Getting Started
Your first week with WaterMark
A simple order of operations for a new office manager. Do these in roughly this sequence and by the end of the week you'll have your real book loaded, your crew on the app, and money flowing in - without feeling lost.
Where: Start on the Today screen and follow the Get-started card
- Day 1 - Add one real customer from the Welcome card so you see a route appear, then import the rest of your book from a CSV.
- Day 2 - Set your service pricing in the Grow area so visits invoice at the right amount, and open a few customer cards to confirm pool details.
- Day 3 - Invite your crew from Team and dispatch their stops in Route Manager so their field app has a real route.
- Day 4 - Connect Stripe payouts so customers can pay online, and connect QuickBooks Online if you keep your books there.
- Day 5 - Run a normal service day: watch stops complete from the field app, review recaps, and send an invoice or estimate.
- Anytime - Check the sidebar "Setup" button for anything still open, and keep an eye on the trial badge so you upgrade before you outgrow the free caps.
Good to know
- If you get stuck, everything you need is reachable from the "Manage" button (settings, team, billing, tools) and the sidebar.
- You don't have to do it all in one sitting - the Get-started checklist remembers what's done and picks up where you left off.
- Reach a person any time at support@watermarkapp.online.