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How to send in-store water test reports

After taking a test and generating the report you'll be able to provide the customer with their report in a number of ways:

  • Print
  • Email
  • SMS


The water test results will now be stored against the customer's pool record and can be accessed by navigating to their pool and clicking the Water tests tab. Water test performed in-store can be identified by the download icon and can be downloaded and resent to the customer.


Printing water test results

To print out a copy of the report to provide to your customer, click the Print icon at the top of the report preview panel then print to your chosen destination.


If you want to adapt the layout of the report you can click the Back button to return to the Water test screen then click Configure layout to select an alternative layout.


Sending via email

In the send via email panel you can see the message that will appear on the email that your customers will see. This can be adjusted at a global level by going to Setup > Lab > Email



You can use the merge tags detailed in the Personalising customer communications section to show data relevant to your customer. 


The customer's email address will show in the Email field if it is in the system and you can add more recipients by entering email addresses into the Enter CC emails field, pressing enter after typing each email.


Sending via SMS


You can also SMS the report to the customer if you have SMS credits available [LINK TO RELEVANT SECTION - Adding SMS packs]. You will be able to send an SMS to any linked contacts capable of receiving them and can edit the customer's details inline to add a mobile phone number. With a limit of 130 characters for SMS, it's important to keep messages brief and allow for the inclusion of a 10 character URL [fact check].

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