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Startup & Onboarding
How to setup and customize your account
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