Updates and Announcements
Details about new features and updates for PoolBrain
By Adam1 author47 articles
- June 27 2026 - New Update ReleasedAdvanced inventory unit management, auto-deduct chemicals from truck inventory when used on route stops, sync bulk order cost from Heritage to stock unit cost accurately, chemical dosing unit changes, view…
- May 17 2026 - New Update ReleasedAuto-dose chems using LSI method, view historical LSI on graph, see details of auto-dose method used in app, pH floor control, added future alkalinity & borates, create quotes from templates…
- April 18 2026 - New Update ReleasedCreate multiple equipment items for each category (app & web), view & edit line item descriptions in app for jobs/quotes/invoices, auto-create deposits in QBO for auto-reconciliation, customer "created on" dates,…
- February 26 2026 - New Update ReleasedSend job schedule info from scheduling & job pages, auto-send invoice or quote emails to multiple contacts, techs can add photos from gallery (with permission), view map on same screen…
- January 10 2026 - New Update ReleasedAuto-dose chlorine tabs with Pool Brain AI (beta), tab dosing quick reference chart added to app, view original dosing source (Orenda, AI, technician) and details of any changes
2025 - Major Product Updates & Releases
All major updates in 2025
- December 27 2025 - New Update ReleasedCustom issue reports & improvements, new permissions, new search options, edit invoice date, techs can view past scheduling dates in app, import customer tags, API improvements, & more
- November 15 2025 - New Update ReleasedMajor customer portal improvements for a full self-serve experience & other improvements
- October 4 2025 - New Update ReleasedIntegrated product ordering from Heritage Pool Supply, purchase order management, receive products from POs to inventory, create products in Pool Brain with Heritage info pre-filled, check availability, & more
- September 7 2025 - New Update ReleasedFull scheduling management built directly into the technician app (permission controlled) and home screen navigation redesigned
- July 21 2025 - New Update ReleasedShow completed work items & tech responses in customer emails, set custom end location on routes, "show nearest" for any address + more
- June 29 2025 - New Update ReleasedCreate & assign trucks, create tools, track inventory in trucks & locations + more
- June 12 2025 - New Update ReleasedNew processor (Nuvei), auto-surcharging, create customers in app, product/service prices update on all templates, API improvements + more
- April 6 2025 - New Update ReleasedCreate drop down menus, yes/no toggles and open question field items for use in any Route Stop / Job workflow, API improvements + more
- March 8 2025 - New Update ReleasedCreate, edit & send invoices in app, advanced filters on Customers page, hide service dates on invoices, new permissions, API updates + more
- January 25 2025 - New Update ReleasedHeritage Pool Supply integration, edit & send Jobs from app, line items with negative amounts, customer tags in reports + more
- December 27 2024 - Update ReleasedCreate Jobs from app, set pricing markup, new tech permissions, view activity history on payments, sync QBO locations, API upgrades + more
- November 29 2024 - New Update ReleasedIntegration with LaMotte Spintouch. Send chemistry readings from Spintouch to Pool Brain in one tap and know if technicians change anything.
- November 3 2024 - New Update ReleasedIndustry-first collaboration with Waterguru for automatic remote data monitoring on any body of water, new graphs, equipment improvements
- October 5 2024 - New Update ReleasedTechs can now view all customer, equipment, job, route stop, quote, invoice, and payment history/details if they have permission + more
- September 13 2024 - New Update ReleasedOrenda Calculator improvements, new chem readings added, payroll & quote reporting improvements, new user permissions & more
- August 24 2024 - New Update ReleasedAuto-email customers when route day changes, auto-email follow ups on past due invoices, auto-email follow ups on open quotes & more
- July 27 2024 - New Update ReleasedSave custom view filters on Scheduling& Alerts, sort by tag, multi-company branch access from a single login, new POST calls in our Open API
- June 29 2024 - New Update ReleasedCustomer notes & photo captions in app show in customer email, Job reschedule & duplicate buttons, Pay bonus for covering route stops + more
- May 13 2024 - New Update ReleasedSend text message from app letting customer know you're on the way, new upcoming invoice options & more.
- April 28 2024 - New Update ReleasedMass emails, email send history, customer tagging system, customizable email templates & more
- March 25th 2024 - New Update ReleasedUpdate billing default settings/prices in bulk for all customers/properties & more QBO controls/visibility
- March 11th 2024 - New Update ReleasedOpen API (build your own integrations), new quoting features, attach photos & PDFs to products/services, salt system app indicators & more
- February 12th 2024 - New Update ReleasedOrenda dosing calculator integration with LSI, auto-dose even more chems, control dose targets / default dose chem & more
- January 14 2024 - New Update ReleasedBulk actions on invoices, direct customer import tool, PB logo removed from emails, precise control of QBO customer linking & more
- November 1st 2023 - New Update ReleasedView, edit & report on UPCOMING monthly invoices (add parts in advance), change auto-invoice date, edit individual due dates + more
- August 31st 2023 - New Update ReleasedAlerts management improvements (view filtering, bulk dismissing, X consecutive visits trigger option), Route stop times graph & more
- June 26, 2023 - Update ReleasedMajor improvements to customer feedback visibility & reporting, see counter for when actions will be required, delete last cleaned dates...
- May 21, 2023 - Update ReleasedQuote sales & one time job commission pay tracking, Heaters added to equipment bar, Change prices in app, Create products/services in app...
- Jan 9, 2023 - Update ReleasedCustomer notes tab, send email from your own domain, auto-send multiple route stop emails on a single property, web activity logs and more
- Oct 30, 2022 - Update ReleasedView chem reading/dosing history on graph in app, automatic swim wait message, 5 new reports, workflow changes for chems and new readings
- Aug 8, 2022 - Update ReleasedCustomer auto assigned statuses, delete/archive customers, new report/search options, payments report section at company level + more
- June 4, 2022 - Update ReleasedProducts/Services now have categories and sync 2 ways, QBO income/expense account changes, addresses now auto-fill, other improvements
- April 24, 2022 - Update ReleasedMulti day map views & scheduling improvements, new quotes settings options and technician time report
- January 27, 2022 - Update ReleasedCreate & manage quotes directly in app, add pictures to line items on web & app, company level invoice statuses, tax improvements and more
- November 10, 2021 - Update ReleasedCreate and manage quotes (estimates), Customers can approve or deny with a click, When quote is approved, it automatically turns into a job
- September 20, 2021 - Update ReleasedOne time jobs (repair jobs), products/services management, advanced filter clean & salt cell clean scheduling, invoicing improvements + more
- February 15, 2021 - Update ReleasedAutomated billing features, profit breakdown report and more
- November 2, 2020 - Update ReleasedMultiple body of water management, technician payroll calculation, send email(s) on alert triggers, edit readings & chemicals added on web
- September 7, 2020 - Update ReleasedNew customization options, alerts section redesign, chem reading control, set schedules for filter clean / backwash / salt cell clean & more
- July 13, 2020 - Update ReleasedRouting, Service Levels, Add/Edit customer info directly in PoolBrain, QBO Sync is now 2-way, Status Indicators, App improvements & more
- March 9, 2020 - Update ReleasedCompany level reports section, Automatic phone app linking, Reduced app data usage, custom date ranges for all lists and charts & more
- January 13, 2020 - Update ReleasedEquipment tracking, custom backwash process, graphs display more data, misc improvements