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POOLPROOF's LATEST PRODUCT UPDATES

We’re constantly improving PoolProof based on real feedback. Here’s what’s new, so you can spend less time on admin and more time in the field.

Miles Ahead of the others and counting.

Mar 30 - Apr 5 2026
Focus on Activity View, Work Order Templates, and Multi-Tech Work Orders
  • Activity View — New activity view aggregating all visits, quotes, work orders, and tasks for a customer
  • Work Order Templates — Support for work order templates in the mobile application
  • Multi-Tech Work Orders — Ability to assign multiple technicians to a work order
  • Payout & Labor Reports — New financial reports
  • Grid Scheduler — New grid-style scheduler view
  • Credit Card Surcharge — Support for CC surcharges
  • Custom Payment Terms — New payment terms feature
  • Location Photos — Photo view & upload on the customer details page
  • Route Mapping — New route mapping capability
  • Workflow Builder — Web + mobile workflow builder
  • Inbox AI — Knowledge base management to customize Q&A responses
  • Recurring Work Orders — Support for repeating work orders
  • Reporting — Added new service history reports
  • Supplemental Treatments — Added supplemental treatment support to service plans and visits
  • LSI Targeting — Added LSI-based water chemistry targeting as an alternative to fixed dosing.
  • Equipment Tracking — Added equipment photos and structured per-pool equipment tracking
  • Inbox AI Improvements — Continued AI inbox enhancements
  • Reporting — Enhanced reporting for invoices, payments, and refunds
  • Body of Water Setup — Enhanced pool/spa setup and custom route start locations
  • Notifications — Default notification preferences support
  • Process Steps Scheduling — Frequency-based scheduling for process steps
  • Route Builder & Work Orders — Integrated work orders with routes; improved route balancing for short work weeks
  • Mobile Offline Mode — Introduced offline mode for the mobile app
  • Process Steps UX — Simplified process steps UI to reduce technician clicking
  • Tax-exempt support — Customer addresses can be marked as tax-exempt
  • Issue-to-quote conversion — Convert issues directly into quotes with one click
  • Mass route stop reassignment — Bulk-reassign stops across routes for faster route planning
  • Route optimization — Faster route generation and improved data fetching performance
  • Multi-organization support — Users can belong to multiple organizations with seamless org switching
  • Quotes redesign (mobile) — Redesigned quotes experience in the mobile app
  • Auto-close linked issues — Issues automatically close when their linked work order is completed
  • Auto-assign service area — New customers automatically assigned to a service area based on address
  • Threaded notes on quotes — Quotes support threaded internal notes for team collaboration
  • Service visit step grouping — "After service" steps grouped for cleaner visit flow
  • Advance billing with chemicals — Subscription billing support for advance billing with chemicals included
  • Route stop enhancements — Improved modify-stop experience in route planning
  • Photo uploads on issues — Attach photos to issues from both web and mobile
  • Photo & video inputs on process steps — Service processes now support photo and video capture
  • QuickBooks sync — Customers imported from Intuit auto-create in billing; products/services sync to QBO; payments sync bi-directionally
  • Inbox enhancements — Redesigned new conversation modal, persistent filter selections, UI polish
  • Routes on schedule view — Route information displays directly on the scheduling calendar
  • Work order from issue — Create work orders directly from issues with status history tracking
  • Stop status on route details — Route detail page shows the status of each stop
  • Social sign-in — Support for sign-in with a Google or Microsoft account

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