How to get the most out of Plyrium.

Group multiple appointments, invoices, change orders, receipts, and uploaded permits under one project so revenue, cost, and profit roll up together.

Step-by-step guide to the Smart Book modal: customer lookup, structured address, service picker, smart-slot ranking, and how to read the diagnostic empty-state when no slots appear.

Reusable contract templates with mad-libs auto-fill of customer + business info, native e-sign, signed copies stored on every customer record.

Set each tech's weekly schedule (Mon-Sun start/end times or off). Smart-slot scheduling won't suggest a tech for days they're marked off.

Build a managed catalog of skills, certifications, and licenses your team holds. Track expirations on certs that recert. Smart-slot uses skill keywords to match qualified techs.

Track every truck the company owns, log maintenance with next-due reminders, manage parts inventory per truck, and assign trucks to techs.

Set a daily cap on each tech (in minutes or appointments) and watch utilization in Day view. Smart-slot scheduling demotes overbooked techs.

Owner enables tracking per-tech AND the tech consents on their device. Both gates required. State-law-compliant by design.

Per-state OT thresholds applied to your tech time entries. Plyrium surfaces regular vs OT minutes + cost at the right multiplier.

Block out vacation, sick, holiday, and training days per tech. Renders on the schedule so you don't accidentally book someone who isn't available.

What your techs see in the field, how to install it as a phone app, and how it keeps working in basements and crawlspaces.

Tech-centric kanban for the day. Drag any job from one tech's column to another to reassign - Kyle called in sick, drop his afternoon on Mike. One drag, done.

Circle the leak. Arrow to the corroded fitting. X the cracked cap. Annotations show on the customer's portal photo gallery so they see exactly what you mean.

Log every charge added + recovery for EPA Section 608 compliance. Track cylinders on the truck, system leak rates, 3-year retention.

Cadence-based SMS + email to past customers when service is due. Auto-suppressed if they're already on the calendar.

Today + tomorrow's appointments, route map, one-tap status updates, and direction handoff. The page techs live on.

How techs snap photos on the truck and how customers see them on their portal.

What customers receive when a tech taps Leaving / Late / Done, and how to control which channels fire.

Clock in/out per appointment, snapshot tech rates, and see real cost per job.

How to change the time, duration, service, customer details, or assigned tech without leaving the page.

List, Calendar, and Map views - when to use each, plus tech filtering and route preview.