UNscheduled Service Requests Scheduled Service Requests Manage Tech Assignments Manage Service Alerts Dashboard Work Orders Quotes Tech To-Do Lists Send Welcome Email Schedules Message Queue Email Customers Text a Tech

Manage Employee Accounts Manage Customer Accounts

Manage Pools Reprocess Invalid Service Data Missed Services Set up Pool Openings Set up Pool Closings Schedule Filter Cleanings Schedule Filter Replacements Property Management Pools Manage Tech Reminders

Reports Manage Tech Commissions Manage Tech Clock-ins Customer Payments (Batch) Recurring Prebilled Charges Edit Recurring Prebilled Charge Dates Enter Paid Bills & Expenses View/Edit Paid Bills Manage Unpaid Bills & Expenses Manage Vendors Void Vendor Payments Chart of Accounts (CoA) Chart of Accounts Details & Balances View Invoices to Write Off (bad debt) View Invoices Written Off (bad debt)

Manage Routes Find Route Closest to a New Customer Show Routes (single-day) on a Map Show Routes (multi-day) on a Map Automatically Arrange All Stops on a Route Automatically Arrange Regular Stops on a Route Temporarily ReRoute Pools Review/Cancel Pool ReRoutes Print Route Sheets Create/Update Mobile App Route

View Unpaid Invoices View Invoices by Batch View Invoices for a Date Range View Invoices (paper invoiced customers) View PAID Invoices Customer Charge Keyword Search Billed Charge Keyword Search Print Invoices (customers who requested paper) Print All Invoices Manually Bill All Customers Manually Bill Selected Customers Manually Bill One Customer Undo Last Invoices Undo a Customer's Invoice Trial Bill One Customer Run Credit Card Payments (Batch) Run Selected Credit Card Payments Recurring Customer Charges Search Recurring Charges Edit Recurring Charges Edit Auto-Bill Dates Schedule Automatic Billing

Manage Parts Transfer Parts Manage Chemicals Transfer Chemicals Manage Categories Show Chem Charge Groups Manage Vendors Reports

System Settings Financial Settings Default Late Policy Settings Chemical Settings High/Low Service Alert Settings QuickBooks Settings Taxing Authorities State Sales Tax County Sales Tax City Sales Tax Other Sales Tax Sales Tax Groups

Manage Recurring Invoice Message QuickBooks Export Pre-Check Export Data for QuickBooks QuickBooks Desktop Export History Manage Charge Codes Payments for Hydroscribe Export Files (Excel format) Export Chart of Accounts Our Services Pool Service Types Pool Tech Extra Services Edit Cleaning Tasks Manage Pool Opening Task Lists Manage Pool Closing Task Lists Manage Task Lists

Reports

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