FAQs
frequently asked questions
By Lance and 1 other2 authors108 articles
- Summer Sales Opportunity
- Technician notes
- Where do tags show up on a customer profile?
- How do I find canceled / inactive customers?
- How to complete jobs if you're not a Technician?
- Adding Images To Agreements and Email Templates
- How Do I Use The Advanced Search To Email and Export
- I can't view or add customer account notes
- When Will A Contract Auto-Renew
- Pocomos Time Zones
- How do I block time slots on my routes on the Calendar screen?
- How do I back date services?
- How do I reactivate a customer?
- What is the difference between "bounced" and "hard-bounced"?
- What is the difference between "Sent" and "Delivered" under the email status?
- Line Items
- How do I add or edit a sales rep agreement?
- Can I create proposal or quote for a customer?
- Can I add a message to a billing summary?
- What is the "display note at time of billing option?"
- Can I edit the map code after customer creation?
- Scheduling
- How do I process a service from the customer's profile?
- Can I search for an invoice by invoice number?
- How do I reschedule or schedule jobs for a specific day and time so I don't have to pull the jobs from the job pool each time?
- What does it look like for my customer when I send them the Email / Remote Completion?
- How to Update Geocode
- Why can I no longer edit an existing credit card?
- How do I change the service frequency for a customer's contract / agreement?
- How do I cancel a customer's contract?
- I need more info about a credit card transaction.
- How do I see what our customer agreements look like?
- How do I make it so I don't have to choose a specific time when adding a new customer?
- How do I add a one-off service?
- How do I create a new invoice?
- Where is the best place to get customer support?
- How is my total active customers calculated for billing purposes?
- How do I put the customer's company name on the invoice?
- Authentication Error when charging credit cards.
- Invoice Introduction
- How do I export information to send it to a collections agency?
- How can I add a logo to my outgoing emails?
- How do I cancel Bottom Line Payments/Card Connect?
- How do I download individual invoices?
- Setting up Emails in Pocomos
- How do I add a new location or branch of my main office?
- How do I add a new tag and apply it to one of my customers?
- How do I get the begin and end time to show up on the customer invoice?
- How do I print a copy of the agreement with the customer's signature on it?
- Can I merge multiple branches into one?
- How do I change the reply to email for system emails going from Pocomos to my customers?
- QuickBooks Online
- Automatic Tag Copying for New Contracts & Sub-Locations
- Where did the file go that I tried to download?
- How do I get a list of all my service records for the year?
- How do I download all of my invoices?
- How do I find my retention rates?
- Accounts are missing from the account status report?
- Is there a report that shows how many sprays / services each of my customers has had to date?
- Where can I find a report of all the jobs I have scheduled in the future?
- Bulk Price Increase
- How do I receive money / post a payment?
- What does the Failed button mean under Payment Details?
- Print a summary of payments made by a customer.
- Can I hide the outstanding balance on the customer invoice?
- Can I refund a credit card charge through Pocomos?
- How do I change the information under the "Make checks payable to:" portion of the Invoice
- My customer wants to prepay for multiple services.
- Can I charge multiple invoices at once?
- Can I add a pay online link to my invoices?
- Can I print a summary of customers with outstanding balances?
- How long does it take for funds to be deposited from Zift Payments?
- How to Add, Remove, and Apply Account Credit
- How do I add a new customer?
- How do I enable automatic renewal for a customer?
- PO number is not showing on the customers' invoice
- Can I enable/disable email delivery for a customer?
- Customer's account is showing an outstanding balance and I don't know why.
- How do I add a discount?
- Can I add multiple contracts / agreements to the same customer?
- If I am not with the customer, how can I get him or her to sign the contract remotely?
- How do I delete a customer's credit card?
- What can the customer do in the customer portal?
- How do I change pricing for an agreement?
- Can I resend an email to a customer?
- How to cancel a job and invoice
- Instructions for editing an unpaid invoice due date.
- Can I send emails to two email addresses at the same time?
- How do I change a customer's billing address?
- How do I activate autopay for an existing customer?
- How do I send an SMS form letter from the customer's profile?
- How do I input credit card information?
- How do I deactivate or put a customer on hold?
- How to edit an unpaid invoice.
- How do I set up the online portal for a customer?
- Questions about parent / child accounts.
- When I send an email to a customer it bounces. How do I fix that?
- Can I delete an agreement or a customer?
- Is there a way to assign a contract or customer to a different branch?
- How do I change a customer's service address, email, and phone numbers?
- How do I assign a tax rate to a customer?
- How do I show that a customer needs to be scheduled for a specific time?