Pool Brain has now launched chemical dosing and product unit management capabilities that enable FULLY automatic chemical deduction from truck stock 🚚 🎉
This inventory feature update unlocks some VERY cool things in the coming months on the same feature track (shopping list, techs viewing their own truck inventory from app, and more).
We're constantly working on multiple feature tracks in parallel. 2 more major features are expected to launch in July, and some very highly requested items are launching in August and September. As always, we're pushing forward and stay tuned! 🚀
Chemistry Dosing Unit Improvements
Default dosing units have now been changed to the smallest practical unit, which more closely matches Orenda calculator output (fluid ounce, ounce, pound, etc). This allows for dosing in liquid ounces vs fractions of gallons among other benefits (although you can still use fractions of gallons or any other method if desired).
Known units of measure (pound, ounce, fluid ounce, gallon, etc) convert automatically when dosing unit is changed to another known unit of measure.
For example, changing "fluid ounce" to "gallon" will auto-convert to 128 fluid ounces per gallon.
Dose unit conversions now clearly display below the unit in Settings --> Chemistry tab.
Advanced Inventory Unit Management
Add or edit stock units and consumption units on products.
Default is set to "Each" (EA) for stock units. Consumption units don't exist by default except on linked chemical products.Manage unit conversion amounts. This is used for accurate inventory deductions and transfers, especially with chemical products that get used incrementally in the field.
For example, a 50lb bucket of chlorine tabs might have its stock unit set as "Bucket", and consumption unit set as "Tab". Tabs will auto-deduct immediately as they're used. If a bucket holds 100 tabs and you have 2 buckets on the truck, after using 50 tabs, you'd have 1.5 buckets on the truck, and so on.
For products linked to chemicals in settings, the consumption unit is always the linked chemical default dosing unit (smallest unit of measure).
When syncing costs with Heritage Pool Supply, bulk purchase units (case, pallet, etc) auto-calculate to the individual stock unit cost on the product.
Just select the proper purchase unit as the "Heritage UOM" and Pool Brain handles the rest.
Product activity history shows all changes made to all units including who made the change, what was changed, and when.
Chemical Inventory Auto-Deducts When Used
As technicians use chemicals on route stops, they're automatically deducted from their truck inventory in real time.
No additional action or input is needed for inventory deduction to occur.
An "Inventory" tab now exists on web dashboard for all route stops. This shows inventory that was auto-deducted if the products existed on the truck at time of route stop completion. If the products did NOT exist on the truck, no deduction occurs but it's still logged here for reference.
"Charge for Chems" Billing Updates
"Cost" and "Price" fields have been removed from Settings --> Chemistry tab
A new "Charge for Chems" field now exists in Settings --> Chemistry tab for all chemicals. This field exclusively controls the price auto-charged to customers per dose unit when the "charge for chems" toggle is ON for any route schedule. By default, the price in this field has been set to the price for the linked chemical product so no impact to existing billing methods will occur.
The Charge for Chems price is always the price per DOSING unit (not stock unit or consumption unit). For example, if dosing unit for liquid chlorine is set to gallon, the price is per gallon. If it's set to fluid ounce, the price is per fluid ounce, and so on.
Charge for Chems price auto-updates when price is changed on the linked chemical product. Price will convert properly across any unit conversions needed. For example, if dosing unit is set as "gallon" and stock unit on the linked product is "case"... when you update the price of a case, Pool Brain correctly auto-updates the "Charge for Chems" price per gallon.
Charge for Chems field can be edited and locked. If you want to charge a price per dosing unit other than the auto-converted price, you can edit the Charge for Chems field directly and then click the lock icon next to it. While locked, the price will not auto-update for any reason.
Auto-dose Methods Display On Route Stops (WEB)
On route stops in the web dashboard, the auto-dose method used in the field now displays above the chemicals section.
If no auto-dosing occurred, the dosing method is displayed as "NONE". Office staff can click to see details for why auto-dosing didn't occur. (gallons value not entered for body of water, auto-dose turned off in settings, etc)
"Range Targets" is displayed if the auto-dose only used chemical targets in settings. Office staff can click to see details on what the targets were set as at time of dosing, whether pH floor was triggered, and more.
"LSI Steps" is displayed if the auto-dose used the LSI based steps in settings. Office staff can click to see details on what each step was set to do at time of dosing, whether pH floor was triggered, and more.
API Improvements
Added the
GET /v2/user_detailendpoint to retrieve user details includinguserID,firstName,lastName,email,contactNumber,userRole,userPermissions,CreatedDate,LastModifiedDateandisActiveCorrected existing "Unit Cost" field on GET one_time_job_list_details endpoint to retrieve cost instead of price
Added new field
UnitPriceinone_time_job_list_detailsAdded
totalRecordsCountsupport inroute_stops_job_listresponse for single-company pagination.Added optional
COMPANY-IDheader documentation foredit/delete product-service APIsAdded 3 new fields -
BodyOfWater,lastBackWashedandlastCleanedOn- incustomer_detailAPI for equipment inFilterCleanActivesection.
Other Improvements
ORP now correctly displays “mv” instead of “ppm” in all areas of Pool Brain
Various QBO sync error messages have been updated for clarity
Filter and salt cell clean schedules have been updated to properly handle multiple equipment items on the same body of water. Default template settings for "backwash", "clean filter", and "clean salt cell" apply to the scheduled equipment item and any other equipment items have these set as optional by default. Users can always update any item on the activated schedule directly.











