Creating Custom Fields, Templates and Reports

Setting > Edit Custom Fields and Reports

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 various page numbers, similar to the app. Also, you can now save the report using the current time as the ‘End Time’

The Emailed Report to the customer will contain only the desired fields:

Creating a Service Report Template

Settings> Edit Custom Fields and Reports> Service Report Templates

Create or Edit a template

Drag and Drop into the correct order, add fields or remove them, select whether to make them required for the user in the field and if you'd like to include them in the emailed service report

To assign a specific template to a service type:

select Enable Service Types  to use the template for all appointments/services of that service type

Creating a Custom Field (service)

Settings> Edit Custom Fields and Reports> Custom Fields

Create custom fields to be added into the service report templates, in addition to the default provided fields

Creating a Custom Profile Fields (Customer)

Settings> Edit Custom Fields and Reports> Customer

Create custom fields to be added into Customer Profiles, such as pool details

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3