Project Stop Route
How to Set Up Maintenance Routes & Add On-Demand Project Stops This guide explains how to create a new Maintenance Route for a field maintenance technician and add on-demand project stops for them to complete. Step 1: Create a New Maintenance Route Step 2: Navigate to Maintenance Stops Step 3: Add On-Demand Project Stops Step […]
Managing Phases and Scheduling
Checklists
How to Assign and Manage Checklists in the Web Portal The Checklists feature in Pool Builder Geek allows you to assign, track, and complete standardized templates for your projects and tasks. This guide walks you through the process of assigning a new checklist and updating its status. Navigating to Checklists To view and manage all […]
Work Orders
How to Manage Work Orders in the Pool Builder Geek Web Portal Work Orders allow you to assign, schedule, and track service requests, warranty work, and job-related tasks from a centralized location. The Work Orders page provides powerful filtering, scheduling, and assignment tools to help your team stay organized throughout the lifecycle of each request. […]
Setting up your Dashboard
Creating Project Filters
Managing Construction Phases
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