New Features
Dec 27, 2024 - New Updates Released
Create Jobs from app, set pricing margins, new tech permissions, view activity history on payments, sync QBO locations, API upgrades + more
Heritage Pool Supply integration, edit & send Jobs from app, line items with negative amounts, customer tags in reports + more
#1 Pool Company Software Platform for Medium to Large Businesses
January 27, 2025 Release
We're excited to announce our new integration with Heritage Pool Supply! You can now have your product costs in Pool Brain auto-updated if your cost with Heritage changes. Product price will also auto-update based on the markup you have set. This means you are now always charging the correct amount for the profit margin you want without any manual auditing or data entry. 🙌
Featured Update
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Heritage Pool Supply Integration
A "Supplier Integrations" section now exists in settings where you can enter your Heritage Account ID and API key to activate the integration
After entering your credentials (obtained from Heritage), you'll see an option to select a default branch. The branch you select will be what is used to pull your pricing on products.
You'll also see a new "Heritage Number" field on all products in Pool Brain. Entering Heritage's unique tracking number for a product in this field will allow the cost to update automatically when the cost changes in Heritage. You only need to do this once.
Every night, Pool Brain will check to see if any products with a matching Heritage Number have had their cost changed. If so, Pool Brain will auto-update the product cost to match.
And, if you have a price markup % set for the product or product category, the price will auto-update accordingly.
You'll never have to manually audit costs or update prices again 😎
How often do you update product cost changes from your suppliers? If you use Heritage Pool Supply, Pool Brain will automatically do it for you and your team - every night.
Find a Heritage Pool Supply Branch near you
More Updates In This Release
- Edit and Send Jobs From App
- New Technician Permissions
- Product/Service Line Items Can Have Negative Amounts
- View Product/Service Activity History
- Payroll IDs Can Be Assigned To Technicians
- More Open API Improvements
Our team works hard every day to ensure Pool Brain has the features our customers need to give them more time, more money and less stress. We have a LOT more coming soon and will keep you updated.
Whether you participated in a demo or even tried Pool Brain in the past, we are constantly moving forward and would love to show you why we're the #1 Pool Service Software for Medium to Large Companies.
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