Change a customer's service day mid-week

Move a customer to a different day and PoolHelm works out whether the change starts this week or next. It won’t send a tech back to a pool that was done two days ago.

A service week runs Monday through Sunday.

The three cases

  1. Already serviced this week. The new day takes effect next week.
  2. Not serviced yet, and the new day has already passed. They still get serviced this week. PoolHelm runs a catch-up sweep for exactly this case rather than skipping them.
  3. A carried-over stop is already waiting. That open carryover counts as this week’s visit, so the change won’t double-book them.

When the check runs

Overnight, as each day’s routes are built. That’s what protects the automatic side of scheduling — a route build won’t add a customer who has already been done, and won’t stack a visit on top of a carryover.

It doesn’t stop you

Drag a customer onto another day in the Planner and PoolHelm lets you. The check governs what the app schedules on its own, not what you schedule deliberately.

See also: “What happens when a stop doesn’t get done?” and “Lock a customer to a specific tech or day.”

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