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Help Center

Poologics Classic

Poologics Classic

Classic Startup Guide

How Poologics Flows: the Construction Cycle

How Poologics Flows: The Budget Cycle

How to connect your Gmail account to Poologics

How to Import your Data: Vendors, Products, Active Projects, and Closed/Warranty Projects

How To Create Agencies And Inspections

How To Create Lead Notifications

How to customize your lead statuses

How to add your warranty coverages to Poologics

How To Create A Custom Lead Source

How To Create A New Lead

How To Create A New User

How to set internal inspections

How to set up your Project Template

How To Convert A Lead Into A Project

How to Add Fields to the Web Forms

How to set up your account in the shortest time possible

How to set up your Project Schedule

How To Create Roles And Permissions

How to add Vendors

How to send emails from the Poologics Lead Record

How does the Pricebook, Products, Price Groups, and Budget items relate to each other

How to reset your password

How To Create A Proposal Template

How to Create an Electronic Document

How To Export Leads

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Classic Pool School

How to Navigate in Poologics

Tools & Tips

How to Add Products to Your Pricebook

How to Set Up Price Groups

How to set up "Take Off" Calculations

How to keep a tight pricebook

How to report a draw taken from a project

How to approve a bill payment

How to assign an event to a Vendor

How To Create A New Project

How to keep your customer in the loop

How to manage your vendors

How to send automated receivable notices

How To Add Additional Contacts To A Project

Calculations For The Homepage Dashboard Bar

How To Export Data From Poologics To QuickBooks Online

How to add your logo and a profile picture to your account

How To Add Web Forms To Your Website

How to Customize your Grids

How To Set Time Zones

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