November 2023 - Major Upgrades To Monthly Automatic Billing

#1 Pool Company Software Platform for Medium to Large Businesses

November 2023 Release

View, edit & report on UPCOMING monthly invoices (add parts in advance), change auto-invoice date, edit individual due dates + more.

Featured Updates

• Major Upgrades To Monthly Automatic Billing

  • Upcoming Invoices now exist for every property with an active route schedule.

• • Upcoming Invoices will auto-update with the correct line items and quantities as Route Stops are completed in real time.

• • Edit Upcoming Invoices on the fly or add other line items like small parts.

  • An "Upcoming" invoice bar now displays on customer/property level invoice sections.

  • A new "Upcoming" category now exists in the Invoices section on Reports page.

  • Change the auto-invoice date to any date of the month.

  • "Charge for Chems" toggle can now be activated for "in advance" billing methods.

  • When a route schedule is activated, an Upcoming Invoice is auto-created based on your settings.

  • When a route schedule is deactivated, the Upcoming Invoice status is changed to "Awaiting Payment" so you can process final payment however you prefer.

  • When a route schedule is auto-deactivated because an "Ends on" date was selected, Pool Brain will auto-create, auto-charge (if on) and auto-send (if on) the existing invoice.

  • Invoice & Route Schedule activity history now shows details about creating and processing Upcoming Invoices and changing invoice creation day.

• Backwash visit counter auto-resets after filter is cleaned

  • When filter clean process is completed on any Job or Route Stop in app where backwash is also required, the backwash requirement will immediately be removed for that visit.

  • When filter clean process is completed on any Job or Route Stop in app, the backwash requirement visit counter will be reset for that body of water in web dashboard.

• Optimizations

  • "Move" button is always visible in Unscheduled section so you don't have to scroll back up when selecting a Job or Route Stop farther down the list.

  • Optimized various sections of the web dashboard so users can login to perform admin tasks from a mobile phone instead of a tablet. This work will be ongoing as we continue to mobile optimize the entire web dashboard over the next few months.

  • Added drag handles in tablet optimized scheduling section and made further mobile optimizations to scheduling section.

• Other Improvements
  
  • Changed click-through behavior in various locations so that clicking a customer name always takes you to the customer page and clicking a property address always takes you to the property page.

• • Changed all Excel reports with dollar amount values to be formatted as "number" instead of "text" so formulas can be used on the column for that data in Excel.

  • In the account settings drop down menu, we changed the menu item "Billing" to "Subscription" to add clarity.

  • You no longer need to click a "save" button when editing technician photos.