1. Access Pool Office Manager using the login info from the activation email. If you have not watched a full demo of the program, you can Watch a Demo Here. 2. Add your Team — From Settings > Edit Users, create accounts for your staff to access the s
Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3
1. Access your customer contact list:. 2. Navigate to the Customize Report Tab to modify the settings. We recommend including everything listed below:. Customer, Last Name/Company Name, First Name, Phone Number, Alt. Phone Number, Email, CC Email,. S
Pool Office Manager can connect and sync directly with QuickBooks Online!. Simply email [email protected] with your company name and request to activate your QuickBooks Online. Once activated, we will provide instructions for you to connect
Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3
In order for Pool Office Manager to best serve you, we have a list of resources for questions. We also offer an emailed onboarding series, if you are not already receiving these emails, signup here for tips.