Tag: desktop

How to create a bid / estimate in paythepoolman.com (Updated)

We will be going over how to create a bid / estimate with your desktop and phone on Paythepoolman. The reason we will be doing it on the phone also is because people now can create a bid on the phone and get it approved right there on the job sight. Which is what is so great about Paythepoolman. Okay so starting desktop view we will go ahead and select out customer. On the right side under take action we will see “create estimate”.

After you click on this you will select the dates for your bid. You always want to make sure you select a date the bid is valid until so if there are any price changes you will not be responsible. After you’ve selected the dates you can pick which items you want on you estimate. If you have more than five items you can always click “add more items” which is located at the bottom of the page.

     

When you are finished with that bid we suggested you email it. The reason we suggest to email it right away is so that your customer can approve it as soon as possible. Once you email the bid it will take you back to your customer’s page where we will scroll down and see a bid pending with a description. It shows it’s not yet approved and you can create an invoice with that bid.

     

View of the bid.

And now with the phone view we will go ahead and select a customer. It will load the customer’s page and then we will scroll down to create an estimate.

We will then select our dates and choose what we want on the estimate.

Once we have finished creating the estimate we can email that bid. When we are finished emailing we can go ahead and scroll down and see the bid with a brief description.

Always try to email these out. Because these will save you time. Thank you very much.

How to create a single Invoice in Paythepoolman (Updated)

We will go through how to create a onetime invoice or random invoice that is not part of your regular billing. We will go through how to do this on your desktop and phone. First we will start on the desk top you select your customer.

Under take action we will see “create invoice”. We will go ahead and select that and then put in our dates. From there we will select our items it already has five spaces for you to put in five separate items to charge for.

But you can always add more items more by selecting “add more items”. After you have selected what items you want on your invoice you can choose to print, email, or save.

We will go ahead and click save and then click okay. It will take us to the next page where we can see that invoice was created and we can view it.

      

Now for your phone. We will again start by selecting a customer.And then scroll down to “create invoice”.

Again we will select our dates, add in what items we want to charge for, and then we will have the options to print, email, or save.

     

That’s as easy as it is to create a onetime invoice on both your phone and desktop.