Pooli Pro release notes

4.2.3 / September 11, 2026
Reports add Customer Payments, Customer Analytics, and Service History, with scrollable stats, alignment fixes, and clearer handling of deleted customers. Billing Groups let you bill many customers on one catalog product and a shared pegged renewal date, with easier create and discovery from the + menu. Subscription products can bill every 1 to 12 months. A flat 1% platform fee applies to payments processed through Pooli. Confirmation emails are clearer about the next charge date and whether the card is charged or an invoice is sent. History, test-strip monthly usage, and High pH Dry Acid selection are more reliable. General improvements and stability fixes.

4.2.2 / August 30, 2026
A technician added to a recurring stop for today only now appears on My Route after refresh. Removing a today-only cover, including removing yourself, clears that date so the stop does not return on the next refresh. Pull to refresh on My Route updates the Assigned list on stop cards without leaving the tab. The schedule stop screen shows when the stop was created, so copies and originals are easier to tell apart. The algae scan is now Shock and Slam, with clearer copy for algae and cloudiness shock treatment. The scan and the shock math are unchanged. General improvements and stability fixes.

4.2.1 / August 8, 2026
Post-Dose Guidance: after a treatment, see wait times for the next chemical, retest, or swim-ready, plus circulation and separation tips so incompatible products are not mixed on the same visit. Reading range bars show where each result sits against the target band and optional balancing aim, with clearer summaries when you tap a prior reading. Adjust to Target: when a reading is already in range, optionally dose toward the custom or preferred target without treating it as a problem. Safer dosing warns when a full recommended dose would push another parameter out of range, with clearer Effects of Adding and product picks on Water Report treatments. Spin Touch SpinDisk auto-deduction is more reliable. Share a water test by email, text message, or copy, with a more reliable email fallback when Mail is not set up. Choose Match test strips or Generic colors for result chips and range bars. Ask Pooli is more streamlined, and stops can use a multi-month cadence.

4.1.2 / July 28, 2026
Feeder Settings support multiple feeders. Add new installed equipment from the Installed Equipment screen. Pool edits persist, with more reliable local cache updates so those edits stay in sync with the cloud after reconnecting. General improvements and stability fixes.

4.1.0 / July 16, 2026
Route optimization for a selected day or the rest of the week, with clearer day labels when planning ahead. Bulk technician assignment to permanently transfer stops or cover a date range, with a preview of what will move. Guided bromine care for low and high bromine, including oxidation shock to activate a bromide reserve when needed. Treatments now show progress, remaining dosage, completion, and awaiting-retest, while combined-chlorine shock is treated as an intentional effect rather than a problem. Track chlorine or bromine feeders with setting history and sanitizer overlays, lock filter pressure baselines by RPM or flow so you know when to clean, and set optional balancing targets for one-time or default dosing. Clearer catalog vs custom products, SpinDisk/test-strip auto-deduction, per-item low-stock alerts, improved inventory history, and a cleaner Water Report and Problem Fix experience.

4.0.0 / July 3, 2026
Major upgrade: a new on-device database keeps routes, jobs, billing, reminders, and service logs available offline and syncs when you reconnect. Custom product reminders: schedule more than one dose or frequency for the same chemical, including different strengths. Billing in the field: invoices, estimates, and subscriptions load from cache with poor connectivity. Invoice payments: mark-as-paid can sync with Stripe when payment happens outside the app. Route stop search: find stops quickly from locally cached route data.

3.3.0 / June 4, 2026
Switch between Personal and Organization scope in My Inventory Algae & Cloudiness Scan: ask follow-up questions to refine shock treatment guidance and action plans for your pool. Pool Club inventory usage report: see chemical and supply costs over time, broken down by pool, with CSV export. CYA lookback: when a test omits CYA, chlorine targets can use your most recent CYA from prior tests (up to about one month). Turn on Auto-adjust for CYA in test targets for this to apply.

3.2.0 / May 29, 2026
Algae & Cloudiness Scan: ask follow-up questions to Percy, our AI pool assistant, to refine shock treatment recommendations and action plans for the pools you service. Weather Impact Reports and Algae scans now apply pH product effects correctly when estimating balance changes. Pool Club inventory usage report: see chemical and supply costs over time by pool, with CSV export. Inventory history: edit unit cost or delete individual usage events from an item's history or usage report; clearer Use at pool vs Install for equipment; improved tracking for test strips, SpinDisks, and other consumables. CYA lookback: when a test omits CYA, chlorine targets can use the most recent CYA from prior tests (up to about one month). Turn on Auto-adjust for CYA in test targets for this to apply. Smoother navigation when opening inventory items that have photos. General improvements and stability fixes.

3.1.0 / May 19, 2026
Improved chlorine suggestions when combined chlorine is high Dose-to-center defaults updated. Calcium, alkalinity, CYA, and phosphates always dose toward the edge of the target range and are unaffected by this setting. Weather impact reports: ask follow-up questions to Percy, our AI pool assistant, to tailor guidance for pools you service. More reliable account loading when switching accounts from older devices. Improved email and password changes. Weather enabled by default on Club member logs. Subscription billing now supports payment history on invoices with partial payments and adjustments and refunds. Tap on an invoice in the subscription billing for more options Show gallons on pools/customers, activities show creator names, estimate descriptions update properly, etc.

3.0.0 / Apr 20, 2026
Interactive route map with stop-to-stop navigation; one-tap route optimization; passive location during jobs for org visibility. Magnesium added as a water test type across logs, reminders, products, and targets; high CYA warnings for stabilized solutions. Activity screens cache customer data more reliably for consistent forms and details. General improvements and stability fixes.

2.9.4 / Mar 10, 2026
Related Records in Activities: Activities now feature links to related records, allowing you to quickly jump directly to the appropriate route stop, invoice, pool, customer, or other record with a single tap. Paused jobs don't block other jobs from being started. Enhanced Water Test Lookback: Test results on water report now display most recent readings with up to 2 month lookback for slow changing parameters and 1 week lookback for fast changing parameters, giving a complete picture of your water chemistry history with minimal taps. Fixed duplicate route stops being created in edge case scenario. Share Success Moment: Celebrate and share a crystal clear pool with a new success card after balancing the water. General improvements and stability fixes including subscription parsing reliability and background optimizations.

2.9.3 / Feb 01, 2026
Payment Notes: Add notes to payment history items for clearer record-keeping and customer follow-up. Test Strip Scanner in Pool Tools: Demo the scanner quickly with the last selected pool from the tools screen. Add Equipment from Service: Add equipment directly from the equipment card on the service screen. Equipment by Pool/Location: View installed equipment by pool and location; track warranty, purchase info, and more. Gate Code on Pool Cards: See gate codes on pool list cards for faster site access. Last Maintenance & Logs: See when maintenance was last performed from the add maintenance screen; quick link to historical maintenance logs. SWG & Equipment: Easier SWG entry, view SWG historical logs, and link to pressure history from equipment screens. General improvements and stability fixes.

2.9.0 / Jan 1, 2025
Payroll & Reporting: Simplify your business with per-visit technician pay tracking and organization-wide payroll reports. Flexible Technician Assignment: More control over your route assignments. Easily add or remove technicians from individual stops or all future occurrences of a repeated stop, giving you the flexibility to handle schedule changes or one-off assistance on the fly. Flexible Team Management: Intuitive seat management with grandfathered access and dynamic route assignments for total scheduling control. Enhanced Privacy: Keep your organization secure by restricting non-admin technicians to only see their own reports. Bulk Tools & UI: Save time by managing reminders across multiple pools at once, plus smoother animations and faster navigation. General improvements and stability fixes.

2.9.0 / Dec 1, 2025
Organizational Activities: seamlessly track tasks, notes, and history across customers, pools, billing screens, and route stops - assign tasks to team members and keep your organization in sync Pause Service Stops: added the ability to pause route stops directly from the schedule when service isn't needed Enhanced Subscription Billing: new customizable first payment option allows you to generate one-off payments for partial months or setup fees, plus a clear summary explaining subscription dates and charges for customers Lowered Payment Costs: reduced payment processing fees to help you keep more of your hard-earned revenue Street sweeping and time restrictions now show only for days when service is scheduled Resolved issues with filtering and technician selection for a smoother experience

2.8.0 / Nov 18, 2025
Customer Estimate Approvals: customers can now approve or reject estimates directly from email links with optional notes, and you'll receive instant email notifications when estimates are approved or rejected - streamline your estimate workflow and get faster customer responses Collect Downpayments on Estimates: accept partial payments and downpayments on estimates before converting to invoices, with full payment tracking, remaining balance calculations, and seamless conversion to invoices for the remaining balance Improved Billing Filtering: billing screen now properly filters invoices with partial payments, showing accurate payment status and remaining balances for better financial tracking Invoices, subscriptions, and estimates have refreshed details screens for always up-to-date information with payment history and tracking Enhanced Water Chemistry: borates now included in adjusted alkalinity calculations for more accurate water balance and better chemical dosing recommendations Baking Soda Inventory Fix: baking soda now properly supports carbonate hardness (KH) in addition to total alkalinity for complete inventory tracking and accurate dosing calculations General improvements and stability fixes

2.7.1 / Oct 31, 2025
Improve technician assignment dialog to be more clear and helpful Fix filtering of stops and jobs in my route screen Added technician name to the route stop card Added Carbonate Hardness (°dKH) to the list of supported water test results General improvements and stability fixes

2.7.0 / Oct 20, 2025
Revolutionary Multi-Technician Collaboration: add multiple technicians to your organization and work together seamlessly on route stops with real-time activity streaming. See live updates when team members start jobs, complete service, add test results, update notes, and modify route stops - perfect for growing businesses and team coordination Powerful Search & Filtering System: integrated search, advanced sorting, and smart filtering now available across My Route, Billing, and Customers screens making it faster than ever to find the stops, invoices, or customers you need Enhanced Job Reporting: pool details and customer information now automatically included in job reports for more comprehensive documentation and better customer communication Sortable Product Categories: organize your inventory with custom categories that can be sorted and grouped, making product management and selection faster for large inventories Quick Delivery Setup: easily access local delivery configuration directly from the app bar to quickly set up your route for product deliveries and start capturing this new revenue stream Improved Settings Organization: pool preferences are now cleanly separated from app preferences in the settings menu, with expanded pool-specific settings for better organization and easier configuration Fixed mark as paid bug ensuring accurate payment status tracking for offline payments

2.6.0 / Oct 1, 2025
Revolutionary Deliveries System: schedule product deliveries in your route and assign them to technicians. List your products in the consumer app marketplace for local customers to order, set delivery fees and delivery windows, automatically invoice customers, and manage deliveries directly in your route view - a completely new revenue stream for your business Upgraded Service Alerts: service alerts now appear prominently as highlighted alerts when you open a route stop, ensuring critical customer instructions are immediately visible Smarter Daily Schedule: completed stops automatically hide from your daily schedule so you can focus on what's left. Knock off stops early when completed within 3 days of their regular service date - perfect for when you have extra time Enhanced Estimates: shopping lists can be sent directly to your supplier, plus you can now duplicate estimates to speed up similar job quotes Streamlined Invoice Building: view product information right from where you build invoices without switching screens Job Flexibility: add existing test logs and notes to completed jobs for more accurate record-keeping Arrears Billing Support: now supports subscriptions that are paid in arrears for total billing flexibility

2.5.0 / Sep 15, 2025 Better billing confidence: now you can start service subscriptions on a date, removed duplicate invoice emails, send invoices from estimates Stronger customer outreach: Send notes on top of job reports to customers, and added SMS/WhatsApp/Google Voice options from broadcast composer with improved history More accurate chemistry: targets adapt to body type, added fountains, splash pads, cold plunge, water garden, and more Smarter scheduling: respect recurring street-sweeping restrictions to avoid ticket days Clearer wording: “Customer” updated to “Contact” to align processes, added relationships to contacts, birthdays, and more Better support for enzymes and custom product reminders Products now can have msrp based pricing and searchable tags Faster workflows: Home quick actions and refined navigation shorten common technician tasks Updated dependencies and stability polish

2.4.0 / Sep 1, 2025
• Mass Email Messaging: send to multiple customers for marketing campaigns, service notices (sick days, schedule changes), and announcements • Shareable Route Stop Links: create a link to the latest route stop that you can copy and send via text or share wherever you need • Notes show images in pool reports for clearer communication with customers • Improved Technician Notes section in service stops for faster entry, better readability, and a cleaner history. You can now complete service instructions for a route stop to hide them • Now see Customers and Pools separate in customers tab • Increased chlorine max test range for shock targets • Thank you for submitting bug reports. Your feedback helps us improve stability and polish

2.3.0 / Aug 15, 2025 • Revolutionary AI algae scanning featuring intelligent shock treatment recommendations for professional pool service - photograph customer pools and receive precise shock multipliers, comprehensive action plans with prep work, chemical treatment steps, and professional follow-up care guidance for effective algae elimination and customer education • Universal test scanning technology supporting any test source - import water test results by photographing pool store reports, app screenshots, device screens, store printouts, or even hand-drawn customer test results using advanced AI transcription for seamless professional workflow • Intelligent problem fix ordering system following CDC guidelines and industry best practices - automatically prioritizes safety-critical issues (sanitation, algae, cloudiness), then buffer capacity (alkalinity), pH balance, and structural protection (calcium, temperature) for optimal professional treatment sequence • Faster launch time with optimized startup • Inventory locations for organized stock by warehouse, truck, or on-site storage • Installed equipment tracking with photos, notes, purchase dates, and warranty expiry with document/photo attachments for complete service records • Move or copy inventory items between locations to keep counts accurate across trucks and sites

2.1.0 / June 1, 2025
• Service Notes for Route Stops: Add critical notes for technicians that appear first when accessing route stops, ensuring important customer information is immediately visible for helpful on-the-job information • Ask Pooli community modernization featuring professional UI design • Major History screen redesign with improved layout and enhanced navigation • Redesigned technician notes system with modern UI, streamlined note creation process, and improved notes feed • Enhanced Water Meter leak detection featuring accurate daily usage calculations, seasonal adjustments, and intelligent threshold explanations - catch costly leaks before they drain your wallet • Enhanced Customers screen with clearer customer addition instructions and improved user guidance for streamlined customer management • Fixed LSI calculation bug ensuring accurate carbonic alkalinity conversion from total alkalinity for precise water balance calculations • Fixed reminder duration bug that was overwriting duration settings when adjusting due dates in skip menu

2.0.0 / May 15, 2025
• Revolutionary billing preview system featuring detailed previews for estimates, invoices, and subscriptions - see exactly what your customers will receive before sending • Comprehensive UI updates across most screens, modernizing appearance and enhanced user experience for service providers • Added LSI to CSI tool for reference (CSI is recommended) • Streamlined customer and job editing allowing technicians to adjust start and stop times for completed jobs, ensuring accurate time reporting • Improved subscription, invoice, estimate email generation • Photo zoom functionality for service photos enabling detailed inspection and review of before, after, and gate images

1.6.0 / April 15, 2025
• Professional Estimates System: Create and send detailed estimates to customers with automated email delivery! Customers receive professional estimates that can be accepted and converted to invoices or subscriptions • Offline Payment Management: Club members can mark invoices and subscription payments as paid externally when customers pay via cash, check, or other offline methods - maintains accurate financial records • Automated email notifications with professional templates keep customers informed throughout the estimate and payment process • Enhanced Business Operations: Complete workflow from estimate creation through payment collection with improved record-keeping and customer management • Add custom name brands for better inventory organization and management. Easier management of custom inventory elements with improved controls. Clone existing products with different active ingredient percentages for streamlined inventory setup • Lowered ph range to 2-9 • UI improvements in test strip scanner for a smoother experience • UI improvements for effects of adding

1.5.0 / March 30, 2025
• Customer Discounts: Apply customer-specific discounts that sync seamlessly with Stripe. Apply when creating a new invoice or subscription for a customer • Edit Products: Easily edit existing products directly • Automatic ColorQ 2x & SpinTouch connections and auto-applied SpinTouch results • Improved test strip scanning with improved square alignment and Pixel 9 fixes • Calcium hardness in tests, swim log notes, and personalized pool photos • Personalized Pool View: Attach a photo to a pool to see it the image in the customer list

1.4.1 / Apr 29, 2025
• For pool task lists you can now schedule reminders to be due on specific dates with left swipe • Update sanitizer setup screen • Fixed CSI calculation for metric temperature • Enhanced Pooli AI responses • Updated chemical demand screen under analysis for Pool Club members

1.4.0 / April 17, 2025
• NEW: edit photos and add additional logs on completed jobs • NEW: Service reports can be copied to management team and self • Include private notes for back office communication • Tap a customer in 'Customers' tab to see pool status and history - great for reference and quick updating • Nitrites and nitrates testing support for more detailed water analysis • Job completion emails now show correct local time for customers • Full SpinTouch support - now compatible with all disks and test types for comprehensive water analysis • Pool cost calculator now includes voltage and amperage options with pie chart breakdown of energy costs plus more accurate results • Open/close pools directly from pool edit screen - closed pools pause reminders • Fixed editing recurring route stops

1.3.0 / March 28, 2025
• NEW: LaMotte SpinTouch support fully integrated! Store and dose 14 tests in under a minute • Enhanced testing reliability and consistency with digital precision • NEW: Flexible payment options - change pay in dates for invoices and subscriptions. Your customers will be asked to "pay in x" days from invoice. • Improved organization visibility for admins and account owners - view all subscriptions and invoices across your organization

1.2.0 / March 20, 2025
• Send beautiful job reports automatically or manually upon job completion • Reports include your organization info, job pictures, water test results, products added, and maintenance notes • Connect to LaMotte ColorQ 2X devices via Bluetooth to automatically import test results • Added quantity support for quote items with improved tax calculations • Fixed onboarding flow issues and improved connectivity • Enhanced performance and stability improvements

1.0.0 / March 3, 2025
Initial release of Pooli Pro: • Professional pool service management • Unlimited customers and pools • Advanced route planning and optimization • Comprehensive water chemistry analysis • Detailed customer history and reporting • Customizable service checklists • Integrated billing and invoicing