PSS surfaces completed-work data in three places, each tuned to a different question.
From the Routes page (operational view)
Use this when you want a quick read on what happened today or yesterday on a specific tech’s day.
- The technicians list shows each tech’s done / assigned count for the selected day(s), and the header totals them for the company.
- Each stop card in Manage Routes shows a media badge (NO MEDIA or thumbnails of the photos/videos taken), the technician’s actual IN / OUT times and duration once the visit is closed, and a Visit Details link that opens the full visit record.
- The Manage Routes header shows day-level Avg. Route Time and Avg. Job Time — useful for spotting techs who are running long.
From Visit History (analytical view)
Open from the sidebar at WORK MANAGEMENT > Visit History. This is the cross-technician, cross-property record of every visit ever recorded. It supports:
- Aggregate metrics and summary lists
- Per-visit detail pages
- Media review across visits
- PDF generation for individual visits or summary reports
- Trend analysis on chemistry readings and visit timing
Visit History is the place to audit recent work, produce client-ready PDFs, and investigate chemistry drift over time. It is covered in full in section 7.
From a Client Profile (account view)
The Client Profile is the per-account view. Open the client and switch to the Visit History tab to see the same data, scoped to that one client. The Client Profile header also surfaces nine account metrics. The default set is:
- Invoices LTM — total dollars invoiced to this client across all properties in the last twelve months.
- Dosages LTM — total chemical-dosage cost recorded against this client’s properties in the last twelve months, using the costs from the Dosages tab in Visit Tasks & Costs.
- Time on Site LTM — total work time logged at this client’s properties over the last twelve months.
- Open Invoices — the open amount and count of unpaid invoices.
- Open Jobs — the value and count of jobs not yet done.
- Recurring Invoices — the value and count of active recurring invoice templates for this client.
- Recurring Jobs — the value and count of active recurring job templates for this client.
- Most Stops — the technician who has performed the most stops at this client’s properties in the last twelve months, with the stop count; the unofficial primary tech.
- Service Days — the days of the week this client is currently scheduled for service across all of their properties (e.g., “Tue, Fri”).
Click the gear icon in the profile header to open Configuration and choose which metric appears in each of the nine slots. Other available metrics include Least Stops, Skipped Routes, Open Shopping List, Assigned Tech, Last Payment, Service Visits Done LTM and Jobs Done LTM.