Settings & Configuration

Company settings, user management, roles, permissions, and system configuration.

• Deactivated vs Active Users
• Set up your clocking policy
• How to Cancel Your Pool Office Manager Subscription
• Service Types & Service Report Templates: Setup Guide
• Bulk Operations: Track and Audit Every Batch Change
• How to Create and Use Quote Templates
• Configuring Customer Billing
• Create / Edit Custom Fields in Customer Profile
• Get a daily report from your POM data with Claude
• Flag customers with a past-due balance
• How your Pool Office Manager subscription is billed