Service and Warranty

Service and warranty workflows carry the builder relationship beyond construction. Use these screens to manage handoff, completed-pool context, service plans, chemistry, tickets, routing, automation devices, and warranty work.

ServiceIQ is the post-construction command center. It connects completed jobs to service-ready records.

ServiceIQ overview

Start in ServiceIQ Overview when reviewing post-construction work. It helps answer:

• Which completed jobs are ready for service handoff?
• Which customers need service follow-up?
• Are there service tickets, routes, or warranty items that need attention?
• Are connected devices or automation records relevant?

Service Tickets is where post-build service issues become trackable work.

Service ticket process

1. Open the service or warranty view that matches the customer issue.
2. Confirm the related pool, job, homeowner, and service context.
3. Create or review the service ticket.
4. Assign the next owner or route.
5. Add notes, evidence, or warranty context.
6. Close only when the service outcome is documented.

Service route coverage

Portal area	Use it for
ServiceIQ Overview	Post-construction command center.
Handoff & Pools	Moving completed builds into service-ready ownership.
Chemistry / Test Bench	Water chemistry and test workflows.
Service Plans	Plan attach and recurring service context.
Service Tickets	Trackable service and warranty issues.
SmartRoute	Service route planning.
Pool Automation	Connected pool automation and devices.
Warranty	Warranty cases and warranty context.

Service operating habits

• Keep service work connected to the original job when possible.
• Use tickets for trackable issues instead of informal notes.
• Separate warranty responsibility from general service follow-up.
• Keep handoff records clean so service teams inherit accurate pool context.
• Use customer service workflows when the issue is primarily communication.