Projects: Setup and Configuration

Projects let you organize larger jobs that span multiple visits — a renovation, equipment replacement, or multi-day opening — into a single tracked item with its own status, priority, assignee, and progress.

The Projects Page

Open Projects from the left navigation. Every project appears in a table with these columns:

• Project — the project name
• Customer — who the work is for
• Status — To do, In progress, or Done
• Priority — Low, Medium, High, or Urgent
• Assignee — the technician(s) responsible
• Due Date and Created
• Progress — how far along the project is

Use the search box, date-range picker, and Status filter to narrow the list.

Creating a Project

1. Click Create new project.
2. Fill in the New Project form:
   • Project Name (optional) — leave blank to auto-name it "Customer Name - Service Type"
   • Customer (required) — select the customer before choosing appointments
   • Category (required) — Equipment Replacement, Installation, Maintenance, Renovation, or Repair
   • Priority — Low, Medium (default), High, or Urgent
   • Status — defaults to To do
   • Start Date / Due Date — the project's overall window
   • Assigned To — one or more technicians
   • Assign Appointments — attach the customer's appointments; services link automatically as appointments are assigned
   • Color and Description
3. Click Create Project.

Project Templates: Schedule a Whole String of Visits at Once

If you run the same multi-visit job again and again, don't rebuild the schedule each time — create a Project Template under Settings > Templates > Project Templates.

A project template holds the full string of appointments for the job and the spacing between them. For example, a 10-visit renovation template contains all 10 jobs, with the gap you choose between each — the second visit 3 days after the first, the third a week later, and so on.

When you create a project and assign the template, POM spaces and schedules all the appointments at once from your start date. Change the start date and the whole string shifts with it.

1. Go to Settings > Templates > Project Templates and create a template.
2. Add each job/appointment in the order it should happen.
3. Set the spacing between jobs (days/weeks between each visit).
4. When creating a project, select the template — every appointment in the string is scheduled automatically.

Example: A Multi-Visit Pool Renovation

1. Create a project with Category "Renovation," a start date, and a due date — and assign your renovation template so all visits schedule at once.
2. Track the Progress column as each visit completes.
3. Sold something extra mid-project? Add it to the service as usual — it flows to Billing like any other charge.
4. Set the Status to Done when the job wraps.

Reviewing Past Projects

Filter the Projects page by Status = Done for a record of completed work, or In progress for active jobs at a glance.

Questions? Contact support at help@poolofficemanager.com.