Paythepoolman

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