Ready to create a bid? Let's go!
*You will need to have a customer profile in order to create a bid. If you need to learn how to create a customer please go here- https://paythepoolman.freshdesk.com/a/solutions/articles/44002620821
1) First, go to your Company Dashboard and click on BIDS located in the black sidebar to the left of the screen.
2) Next, click on the blue plus sign to create a new bid, and a pop-up window will open so you can search for your customer's name.
3) Once you've selected your customer, the screen below automatically opens. A Bid number will be electronically generated in the upper lefthand corner, and you'll have several fields for entering dates, the item or items the bid is in regards to, as well as pricing and quantity fields. In the upper right hand corner, there are several actions you can take, such as PRINT BID, EMAIL BID, SAVE BID, or CANCEL. You even have the option of attaching the bid as a PDF to an email, and requiring a deposit.
** PLEASE NOTE: THE DEPOSIT REQUIREMENT MUST BE ADDED WHEN THE BID IS INITIALLY CREATED, HERE ON THIS SCREEN, AS YOU WILL NOT HAVE THE OPTION TO REQUIRE A DEPOSIT AFTER THE BID HAS BEEN CREATED.
4) Now that the bid has been created and all fields have been entered, it goes to the customer for approval. Just hit EMAIL BID to send it directly to your customer.
Or "Save" if you want to save bid progress and work on it later.
5) The message will go directly to their email on file. If Pool Junction is enabled, they'll also be alerted to their mobile device and will be able to view, comment, and approve the bid instantly!
6) They just click on the blue button to VIEW BID, and then they can look it over, comment and approve!
7) If Pool Junction is enabled, they can add their comments before taking further action on the bid.
8) After the customer approves the bid, you can turn it into an invoice! Go back to the Company Dashboard > Customers > select this customer's profile. Then click on the three blue dots under the column for ACTION.
9) Click on CREATE INVOICE FROM BID in the pop-up window.
10) The Invoice will have its own electronically generated number, and you can edit as needed or take actions to PRINT INVOICE, EMAIL INVOICE, SAVE INVOICE, or CANCEL. You can even attach the Invoices as a PDF to an email message.
Navigation is very user-friendly!
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: 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!