Paythepoolman

Account Home 1

• Changing Account Details

Stripe Credit Card Tab 1

• How to Check Stripe Status/Payments

Pool Junction 3

• How To Set Up Pool Junction
• What is the Pool Junction app?
• How do Customers sign in to Pool Junction?

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

• Import From Skimmer
• Importing From a Different Program?

Quickbooks Online Tab 0

Export Data 1

• How to Export Data

Quickbooks Desktop Tab 0

Cancel Service 1

• How to Cancel My Account (Updated)

App Permisions 1

• How Do I Get App Notifications?

Payment Portal 1

• Payment Portal/Customer Payment Portal

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

• Missing a Services Account on QBO?
• Adding an Account to Sync Items
• Trouble Syncing Invoices?
• How to Link My Bank Account?
• Undeposited Funds Account

Plus App Stuck Logs 1

• PLUS App Won't Sync?

Customer Balance issues 2

• Invoice Balance Inquiry
• Overpayment Reset

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?

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 0

Notices 1

• How to Clear Notices on Homepage

Filter Tracking 1

• How to Track Filter Cleanings

Salt Cell Tracking 0

Overdue Accounts 1

• Overdue Account Options

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 Enable Chemical Charging?

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? v2

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

Quick view Action Features 1

• Quick View Action Features

Auto-Billing 3

• How to Edit/Change Customer Auto-Billing
• How to Cancel/Stop Service?
• How to Put Month in Invoice Description?

Credit Card 1

• How to Set Up Customer Auto-Charge?

Invoice and Payments 4

• How to Add a Discount to an Invoice or Billing
• Deleting an Invoice
• Invoice Balance Zero
• How to Enter Payments

Bids 1

• How to Create a Bid

Plus Tab 3

• Door Hanger Emails
• How To Add a Serviceable? (Multiple Water Features)
• How to Add Employee Note?

Equipment Log 1

• Adding Equipment to Customer Dashboard

Quick Reports 3

• How to Utilize Quick Reports
• Utilizing the Customer History Quick Report
• How to Check Email Status?

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

Home Page Plus 3

• Plus Dashboard - Alerts
• Plus Dashboard - Statistics
• Plus Dashboard - Employee Feed

Employee Center 8

• How to Remove an Employee
• How to Reset an Employee's Password in Plus
• How to Edit Employee Information in Plus?
• Customize Employee Access/Permissions
• Adding an Employee to PTPM Plus

View all 8

Service Routing 3

• How Does Route Optimization Work?
• Why Can't I Find/Route My New Customer?
• How to Print a Route?

Repair Routing 2

• How to View Repair Calendar?
• How to Schedule a Repair?

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

• How to Fill Out a Vehicle Checklist in the Fleet Manager on Plus
• How to Add a Vehicle to the Fleet Manager in PaythePoolman Plus

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

• How to Edit a Service
• How to Complete a Skipped Service or Repair

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

How To Videos 1

• Help Videos

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

• Late Invoice Report - How to Use it?
• Customer List Report
• Collection Report
• Unpaid Pending Invoice Report
• Payment Report

View all 8

Promotional Trials - v2 2

• How to Join with our Trial Offers - v2
• Pricing, Platforms and Two Offers Explained - v2

Company Settings Page - v2 7

• Entering Your Company Information - v2
• Add Your Company Logo v2
• Tax Rates v2
• Auto Billing Settings v2
• Payment Processing v2

View all 7

Stripe -Credit Card Processor v2 3

• How to set up your Stripe Account - v2
• Convenience Fees/Credit Card Fee Recovery - v2
• Stripe Payment Status - v2

Adding Customers - v2 3

• Add Customer - v2
• Customer Auto-Billing Set Up - v2
• Import from Skimmer - v2

Plus - Service/Repair Management Feature v2 4

• Adding a Technician / Employee - v2
• Building a Service Route - v2
• Adding/Scheduling Repairs - v2
• Creating Blueprints for Plus Repairs - v2

Payments v2 3

• Logging Payments in Payment Hub v2
• Logging Payment on Customer Dashboard v2
• Editing a Payment on Customer Dashboard v2

Getting Started Video - v2 2

• Getting Started Video - v2
• Help Pages for 2.0

All Paythepoolman Apps v2 5

• Paythepoolman App v2
• Plus App - Employee App v2
• Pool Junction Overview - v2
• Pool Junction App - v2
• THE Pool Junction App - v2 (Newest Update)

Password Reset v2 2

• Paythepoolman Password Reset v 2
• Plus App - Admin Password Reset v2

Add New Customer - v2 1

• Add New Customer - v2

CUSTOMERS Menu - v2 1

• Customer Menu - Select and View Customer

Customer Communication v2 2

• How to Verify Customer is Receiving Emails? v2
• Customer Communication from Customer Dashboard v2

How to Use the Shopping List - v2 2

• Using the Shopping List for Admins - v2
• Using the Shopping List for Techs in Plus - v2

QUICKBOOKS Online v2 5

• Quickbooks Online Sync Set Up - v2
• Trouble Syncing Invoices with QBO? - v2
• Adding an Account to Sync Items v2
• Undeposited Funds Account v2
• Missing a Services Account on QBO? v2

Customer Balance Issue v2 2

• Search Invoices - v 2
• Research Customer Payments and Invoices v2

Plus Features for Customers v2 3

• Customize Door Hanger Email Options v2
• Add Customer to Service/Repair Route from Customer Page v2
• Navigating the Plus Dashboard - v2

Interchange - v2 3

• Interchange - An Overview - v2
• Scheduling from Interchange - v2
• Interchange - Sending Links, Texts & Emails - v2

Payment Portal - v2 2

• Company Info - v2
• Make a Company Video or Add a Greeting - v2

Customer Interactions - v2 7

• Google Pay, Apple Pay and ACH Payments- v2
• View / Pay Invoices - v2
• Creating a Bid - v2
• Turn a Bid into an Invoice - v2
• Electronic Door Hangers and Permissions - v2

View all 7

Helpful YouTube Videos - v2 0

Filter Tracking v2 4

• Filter Cleanings Tracking v2
• Navigating the Plus App - v2
• Custom Tracker / Custom Tracking - v2
• Salt Cell Cleaning Tracking - v2

Payments -v2 3

• Adding Customer Payment - v2
• Overdue Account Options - v2
• How to Apply an Overpayment - v2

Bids - v2 3

• Customer Commenting on a Bid - v2
• Commenting on a Bid - v2
• Requiring a Deposit to Approve Bid - v2

Export Data - v2 1

• How to Export Data - v2

How to Run Monthly Billing - v2 5

• Run Billing - v2
• Flat Rate Billing - v2
• Advanced Billing - v2
• Text Buckets v2
• Mailing Service - v2

Billing Cycles v2 2

• Billing Cycle - Primary and Secondary - v2
• Pending Invoices - v2

Billing for Extras v2 2

• Run Billing - Pending Extras v2
• How to Add Extra Work / Pending Extras - v2

Plus Reports - v2 1

• Chemical Charging - v2

Plus Chemical Reports - v2 4

• Plus Service Inspector Report - v2
• Plus Bulk Chemical Report - v2
• Plus Chemical Usage Report - v2
• Plus Low Chlorine Report - v2

Plus Customer Reports - v2 3

• Plus Customer Service Report - v2
• Plus Log History Report - v2
• Plus Customer Repair Report - v2

Plus Employee Reports - v2 4

• Plus Progress Report - v2
• Plus Employee Location - v2
• Plus Employee Report - v2
• Plus Tech Labor Report - v2

Plus Service Routing -v2 4

• Plus Service Routing Error - v2
• Service Routing Optimization - v2
• How to Shift Customer Service to Different Day - v2
• Map Pin Routing - v2

Fleet Manager - v2 2

• How to Add a Vehicle to the Fleet Manager in Plus - v2
• How to Fill Out a Vehicle Checklist in Fleet Manager -v2

Plus App Integrations - Orenda, LSI, SpinTouch - v2 3

• Orenda Calculator Integration in Plus App - v2
• LSI Integration in Plus App - v2
• WaterLink Spin Touch Integration in Plus App - v2

How to Remove / Deactivate Plus App Employee Access v2 1

• How to Remove an Employee from Plus App v2

Quick View Action Features - v2 5

• Quick View Action Features - v2
• How to Add a Discount to an Invoice or Billing - v2
• Customer Credit Card Auto Charging or Auto Draft - v2
• Payment Portal/Customer Payment Portal - v2
• How to Delete a Customer - v2

Contacting Customer V2 2

• Sending Emails to Individual Customers - v2
• Customer Email Issues - v2

PLUS v2 2

• Explanation of PLUS on Customer Dashboard - v2
• How to Add a Serviceable (Multiple Bodies of Water) - v2

Connected Accounts - 2.0 1

• Connected Accounts - v2

Adding Equipment to Customer Dashboard - v2 1

• Adding Equipment to Customer Dashboard - v2

PLUS App - Features and Functions - v2 8

• How to Reset your Password in Plus v2
• Plus App Employee Permissions (Device Info) - v2
• Simple Service in Plus - v2
• How to Add a Quick Service - v2
• How to Adjust Image and Video Settings in Plus App - v2

View all 8

Using PLUS App Offline v2 1

• How to Use App Offline - v2

Skip or Edit a Service/Repair v2 2

• How to Complete a Skipped Service or Repair v2
• How to Edit a Service v2

Stuck Logs - Unable to Sync Logs v2 1

• PLUS App Won't Sync? v2

PLUS App - on the web - v2 2

• Back Up for PLUS App - web version v2
• Office Employee/Non Field Tech Paythepoolman access through PLUS v2

Service or Repair Count 0/0. v2 1

• How to Show Pool Count (Service/Repairs assigned) on PLUS App v2

Correspondence: Sending Emails to Customers - v2 8

• Targeted Email to Selected Customers - v2
• Create a Mass Email to All ACTIVE Customers - v2
• Create a Bulk Holiday Email Campaign - v2
• Design a Holiday Promotional Flyer - v2
• Create a Printable Flyer - v2

View all 8

Financial Reports - v2 6

• Accrual Profit & Loss Report - v2
• Sales Tax Report - v2
• Taxable Sales & Services Report - v2
• Cash Based Profit & Loss Report - v2
• Dashboard-Amount Owed Report - v2

View all 6

Customer Reports - v2 4

• Customer List Report - v2
• Sold Items Report - v2
• Customer Contact List Report - v2
• Gate/Lock Code Report - v2

Invoice & Payment Reports - v2 6

• Invoice Report - v2
• Payments Report - v2
• Invoices Without a Positive Total Report - v2
• Late Invoice Report - v2
• Unpaid Pending Invoice Report - v2

View all 6

Operational Reports - v2 6

• Approved Bids Report - v2
• Filter Cleanings Report - v2
• Monthly Billing vs Additionals Report - v2
• Open Bids Report - v2
• Vendor List Report - v2

View all 6

Seven (7) Sections of Expenses Data- v2 7

• Expense Dashboard - v2
• Expense List - v2
• Add Expense - v2
• Quick Receipts - v2
• Income/Expense Goals - v2

View all 7

Youtube Help Videos v2 1

• Subscribe to Paythepoolman on Youtube v2