AquaOps

Help center

How to do it, step by step

Short how-to articles for people using the product. Names of screens follow the app's menu.

Billing

Create a quote and take a deposit

How to make a quote in AquaOps, send it, let the customer accept or decline from a link, take a deposit and turn it into an invoice.

Open →

Billing

Take online payments with Paystack

How customers pay invoices online in AquaOps: the payment link, the processing fee choice, confirmation and what staff can and cannot do.

Open →

Customers

Invite a customer to the portal and give people roles

How clients get portal access in AquaOps: the first invitation, adding colleagues, client roles and what customers can see.

Open →

Getting started

Import your clients and systems from a spreadsheet

How to bring clients, sites and systems into AquaOps from a CSV file: prepare the file, match columns, check every row and import.

Open →

Inventory

Manage stock and record parts used on jobs

How to keep stock in stores and vans, receive and move items, record parts on a job and see low-stock alerts in AquaOps.

Open →

Live tracking

Share a live arrival link and turn it off

How to give a customer a live arrival link for a job in AquaOps, what they see, and how to turn a link off at any time.

Open →

Maintenance

Create a maintenance plan that books visits for you

How to make a maintenance plan for a system: service, interval and lead time, and how completed visits move the due date on.

Open →

Team

Set up roles and permissions for your team

How to give people the right access in AquaOps: default roles, editing a role, duplicating one, and what a role without all jobs can see.

Open →

Technicians

Use the technician app when there is no signal

How a technician works a whole visit offline in the AquaOps app: the day's jobs, checklist, photos, readings, parts and signature, then sync.

Open →

Water quality

Record readings and see them against your limits

How readings work in AquaOps: recording them on a system or visit, how bands judge them, and where the company-wide quality list is.

Open →

Need a hand?

Write to us from the contact page, or book a demo and we will walk through it with you.