How can we help?
Waterline customers: open Help in the sidebar to search the guide or ask our team. Or call or email us. A person reads every message.
Talk to a person.
- Help in WaterlineSearch short how-tos for every part of the CRM. Nothing matches? Ask our team right there, and we answer there and by email.
- Call(866) 464-1540
- Support[email protected]. Bugs, billing or anything that went wrong. Include your device and what you were doing.
- Questions and demos[email protected]
- Teams and connectors[email protected]
- By mailTriLumen Systems, PO Box 4242, Scranton, PA 18505.
Set up your company in about 15 minutes.
- Add your brandSettings, Company branding: your logo and color. They go on estimates, invoices and the customer portal.
- Pick how you workSettings, How you work: your kind of pool company, tax rate, payment terms and which sections you use.
- Invite your teamTeam: invite your people and give each one a role.
- Bring your data inSettings, Import data: your customers, jobs and price book from a spreadsheet.
- Turn on online paymentsSettings, Payments: connect Stripe so customers can pay invoices online.
Account and data.
How do I turn on two-step sign-in?
Settings, Security, Turn on two-step sign-in. Scan the code with an authenticator app like Google Authenticator, 1Password or Authy, and type the 6-digit code. From then on, signing in asks for a code.
How do I add seats or change my card?
Settings, Billing shows your plan, card, receipts and seats. Owners can add seats or change the card.
How do I hide parts I don't use?
Settings, How you work. Hide whole sections from the sidebar, or turn off features like texting, online payments or sticky notes. It applies to the whole company, nothing is deleted, and you can turn it back on any time.
How do I export everything or close my company?
Settings, Your data. Export everything downloads a zip with every record as a spreadsheet. Owners can also close the company there: it ends billing and permanently deletes the company's records. Export first.
For pool owners.
My pool company invited me. How do I join?
Sign in to Marco with the email they used, then open the invite link they sent, or paste the link or code.
How do I turn offers off?
In Marco, open Account and turn offers off. You can turn them back on any time.
How do I delete my Marco account?
In Marco, open Account, tap Delete account and data, then Delete everything. It permanently deletes your pool, your tests, your projects and your offers, and it can't be undone.