Send Job Schedule Info To Customers On The Fly
A new email template named "One Time Job Scheduled" has been added to the "Templates" tab in the "Email Center" page. The template is fully customizable and has new dynamic content available such as "Scheduled Day", "Job Date", and "Time Window".
On scheduling and one time job pages, an envelope icon now displays on all one time jobs. The icon color indicates whether the customer has received schedule details for that job. Blue = not sent. Green = sent.
To send scheduling details to customer, click the envelope icon. A preview window will display with the "One Time Job Scheduled" template content filled in by default. The email address for the customer's primary contact is filled in by default. You can choose to change the content or email address before sending.
Once the scheduling email has been sent, the envelope icon will become green. Hover over the icon to see the date and time it was sent.
You can send the notification again at any time by clicking the envelope icon again.
If a job is moved to a route on a DIFFERENT date after schedule info was sent, the envelope icon will once again turn blue since the customer hasn't received scheduling info for the new date.
Auto-send Invoice & Quote Emails To Multiple Contacts
You can now edit a customer contact to change notification preferences for billing and quote emails.
Click the edit pencil icon, check the desired notification boxes, and click save.

When invoices are automatically sent by Pool Brain, it will send to ALL contacts that have the "Billing" notification option checked.
When invoices are sent by office staff or technicians, it will include emails for ALL contacts that have the "Billing" notification option checked by default.
When quotes are sent by office staff or technicians, it will include emails for ALL contacts that have the "Quotes" notification option checked by default.
Technicians Can Add Photos From Gallery In App
A new technician permission named "Can upload photos from gallery" now exists and it's always OFF by default.
If technician does NOT have this permission active, they can only add photos using the camera, which is how it has always worked previously.
If technician has this permission active, they have the option to add photos using either the camera or their photo gallery in any combination they choose. When the camera screen displays, they'll see a new option named "gallery" in the bottom left corner.
Scheduling Improvements In Technician App
When viewing a specific route in the scheduling section, the map now displays behind the route list so you can view map markers and job details in a single screen. You can drag the route list up and down to show more or less of the map.
Tap a one time job in the scheduling section to navigate to the details screen for that job. Techs can view job details and make edits if they have permission.
New Invoice Date Option When Billing In Arrears
When billing in arrears, you can now choose to set the auto-created invoice date as the last date of the previous month. This is typically done if you want to recognize income/expenses for the previous month.
In Settings page --> Billing tab, new date options display when billing in arrears. This controls the default setting when a new route schedule is activated.
When changing the default setting, you can optionally click the blue arrow icon to update the setting for ALL existing route schedules (not just newly activated route schedules).
On route schedules, the new date options display when billing in arrears. You can change the setting on individual route schedules as desired.
API Improvements
Webhooks are now live! Details have been added to our API documentation.
Other Improvements
MFA login protections have been added
The customer report now displays the number of saved payment methods that exist for each customer
The notes section for quotes has had it's character count increased to 50k characters
When disconnecting an existing Quickbooks Online account and then connecting a different one, the system will now warn the user and then handle removing existing QBO IDs and matching new ones automatically








