Getting Started with Pool Office Manager

Pool Office Manager (POM) is a comprehensive software solution designed specifically for pool service companies. This guide will help you get familiar with the main features and navigation.

**Logging In**

Access POM through your web browser at your company's POM URL. Enter your username and password provided by your administrator.

**Main Navigation**

The left sidebar provides access to all major modules:

• **Customers** - Your complete customer database with search, filters, and profile management

• **Schedule** - Gantt-style dispatch view, Map view, and Calendar for managing technician routes

• **Appointment** - List view of all appointments with filtering options

• **Service** - Completed service visits and reports

• **Activity** - Activity feed and log of system events

• **Billing** - Billable services ready for invoicing

• **Invoicing** - Invoice management including QuickBooks integration

• **Reports** - Dashboard metrics and custom report builder

• **Inventory** - Track items across locations with quantities

• **Settings** - All configuration options for your account

**Quick Start Tips**

1. Start by reviewing your customer list in the Customers module

2. Check the Schedule view to see today's appointments

3. Use the Billing section to review services ready for invoicing

4. Explore Settings to customize POM for your business needs

**Getting Help**

Browse our knowledge base categories on the left for detailed guides on specific features. If you need additional assistance, contact your administrator or POM support.