You can now run the repair side of your pool business with all the same benefits Pool Brain brings for the route service side. I know... we're excited too 😃
Products and Services Management
A new section called "Products & Services" has been added to the main menu
PRODUCTS = physical items you sell such as filters, pumps, o-rings, etc
SERVICES = actions you get paid for such as labor, pool draining, etc
BUNDLES = any preset combination of products and services
Search and edit items from a single organized list
All items can be added to jobs and invoices (and Quotes coming soon)
Products/Services can be viewed and edited on jobs in app
Create and edit one time jobs
New "quick add" button allows you to create a one time job, customer or invoice quickly and easily
Choose a time window for technician to arrive (these can be created in settings and are optional)
Job duration updates as you add services with saved duration times. (or you can manually set duration)
Select how customer is paying so you (and technician) know what is required
Job Templates
(preset combination of settings on a one time job)
Job templates can be created in Settings section
For example, you could create a template called "Low PSI follow up" and add specific checklist items, job instructions, products/services, office notes, etc.
Select template on job with a click and everything is filled in automatically
Invoices can be automatically generated from one time jobs
When a job status is "Completed", a button appears that says "Close & Invoice". If products and/ or services have been added to the job, clicking this button will automatically create an invoice. (changing a job status to "Closed" will have the same outcome)
The bottom of the invoice will show that it was created from a specific job so there is always an accountability trail. (customers won't see this)
The invoice can be emailed, edited or have payments applied as usual
Invoices can be manually created, deleted and edited
Easily add services, products and bundles with a couple clicks
Edit line item description, quantity and price by hovering over and clicking "edit"
Choose whether or not to show individual prices in bundles to customers
Choose whether or not to show service date(s) to customers
All invoices and changes to invoices will automatically sync to Quickbooks Online (and vice versa!)
Reports now has a job status section
Always know what jobs need your attention at a glance
Work from an organized list to close out completed jobs or manage "no access" stops
Routing/Scheduling improvements
"Routing" section is now called "Scheduling"
"Not Routed" section is now called "Unscheduled" and has been moved to the upper right corner. You can view and manage route stops and one time job types from this panel.
New filter options allow you to view routes/jobs based on technician, job status, job type or any combination.
Progress bars have been added to all route cards that update in real time. Now you can keep track of all route progress at a glance without having to expand anything.
Total distance, drive time and job duration has been added to all route cards
The date selector has been moved into the top bar in preparation for a future update where you will have the option to select 2 day and 5 day views.
Filter Clean and Salt Cell Clean auto scheduling improvements
Templates in settings allow you to pre-save the necessary job details so schedules can be activated in one click
You can activate schedules to create separate filter clean/salt cell clean jobs based on the date it was last cleaned or on specific dates. For example, you could create a filter clean job for a property every 26 weeks (6 months) or on September 1st and February 1st of each year.
Filter Clean and Salt Cell Clean jobs are tracked so you can easily view and filter your scheduling based on these job types