Complete a visit step by step

From check-in to receipt, the whole on-truck workflow.

The visit completion flow is the most important UX in PoolStamp. The tech opens the app at the pool, completes the visit, and moves to the next stop. The customer gets a receipt automatically when the completion reaches the server and the customer has a valid email.

Step 1 — Check in

From the route view, tap the next customer. The app opens the visit screen and records the check-in time. If location permission was granted at install, it also captures GPS coordinates for proof-of-service.

Step 2 — Chemical readings

Tap Chemicals to log what you added. PoolStamp ships with the seven most common chemicals as one-tap presets (Liquid Chlorine, Chlorine Tabs, Muriatic Acid, Soda Ash, Baking Soda, Stabilizer, Salt) plus a free-text option for anything custom.

Each chemical has an amount field and a unit (gallons, pounds, tabs). Tap save.

Step 3 — Photos

Tap Photos to capture the visit's proof shots. The app compresses on-device toward an 800KB upload target, so it works on weak cellular and doesn't blow up your data plan. Take the photos the visit needs; we recommend at least one wide shot of the pool and one of the equipment pad.

Step 4 — Repair items (optional)

If anything's broken or needs follow-up, tap Repairs and add a line item. Set status to:

Step 5 — Notes (optional)

Free-text notes that the customer will see on the receipt. Use it for "added 2 lbs salt", "skimmer basket replaced", "customer requested I shut off heater for the season".

Step 6 — Complete

Tap Complete visit. The app:

If completion is queued offline, the receipt sends after the queued completion syncs.


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Complete a visit step by step · PoolStamp