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
Pool Office Manager is always evolving and improving. In an effort to keep you updated on the latest updates, this page will house updates on the software.
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.