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Updates and Announcements

Summary of major features and improvements released in Pool Brain

1 author48 articles
Office Staff

Create, edit, and deactivate 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)

Configure service requirements, frequencies, and workflow steps for technician app.

1 author6 articles
Quotes

Create and edit quotes that turn into jobs on approval

1 author10 articles
Scheduling / Routing

Create and optimize routes, assign technicians, manage locations, and adjust route schedules.

1 author7 articles
Chemicals

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

1 author2 articles
Alerts

Set up and manage alerts and issue reports to monitor your operations and catch problems early.

1 author1 article
Multiple Bodies of Water

Add, configure and manage additional bodies of water on the same property

1 author5 articles
Products & Services

Create and manage the products, services, and bundles used in your jobs and invoices.

1 author2 articles
Inventory

Track and manage your product inventory and storage 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 author6 articles
Customer Portal

How customers access their portal to view job history, photos, and account details 24/7.

1 author9 articles
Quickbooks Online - Import and Sync

How Pool Brain syncs customers, invoices, and payments with QuickBooks Online.

1 author7 articles
Integrations

Guides for third-party platforms and tools that integrate with Pool Brain.

1 author5 articles
Email Center

Manage email communication with customers — templates, automatic emails, group sends, and send history.

1 author5 articles
Settings Explained

In-depth explanations of Pool Brain's configuration settings and what each option controls.

2 authors8 articles
Account Management

Manage your Pool Brain account settings, profile information, and subscription.

1 author4 articles