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  • Welcome
  • The Home Screen
  • Setup
    • System Setup
      • Change Password
      • Company Information
      • Users
      • User Groups
        • Setup Group Roles
        • Suggested Groups and Roles
      • Email Templates
      • Customer Online Settings
      • Miscellaneous Settings
      • Automatic Task Rules
      • Service Commission Rules
    • Subscription Setup
      • Subscribe to PoolCarePro
      • Enable Credit Card Processing
    • Codes
      • Accounts
        • Startup Sources
        • Termination Reasons
        • Custom Account Information
        • Account Class Definitions
        • Account Alert Definitions
        • Billing Groups
      • Accounting
        • Transaction Codes
        • Tran Code Groups
        • Rates
          • Types of Rates
        • Sales Taxes
      • Equipment
        • Equipment Types
        • Manufacturers
        • Models
        • Attribute Types
      • Custom Pool Information
      • Chemical Definitions
      • Service Codes
      • Task Codes
      • Commission Types
    • Interfaces
      • Mobile Device
      • Quickbooks Setup
    • Tools
      • Report Designer
      • Import Data
      • Export Data
  • Customer Accounts
    • Create a New Customer Account
    • Add a Rate to a Customer Account
    • Add a Pool Site
    • Add a Recurring Service
    • Add a One Time Service
  • Routes
    • Scheduling a Route
    • Change Service Date Temporarily
    • Change Technician Temporarily
  • Estimates
    • Create an Estimate
    • Edit an Estimate
    • Searching Estimates
    • Email an Estimate
    • Print an Estimate
    • Accepting an Estimate
    • Invoice an Estimate
    • Copy an Estimate
    • Email an Invoice
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