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Pool Office Manager

<h1 id="review-companys-overall-invoices"><strong>Review Company&#x2019;s Overall Invoices</strong></h1>
<h2 id="videohttpsyoutube22urijhls94"><strong>Video:&#xA0;<span data-sheets-hyperlink="https://youtu.be/22URijhlS94" 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/22URijhlS94&quot;}"><a class="in-cell-link" href="https://youtu.be/22URijhlS94" rel="noopener" target="_blank">https://youtu.be/22URijhlS94</a></span></strong></h2>
<h2 id>&#xA0;</h2>
<h2 id="invoice-tab"><strong>Invoice Tab&gt;</strong></h2>
<h3 id="select-date-ranges-to-see-your-revenue-range-aging-chart-whats-due-not-due-and-the-status-of-customers">Select date ranges to see your revenue range, aging chart, what&#x2019;s due/ not due, and the status of customers.&#xA0;</h3>
<h2 id="-1">
<img alt="Screen_Shot_2019-07-12_at_12.49.39_PM.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/2fc9043f-872e-4533-aeb3-5984e3ece072.png">&#xA0;</h2>
<h3 id="you-can-filter-invoices-as-well-by-selecting-a-status-in-the-status-box">You can filter invoices as well by selecting a status in the status box.</h3>
<p><img alt="Review_Invoices.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/c9fd8499-4e10-47bf-abd5-2af6214935f4.png"></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>

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

Invoices — Company's Overall Invoices

Stripe Invoicing Integration

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

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

Video: https://youtu.be/22URijhlS94

Select date ranges to see your revenue range, aging chart, what’s due/ not due, and the status of customers. 

Invoice Tab>

Resources!

You can filter invoices as well by selecting a status in the status box.

Review Company’s Overall Invoices

Invoices — Company's Overall InvoicesUpdated 2 years ago

Review Company’s Overall Invoices

Video: https://youtu.be/22URijhlS94

Invoice Tab>

Select date ranges to see your revenue range, aging chart, what’s due/ not due, and the status of customers.

You can filter invoices as well by selecting a status in the status box.

Resources!