Pool Brain

March 2024 - Open API, new quoting features & salt system app indicators

Written by Adam Beech | Mar 12, 2024 6:32:59 PM

#1 Pool Company Software Platform for Medium to Large Businesses

March 2024 Release

Open API (build your own integrations), new quoting features, attach photos & PDFs to products/services, salt system app indicators & more

Featured Updates

  • Open API (build your own integrations)

    We are proud to announce we have launched an extensive Open API that allows any company to query their data and create their own integrations if they choose. This makes Pool Brain one of the only pool company software platforms to offer this enterprise level feature and we're still just getting started.

  • More Chemical Improvements In App

    • Salt system indicators now display on Chemical Readings and Add Chemicals screens in technician app

    • Salt will only auto-dose on bodies of water with working salt systems

    • On Orenda Dosing calculator screen, values change colors as you scroll automatically to match Orenda's color schemes

  • Attach Photos & PDFs to Products/Services
    • Click the attach icon to upload photos or PDF documents to any product or service

    • Photos and PDFs are automatically displayed underneath the line item when the product/service is added to a quote

  • Improvements to Quotes

    • Create Quote Templates
    • Add Office Notes and Tech Notes that transfer to the auto-created job on quote approval
    • Customers can send questions directly from the quote
    • Export a company level Quotes Report
    • Quote notes field vertical height increased
    • Line item description field height increases automatically to display all text as you type

  • Choose Fields To Overwrite When Using Job Templates

    • You can now select which fields to overwrite when you apply a template on a job

    • Fields are not selected by default. You can select just one or two fields or select "ALL" to overwrite all data.

  • New DNS Records For Improved Email Delivery
    • SPF, DMARC and SMTP DNS record options have been added in settings
  • Other Improvements

View the details

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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