Support : Paythepoolman

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Knowledge base

Most Asked Questions

Password Reset 1

How to Reset your Password on Paythepoolman?

Stripe 1

How to Create/Link my Stripe Account?

Customer Email Issues 1

How to Verify Customer is Receiving Emails?

Quickbooks Syncing 5

Plus App Stuck Logs 1

PLUS App Won't Sync?

Customer Balance issues 2

After Hours Support/Help 1

Getting Started or Need Help with Paythepoolman?

Adding a Serviceable 1

Adding Multiple Bodies of Water to a Service

Door Hangers 1

Door Hangers and Permissions

Plus Photo Upload 1

Photos Not Uploading?

Helpful Videos

How To Videos 1

Help Videos

Getting started

30 Free Trial Questions 1

How to Join Free Trial

Entering Customers 1

How to Add a Customer

Setting up Auto Billing 1

How to Set Up Auto-Billing

Stripe Getting Started Tips and Tricks 1

Creating and Linking Your Stripe Account

Convenience Fees 1

Enabling Convenience Fees

Company Settings Page

Account Home 2

Stripe Credit Card Tab 1

How to Check Stripe Status/Payments

Pool Junction 3

Logo Center 1

How To Add Company Logo?

User Settings 1

How to Update Password?

Billing Information Tab 1

How to Update/Change Card on File

Skimmer Importer Tab 2

Quickbooks Online Tab 0

Export Data 1

How to Export Data

Quickbooks Desktop Tab 0

Cancel Service 1

How To Cancel My Account

App Permisions 1

How Do I Get App Notifications?

Payment Portal 1

Payment Portal/Customer Payment Portal

Home Page

Notices 1

How to Clear Notices on Homepage

Filter Tracking 1

How to Track Filter Cleanings

Salt Cell Tracking 1

How to Track Salt Cell Cleanings

Overdue Accounts 1

Overdue Account Options

Customer Dashboard Features

Quick view Action Features 1

Quick View Action Features

Auto-Billing 3

Credit Card 1

How to Set Up Customer Auto-Charge?

Invoice and Payments 5

Bids 1

How to Create a Bid

Plus Tab 3

Equipment Log 1

Adding Equipment to Customer Dashboard

Quick Reports 3

File Cabinet 1

How to Use File Cabinet

Notes Tab 1

Notes Tab

Delete Customer 1

How to Delete a Customer

Custom Trackers 1

Custom Trackers

Plus Admin Page

Home Page Plus 3

Employee Center 8

Service Routing 3

Repair Routing 2

Routing Options 1

Additional Routing Options

Service Inspector 1

Service Inspector

Progress Report 1

Progress Report

Customer Service Report 1

Customer Service Report

Customer Repair Report 1

Customer Repair Report

Employee Report 1

Employee Report

Log Stop Report 1

Log Stop Report

Bulk Chemical Usage 1

Bulk Chemical Usage Report

Chemical Price 1

Chemical Prices

Chemical Cost Reports 1

How to Check Chemical Cost per Customer?

Chemical Charging 1

Chemical Charging

Fleet Manager 2

Plus App - FAQ for Technicians

Stuck Logs/Syncing Issues 1

PLUS App Won't Sync?

Offline Usage 1

How to Use App Offline

Skip a Service or Edit Service Stop 2

Plus Web Portal 1

How to Use Plus Web Portal

Reseting Employee Passcode 1

How to Reset your Password in Plus

Pool Count not Showing 1

How to Show Pool Count on PLUS

Run billing

Per Stop Billing 1

How to Step up Per Stop Billing

Per Week Billing 1

How to Bill Per Week?

Auto Charging for Chemicals 1

How to Run Billing With Chemical Charging On

Process of Running Billing 1

How To Run Billing?

Fix My Mistake Tab 1

How to Fix Invoices After Being Sent Out?

View Previous Batch Tab 1

How to Resend or Reprint a Previous Batch

View Pending Extras Tab 1

How to Edit Extras Before Run Billing

Change Billing Rates Tab 1

Change Billing Rates?

Mailing Service 1

Mailing Service!

Run Billing Action Buttons 1

Run Billing Action Buttons

Review Pending Invoices 1

How to Edit Pending Invoice Date or Comments

Other Features

Payments 1

How To Log an Overpayment

Add Work Extras 1

How to Add Extra Work?

Expenses 1

How to Use Expenses?

Income Items 1

Adding, Editing & Deleting Income Items

Correspondance 1

Mass Correspondence

Reports Center 8

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