Get started
Open the company in under 5 minutes.
Log in online or download the free apps, create the organization, and the route has a home. Most owners finish this before the coffee is gone. The customer book is the next step, not a gate.
Set up your organization
Four moves. Under 5 minutes. You can add techs, products, and the rest of the book after the first stop.
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1
Log in or install Pro
Use the Pooli account you already have, or make one in the app. Log in online, or download the free iOS and Android apps above. The 2-month free trial starts there.
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2
Create the organization
That is the company: the name on the route, the invoices, and the technician list. One organization is enough to start.
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3
Add the first technician
If someone besides you is on the truck today, add them now. The rest of the crew can wait.
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4
You are set up
Open a stop when you are ready. Billing, products, and the full book come next. They do not block the first visit.
More guides
Get started
Set up your organization
Log in or install Pro, create the company, and add the first technician. Under 5 minutes. The customer book is the next step, not a gate.
First customers
Add your first few customers
They live on the Contacts tab, with pools on the same screen. Add a few by hand, or use Import via CSV.
After the stop
Send a service report
Email the full report, copy a shareable link, or send it via Messages. The customer opens it with no login.
Building a tool on the API? API docs are still here.