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Archives: Pool Builder Geek Knowledge Base

Accounting

Download this Setup Guide Accounting> Products (Adding Products & Categories) The Products dashboard is your centralized catalog for managing the items, equipment, and services your organization offers. The dashboard is divided into two primary tabs to help you maintain a clean catalog: Enter Category Details Adding Products: Click the blue + Add Product buttonThis form […]

Messaging & Notifications

Download this Setup Guide The Messaging screen allows you to standardize the messages sent to customers, subcontractors, and internal staff based on specific project triggers or manual actions.The dashboard is divided into two primary tabs for managing your communication strategy: The Mine tab shows the message in your organization The Library tab shows available system […]

Customer Accounts

Download this Setup Guide If you need assistance with a bulk import of customers, please email support with your business name and info along with your customer database in excel or .csv format. Dashboard Overview The primary table displays a comprehensive list of your customers with the following key details: Navigation and Filtering Tools To […]

Sales Setup

Download this Setup Guide This section focuses on Sales Setup, which establishes the core infrastructure for managing leads and sales workflows. This phase ensures that your sales team has standardized templates, checklists, and web integration tools necessary to move prospects through the pipeline efficiently. Templates and Phases>Sales Phases The Sales Phases management screen serves as […]

Construction Setup

Download this Setup Guide This section outlines the essential steps for configuring your construction environment. Following these phases ensures that your projects, subcontractors, and workflows are standardized for maximum efficiency Settings>Project Types Here we will add your Project Types This screen is the Project Types management dashboard, designed to help you categorize and organize your work projects. […]

Administration & Team Setup

Download the setup guide for Phase 1 Phase 1: Administration & Team Setup Organizational Settings: First, let’s confirm and edit your company details.Go to Administration>Organizational Settings Organizational Settings: Navigation Header At the top, you can navigate to other management sections: Note: Each card includes an Edit button in the top-right corner, allowing for quick updates […]