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Start Here: Your First Week with Pool Office Manager

The big picture of how POM runs your pool company, and the path to running your real business in it inside a week.


▶ Watch: The POM Tour (1 min 46 s)

Pool Office Manager (POM) runs your pool service company end to end: one system for customers, scheduling, routes, field work, service reports, billing, and invoicing. The payoff is simple: the work your techs do in the field turns into a professional, photo-backed report and a ready-to-send invoice, automatically.

This page gives you the big picture, then hands you a path. Follow the articles in order and you will be running your real business in POM inside a week.

How POM thinks: the core workflow

Everything in POM follows one flow, and the left menu is laid out in the same order:

Customer → Appointment → Service → Billing → Invoice → Reports

  • Customer: every job starts from a customer profile: contacts, service address, bodies of water with gallons and equipment, billing info.
  • Appointment: the plan. A visit on the Schedule with a date, tech and service type. Recurring visits schedule themselves.
  • Service: the record. When the tech taps Start, POM creates the service ticket: checklist, water chemistry, chemical dosing, photos, notes, inventory used.
  • Billing: completed services line up as billable items, ready to review.
  • Invoice: one click turns those services into an invoice, sent from POM or synced with QuickBooks.
  • Reports: dashboards, custom reports, chemistry analysis, GPS activity and time clock roll it all up.

Want the deeper explanation of the two ideas people mix up? Read Appointments vs Services: Understanding the POM Workflow. Five minutes, and the rest of POM makes sense.

Your first 15 minutes (do this today)

The Quick Start Guide walks you to the moment POM clicks, step by step. The short version:

  1. Log in and look around the left menu. No configuring yet.
  2. Add one customer: Add your first customer (4 minutes, with screenshots).
  3. Put a visit on the board: Build your first schedule.
  4. Open the appointment on the phone, tap Start, add a note and a photo, save. This is the moment POM clicks.
  5. Email the finished service report to yourself and preview the invoice. That is exactly what your customers will see.

Your first week (setup that makes it stick)

Do these in order. Each one is its own short article:

  1. Add your first customer — by hand, so you know how the record works.
  2. Bring in your existing data — connect QuickBooks Online (Settings → Apps) or email your customer file to files@poolofficemanager.com and we import it free. Questions: help@poolofficemanager.com.
  3. Build your first schedule — routes, the Unassigned queue, recurring visits.
  4. Add your team — Settings → Users, then have each field tech install the mobile app and log in.
  5. Set your service types — Settings → Service Types (Cleaning, Repair, Opening, Closing…). Each type carries its color, price and report template.
  6. Customize service reports — your logo and wording, per service type: Settings → Templates.
  7. Pick your billing path — invoice from POM (Stripe), sync with QuickBooks, or export. Start in the QuickBooks Integrations category when you are ready.

When you are up and running

  • See the whole day geographically on the Schedule Map view, and click a tech’s name to optimize their route
  • Track inventory as techs use products
  • Watch GPS activity and the time clock from Activity
  • Build custom reports and the Chemistry Analysis view from Reports

We will help you get there

  • 20-minute setup call: we get your first customer in, your first week scheduled, and the app on a phone, with you. Book it from your welcome email.
  • Live training: schedule a session with our team (see the Quick Start Guide).
  • Email: help@poolofficemanager.com · Files for import: files@poolofficemanager.com
  • Call: 614-710-0074 ext 3