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Pool Office Manager

<h1 id="edit-company-info"><strong>Edit Company Info</strong></h1>
<h2 id="to-customize-the-software-so-your-company-is-features-on-emails-and-such-you-edit-these-fields-here">To customize the software so your company is features on emails and such, you edit these fields here.</h2>
<h3 id="httpsyoutubem5dmzmbote0"><a href="https://youtu.be/M5DMZmBOTE0" target="_self">https://youtu.be/M5DMZmBOTE0</a></h3>
<p>&#xA0;</p>
<h2 id="settings-edit-company"><strong>Settings&gt; Edit Company</strong></h2>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong><img alt="Custom_Co_1.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/9c989a2a-03a6-4af3-86ed-ffcc00cd33fa.png"></strong></span></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">Add/Edit any information about the company. You can customize your company&#x2019;s info, the available schedule, relevant sales tax codes, email address to send invoices and your company&#x2019;s terms and conditions.</span></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">When you are done, select <strong>Submit</strong> to save changes.</span></p>
<p>&#xA0;</p>
<p><strong><span class="wysiwyg-font-size-large" style="font-size: 18px;">View this article to see <a href="/hc/en-us/articles/360026398253" target="_parent">how to create the custom text sent on emails from your company, including quotes, email reminders, etc</a></span></strong></p>
<p>&#xA0;</p>
<h4 class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" id="resources"><strong>Resources!</strong></h4>
<p class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib">Check out our website:&#xA0;<a href="https://poolofficemanager.com/" rel="noopener" target="_blank">https://poolofficemanager.com/&#xA0;</a></p>
<p class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib">Help number: 614-710-0074 ext 3</p>

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

Company — Company Info: Customize the Software with Company Details

General

Settings

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 — 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)

Creating a Custom Service Report Template

Custom Field — Creating a Service Custom Field

Custom Field — Creating fields for Customer Profiles

Types — Creating a Type

Edit Chemistry Suggestions

Emails going to Spam and Junk Folders

Email Example — Customer Quote

Email Example — Customer Appointment Notification

Email Example — Customer Service Report

Email Example — Customer Invoice

App — Getting a Decimal Point on the App

Texting - Appointments, Reminders, Services

Customer Contact

Join the Beta App for Mobile Devices

Bugs and Problem

Outage: Cannot Access or Login

Outage & Troubleshooting

Service Report — Completing a Service Visit & Chemical Adjustments Table

https://youtu.be/M5DMZmBOTE0

To customize the software so your company is features on emails and such, you edit these fields here.

Resources!

Settings> Edit Company

Edit Company Info

Company — Company Info: Customize the Software with Company DetailsUpdated a year ago

Edit Company Info

To customize the software so your company is features on emails and such, you edit these fields here.

https://youtu.be/M5DMZmBOTE0

Settings> Edit Company

Resources!