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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.

September 6 - September 12 2026
A new invoicing flow, and the mobile app in Spanish
  • Invoices — A rebuilt create-invoice flow, and a redesigned invoice details view
  • QuickBooks — Processing fees and a clearing account structure for clean reconciliation
  • Mobile — Service visit report is now one scrollable screen instead of a series of steps
  • Spanish — The mobile application now support Spanish translations throughout
  • Work Orders — Reorder template items into the sequence technicians actually follow
  • Email Marketing — Choose the reply-to address on campaign emails
  • Routes — Move a route to another service week, with smarter bi-weekly scheduling behind it
  • Routes — Reschedule a skipped stop instead of losing the visit
  • Reports — A new Route Mileage report, with filters and sorting that survive the back button
  • Email Notifications — New invoice and payment merge tags for businesses that collect payment later
  • QuickBooks — A price point can bill under the service you choose in QuickBooks
  • Service — Last backwash, filter clean, and salt cell clean dates are tracked per pool
  • Mobile — The schedule tab shows total, completed, and skipped stop counts at a glance
  • Mobile — Re-designed route flow to work more reliably when connectivity is poor
  • Mobile — Photos and actions upload through a background queue that survives closing the app (Android)
  • Dashboard — Review skipped stops and recover any of them as a one-time visit
  • Routes — Reassign stops to technicians filtered by skill, with every change recorded
  • Work Orders / Quotes — The add-item dialog works like a basket — build the list, then add it in one go
  • QuickBooks — Invoices hand off automatically, with sync status, retry, and a queue of anything unsynced
  • QuickBooks — Sales tax, payments, refunds, and credit notes now move in both directions
  • Routes — Filter by technician when adding stops to a route
  • Customers — Conversations now appear alongside service work in the customer history
  • Billing — Reorder invoice line items on the create screen before the invoice goes out
  • Billing — Attach staff notes to a card on file, and see where each credit note stands
  • Technician Pay — Set formula-based default pay on a pay profile instead of per technician
  • Email Marketing — Segment campaigns by card on file, billing method, and route
  • Tasks — Duplicate a task with its attachments, on redesigned task screens
  • Tables — Filter chips, saved filters, and a remembered page size across every list
  • Notifications — Customizable SMS templates for payment setup links and failed payments
  • Notifications — Per work order overrides for customer notifications
  • Service Plans — Target service times, for measuring actual visit duration against plan
  • Tasks — Scheduled date on the task list, searchable and sortable
  • Reporting — Filter and summarize saved payment counts and percentages
  • Scheduling — Consecutive mode, which places a work order immediately after an existing route stop on the same visit
  • Billing — Billing tab in the mobile customer detail screen
  • Search — Faster customer search on large datasets
  • Fleet — Maintenance templates to apply one schedule across every vehicle in a fleet
  • Work Orders/Tasks — Delete tasks and work orders that haven't started
  • Notifications — Low water alerts, sent to customers by SMS or email when a pool drops below its water level threshold
  • Customers — Multiple contacts per customer, each with its own role, scoped either to all locations or to a single service address
  • Billing — Redesigned customer billing page
  • Customers — Redesigned pool and spa page
  • Notifications — In-app alerts when routes, work orders, quotes, and tasks are assigned or updated.
  • Notifications — Automatic SMS delivery for open invoice, past due invoice, and open quote notifications
  • Work Orders — Rearrange line items on work orders, quotes, and invoices
  • Fleet — Fleet management in the mobile app
  • Billing — Added the ability to override default payment terms when creating an invoice or invoicing a work order.
  • Route Map — Consolidated planning capabilities into the route map.
  • Email Marketing — Added scheduled email delivery.
  • Billing — Added a payout schedule forecast to the payouts report and expanded payment details in the payment report.
  • Work Orders — Made line item descriptions editable.
  • Inbox AI — Added attachment support for incoming messages.
  • Team Messaging — Introduced messaging between individuals and groups.
  • Audit Log — Added an audit log that identifies which user made changes to customers, routes, and billing configurations.
  • Billing — Added support for automated invoice notifications.
  • Portal — Added support for sending customer portal invitations when no email address is on file.
  • Workflow — Enhanced the workflow editor.
  • Billing — Added support for sending invoices, payment receipts, and payment links over SMS.
  • Mobile — Optimized image processing for improved app performance.
  • Routes — Added proximity detection before starting a route stop, helping prevent stops from being logged at the wrong property.
  • Billing — Added support for credit notes.
  • Inbox AI — Added automatic routing of incoming messages to en route technicians.
  • Work Orders — Assignable categories (optional) for newly created work orders, simplified multi-tech assignment, show current assignments during a reschedule operation.
  • Calendar — Usability improvements, including resizable blocks to adjust work order and task duration, showing cancelled tasks/work orders in a discrete color, fixes for adjusting multi-tech work orders from the calendar.
  • Search — Various performance improvements for customers with large datasets.
  • Mobile — Add count badges for work orders and tasks in navigation for better awareness of when tasks are assigned, various improvements across mobile application for offline mode.
  • Billing — Copyable invoice link in resend modal, past due invoice notifications, improved payment failure notifications
  • Feedback — Customer feedback integrated into default service visit completion email.
  • Inbox AI — Ability to disable AI for new conversations.
  • Billing — Support for custom net-terms, automatic application of late fees, ACH for recurring charges, and manual invoices.
  • Routes — Ability to temporarily suspend a route stop and maintain the route assignment position for operational reasons.
  • Reporting — Customer portal adoption report, user feedback reports.
  • Customer Portal — Ability to revoke access to customer portal and reset passwords.
  • Quotes — New down payment threshold rules to allow quotes below a certain threshold to not be held to the down payment requirement.
  • Readings — Support for capturing phosphate levels.
  • Notifications — On the way and completed notifications for customers through a toll-free number.
  • Inbox AI — Enhancements to dynamic slot scheduling to improve technician utilization.
  • Search — Integrated a global search as part of the top navigation bar on every page that searches all customer data with sub-second response times.
  • Mobile — New "More" tab in tab bar with ability to customize default tabs.
  • Notifications — New customer notification system that reminds customers of open invoices and quotes via email.
  • Routes — Unassigned routes are now shown on the dashboard for improved awareness of work that needs to be assigned.
  • Customer Portal — Allow customers to submit feedback for service visits.
  • Work Orders — Support for warranty repair work orders.
  • Work Orders — Default workflows to standardize how work orders progress.
  • Work Orders — Completion email summaries sent automatically to customers.
  • Work Orders — Simplified technician workload scoring to balance assignments.
  • Scheduling — Override workload recommendations and assign technicians to specific times when needed.
  • Work Orders / Quotes / Tasks — Duplicate any work order, quote, or task in one step.
  • Billing — Reports now break out payment method details by customer.
  • Customer Portal — Customers with multiple locations can now view each location's details separately.
  • Mobile — Push notifications now alert users to changes on routes, work orders, quotes, or tasks assigned to them.
  • Media — Photos can now be automatically timestamped when captured.
  • Quotes/Work Orders/Tasks — Require a reason to be collected when a quote, work order, or task is cancelled.
  • Customers — Transfer service history between customers
  • Work Orders — Improve offline support for work order route stops
  • Quotes — PDF generation for quotes in the web and customer portal, allow expired quotes to be re-created with updated catalog pricing information, add new merge tags for the quote template.
  • Routes — Integrate work order rescheduling into route stops
  • Reporting — Various improvements to reports
  • Quotes — Administrators can now approve quotes on behalf of a customer, various enhancements in the quoting for the mobile application.
  • Work Orders — Completed work orders can now be edited in both the web and mobile application before being finalized, allow pricing information to be hidden from technicians
  • Routes — Technicians can create one-time stops for skipped stops to allow a same-day return without office support, photos can now be recorded for skipped stops, photos can now be recorded for the filter PSI step.
  • Tasks — Introduced tasks into the mobile application
  • Routes — Future route stops are now viewable before starting the stop, technicians can re-order their route stops (when permitted).
  • Work Orders — Support for multi-day work orders within the mobile application, support for fixed-dollar discounts
  • Reporting — Enhanced labor reporting and grouped table view for customer chemical usage.
  • 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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