Admin Access

Checking access…

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Total Unpaid

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Total Past Due

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Collected This Week

Week to date

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Late Fees Accrued

Find Customer

Import Invoices from ServiceMonster CSV

Export invoices from ServiceMonster → Reports → export as CSV. Then upload here to populate the invoice cache for all customers at once.

📄

Drop CSV file here or click to browse

ServiceMonster invoice export (.csv)

⏸ Sync paused — reconciliation in progress ServiceMonster will not overwrite this account's invoices until sync is resumed.

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Open Balance

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Invoices

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Late Fees

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Terms

📌 Pinned

Snooze dunning:

Account Settings

Billing Email Override

Do Not Email

PO Numbers

Default PO:

Late Fees

Pause SM Sync

Auto-Pay Off No card on file. Process a card payment first to enable autopay.

Terms:

Parent Account Options

Weekly Grouped Statements

Grouped Weekly Statements

Approval Mode

Weekly Grouped Statements: Sends one grouped statement per region instead of individual emails to each site.
Grouped Weekly Statements: Enable grouped weekly statements for this account. Controls whether the customer portal shows the "Weekly Statements" tab.
Approval Mode: Grouped statements go to office@washmytrucks.com for review before sending to customer.

Account Hierarchy

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Parent Account

Billing Contracts

Unconfirmed counts are derived guesses. The Tuesday auto-send holds the whole statement until every site is confirmed.

Pulls all invoices (paid + open) for this account from ServiceMonster and refreshes descriptions, balances, and payment history. For parent accounts, all sub-accounts are also synced.

Removes all cached invoices and settings. Does not affect ServiceMonster.

Onboarding Queue \u2192

Onboarding Checklist 0/5

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Step 1 — Sync Invoices

Not synced yet

✓ COMPLETE

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Step 2 — Verify Data & Settings

Review invoice data and billing email

✓ COMPLETE

Billing Email Override

SM Email

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Do Not Email PO Numbers

Default PO Number

Applied automatically to new invoices for this account

Parent Account

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Step 3 — Portal Preview

Preview what the customer will see

✓ COMPLETE

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Step 4 — Send Welcome Email

Complete steps 1-3 first

✓ COMPLETE

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Step 5 — Activate Automation

Send welcome email first

✓ COMPLETE

Auto-Pay:

Card needs update

Choose how to update the card:

Fetching invoices...

Open Invoices

Invoice

Date

Due Date

PO #

Amount Due

Status

Select invoices to email

Selected Total

Statements · whole account

Not the invoices ticked above — you review recipients and the exact invoice list before anything sends.

Tier:

Payment History

📝 Call Note

▼Issues0

+ File in FleetOps ↗

Issues now live in FleetOps — washboss.washmytrucks.com/issues. The list below is historical and read-only.

▼Feedback

Type

Sentiment

Contact name

Summary

Details

▼Timeline

▼Emails

Include sub-accounts

Record Payment

Payment Method *

Check Number *

Amount *

Date

Lookup Invoices

Invoice numbers from check stub, OR customer name to pull all open invoices.

Invoice Total

$0.00

=

Payment Amount

$0.00

Sync to SM Send receipt

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Parent/Child Accounts

Parent Account

Date Range

From

To

Hierarchy not synced yet.

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Automation Dashboard

Click "Load Dashboard" to view automation status.

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Catch-Up Emails (Existing Invoices)

Click "Preview" to see what catch-up emails would be sent for existing invoices.

Growth OS Features

Features stripped from Growth OS in the simplification. Nothing was deleted — tables, service code and route handlers are all still here. Turning one back on restores its routes and its buttons immediately, with no deploy.

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Recent Statements

Loading statements...

Portal Activity

Click Load to view activity

Quick Links

Onboarding Queue

New account setup

📊

Portal Activity

Customer usage

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📋

Parent/Child Accounts

Grouped billing

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Automation Dashboard

Past-due tracking

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📬

Statement Log

Recent email history

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Catch-Up Emails

Backfill existing invoices

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⚙

Growth OS Features

Turn stripped features back on

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✓

Record Payment

Check, ACH, cash, or Credit Card — full or partial, multi-invoice across accounts

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Absolute Fleet Washing · washmytrucks.com Customer Portal · 443-225-4388

Enable Auto-Pay?

This will automatically charge this customer's card on file for every new invoice. Make sure the customer has agreed to auto-pay before enabling.

Edit contract

Trucks

Rate / truck / week

Billing frequency

How often an invoice is GENERATED. Not the statement email cadence — those are separate.

Notes

Saving records this as confirmed by you — a typed number is a stronger statement than the derived one it replaces, and confirmation is what the auto-send flip is waiting for. The unit roster itself lives in FleetOps; the contract carries the count.

Email Invoice

To:

Please enter at least one email address

Confirm & Send

Collect ACH Payment

Enter bank info while the customer is on the phone. No surcharge applies to ACH.

Charging

$0.00

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Routing Number *

Account Type *

Account Number *

Name on Account *

Entry Class

I confirm the customer verbally authorized this ACH debit for the amount above. I've read the authorization terms back to them and they agreed. This authorization will be logged with my user name and the current timestamp.