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Pool Office Manager

<h1 id="creating-new-fields-in-customerprofiles"><strong>Creating New Fields in Customer&#xA0;Profiles</strong></h1>
<h2 id="creating-custom-fields-in-the-customer-profile-allows-you-to-save-and-store-additional-fields">Creating custom fields in the customer profile allows you to save and store additional fields.</h2>
<h3 id="videohttpsyoutube_5mg_vdh_sg">Video:&#xA0;<span data-sheets-hyperlink="https://youtu.be/_5mg_vdH_sg" data-sheets-userformat="{&quot;2&quot;:515,&quot;3&quot;:{&quot;1&quot;:0},&quot;4&quot;:[null,2,16776960],&quot;12&quot;:0}" data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;https://youtu.be/_5mg_vdH_sg&quot;}"><a class="in-cell-link" href="https://youtu.be/_5mg_vdH_sg" rel="noopener" target="_blank">https://youtu.be/_5mg_vdH_sg</a></span>
</h3>
<p>&#xA0;</p>
<h2 id="settings--edit-custom-fields-and-reports-customer-tab"><strong>Settings &gt; Edit Custom Fields and Reports&gt; Customer Tab</strong></h2>
<p><img alt="Screen_Shot_2019-07-22_at_3.51.20_PM.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/c47c7348-45eb-4c8d-b122-f032d70c6f01.png"></p>
<p><img alt="Create_Custom_Field_2.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/9f630350-cad7-4ea6-ae71-225ad8a8074a.png"></p>
<p><img alt="Create_Custom_Field_3.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/66b2ba32-b9cf-4f3d-97fe-1ab2320dec53.png"></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">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.</span></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">2)&#xA0;<strong>Create Custom Field</strong></span></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">3) The field you created is now saved, so you will now see this field in your service reports.</span></p>
<h2 id>&#xA0;</h2>
<h1 id="viewing-custom-fields"><strong>Viewing Custom Fields</strong></h1>
<h2 id="customer-customer-profile"><strong>Customer&gt; Customer Profile</strong></h2>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">The new custom fields can be updated by editing a customer profile.</span></p>
<p><img alt="Screen_Shot_2019-07-22_at_3.54.19_PM.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/7a4d6fc2-b444-4cb1-9c3d-2066b381727d.png">&#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>

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

Custom Field — Creating fields for Customer Profiles

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 — 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)

Creating a Custom Service Report Template

Custom Field — Creating a Service Custom Field

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

General

Video: https://youtu.be/_5mg_vdH_sg


Creating custom fields in the customer profile allows you to save and store additional fields.

Custom Field — Creating fields for Customer ProfilesUpdated 2 years ago

Creating New Fields in Customer Profiles

Creating custom fields in the customer profile allows you to save and store additional fields.

Video: https://youtu.be/_5mg_vdH_sg

Settings > Edit Custom Fields and Reports> Customer Tab

Viewing Custom Fields

Customer> Customer Profile

Resources!