How to get the most out of Plyrium.
71+ step-by-step articles across 13 topics. Same content the in-portal help shows your team — public so you can read it before you sign up.
Schedule & jobs
Calendar, smart booking, route optimization, and time tracking per job.
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.
Group multiple appointments, invoices, change orders, and receipts under one project so revenue, cost, and profit roll up together.
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.
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