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Updates and Announcements
Details about new features and updates for PoolBrain
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