The follow-up job feature lets businesses conveniently schedule and track follow-up visits or services. By scheduling follow-up jobs, businesses can take a proactive approach and address potential issues.

When to use follow-up jobs? 

• If you are servicing one location with multiple pools and they have different job types. Ex: Pool 1 needs repair and Pool 2 needs a new installation. 
  
• Follow-up on existing jobs for the same customer. 

How to schedule a follow-up job 

You can click on the job you'd like to schedule a follow-up job.

• Click on Actions at the top-right corner of the page. 
• Select 'Schedule follow-up'. 

• Check that you are on the follow-up job page.

If the follow-up job is for a different pool, you can click on the 'Change' option beside the pool details to change into a pool linked to the same contact. 

You may also change the job type to a different job type. Click on the 'Change' option within the Job type field to change. 

The follow-up job can also be assigned to a different technician. 

• Fill out the necessary job information. 
• Once you've finished, click 'Create' at the top-right corner of the page.

• You'll receive a prompt to provide a reason for the follow-up job.
• Click on the 'Save' button. 

• The details entered in the "Reason for Follow-up" prompt will be included in the 'Job notes' field within the 'Job details' page. 

When the job is viewed through the 'Calendar', the label that says 'This is a follow-up job' will appear.