Quick Start Guide

Pool Office Manager – Quick Start Guide

Meet: Schedule a live training

Email: help@poolofficemanager.com

Call: 614-710-0074 ext 3

1️⃣ Log In & Get Oriented (5 minutes)

What to do:

• Log in using the credentials you just received

• Take a quick look at the main menu:
  Customers • Schedule • Jobs • Invoices • Reports

Goal: Know where things live — no pressure to configure anything yet.

2️⃣ Add Your First Customer (or Use the Test Customer)

What to do:

• Go to Customers

• Add a real customer or use the built-in test customer

Why this matters:
Everything in POM connects to a customer — scheduling, jobs, reports, and invoicing.

3️⃣ Create an Appointment on the Schedule

What to do:

• Open the Schedule

• Create an appointment for that customer

• Assign a technician (even if it’s just you)

Tip:
This mimics your real-world workflow and unlocks the job process.

4️⃣ Start & Complete Your First Job ⭐ (Most Important Step)

What to do:

• Open the appointment

• Click Start Job

• Follow the prompts:

  • Add service details

  • Enter notes

  • Upload photos

• Save the job

This is the “aha” moment.
This is where most customers realize how much time they’re about to save.

5️⃣ Send the Service Report & Preview the Invoice

What to do:

• Email the completed service report to yourself

• Preview (or create) the invoice

Why this matters:
You’ll see exactly what your customers see — clean, professional, and photo-backed.

6️⃣ Optional Next Steps (Do These Later)

No rush — these can wait until after your first job:

• Import customers from QuickBooks or a spreadsheet

• Connect QuickBooks (two-way sync)

• Add technicians and set permissions

• Customize service report wording

• Set up payments and invoicing preferences