A new "notes" tab has been added to customer pages to easily organize customer related information that doesn't apply to other specific notes fields

Notes are automatically organized by date and display user name, date and time clearly

Any user can create a note but only the user who created it can edit it
​This preserves the integrity of the information and prevents "he said, she said" situations

A new user permission has been added called "Can delete other user notes"
​Users can always delete their own notes but can't delete other user's notes unless they have this permission

You can now auto-send route stop emails for a property to more than one email address by entering additional emails into the "Route Stop Email" field

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Be sure to separate each email address with a comma as shown below

A new field in email settings named "Send From" has been added

You can change this to an email from a domain you own (website URL you own) in order to send email from that address instead of notify@poolbrain.com

To prevent emails from going to spam and to prove you have permission to send from this email, you must add 3 CNAME records (DKIM) to your domain DNS settings
​Instructions will appear below the field. This is not something we are able to do for you and you will need to have access to the registrar where you purchased your domain. Email will continue to be sent from notify@poolbrain.com until this is done.

To see which CNAME records need to be added and for additional help, click "CLICK HERE" at the bottom of the message

Once you have added the 3 CNAME records to your DNS settings (this is not in Pool Brain), click the "Verify DNS Changes" button
If the records were added correctly, you will see a message that says "VERIFIED" in green text

Route schedule activity log
See all actions/changes made by system or user on route schedules

One time job activity log
See all actions/changes made by system or user on one time jobs

Invoice activity log
See all actions/changes made by system or user on invoices

Indicator displays if Quickbooks Online changes tax amount on an invoice

One time move history now shows which user moved the property and when

Indicator icons have been added to all payment and invoice lists to show if the item is not synced to Quickbooks Online
​This is typically rare but important to know at a glance
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Users can click the icon to display more info about the syncing issue and access a new troubleshooting help article

Technician permission toggle to prevent certain techs from being able to view products / services on a job in the app

The service level named "Default" has been removed in settings. It's only purpose was to control which workflow to use if a route stop was started in the app for a property that did not already have a service level assigned.

There is now a toggle switch on each service level to determine which workflow to use if a route stop is started on a property that doesn't have a service level assigned
NOTE: This should be a very rare case but you can control it with this new toggle switch

The service level with this toggle activated will be the workflow that is used
​Only 1 service level can have this toggle active at any given time

Chemicals added screen for one time jobs has been updated to match the most recent improvements for that screen on route stops (including viewing chem/reading history)

Max chlorine reading in app raised to 50ppm

Camera is now able to be zoomed in on Android devices

Job templates no longer have a "tax" setting option and will no longer overwrite the tax setting on a job when applied

Character count for quote notes section increased to 10k and vertical spacing format will appear as entered when customers view the notes

Customers that have been archived in Pool Brain but left active in QBO will sync updates (if any are made in QBO) without the system making the customer again in PB

System checks have been added to prevent a quote being approved more than once if a customer rapidly clicks the "Approve" button or if two people have the quote open simultaneously and both approve it.

ACH payments made in Pool Brain now show the last 4 digits of the bank account used on the payment for easy reference