Getting Started with Your Pool Project Management Software

Getting started with Pool Pro Office is as easy as 1, 2, 3! After your online preview where we answer all of your questions, we can set you up with the best solution for your organization. Let us get you started on simplifying your business! Just follow these simple steps below:

  1. Once you contact us with your specific needs, we send you a contract detailing the pricing and payment options.
  2. After you sign, we send you instructions on how to import your existing data into the solution. You also have the option to manually add the information yourself.
  3. We then send you the Filemaker download instructions and launch shortcut to install.
  4. Log in with your new username and password.
  5. Schedule an initial online set-up training. During this initial training, we will help you set up and customize your solution. Within an hour, we will have you ready to add new leads, add project folders, update and schedule out along with adding service and warranty calls.
  6. Schedule recommended, weekly follow-up trainings for the first month to further customize and enhance your solution. You have unlimited online support and training. (We have also built our online training videos into your solution for you to review anytime.)

Pool Pro Office is as simple to use as your favorite smartphone. Easily manage the three basic, repeated tasks of a pool builder: adding new leads, creating project folders and scheduling appointments. Create warranty and service calls and routes with just a few clicks. It’s That Easy!

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