Switching from Pool Office Manager
You don’t have to pick a cutover day, and you don’t have to cancel anything to try it. Run both for a couple of weeks if you want — the free plan doesn’t expire.
Export your customers and pools
Export your customer list out of Pool Office Manager. Save it as CSV. You don't have to clean it up, rename a single column, or match it to a template of ours.
Step one of fourUpload it and check the preview
We match your columns to ours automatically and show you exactly what we found - row by row, including anything we couldn't read and any column we're about to ignore. Nothing is written until you confirm.
Customers, then poolsBring the history over too
Past visits and their chemical readings import the same way, so a customer who's been on your route for three years still looks like it. Then build your routes and you're running.
Same afternoonWhat actually comes over?
Customers, pools and their specs, routes with stop order, and past visits with their chemical readings - chlorine, pH, alkalinity, hardness, CYA, salt and temperature.
Do I have to cancel Pool Office Manager first?
No. Nothing here asks for a card, so you can run both until you're satisfied and cancel on your own schedule.
What if the file is a mess?
Most of them are. The preview flags the rows it can't read and the columns it isn't using, so you fix them before anything is created - not after.
What if I import the same file twice?
Customers, pools and visit history are matched and skipped rather than duplicated, using your old system's record IDs when the export includes them.
Will my customers get emailed?
No. Importing three years of history doesn't send three years of service reports. Historical visits import silently.
What does it cost?
Nothing. The importer is part of the product on every plan, including free.
Grab your Pool Office Manager export and try the import. If it doesn't look right, you've lost twenty minutes.
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