Let’s Get Started!
Congratulations! You are ready to transform your business into an organized, efficient and money-making machine!
Step 1 – Send your Data
Prepare and send your data! Use the instructions below to import existing data such as Customers and Items from either Quickbooks or your current software.
Once you send your data to firstname.lastname@example.org, your data will be imported and you will receive an email with instructions on how to login to begin using the desktop and mobile applications.
If you do not have data to import, or would like to start a trial without importing, please complete the form linked below. Within 1 business day your account will be activated and you will receive an email with instructions on how to login to begin using the desktop and mobile applications.
Step 2 – Watch the Demo
If you have not already, please watch either the Quick 8-Minute Demo or the Full 19-Minute Demo. This walkthrough will quickly show you the workflow of the software. It’s a great place to see how your company can benefit from the various features. Have your staff watch it too!
Step 3 – Get Started!
Get Started! Once you receive your activation email, you will have access to training guides, videos and even a link to schedule 1:1 live training sessions.
Download the Pool Office Manager App on your devices and explore the software, try a few of the features using yourself as a test customer. Provide access to your staff to begin scheduling jobs and completing reports pool-side.
You’ve got through the first and hardest step, making the choice to get started. Now keep the momentum going and get started following the 3 steps above. If you need help: call, email, schedule a meeting. Let us help you so your team can take advantage of all the great benefits Pool Office Manager can provide.
We look forward to working with you and hope to hear from you soon,
The Pool Office Manager Team