Task management for pool service teams. Every follow-up has an owner.

The work that never fits on a route sheet: a part to pick up, a customer to call back, a filter clean next month. Give each one an owner and a due date, move it across a board from open to done, and see it beside your route stops in the calendar you already use.

Tasks and calendar sync are in the core plan, with no per-user fees.

Pick a tab to hold a scene, pick it again to let the tour run. Sample data.

Tasks

Everything the next person needs. Who, when, and which pool.

A task is anything that has to happen that isn't a route stop. Give it a due date, a time if it needs one and a priority, assign it, and link it to the account it's about so whoever picks it up has the context.

Due date

A day and a time.

Set a due date and an optional time, and a priority of low, normal, high or urgent.

Assignees

One owner or several.

A shared task shows up on the list of everyone it's assigned to.

Linked to the job

Tied to the account.

Link a customer, property or work order. The task shows on that customer's page and on the work order.

Comments and history

History on the task.

Comments sit with the task, along with a trail of who created it and what changed.

Task board

See who's on what. Hand work over with a drag.

On the board every task sits in Open, In progress or Done. Switch it to By technician and everyone on the team gets a lane, with an Unassigned lane for whatever still needs an owner. Drag a card into someone's lane to hand it over.

Dana's phoneA push goes to whoever a task is handed to.

My Tasks and All Tasks.

Techs see the tasks assigned to them. The office sees everyone's, filters by person or priority, and sees who's loaded up.

A brief beside the list.

An AI summary of what's overdue, what's due today and what's coming, in two or three sentences. Refresh it any time.

Overdue, moved in one click.

In the list view, Reschedule all to today brings every overdue task forward at once.

In the field

Tasks ride along on the route. And wait at the pool they're about.

In the Pool Runs mobile app the day's tasks sit above the stops, and a property's open tasks wait at its stop, whatever day they're due. Techs add and complete tasks from the truck, and get a push on the day one is due.

On the route

Today's tasks, above the stops.

Timed tasks come first, so the 3:30 meeting is the first thing a tech sees. A push lands on the day a task is due.

At the stop

The property's open tasks.

A task tied to the property shows at the stop whatever day it's due. Tick it off there, with Undo if the thumb slipped.

From the truck

Add it before you forget it.

Techs add tasks and tick them off in the app. Anyone you let manage tasks can also edit them and run repeating series from there.

Questions

Task management FAQ. Plain answers.

Asking about something else? Bring it to the demo and we'll show you on your own customers.

What is task management in pool service software?

It's the list of everything that has to happen that isn't a route stop: a part to pick up, a customer to call back, a filter clean next month, a truck to restock. In Pool Runs a task can be linked to the customer, property or work order it's about, so whoever picks it up has the context without asking the office.

Is task management included in the core plan?

Yes. Tasks and calendar sync are part of the core plan, from $45/month with 50 properties included. There are no per-user fees, so every technician can have their own task list and calendar link.

Can I sync Pool Runs with Google Calendar?

Yes. Each person on your team gets a private calendar link that works with Google Calendar, Apple Calendar and Outlook. It shows their route stops and open tasks from a week back to 60 days ahead. Calendar apps refresh subscriptions on their own schedule, so a change can take a few hours to appear. The feed is read-only, and resetting the link switches the old one off everywhere.

Can tasks repeat on a schedule?

Yes. Set a task to repeat daily, weekly or monthly, or every few days, weeks or months, and Pool Runs puts each one on the assignee's list ahead of time. It suits the jobs that come around on a cycle: filter cleans, salt cell checks, the weekly truck restock. You can pause a series, change its schedule or give it an end date.

What does AI quick add do?

Type a task the way you'd say it, such as "Bring 2 chlorine buckets to the Hendersons Friday morning, tell Dana", and Pool Runs drafts it with the title, due date, assignee and customer filled in, plus a time and priority when you say them. If two customers match, you pick the right one. Nothing is saved until you check the draft and confirm it.

Do technicians get reminders?

Yes. Each assignee gets a push notification on the day a task is due, and another when someone assigns them a new task. The office can also switch on a daily digest of open tasks that are past their due date.

Get started

Out of your head. Onto the board.

Every shop has a fridge door or a dashboard full of notes like these. Tap one to see where it goes in Pool Runs, then let us show you on your own customers.

Tasks and calendar sync come with the core plan.

The shop fridge

Tasks1 of 5 on the board
  • Call Linda about the heaterHighDana K. · Linda HendersonToday · 2:30 PM

Each one with an owner, a day, and a push on the day it's due.