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Knowledge base

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.

All categoriesSchedule & jobs

Schedule & jobs

Calendar, smart booking, route optimization, and time tracking per job.

Overtime tracking

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

Updated 2026-05-02
Tech time off — vacation, sick, holiday blocks

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.

Updated 2026-05-02
Projects — multi-visit job rollups

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

Updated 2026-05-02
Tech mobile day-view + offline mode

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

Updated 2026-05-02
Dispatcher: drag jobs between techs

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.

Updated 2026-05-01
Annotating photos

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.

Updated 2026-05-01
Refrigerant tracking (HVAC EPA 608)

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

Updated 2026-05-01
Maintenance reminders — recurring revenue without a contract

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

Updated 2026-05-01
/portal/tech — the mobile-first day view for techs

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

Updated 2026-05-01
Job photos — before / during / after / parts

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

Updated 2026-05-01
"Your tech is on the way" — automated customer SMS chain

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

Updated 2026-05-01
Time tracking + job costing

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

Updated 2026-04-29
Editing an appointment

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

Updated 2026-04-29
The Schedule page — three views

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

Updated 2026-04-29

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