Role Based Tasks Check

We suggest that each staff member practise the most common tasks using the new system before starting their day. This will help ensure everyone is comfortable and proficient, leading to smoother daily operations and improved overall performance.

Some of these activities may include:

Technician - Link to Poolwerx Guide

• Create a job

• Link spin device and perform a water test

• Complete a job 

• Reschedule a job 

Scheduler - Link to Poolwerx Guide 

• Send invoice and job sheet (including batch invoicing)

• Create & manage contacts (including real estates)

• Create & manage jobs

• View jobs calendar

Retailers - Link to Poolwerx Guide (switch to training mode)

• Manage drawer and register

• Perform a water test

• Perform a sale

• Perform a return & refund

Inventory Manager - Link to Poolwerx Guide

• Create & manage standard product

• Create & manage composite products

• Create & manage purchase orders

• Process inventory adjustments

Resource links:

Vital | Fast track | Schedulers 

Vital | Fast track | Technician

Lightspeed | Fast track | Retail Clerks

Lightspeed | Fast track | Retail Inventory Manager

Xero | Fast track | Finance Manager

You can also find more instruction, videos and training material on how to complete these tasks in the Poolwerx Academy page.