Plan the work
Set up repeating service schedules for regular properties
Turn regular pool visits into a consistent schedule with service notes, assigned technicians and recurring billing preparation.
← All industriesRecurring visits and organised customer/property records.
Set up repeating service schedules for regular properties
Record the work completed and any follow-up needs
Review monthly draft invoices created from completed priced visits
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Technicians can enter visit notes, but dedicated water-testing and chemical dosage forms are not yet implemented.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Readings may be entered in job notes, but dedicated chemical-testing fields and dosage calculations are not included.
Yes, provided the scheduled task is configured and completed visits are priced.
Keep your people, customers and work moving on one platform.