Lock a customer to a specific tech or day
Some promises you can’t break — the customer who only wants Marcus, the one who needs Thursdays because that’s when the gate is unlocked. Lock those in on the property.
Set one
- Open the customer, then the property you service.
- Set the assigned technician, the preferred day, or a time window — whichever you actually promised. Leave the rest blank.
- Save.
Every route build works around that lock. PoolHelm will never move a locked customer to a different tech or day to make its own numbers look better.
Lock only what you promised
Every lock is one less thing PoolHelm can use to balance the week. If enough of them stack up and the week ends up lopsided, PoolHelm tells you plainly and offers a one-click Loosen pins, with a confirmation step, that rebuilds around what’s left.
Loosening only affects placement. It never changes a customer’s service frequency or anything else on their account.
See also: “How PoolHelm builds your routes.”