Add/Edit any information about the company. You can customize your company’s info, the available schedule, relevant sales tax codes, email address to send invoices and your company’s terms and conditions. When you are done, select Submit to save chan
The screenshot next to the text box identifies where your customized text will display. Any text in the message box will update for future emails that you send. TIP! Create yourself as a customer and send these emails to yourself, so you can see what
Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3
When a customer receives an email for their appointment reminder for example, the 614 pools logo is in the top left corner. Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3
A user can either be an admin or have selected abilities. To Edit a Technician: Click on the green button with a pencil to edit any information including Login credentials. Edit Technician. To Delete a technician: Click the red trashcan next to the U
An Active User is a user who can log in into the software, have appointments scheduled for them, and/or access the system information. An Un-Active User is a user who is saved in the software, but temporarily cannot log in, view schedules or have app
You can adjust the fields on the service report page, order the fields are displayed, set required fields, and remove fields that you do not need. This will update the mobile apps for users in the field. When creating a service report, you will have
Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3
1) In the Field Name Box, name the new field you want to create. You can also customize this to be a checkbox, date or any other applicable field for pool technicians to fill out in the service report. 2) Create Custom Field. 3) The field you created
is Taxable applies tax to the price of this type. Billed Hourly sets the Quantity of the service equal to the duration of hours. for Example: if you Set a rate of 100 and are on site for 90 minutes, the rate would be 1.5 and billed for a total of $1
Using this guide, you will be able to customize the chemistry suggestions in your software, to ensure field users are dosing pools properly from the app. Each module allows you to customize the calculation, as well as test the calculation. Please be