In Depth Pool Service App
Workflow Systems. Appsheet Applications
Project Overview
In-Depth Pool Service needed a mobile solution to streamline field reporting and client communication. This AppSheet-based project involved designing and building a pair of customized applications—a technician-facing app for service input and a master app for management oversight and client communication. Built with offline functionality and PDF automation, the apps support daily pool service operations with clarity and ease.
Key Features
Two-App System
Separate apps for technicians and managers ensure role-specific access and functionality.o.
Daily Client Scheduling
Manager selects clients and generates a customized daily service list with priority order.
Offline Functionality
Technicians can use the app in the field without a data connection; all information syncs once reconnected.
Completion Tracking
Forms marked complete trigger updates and filter views between pending and finished work.
Intuitive Form Interface
Simple, guided entry forms make it easy for techs to record service details quickly and accurately.
Custom PDF Generation
Automatically creates branded service reports with client-specific naming conventions and timestamps.
Photo Documentation
Each service report includes a technician-uploaded photo of the pool taken at the time of service.
Editable Form Access
Manager can review, edit, or correct submitted forms before generating reports.
Automated Email & Text Delivery
Reports can be quickly sent to clients via email or text from within the app.
Client Data Charting App
A companion app displays pool chemical readings over time in interactive charts, with flexible date filters.
Objectives
The primary goal was to simplify the way technicians record and submit service data while allowing the office to generate professional reports and maintain oversight. The system needed to be intuitive for field use, robust enough to handle multiple technicians and clients, and flexible to grow with changing business needs. Offline reliability, clear service organization, and streamlined PDF delivery were key priorities.
Design & Development
The project centered on two linked apps: a technician app for completing daily client service forms, and a master app with administrative controls, editing access, and PDF generation capabilities. Each morning, the manager selects a service list and generates individualized forms. Technicians then complete these forms on-site—even without a data connection. Once forms are marked complete, the master app reviews submissions and generates branded PDF reports for each client using a custom HTML template. These reports include timestamped data and a pool photo and can be quickly sent via email or text. A companion charting app visualizes chemical levels over time, supporting long-term maintenance and analysis.
Key Challenges
Key challenges included ensuring seamless offline functionality, creating an interface that technicians could use quickly in the field, and automating the generation of uniquely named client PDFs. We also needed a structure that allowed for daily client sorting by service date and priority order, while keeping everything intuitive and error-resistant.
Results & Impact
The app system has become a vital part of the company’s daily routine. It’s now used across all field service operations to track client work, submit forms, and send reports. Technicians rely on its clarity and ease of use, while the office benefits from organized records and efficient client communication. As the business evolves, the app continues to grow through ongoing customization, supporting new features and workflows as needed.