To Join the Beta App and receive instant updates and features, please use the correct set of instructions below:. Apple Devices:. 1. On the Device, in the App Store, Install TestFlight. 2. On the device, click this link to join the Beta program https

To Join the Beta App and receive instant updates and features, please use the correct set of instructions below:
&#xA0;
Apple Devices:
1. On the Device, in the App Store, Install TestFlight
2. On the device, click this link to join the Beta program <a href="https://testflight.apple.com/join/9Y5ULDg9" target="_self">https://testflight.apple.com/join/9Y5ULDg9</a>
3. Open the&#xA0;TestFlight App on your device, install the newest version of POM which should be available and continue to use the app like normal
&#xA0;
Android Devices:&#xA0;
Open Pool Office Manager in the Play Store and select Join Beta
You can use this link as well: https://play.google.com/apps/testing/com.PoolOfficeManager

Join the Beta App for Mobile Devices

If you are having an issue that appears to be a software bug or problem:. Please send the information above to help@poolofficemanager.com and we will work to resolve the issue ASAP!. Check out our website: https://poolofficemanager.com/. Help number:

If you are having an issue that appears to be a software bug or problem:
<ul>
<li>Take a screenshot or screen recording (Free Easy to use screen recording tool:&#xA0;<a href="https://screencast-o-matic.com/screen_recorder">https://screencast-o-matic.com/screen_recorder</a>)</li>
<li>List the steps or actions taken that cause the bug or issue to occur</li>
<li>
If for the mobile app, please include details such as
<ul>
<li>Phone Model</li>
<li>Apple or Android</li>
<li>Version of the App installed (Select Menu on the app and look for number: 3.53)</li>
<li>If the issue happens only on 1 device or for other technicians/devices</li>
</ul>
</li>
</ul>
Please send the information above to <a href="mailto:help@poolofficemanager.com">help@poolofficemanager.com</a>&#xA0;and we will work to resolve the issue ASAP!
&#xA0;
<h4 class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" id="resources">Resources!</h4>
Check out our website:&#xA0;<a href="https://poolofficemanager.com/" rel="noopener" target="_blank">https://poolofficemanager.com/&#xA0;</a>
Help number: 614-710-0074 ext 3

Bugs and Problem

If you navigate to your company's website xxx.poolservicemanager.com and you have a title that says Error, 502, 504 or anything else that prevents you from logging in and accessing your software:. Report an Urgent Request here: https://poolofficemana

If you navigate to your company&apos;s website xxx.poolservicemanager.com and you have a title that says&#xA0;Error, 502,&#xA0;504 or anything else that prevents you from logging in and accessing your software:
Report an Urgent Request here:&#xA0;<a href="https://poolofficemanager.com/status/">https://poolofficemanager.com/status/</a>
&#xA0;
If you can access your login page, and it says the correct company name but you cannot login:
<ul>
<li>Try the Forgot Password link</li>
<li>Submit a Ticket using the link in the upper right hand corner of this page or under the menu</li>
<li>Call 614-710-0074 ext 3</li>
</ul>
Article Tags: Outage, Access, Crash, un-responsive, nginix, can not login,
&#xA0;
<h4 class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" id="resources">Resources!</h4>
Check out our website:&#xA0;<a href="https://poolofficemanager.com/" rel="noopener" target="_blank">https://poolofficemanager.com/&#xA0;</a>
Help number: 614-710-0074 ext 3

Outage: Cannot Access or Login

Please email us if you have any questions.

Pool Office Manager

If you cannot access the software, having an issue or a technical bug.

Outage & Troubleshooting

General

Software Startup Guide

New Software Updates

Importing Existing Data into Pool Office Manager

QuickBooks Desktop — Data Import

QuickBooks Online — Data Import

Frequently Asked Questions (FAQs)

Support — Ongoing Resources/ Contact POM

Software Startup

Customer List and Profile

Customer Profile - Adding Pictures to a Customer Profile

Quotes — Creating and Sending a Quote

Quote — Customer Quote Email & Viewing the Quote in the Software

Tags — Creating and Applying Tags

Bulk Actions

Coordinates Longitude and Lattiude

Customer

Appointment — Creating & Sending an Appointment

Scheduler — View, Adjust and Optimize Routes

Schedule — Pool Technicians: Route Prep Features

Schedule — Calendar View of Appointments

Difference Between Types (Services) and Items (Products and Services)

How to Import Appointments to Google Calendar

Sales & Scheduling Tips with POM

Appointments & Scheduling

Multiple Body's of Water

Inventory Management

Inventory Management - Barcode

App — Install & Login to the POM App

Service Reports — Attaching Pictures to Service Reports

Service Report — Viewing & Sending a Service Report

Service Reports — Edit Past Completed Services

App - Uber opens when clicking an address

App - Troubleshooting

Service

QuickBooks Online Setup and Integration

QBO Invoicing Troubleshooting and Codes

Quickbooks Desktop — Converting Service Reports into Invoices with ZedAxis & Initial Setup

Quickbooks Desktop — Converting Service Reports to Invoices w/out Initial Setup

Quickbooks POS — Converting Service Reports into Invoices

Permission for ZedAxis to Use QuickBooks

ZedAxis — Crashing Error

Stripe and Recording Manual Payments

Billing with QuickBooks

POM and Stripe Invoicing

Stripe — Connecting Stripe and Pool Office Manager

Stripe — Accepting Payments & Sending Invoices

Stripe — Syncing with Quickbooks

Stripe — Refunding a Payment

Subscriptions — Create a Subscription Plan

Invoicing  — Apply a Recurring Subscription

Stripe — Creating an Invoice and Navigating the Billing Tab

Invoices — Company's Overall Invoices

Stripe Invoicing Integration

POM Core Reports - Mike's Pick

Activity & GPS

Custom Reports

Analytics and Report Guide

Clock In & Out - Track and Manage Employee Hours

Reports

Company — Company Info: Customize the Software with Company Details

Company — Custom Text: Customizing Emails Sent from your Company

Company — Visual Cues: Coordinating Colors for the Software's Different Features

Company — Upload Logo

Users — Edit & Create / Add Users

Users — Activate/ Deactivate/ Modify Users (Technician Who Can Access the Software)