How to get the most out of Plyrium.
88+ 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.
Quotes & invoices
Build quotes and invoices, take payments, and keep your books tight.
Membership plans with an included-visits perk let the customer prepay for tune-ups. Redeem one at booking to consume the visit + tag the appointment.
When a customer is enrolled in a membership plan with a discount perk, every new quote and invoice for them auto-applies the discount as its own line.
Charge an extra 1-4% when customers pay by card to cover Stripe processing fees. Cash, check, ACH, and BYO Pay Link payments are unaffected.
When scope expands mid-job, send the customer a signed change order. On accept, an addendum invoice is created automatically - your original invoice stays untouched.
Send a 3-option proposal - basic, recommended, premium - instead of a single take-it-or-leave-it quote. Shops use this pattern to raise average ticket size by anchoring on the middle tier.
One click adds tracked time entries from a customer's past visits to the invoice you're building - no re-typing hours, no missed billing.
Pre-priced repair menu. Tech picks an item on a quote and the line lands with the right price already baked in - no on-the-spot mental math.
Maintain your parts catalog (cost + price + on-hand). When techs log a part used at a job, it auto-adds to the invoice and decrements stock.
Sell perks like 'Care Club $19/mo - 10% off, 2 included tune-ups, no after-hours fees'. Recurring revenue layered on top of jobs.
Add a second pay button to every invoice that points at your existing payment system.
Auto-charge a customer's saved card every cycle. Setup, cycle management, mid-cycle price changes, and three cancel modes.
Three ways to bill a recurring contract - auto-invoice, manual collect, and Stripe autopay. Pick what fits your shop.
Set up customers on a recurring schedule (weekly, biweekly, monthly) - Plyrium auto-generates the visits + handles billing.
Default tax rate, due days, branding, email templates, and your saved line-item catalog.
Manual invoices, accepted-quote conversion, and how to record cash/check payments.
Build a quote from scratch or from your line-item catalog, send it to the customer, and accept it in one click.
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