Video tour: see Pool Office Manager in five minutes
Four short videos that show Pool Office Manager doing the actual work: the tour, your first customer, the schedule, and a real service visit from a technician’s phone. Watch them in order, or jump to the one you need.
1. The tour
The whole platform in under two minutes: scheduling, customers, chemistry, billing, and the reports that tie it together.
2. Add your first customer
The first thing you’ll do in your trial: create a customer, set the address and body of water, and have them ready to schedule, by hand or synced in from QuickBooks.
▶ Watch: Add your first customer (1:12)
3. Build the schedule
The Combined view, dragging jobs from the Unassigned queue, moving stops between techs, and optimizing a route.
▶ Watch: Build your schedule (0:51)
4. A real visit in the tech app
Clock in, start the job, work the checklist, record chemistry beside last visit’s numbers, and submit. Then see the service report email your customer receives.
▶ Watch: A real visit in the tech app (1:08)
Go deeper
Each of these guides has its own short video and written steps.
Scheduling & routes
- Use the Unassigned queue for jobs that aren't scheduled yet
- Build the week: recurring visits plus the gaps
- Schedule openings and closings
- Change a recurring appointment for the rest of the season
- Optimize a route
- Day-of changes: reassign stops or move jobs to another day
- Track return visits and reschedule them
- Move a whole day of jobs (rainouts and absences)
- Add notes to customer emails and texts
Invoicing & pricing
- Invoice a single job
- Invoice a month of jobs at once
- Flat-rate billing: include chemicals at one price
- Bill for the chemicals and parts you use
- Subscription billing: recurring invoices in QuickBooks, exceptions in POM
- Why is this price wrong? How POM pricing levels work
- Invoice a repair from a signed quote
- Use projects for multi-service jobs
Inventory
- Add and track inventory items
- Set part numbers, costs and reorder levels
- How quantity on hand updates from service reports
- See how much you used: the usage report
- See what your chemicals really cost
- Use barcodes with your inventory
Alerts
Questions? Email help@poolofficemanager.com or call 614-710-0074.