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Updates and Announcements

Details about new features and updates for PoolBrain

Office Users

Creating, editing, and deactivating office users

Technicians

Create, edit, and deactivate techs. Configure payroll.

Customers

Importing customer Info and managing customer details

Service Levels and Types (workflow settings)

What's required, when & how often in technician app workflows

Scheduling / Routing

Create & optimize routes, assign techs, move locations and alter route schedules

Chemicals

Chemical settings, auto-dosing, auto-charging and cost tracking

Alerts

Alerts and Issue Reports help you stay on track

Multiple Bodies of Water

Adding, configuring and managing additional bodies of water on the same property

Inventory

Inventory products, locations

Trucks & Tools

Create Trucks and Tools, assign Trucks to Technicians

Billing / Invoicing

Create and manage invoices automatically or manually

Payments

Process and manage payments directly in Pool Brain

Customer Portal

Customers can login 24/7 to view their job history/pics

Quickbooks Online - Import and Sync

What gets imported and synced, when and where

Integrations

Software platforms, solutions and products that integrate with Pool Brain

Settings Explained

Detailed explanations of settings

Account Management

Change your password, update your info, cancel subscription