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Tips & Tricks
Find great ways to speed up your workflows and be more efficient. Get quick tips on payments, charges, work orders and everything in-between.
Add A New Customer
Adding a New Customer Quickly fill in customer info all on one screen. Simply click on the New Account icon at the top right and fill in the sections with the customer’s info. Once you’re…
Add or Change Recurring Billing
Add or Change Recurring Billing Need to add or change the billing of a recurring service such as monthly pool cleanings? Update them easily in the Billing section. Simply click on the Charge Group you…