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November 7 2026 - New Update Released

Technician & office user permissions by role, grouped permissions, marketing designation on templates, improved unsubscribe process, technician text otw in job activity history, default & bulk update auto-attach invoice PDF setting, customer activity log.

Written by Nicole Pastorino

Technician & Office User Permission Roles

  • UI has been improved throughout the entire technician and office user create/edit process

  • Create permission roles for both technicians and office users

  • All permissions are now grouped within categories

  • View role stats or edit roles from the "Roles" window

  • Assigned role and app-link status now display directly in the technician row
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  • The office users list now clearly labels the "Owner Admin" role (user who created the Pool Brain account)

  • Search to filter technician and office user lists

"Text on the way" details display in job activity history

  • When a technician sends an "on the way" text message from the app, the details now display in the job activity box on the route stop or job

  • Click the blue arrow to see the exact message that was sent


Marketing Emails & Unsubscribe Process Management

  • Email templates now have a “Marketing Related” toggle.
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  • Emails sent from templates marked as "marketing related" automatically include an unsubscribe link that can't be removed. Group emails composed from scratch include one too.
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  • Customers can click the link, select a reason (optional), then click “Unsubscribe” to opt out of marketing related emails. They will continue to receive non-marketing related emails.
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  • Your company email address is notified each time a customer unsubscribes. (includes the customer, template used, and reason given)

  • Unsubscribed customers display in the “Suppression List” tab with the reason clearly shown.
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  • The “Send History” tab now has a “Marketing” column that shows whether the email was marketing related or not.

  • The suppression list now has an exportable excel report. Click the excel icon in the top right corner to download it.

  • Existing unsubscribe links can now be removed from non-marketing email templates by users that have permission.

New User Permission

  • Can manage unsubscribe link settings
    Allows users to change the “Marketing Related” setting and the "include unsubscribe link" checkbox on email templates.

API Improvements

  • Added POST /v2/invoice_apply_payment and POST /v2/invoice_unapply_payment to apply an existing customer payment to an invoice and to unapply it.

  • Added LastModifiedDate to /v2/route_stops_job_list and /v2/route_stops_job_list_details - when the route stop job was last modified.

  • Added fromLastModifiedDate and toLastModifiedDate to /v2/route_stops_job_list and /v2/route_stops_job_list_details to filter by last modified date. Both must be provided.

  • Added LastModifiedDate to each job in /v2/alerts_list - the most recent change across the job's alerts (created, dismissed, overridden or note added).

  • Added fromLastModifiedDate and toLastModifiedDate to /v2/alerts_list to filter jobs by their alerts' most recent change (LastModifiedDate). Both must be provided.

Other Improvements

  • Auto-attach invoice PDF setting can now be set as a global default and updated in bulk for all customers. Access this from settings --> Billing tab --> Billing defaults.

  • Customer activity history can now be accessed by hovering over the customer name at the top of any customer page and clicking the history icon

  • Option to make surcharge line item taxable now exists in Settings --> Payment Processing tab for Stripe or Nuvei customers

  • Scheduling map has been optimized in app to reduce API calls and increase performance

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