1. General Settings
Get started by configuring your General Settings, which include Company settings, Invoices, Quotes, and Accounting Software Integration.
Begin by setting up your Company Details. Click the Settings Cog in the top right corner of your Pool Inspectors App Web Portal and select the Company Profile tab. Add details like your Company Business Number, Full Address, and Contact Details. Save any changes.
Next, choose Logo & Colour from the Company Profile tab. Add your company logo and select the main theme colour for your Pool Inspectors App Web Portal, App, and Reports.
Access Invoice Settings by clicking the Settings Cog and selecting the Accounts tab, then Invoices. Create Invoice Payment Terms & Conditions, Invoice Defaults, PDF Options, Payment Terms, and set up automated Outstanding Invoice Reminders.
Find Quote Settings by clicking the Settings Cog, selecting Accounts, and then Quotes. Create Quote Terms & Conditions, Quote Expiry Periods, Quote PDF Options, and set up automated Quote Reminders.
Accounting Software Integration
Integrate your Accounting Software with the Pool Inspectors App, which currently supports two-way integrations with Xero and Quickbooks. This eliminates double handling of Contact details, Quoting, and Invoicing.
To integrate, click the Settings Cog, select the Integrate tab, and then click on Accounting Software. Choose the relevant software and log in to complete the integration. Syncing may take a few minutes.
2. Users and Groups
Organize your team by setting up Users and User Groups in the Pool Inspectors App.
A Pool Inspectors App User is anyone in your business needing access to the app, including Admin or Office Staff and Inspectors in the field.
Add a new User by selecting Users in the menu across the top of your Pool Inspectors App Web Portal, then click on New User. Enter the User's details, choose their role (Field Agent, Admin, Portal User), and create unique login credentials.
After creating a User, you'll be directed to their User Profile where you can adjust permissions, controlling what they can see in the app.
Create User Groups to categorize your team, such as General Inspectors, Specialized Inspectors, or Admin team. Assign specific permissions to each group as needed. To create User Groups, select Users in the menu at the top of your Pool Inspectors App Web Portal, then click on Groups.
Data & Resources
3. CRM Contacts and Resources
Creating a Contact in your CRM
Quickly create a contact in your CRM by selecting CRM from the menu at the top of your Pool Inspectors App Web Portal and clicking on Contacts. Fill out the contact details and save, ensuring to add as much information as possible for future convenience.
Resources (Document Management)
Replace paper clutter with digital folders using the Pool Inspectors App Resources. Store and access important documents like company manuals, inspection checklists, safety guidelines, and industry-specific materials. View resources by selecting Resources from the menu at the top of your Web Portal and clicking on "View Resources."
To add new resources, click on "New Resource."
Edit Your Way
4. Drag & Drop Reports
One of the standout features of the Pool Inspectors App is the ability to fully customize reports to suit your specific needs.
Easily make changes to forms by selecting Forms from the menu at the top of your Pool Inspectors App Web Portal and clicking on View Form Templates. This will display all form templates available in your account.To edit a form template, click on its name and scroll to the bottom of the Form Details page.
Click the blue Edit Form Fields button, and you'll be taken directly to the Form Builder.
This powerful feature allows you to tailor reports to your exact requirements, streamlining your process and enhancing your professional image.
Simplify Your Jobs
5. Job Type Templates
Job Type Templates are an incredibly efficient feature that simplifies job creation for different services you provide to clients. We've preloaded templates for you, but you can always customize existing ones or create new ones.
To access Job Type Templates, select Jobs from the menu at the top of your Pool Inspectors App Web Portal and click on Job Type Templates. This will display a list of templates we've created for you.
Click on a template to view its contents. On the Job Details page, you can add a title, brief description, and attach any forms relevant to that service. Explore the Job Status Updates and Future Reminders tabs to customize automated communications for each job. Edit the text or disable messages as needed.
The Pool Inspectors App Automated Assistants are like having an entire support team behind you, handling day-to-day tasks while you focus on growing your business. Your clients will appreciate the seamless communication and organization!
6. Activate Account
Activate Your Pool Inspectors App AccountThe final step is to activate your Pool Inspectors App account. Click on the Settings Cog in the top right corner of your Web Portal, select Company Profile, and then Payment Details.
Enter your payment information, and you're all set. Our Customer Success Managers are always available to assist with this step, so feel free to call or email us. You'll still enjoy the remainder of your free trial period, and the first monthly payment will be processed after the 14-day trial ends.
Experience unlimited access to your comprehensive business solution without any lock-in contracts!