> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Recalls
> How Kordless brings homeowners back when their pool is due for seasonal service or equipment maintenance.
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.
## Two kinds of recalls
Pool & Spa runs two recall types, each with a different trigger:
### 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.
### Seasonal recalls
These fire on calendar anchors — the pool's season dates, set on the [property record](/pool-spa/day/properties#set-season-dates). 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.
## 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.
## Which services have recalls
Recall intervals are set per service in your [rate card](/pool-spa/bidding/rate-card). In the Pool & Spa edition:
| Service | Recall type | Interval / anchor | Channel |
| ------------------------------ | ----------- | --------------------- | ------- |
| **Equipment repair** | Interval | 365 days | Email |
| **Weekly maintenance** | Interval | 7 days | SMS |
| **Seasonal opening / closing** | Seasonal | Property season dates | Email |
| **Pool construction** | — | — | — |
| **Pool remodel** | — | — | — |
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.
## Approve recalls from Today
The fastest way to handle recalls is from the [Today](/pool-spa/day/today) page:
The right rail shows how many recalls are due. Each one lists the homeowner name, the service, and a relative due label like "due now" or "in 5d."
Click **Approve & send all** to queue every due recall for delivery. Each message goes out over its configured channel (email or SMS). The system processes them one at a time — a single failure doesn't block the rest.
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.
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](/pool-spa/day/today) page under the action items checklist. Fix the homeowner's contact info in [Properties](/pool-spa/day/properties) and approve the recall again.
## 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:
From [Properties](/pool-spa/day/properties), find the homeowner and click **Full record** on the property with a due recall.
The recall appears in the Recalls section and on the timeline, tagged with its due label and type (interval, seasonal-opening, or seasonal-closing).
Click **Snooze** to defer the recall by 30 days (or a custom period). Click **Dismiss** if the homeowner isn't coming back and you don't want to keep nudging them.
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.
No. Dismissal is permanent. If you change your mind, create a new bid for the homeowner from the [Bid Desk](/pool-spa/bidding/overview) 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.
## 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.
## Next steps
Where recalls surface for your approval — alongside everything else that needs you.
The property records where recalls live alongside jobs, equipment, and contracts.