The Shopping List feature is a great tool! It helps you track: 


  • Items needed for an employee or customer
  • Items that have been purchased and are ready to load onto a work truck or sitting in the warehouse
  • Items that are loaded and ready to install/use, and 
  • If the item is set to be billed, it will be automatically added to billing!


Here's where to get started!  


From the Main Dashboard in your Paythepoolman account, click on the greater/less than symbol, > , to see more options at the top of your screen and find SHOPPING LIST. This quick view shows you how many items have been REQUESTED, how many items are READY, and how many are LOADED.  

(Note: The quick-view won't take you to the Shopping List section, it's just info at-a-glance.)


1) To navigate to our shopping list screen, select SHOPPING LIST from the black sidebar on the left.


2) This will take you to the Shopping List screen which is full of sorting options! 


You can make your selection based on the Status of the item (ALL items, REQUESTED, items TO LOAD, items that have been LOADED, or items that have already been INSTALLED)


Below the item Status, you can further narrow your search by TECH name. 


You can also ADD NEW ITEM by clicking on the bright blue tab in the upper right hand corner!


3) Once you've made your selection from the options above, look to the right of the screen for the column titled ACTION.  


4) You can update the item by adding a BRAND name and making any other necessary edits.

 

5) You can also upload up to 5 images of the item.

6) Or, you can delete the item altogether by clicking on the TRASH CAN icon.



7) You can also add Shopping List Items to Invoices as EXTRAS/EXTRA WORK.  (These Shopping List items will show up as Extras/Extra Work after you Run Billing.)


In other words, if a specific customer has any Extras/Extra Work associated with them, you'll have the option of adding those items to the monthly invoice you generate when you Run Billing. It will look like this after you Run Billing: 

 

The Pending Invoices haven't been sent out because they have EXTRAS/EXTRA WORK associated with them, and you get to choose how you want to address those items.  You can either click the bright blue button to ADD TO INVOICE (and use the arrows to address each Extra if there are multiples), or generate separate invoices. If you decide to add them all to the Invoice, it will separate them line by line with a description, right on the Invoice you send!  


Here's a a Sample Invoice so you can see what it looks like: 



To explore more and find out how the Shopping List feature can help you and your techs out in the field, check out this video, https://www.youtube.com/watch?v=CfF0vmd69Dk

 

You can find more videos on our YouTube channel, https://www.youtube.com/@Paythepoolman !


If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166. Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST


Have a nice day!