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Pool Office Manager

<h1 id="managing-route"><strong>Managing Route</strong></h1>
<h2 id="you-can-interact-with-your-schedule-in-a-variety-of-ways-daily-weekly-by-technician-by-type-of-service-on-a-map-calendar-and-more-the-video-covers-how-to-interact-with-and-use-the-scheduler-on-pool-office-manager">You can interact with your schedule in a variety of ways, daily, weekly, by technician, by type of service, on a map, calendar, and more.&#xA0; The video covers how to interact with and use the Scheduler on Pool Office Manager.</h2>
<h3 id="video-httpsyoutubeiylbqjyyufq"><strong>Video: <a href="https://youtu.be/iYlBQjYyUFQ" target="_self">https://youtu.be/iYlBQjYyUFQ</a></strong></h3>
<h2 id>&#xA0;</h2>
<h2 id="schedule"><strong>Schedule&gt;</strong></h2>
<p><img alt="mceclip1.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/c0b428a6-fd44-45f3-985c-2e4a7627e587.png"></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong>View Route</strong>&#x200A;&#x2014;&#x200A;Click on the technician&#x2019;s name on the schedule to see only that technician&#x2019;s route.&#xA0;</span></p>
<p><img alt="mceclip3.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/4329eaa4-d6ae-420f-ac24-2efe81c12425.png"></p>
<p>&#xA0;</p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;"><strong>Optimize Route</strong>- Select the Optimize route toggle to see the fastest driving route.&#xA0;</span></p>
<p><img alt="mceclip2.png" src="https://hsfiles.gorgias.help/gm/help-centers/21867/attachments/5031e8f0-45dd-406c-a466-7014983d8f06.png"></p>
<p><span class="wysiwyg-font-size-large" style="font-size: 18px;">If you want to use the optimized route, select <strong>Update Route</strong></span></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 noreferrer" 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>

View Route — Click on the technician’s name on the schedule to see only that technician’s route. Optimize Route- Select the Optimize route toggle to see the fastest driving route. If you want to use the optimized route, select Update Route. Check out

Scheduler — View, Adjust and Optimize Routes

Appointments & Scheduling

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

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

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

Video: https://youtu.be/iYlBQjYyUFQ

You can interact with your schedule in a variety of ways, daily, weekly, by technician, by type of service, on a map, calendar, and more.  The video covers how to interact with and use the Scheduler on Pool Office Manager.

Resources!

Schedule>

Managing Route

Scheduler — View, Adjust and Optimize RoutesUpdated 2 years ago

Managing Route

You can interact with your schedule in a variety of ways, daily, weekly, by technician, by type of service, on a map, calendar, and more. The video covers how to interact with and use the Scheduler on Pool Office Manager.

Video: https://youtu.be/iYlBQjYyUFQ

Schedule>

Resources!