Work through the Get-started checklist

Once your company has a customer or two, the Welcome card becomes a six-step Get-started checklist with a progress bar. Each step is a real setup task with a button that takes you straight to it. It ticks itself off as you go and tucks itself away once you're genuinely up and running.

Where: Today (home) screen - the "Get started with WaterMark" card near the top

1. Add your first customer - click "Add customer" to create one account with its pool.
2. Import your customers - click "Import CSV" to bring your whole book in from a spreadsheet or your old system.
3. Set your service pricing - click "Set pricing" to open the Grow area and add a pricebook item or service rate.
4. Invite your crew - click "Invite crew" to open Team and email a teammate a secure sign-in link.
5. Load sample data to explore - click "Load sample" to see the app full with a demo book of business.
6. Get paid - connect payouts - click "Connect payouts" to connect Stripe so customer card payments land in your bank.
7. Build your routes - after the checklist, follow "Build your first route from imported customers" to set each pool's cadence, day, and route before you generate its stops.