From a Customer Profile, Schedule Page or Appointment page, click Create Appointment. Then add in the mandatory fields such as customer and type. Feel free to add in additional details such as the technician, time, duration etc. If you choose to make
View Route — Click on the technician’s name on the schedule to see only that technician’s route. Optimize Route- Select the Optimize route toggle to see the fastest driving route. If you want to use the optimized route, select Update Route. Check out
Whether you’re using the browser or the app, if you click into in the Appointments Tab, you can see the appointments you have for the current day. The appointments are presented in chronological order. On the customer profile page, you can view Appt
If you click on a specific date, you can see who has the appointment, what work needs to be done, and the technician is servicing the appointment. You can also filter by services or technicians. This can be helpful to see how many pool openings you h
Types are fields you’ll create an appointment/job for, such as a pool cleaning. These are appointment and Service types. An item is either a product such as liquid chlorine or can be a service such as a filter cleaning. When you create an appointment
NOTE: While you can edit the appointments on the calendar after transferred, these appointments will not be updated in Pool Office Manager. The purpose is to provide a monthly view via Google Calendar. There will be no background communication betwee
Every company is different, but heres an example of using the POM software through your entire sales process. Every business is different, this process keeps it fairly streamlined but it does spend a little extra time on quality/tags to ensure we don