Recalls

Recalls are Kordless’s retention engine for pool service. When a homeowner completes a project that has a recall interval — like equipment that needs annual service — or when a seasonal milestone approaches, Kordless tracks the due date and drafts a message to bring them back. You stay in control: every recall waits for your approval before it’s sent.

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Two kinds of recalls

Pool & Spa runs two recall types, each with a different trigger:

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Interval recalls

These fire a set number of days after a completed job. The scan checks every completed job tied to a property, looking for services with a recall interval in your published rate card.

• Equipment repair — 365-day interval. If you repaired a pump or heater, the agent nudges the homeowner a year later to schedule a check-up.
• Weekly maintenance — 7-day interval. If a maintenance customer’s contract lapses or pauses, the agent drafts a message to bring them back.

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Seasonal recalls

These fire on calendar anchors — the pool’s season dates, set on the property record. The agent checks each property’s opening and closing dates and drafts a recall when the milestone is within the lookahead window (30 days by default).

• Seasonal opening — drafted before the pool’s opening date. The message recommends scheduling the opening service so the pool is ready for the season.
• Seasonal closing — drafted before the pool’s closing date. The message recommends scheduling the closing service before colder weather arrives.

Seasonal recalls are unique to Pool & Spa — they don’t exist in other editions because pools are seasonal assets with fixed annual milestones.

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How recalls work

The system runs on a daily scan, fully automatic:

1. The scan checks completed jobs and season dates. Once a day, Kordless looks at every completed job tied to a property and every property’s season dates, checking whether a recall interval or seasonal milestone is due.
2. Due dates are calculated from the completion date or the calendar anchor. An equipment repair completed on March 1 with a 365-day interval is due the following March 1. A pool with an opening date of April 15 generates an opening recall in mid-March.
3. A recall is drafted. When a job or milestone comes due, Kordless creates a recall record with a pre-written message tailored to the homeowner, property, and service.
4. The recall appears on your Today page. It shows up in the right rail under Recalls due — you approve, snooze, or dismiss it.

No recall is ever sent without your approval. The agent drafts the message; you decide when it goes.

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Which services have recalls

Recall intervals are set per service in your rate card. In the Pool & Spa edition: Construction and remodel don’t carry interval recalls — the relationship transitions to maintenance contracts and seasonal recalls instead. You can add recall intervals to other services in your rate card if you offer inspection programs or follow-up packages. A service with no recall interval and no seasonal anchor is simply skipped by the scan. The recall engine never invents a due date — it only acts on rules you published or season dates you set.

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Approve recalls from Today

The fastest way to handle recalls is from the Today page: Approved recalls show sending on the property record. Once delivered, the recall is marked complete and won’t reappear until the next interval or season.

What if a recall fails to send?

If the email or text can’t be delivered (invalid address, carrier rejection), the recall stays in the due state and a delivery failure appears on your Today page under the action items checklist. Fix the homeowner’s contact info in Properties and approve the recall again.

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Handle recalls individually

Sometimes the timing isn’t right for a particular homeowner. You can handle recalls one at a time from the property record: Snoozed recalls re-surface automatically when the deferral period ends — they come back to the Today page as due again. Dismissed recalls are gone for good.

Can I bring back a dismissed recall?

No. Dismissal is permanent. If you change your mind, create a new bid for the homeowner from the Bid Desk and the normal flow takes over. If the homeowner completes the service again, a fresh recall will be drafted when the next interval comes due. For seasonal recalls, the next year’s milestone will generate a new one automatically.

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What the homeowner sees

The drafted message is warm and specific. It uses the homeowner’s name, the property, and the service, and it adapts to the recall type: Interval recall:

Hi Marcus — Your equipment repair at 123 Oak Lane is coming due around March 1. Reply and we’ll find a service time. — Bluewater Pool Co.

Seasonal opening recall:

Hi Marcus — It’s time to plan your pool opening at 123 Oak Lane around April 15 so the pool is ready for the season. Reply and we’ll find a service time. — Bluewater Pool Co.

Seasonal closing recall:

Hi Marcus — It’s time to plan your pool closing at 123 Oak Lane around October 31 before colder weather arrives. Reply and we’ll find a service time. — Bluewater Pool Co.

The message never mentions money, warranties, or guarantees — it’s a friendly nudge, not a sales pitch. When the homeowner replies, the agent picks up the conversation, qualifies what they need, and bids from your rate card.

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Next steps