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Pool Office Manager

<h1 id="upload-logo"><strong>Upload Logo</strong></h1>
<h2 id="customize-emails-sent-from-the-software-with-your-companys-logo"><strong>Customize emails sent from the software with your company&#x2019;s logo.&#xA0;</strong></h2>
<h3 id="videohttpsyoutubesrldcswqrii">Video:&#xA0;<span data-sheets-hyperlink="https://youtu.be/srLDCswQrII" 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/srLDCswQrII&quot;}"><a class="in-cell-link" href="https://youtu.be/srLDCswQrII" rel="noopener" target="_blank">https://youtu.be/srLDCswQrII</a></span>
</h3>
<p>&#xA0;</p>
<h2 id="settings-edit-company-upload-logo"><strong>Settings&gt; Edit Company&gt; Upload Logo</strong></h2>
<ul>
<li><span class="wysiwyg-font-size-large" style="font-size: 18px;">Pick file of your logo</span></li>
</ul>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong>&#xA0;<img alt="Logo1.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/7de4d3ec-aca2-4893-b115-6123dba1dfde.png"></strong></span></p>
<ul>
<li><span class="wysiwyg-font-size-large" style="font-size: 18px;">Press the Upload Button</span></li>
</ul>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong><img alt="Logo2.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/76f3f4f9-b334-43e6-9e89-ceda1debd936.png"></strong></span></p>
<ul>
<li><span class="wysiwyg-font-size-large" style="font-size: 18px;">Press Submit button</span></li>
</ul>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong>&#xA0;<img alt="Logo3.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/83ee7d03-529e-404c-b69d-78e2d6dc28b2.png"></strong></span></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">When a customer receives an email for their appointment reminder for example, the 614 pools logo is in the top left corner.</span></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong><img alt="Logo4.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/afe4bc53-e8fe-4bac-8bbb-2309a30ea602.png"></strong></span></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>

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

Company — Upload Logo

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 — 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

Users — Edit & Create / Add Users

Users — Activate/ Deactivate/ Modify Users (Technician Who Can Access the Software)

Company — Upload LogoUpdated a year ago

Upload Logo

Customize emails sent from the software with your company’s logo.

Video: https://youtu.be/srLDCswQrII

Settings> Edit Company> Upload Logo

Resources!