Reports & Analytics

Question 1

What does the Reports section show?

Accepted Answer

The Reports tab summarises the health of your business: completed services, chemical trends, technician performance and customer satisfaction. Click any chart to drill in.

Question 2

How is the 30-day completion rate computed?

Accepted Answer

It's the ratio of on-time completed services vs planned services. Late completions count as half, cancellations as negative.

Question 3

Where is the technician performance report?

Accepted Answer

Under Reports > Technicians. Sorting, filtering and comparison views are provided; earned badges are also shown.

Question 4

What does the chemical trend graph mean?

Accepted Answer

The chart shows average pH, chlorine and alkalinity trends across all pools over time. Seasonal patterns and sudden deviations are visible here.

Question 5

Can I export reports as PDF or CSV?

Accepted Answer

Each report screen has an Export button in the top right — pick PDF or CSV. PDF is visual, CSV is tabular data.

Question 6

How do I filter by date range?

Accepted Answer

Every report has a date picker at the top: quick ranges (This Week, This Month, Last 90 Days) or a custom range. The range is encoded in the URL — shared links open the same range.

Question 7

Can I create custom reports?

Accepted Answer

The Custom Reports module is available on Pro+ plans; pick metrics and dimensions to build your own charts. Custom reports can be saved and shared with teammates.

Question 8

Is there a QuickBooks integration?

Accepted Answer

Yes — invoice and revenue data can be two-way synced with QuickBooks Online. Connect under Settings > Integrations > QuickBooks.

Question 9

Can I view a per-customer report?

Accepted Answer

The Reports tab on the customer detail page shows metrics specific to that customer: service count, average satisfaction, total revenue and pool health trend.

Question 10

Can I generate a shareable link for a report?

Accepted Answer

Yes. Use Share Link on a report to create a read-only URL. Link duration (1 day, 7 days, unlimited) is selectable; password protection can be added too.