This page is for owners, office managers and admins who run the business from the PSS Web App in a browser. Pick what you need below. Each link opens the full guide for that topic.
Note: New to PSS? Start with the Getting Started guide. It walks you through clients, team, routes, your first visit and your first invoice in about 20 minutes.
Clients and daily work
- Clients and properties (Section 1): add and edit clients, properties and contacts.
- Service routes (Section 2): build routes, put stops in order and move clients between technicians.
- Jobs and quotes (Section 3): one-time work, repairs and quotes your clients can approve.
- Visit history (Section 7): see what was done at each stop, with readings, photos and reports.
Billing and payments
- Invoicing (Section 6): create and send invoices, record payments and set up recurring invoice templates.
- QuickBooks Online (Section 4): connect QuickBooks and keep clients and invoices in sync.
- Your PSS subscription (Section 5): choose or change your plan, update your card and see billing history.
Your team
- Team (Section 8): invite technicians and office staff and set what each person can do.
- Control Center (Section 10): follow what happens on visits and set rules that alert you.
- Notifications and announcements (Section 9 and Section 15): choose who gets alerts and send messages to your team.
Business setup
- Settings (Section 13): preferences, tags, messages, visit tasks and costs, and more.
- Dashboard (Section 11): dosage costs and dosage invoicing at a glance.
- Catalog (Section 12): the products and services you sell.
- Import and export (Section 18): bring in data from another system or a spreadsheet.
Your clients’ view
- Client Portal (Section 21): set up the portal where clients pay invoices and see visit reports.
Tip: Can’t find something? Use the search bar at the top of any page, or click Chat with us in the app.