Paythepoolman

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?

How To Videos 1

• Help Videos

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

Account Home 2

• Company Settings - Account Home
• 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 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

App Permisions 1

• How Do I Get App Notifications?

Payment Portal 1

• Payment Portal/Customer Payment Portal

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

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 5

• How to Add a Discount to an Invoice or Billing
• How do I create a single invoice?
• 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 A Serviceable?
• 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

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

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