Summary of major features and improvements released in Pool Brain
Create, edit, and deactivate office users.
Create, edit, and deactivate techs. Configure payroll.
Importing customer Info and managing customer details
Configure service requirements, frequencies, and workflow steps for technician app.
Create and edit quotes that turn into jobs on approval
Create and optimize routes, assign technicians, manage locations, and adjust route schedules.
Chemical settings, auto-dosing, auto-charging and cost tracking
Set up and manage alerts and issue reports to monitor your operations and catch problems early.
Add, configure and manage additional bodies of water on the same property
Create and manage the products, services, and bundles used in your jobs and invoices.
Track and manage your product inventory and storage locations.
Create trucks and tools, assign trucks to technicians
Create and manage invoices automatically or manually
Process and manage payments directly in Pool Brain
How customers access their portal to view job history, photos, and account details 24/7.
How Pool Brain syncs customers, invoices, and payments with QuickBooks Online.
Guides for third-party platforms and tools that integrate with Pool Brain.
Manage email communication with customers — templates, automatic emails, group sends, and send history.
In-depth explanations of Pool Brain's configuration settings and what each option controls.
Manage your Pool Brain account settings, profile information, and subscription.
