Source: https://aquasops.com/help Last updated: 2026-10-29 > Step-by-step help for using the product: importing clients, maintenance plans, payments, the offline technician app, roles and more. 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 →](https://aquasops.com/help/create-a-quote-and-take-a-deposit)[ 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 →](https://aquasops.com/help/take-online-payments-with-paystack)[ 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 →](https://aquasops.com/help/invite-a-customer-to-the-portal)[ 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 →](https://aquasops.com/help/import-clients-from-a-spreadsheet)[ 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 →](https://aquasops.com/help/manage-stock-and-parts-on-jobs)[ 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 →](https://aquasops.com/help/share-an-arrival-link-and-turn-it-off)[ 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 →](https://aquasops.com/help/create-a-maintenance-plan)[ 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 →](https://aquasops.com/help/set-up-roles-and-permissions)[ 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 →](https://aquasops.com/help/use-the-technician-app-offline)[ 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 →](https://aquasops.com/help/set-water-quality-limits-and-record-readings) ## Need a hand? Write to us from the contact page, or book a demo and we will walk through it with you. [Book a demo](https://aquasops.com/contact) [See how it works](https://aquasops.com/how-it-works)