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Updates and Announcements

Details about new features and updates for PoolBrain

1 author44 articles
Office Staff

Creating, editing, and deactivating office users

1 author2 articles
Technicians

Create, edit, and deactivate techs. Configure payroll.

1 author7 articles
Customers

Importing customer Info and managing customer details

1 author11 articles
Service Levels and Types (Workflow Settings)

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

1 author6 articles
Scheduling / Routing

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

1 author7 articles
Chemicals

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

1 author2 articles
Alerts

Alerts and Issue Reports help you stay on track

1 author1 article
Multiple Bodies of Water

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

1 author5 articles
Products & Services

Products, Services, Bundles

1 author2 articles
Inventory

Inventory products, locations

1 author4 articles
Trucks & Tools

Create Trucks and Tools, assign Trucks to Technicians

1 author3 articles
Billing / Invoicing

Create and manage invoices automatically or manually

1 author8 articles
Payments

Process and manage payments directly in Pool Brain

1 author7 articles
Customer Portal

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

1 author1 article
Quickbooks Online - Import and Sync

What gets imported and synced, when and where

1 author7 articles
Integrations

Software platforms, solutions and products that integrate with Pool Brain

1 author5 articles
Email Center

Group Emails, Automatic Emails, Send History, Templates

1 author5 articles
Settings Explained

Detailed explanations of settings

1 author8 articles
Account Management

Change your password, update your info, cancel subscription

1 author4 articles