We're excited to announce that our customer portal is now a full self-serve experience and the UI has been updated. Customers register for the portal with the billing contact email address they have on file in Pool Brain (no invite needed). New permission controls allow you to choose what each customer can see and do.
Customers can now access invoice, payment, quote, job, and route stop history. They can add and update their own payment methods, activate autopay, manage which properties are auto-paid on specific payment methods, pay invoices, approve or deny quotes, ask questions on quotes, leave feedback on jobs, ask questions in general, and more!
This is a powerful time saving feature as this eliminates 90% of the reasons a customer would need to contact your office and creates an amazing support experience for your customers.
-
New Customer Portal Access and UI
-
Manage Billing in Customer Portal
-
Manage Quotes in Customer Portal
-
Review Job & Route Stop History in Customer Portal
-
New Customer Portal Permission Controls
-
Heritage Ordering Integration Improvements
-
API Improvements
-
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.
See how we compare to other platforms (150+ features compared)