Pool Brain

Quotes that turn into jobs and invoices

Pool Brain is management software for pool service companies. The company describes it as an all-in-one platform built by industry experts, and says it is aimed at medium and large businesses. A technician adds labeled line items with photographs to a quote, either in the field or on the web, and sends it to the customer with a tap. The job is created automatically once the customer approves it. One-time job templates cover common or complicated workflows, and an invoice is created when the job is closed.

Billing can be automatic or manual, charged per visit or as a flat rate, and collected in advance or in arrears. The company says invoices and payments are managed directly inside the platform.

Chemical readings and dosing in the field

The technician app calculates chemical dosing as soon as a reading is entered, and chemical use and cost are tracked automatically. Out-of-range alerts can be set for every chemical reading, so a high or low result is flagged rather than left in a report to be searched later. The software also warns when impellers may be clogged and when filters need backwashing, and it can flag underground leaks that a pool owner would not otherwise see. Filter and salt cell cleaning jobs can be created on any schedule, and the last cleaned date updates when each job is completed.

Technicians can view the reading and dosing history before starting a job, and can drag a finger across a graph to see readings and chemicals added for any period up to a year. Alerts also cover late starts, time spent at a job that runs too long and chemical spending that rises above normal.

Guided jobs that technicians cannot skip

Each property can have its own workflow. The company says a task can be marked required or optional, can require a photo, and can apply to one body of water, so a site with several pools or spas is managed separately from one to the next. Required tasks cannot be skipped or overlooked, which the company says cuts training needs and mistakes. The technician app works offline with no signal, lets staff report issues to the office, builds quotes, includes a gallonage calculator, and optimizes routes with a tap.