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Pool Office Manager

<h3 id="this-page-is-meant-to-answer-commonly-asked-questions-for-questions-that-have-more-content-and-require-a-more-thorough-explanation-articles-have-been-created">This page is meant to answer commonly asked questions. For questions that have more content and require a more thorough explanation, articles have been created.&#xA0;</h3>
<ol>
<li>
What is the difference between a type and an item?
<ul>
<li><a href="/hc/en-us/articles/360033612934" target="_parent">Appointments &#x2014; The Difference Between Types (Services) and Items (Products and Services)</a></li>
</ul>
</li>
<li>
How do I login to the app?
<ul>
<li><a href="/hc/en-us/articles/360026409673" target="_parent">App &#x2014; Install &amp; Login to the POM App</a></li>
</ul>
</li>
<li>
How can I text?
<ul>
<li><a href="/hc/en-us/articles/360031310594" target="_parent">Texting - Appointments, Reminders, Services</a></li>
</ul>
</li>
</ol>
&#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

Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3

Frequently Asked Questions (FAQs)

Software Startup

Software Startup Guide

New Software Updates

Importing Existing Data into Pool Office Manager

QuickBooks Desktop — Data Import

QuickBooks Online — Data Import

Support — Ongoing Resources/ Contact POM

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

Custom Field — Creating fields for Customer Profiles

Types — Creating a Type

Edit Chemistry Suggestions

Settings

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

Resources!

This page is meant to answer commonly asked questions. For questions that have more content and require a more thorough explanation, articles have been created. 

Frequently Asked Questions (FAQs)Updated 2 years ago

This page is meant to answer commonly asked questions. For questions that have more content and require a more thorough explanation, articles have been created.

Resources!