We will go over how to add extras, how to update extras, and how to see what extras you’ve already added for the customer. We are going to show how to do this on both your phone and desktop/tablet.
Phone view(left side). Desktop/Tablet view(right side).
Adding Extras at home and on the field.
With our desktop we will go to more tab and click add extras. We are always going to start with putting in the date and then picking a customer. Say we need to add one bag of salt. So we select a bag of salt, enter your dollar amount and, then save it.
But let’s say we are out on the field and we need to add another bag of salt. This is going to be the same type of process on your phone. Except with the phone there is an add extra button for convenience; it is not under the more tab. We will go to add extras then select the date and customer. But now we will see we have a pending extra. So now we will click on the pencil button and update your quantity. Just like that, we were able to quickly update our salt. This is really handy for those customers you have to bill for the same thing over and over, and add additional amounts in.
Adding multiple extras at home and on the field.
The other thing we’ve done is included the ability to add multiple extras at the same time. So let’s say we did a filter cleaning, we needed to add an air regulator, we shocked the pool, and we cleaned the salt system. First we will add our filter cleaning under our add extras tab.
Then as we scroll down we now have a button that says add another extra. We will simply click on the add another extra button and add the air regulator. We can then continue to scroll down click on add another extra and then log our other extras like shocking the pool, and cleaning the salt the salt system. Just like that all the new items have been added. The process will be exactly the same on your phone.
These little changes we make to Paythepoolman are to save you time and make things easier. And remember ultimately it’s going to get you home quicker. Thank you so much for reading. Have a great day.