01
Open Seasonal
Sidebar → Seasonal. Each campaign (e.g., 'Spring openings 2026') bundles customers, pools, assigned techs, and a checklist. Owner and office only.
02
Create a campaign
Name it, pick a date range, set the service type (opening, closing, or custom), optionally pick a checklist template.
03
Add customers and pools
Add customers to the campaign — each entry tracks status: Pending → Contacted → Confirmed → Scheduled → Completed (or Declined / No response).
04
Schedule and track
Once confirmed, schedule the work (creates a work order on the target date). The campaign view tracks completion across the whole batch.
STILL STUCK?
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Ask Dewey in plain English, or tell us what feature you wish existed.
