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Start Here: Your First Week with Pool Office Manager

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 walks you to your first win in about 15 minutes.

How POM thinks: the core workflow

Everything in POM follows one flow:

Customer → Appointment → Service → Billing → Invoice → Reports

  1. Customer — every job starts from a customer profile (property details, equipment, photos, billing info).
  2. Appointment — the plan: a scheduled visit on the calendar with a date, technician, and service type. Recurring visits schedule themselves.
  3. Service — the record: when the tech taps Start Job, POM creates the service ticket — checklist, water chemistry, chemical dosing, photos, notes, inventory used.
  4. Billing — completed services line up as billable items, ready to review.
  5. Invoice — send invoices from POM (Stripe) or sync with QuickBooks Online/Desktop.
  6. Reports — dashboards, custom reports, GPS activity, and time clock roll it all up.

Want the deeper explanation of the two key concepts? Read Appointments vs Services: Understanding the POM Workflow — 5 minutes, and the rest of POM will make sense.

Your first 15 minutes (do this today)

Follow the Quick Start Guide — it takes you through the moment POM clicks:

  1. Log in and look around the left menu — no configuring yet.
  2. Add one customer (or use the built-in test customer).
  3. Create an appointment for them on the Schedule and assign yourself.
  4. Open the appointment and click Start Job, add details, notes, a photo, and 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)

Work through the Software Startup Guide checklist:

  • Add your team — Settings > Edit Users, then have field techs install the mobile app and log in.
  • Bring your data in — connect QuickBooks Online (Settings > Apps) or send us your customer spreadsheet: files@poolofficemanager.com. See Importing Existing Data.
  • Set your service types — Settings > Edit Types (Cleaning, Repair, Opening, Closing…).
  • Customize service reports — your logo, wording, and per-job-type templates.
  • Pick your billing path — Stripe in POM, QuickBooks sync, or export. Browse the QuickBooks Integrations category when you are ready.

When you are up and running

  • Optimize routes and travel time on the Schedule map view
  • Track inventory (with barcode scanning) as techs use products
  • Watch GPS activity and time clock from the Activity tab
  • Build custom reports from your company data

We will help you get there

  • Live training: schedule a session with our team (see the Quick Start Guide)
  • Email: help@poolofficemanager.com
  • Call: 614-710-0074 ext 3