Operational Reports - v2
Find the following reports in this section: Approved Bids Report; Filter Cleanings Report; Monthly Billing vs Additionals Report; Open Bids Report; Vendor List Report; and Auto Charging Report.
The Approved Bids Report is where your company can track accepted project proposals! Here's were to access that report! 1) From your Company Das...
Mon, 11 Aug, 2025 at 12:50 PM
The Filter Cleanings Report contains a Schedule and History of filter maintenance records. Here's how to find this amazing report! 1) From yo...
Mon, 11 Aug, 2025 at 12:50 PM
The Monthly Billing vs Additionals Report displays a comparison of monthly autobilling items and additional charges added to customer invoices. Let'...
Mon, 11 Aug, 2025 at 12:51 PM
The Open Bids Report provides a list of all open bids that may need action or follow up. Here's how to find it! 1) From your Company Dashboard ...
Mon, 11 Aug, 2025 at 12:52 PM
The Vendor List Report provides a comprehensive list of all vendors listed in the Expense Section of Paythepoolman. Here's where to find this helpfu...
Mon, 11 Aug, 2025 at 12:52 PM
The Auto Charging Report provides a summary of automatic payment charges as set up on each customer's credit card page. It reflects if auto charges wer...
Mon, 11 Aug, 2025 at 12:53 PM