Tag: Expenses

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 view your expenses in Paythepoolman

We are going to be going over how to view you expenses that you’ve entered into the program and how to sort those and find them quickly. We try to make this as simple as possible. So starting on the desktop. You will go to your more tab located at the top and then click on expenses. Here you will see three options view expenses, add expenses, and add expenses with an image.

Now you will go ahead and click view expenses. There is a search capability to find a specific expense that you are looking for. Say you want to search for an expense during a meeting. You will simply type meeting into the search bar and it will trim down until we find the expense you are looking for. You can search by the vendors name and even trim it down by the actual amount.

  

This is super handy if you wanted to compare it to your bank statements.  You can also sort the expenses by the price, the date, the vendors, and even the description. We would recommend that you always add images. It’s best to keep your expenses saved and have multiple versions of everything. You can view these images at any time by clicking the view image button next to your expense.

  

This makes it really handy when a year later you’re filing your taxes you don’t have to wonder where these receipts are from. You can simply upload them and forget them. Thank you have a great day!