RouteCairn Customer records and recurring pool-service visit planning template. False False RouteCairn Customer + Service Schedule A practical companion to the route-profitability workbook for independent U.S. pool-service operators. Start here 1. Enter each customer once Use the Customers sheet for identity, contact, address, access, billing, cadence, route, and account details. Replace or delete the clearly marked sample row. 2. Plan the visits Use the Service Schedule sheet for upcoming visits. Add one row per planned visit and repeat the Customer ID so visits remain easy to filter and find. 3. Filter the route Use the filter arrows on the green header row to narrow by service date, route name, route order, assigned operator, or visit status. Sort dates oldest to newest for the next run. Conventions Dates Enter dates as YYYY-MM-DD (for example, 2026-04-15). Keep the same format so sorting works predictably. Visit status Use one of: Planned, Scheduled, Completed, Skipped, or Needs follow-up. Add the reason or next step in Visit Notes. Route order Use a whole number within each route (01, 02, 03...). Sort by Route Name, then Route Order, to see the intended sequence. Privacy Store this file somewhere appropriate for your business. Do not enter payment-card numbers or other information you do not need to run the route. 2 2 2 False False Customers One row per customer. Use the filter arrows on row 4 to find a customer, route, cadence, or assigned operator. Customer ID Customer Name Primary Contact Phone Email Service Address City State ZIP Access Notes Billing / Account Notes Service Type Recurring Cadence Preferred Service Day Route Name Route Order Assigned Operator Visit Status Customer Notes SAMPLE - REPLACE Sample customer Sample contact (555) 555-0100 sample@example.com Sample service address Sample city ST 00000 Gate / equipment access Sample billing note Weekly pool service Weekly Wednesday North 04 Sample operator Planned Replace all sample values. 4 4 2 False False Service Schedule One row per planned visit. Filter by date, route, operator, or status; sort by Route Name and Route Order to work the route. Visit ID Customer ID Customer Name Service Date Preferred Day Route Name Route Order Assigned Operator Visit Status Visit Notes Access / Equipment Notes Follow-up Needed Follow-up Due Updated On Operator Notes SAMPLE - REPLACE SAMPLE - REPLACE Sample customer YYYY-MM-DD Wednesday North 04 Sample operator Planned Replace this sample visit. Sample gate note No YYYY-MM-DD YYYY-MM-DD Replace all sample values. 4 4 2 False False