Here’s an overview of what you’ll find on your Customer’s Dashboard.
The Quick View shows you:
A "quick view" of customer information. White Tabs display information.
By clicking tabs you can access more details.
- Balance (which will take you straight to the Invoices and Payments tab)
- Monthly Billing Amount (which will take you to the Auto Billing tab)
- Pending Extras (where you can view pending and used extras)
- Last Filter Cleaning - if you don't have one, you can add one
- Last Service Date (which will take you to the Plus tab)
- Unpaid invoice (which will take you to the Invoice and Payments tab)
We hope these shortcuts are useful to you and help to facilitate your use of the program!
If you have any further questions or issues please reach out to our Support Team at (951) 234 5166 or email at support@paythepoolman.com
Have a nice day!