Pool Brain

When viewing invoices at company level, you can now select some or all invoices to bring up a new "Actions" menu

selecting multiple invoices by clicking on a checkbox to bring up an actions menu

SEND (email) Email groups of selected invoices on demand

Print groups of selected invoices on demand ​

Mark groups of selected invoices as "sent" on demand (they will no longer appear in the "unsent" category

Mark groups of selected invoices as "unsent" on demand (they will appear in the "unsent" category)

Add service or product line items to groups of selected invoices on demand

Delete groups of selected invoices on demand (user must have permission to delete invoices in order to use this feature)

- When viewing invoices at company level, you can now select some or all invoices to bring up a new "Actions" menu
 
 selecting multiple invoices by clicking on a checkbox to bring up an actions menu
 
 
- SEND (email) Email groups of selected invoices on demand
 
- PRINT
 Print groups of selected invoices on demand ​
- MARK AS SENT
 Mark groups of selected invoices as "sent" on demand (they will no longer appear in the "unsent" category
 
- MARK AS UNSENT
 Mark groups of selected invoices as "unsent" on demand (they will appear in the "unsent" category)
 
- ADD LINE ITEM
 Add service or product line items to groups of selected invoices on demand
 
- DELETE
 Delete groups of selected invoices on demand (user must have permission to delete invoices in order to use this feature)

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You can now edit the due date on an invoice in Pool Brain after it has been created

Edit pool service company invoice due date

Choose whether to charge for "no access" route stops when billing per visit in arrears

Disabling this toggle means that if a technician can't access the property during a route stop, the customer won't be charged for that visit

red arrow pointing to new toggle setting to choose if customer will be charged for pool service if the technician can't access the property

- Edit due date on any invoice
 You can now edit the due date on an invoice in Pool Brain after it has been created
 
 
 Edit pool service company invoice due date
 
 
 
- Choose whether to charge for "no access" route stops when billing per visit in arrears
 Disabling this toggle means that if a technician can't access the property during a route stop, the customer won't be charged for that visit
 
 red arrow pointing to new toggle setting to choose if customer will be charged for pool service if the technician can't access the property

Toggling billing on/off in settings will now generate or delete all upcoming invoices for all active route schedules (you will be prompted to confirm when changing this setting)

PAID invoices no longer appear in "unsent" category (even if they haven't been sent)

- Toggling billing on/off in settings will now generate or delete all upcoming invoices for all active route schedules (you will be prompted to confirm when changing this setting)
 
- PAID invoices no longer appear in "unsent" category (even if they haven't been sent)

Import customer info directly from an excel doc

An "Import Customers" button now exists on the Customers page

red arrow pointing to a button named "import customers" in a pool company software platform

An import window will appear that guides you through the process step by step

- An "Import Customers" button now exists on the Customers page
 
 red arrow pointing to a button named "import customers" in a pool company software platform
 
 
- An import window will appear that guides you through the process step by step

customer import tool showing pool service company customers being imported into the software

Matches fields for customer name, address, email, phone number, gate code, access notes and dog info

- Matches fields for customer name, address, email, phone number, gate code, access notes and dog info

Direct control on Pool Brain &amp; Quickbooks Online Linking

You can now manually choose which customer profile in Pool Brain should be linked with which customer in Quickbooks Online (very useful if the QBO IDs become unlinked for any reason due to a customer merge, deletion or other action)

In the customer level QBO sync activity window, there is now a link icon you can click to access this new feature

animation demonstrating how to manually link a customer in Pool Brain (a pool company software platform) to any customer in Quickbooks Online

- You can now manually choose which customer profile in Pool Brain should be linked with which customer in Quickbooks Online (very useful if the QBO IDs become unlinked for any reason due to a customer merge, deletion or other action)
 
- In the customer level QBO sync activity window, there is now a link icon you can click to access this new feature
 
 animation demonstrating how to manually link a customer in Pool Brain (a pool company software platform) to any customer in Quickbooks Online
 
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The "Powered by Pool Brain" logo has been removed from the bottom of all emails

The Scheduling map has been optimized to load about 30% faster in all cases

Additional web pages have been mobile optimized

- The "Powered by Pool Brain" logo has been removed from the bottom of all emails
 
- The Scheduling map has been optimized to load about 30% faster in all cases 
 I am speed GIF
 
 
- Additional web pages have been mobile optimized

Bulk actions on invoices, direct customer import tool, PB logo removed from emails, precise control of QBO customer linking & more

Take actions on invoices in bulk

More billing improvements

Import customer info directly from an excel doc

Direct control on Pool Brain & Quickbooks Online Linking

Other Improvements