part of the service record
This creates a clear, repeatable structure for every service visit.
What Are Managed Fields?
Managed Fields are customizable data entry fields within a Service Profile. They can be configured to capture any information required during a service, including but not limited to:
Pool optics (clarity, colour, visible debris)
Chemical readings
Service actions performed
Equipment observations
Compliance or safety checks
Managed Fields are completely flexible and can be tailored to suit different service types, customers, or operational requirements.
Creating a Service Profile
To create a new Service Profile:
Log in to the PoolTrackr Web Application as an Admin ( as this is permissions-based and Techs do not have access to Set- up )
Select Set up ->Jobs -> Service Profile
Click on New Service Profile
Input Custom Name for Service Profile
You can Also Include a description of what exactly will be outlined in the Service Profile.
Press on the Edit button so you can customise the fields that will appear in the Service Report
Once you are in the service report, you click on Manage Fields
We can then select what we want on the service log. There are some pre-populated fields, but you can add anything you wish to monitor via the add field button.
We can create a new Field and customise it to suit what is needed
Once you have created all the Fields you require, you can now use them to collect Data on Jobs.
To enable these, you go to Jobs->Calendar-> New Job-> Enter Contact Details-> Job Type-> Then Service Profile you select your Service Profile -> Schedule the time and date, and Tech assigned -> then Create.
Now you will be able to see the service Profile Data that will need to be filled out to capture the data.
Summary
Service Profiles provide a powerful way to standardise service reporting, improve data accuracy, and maintain clear service histories. By using managed fields and custom templates, your team can capture consistent, meaningful service data across every pool visit.
If you need assistance setting up Service Profiles or managed fields, contact your system administrator or support team.