Startup & Onboarding

Startup Guide

• How to onboard your account in a timely manner
• How to add user accounts
• How to set up and optimize your CRM
• How to capture leads to Poologics from your website
• How to create a contact
• How to customize your dashboard
• How to onboard your Construction Processes
• How to integrate your company's Google Calendar with Poologics
• How to create a product
• How to Onboard Estimates & Proposals
• How to streamline your company's internal processes and communication
• How to create Agencies, Permits, and Inspections

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