Pooli Pro4.3.1 - App Store

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.

Version History New Customer Payment Portal: Customers see their due amounts, payment history, and pay from a link in their invoice email. Your payment portal is one tap away, no phone tag.
Bill the stop before you leave. Job Summary builds the invoice for you, including products tied to maintenance and solutions.
See what every payment was for. History now tells the story, not just the amount.
Shock and Slam, right from the water report. Set your chlorine target and treat algae or cloudiness without extra steps.
Select pool after doing test strip scan from left menu 4.3.1 Oct 7 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. 4.2.3 Sep 11 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, now 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 shock math are unchanged.
General improvements and stability fixes. 4.2.2 Aug 30 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: Visual 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: Stronger warnings when a full recommended dose would push another parameter out of range, with clearer Effects of Adding and product picks on Water Report treatments.
Improvements to Spin Touch SpinDisk auto-deduction
Share Results: Share a water test by email, text message, or copy, with more reliable email fallback when Mail is not set up.
Test Colors: Choose Match test strips or Generic colors for result chips and range bars.
Updates to Ask Pooli streamlining the ability to ask questions
Added ability to have multi-month cadence on stops 4.2.1 Aug 8 Feeder Settings: Multiple feeders supported.
Add new Installed Equipment from the Installed Equipment screen
Fixes problem where pool edits were not persisting. More reliable local cache updates so pool edits stay in sync with the cloud after reconnecting.
General improvements and stability fixes. 4.1.2 Jul 28 Route Optimization: Optimize a selected day or the rest of the week, with clearer day labels when you are planning ahead of today.
Bulk Technician Assignment: Permanently transfer a technician's stops, or cover a date range, with a clear preview of what will move.
Bromine Care: Guided fixes for low and high bromine, including oxidation shock to activate a bromide reserve when needed, plus system setup for feeder, reserve, and direct-dose workflows.
Treatment Progress: See partial progress, remaining dosage, completion, and awaiting-retest on treatments. Combined-chlorine shock is treated as an intentional effect, not a problem.
Feeder Tracking: Configure chlorine or bromine feeders, log setting changes, and chart history with sanitizer overlays to spot patterns.
Inventory Clarity: Clearer catalog vs custom products, SpinDisk/test-strip auto-deduction, per-item low-stock alerts, and improved inventory history.
Balancing Targets: Set an optional target for a one-time treatment or as your default, with clearer dose-unit conversions.
Filter Pressure: Lock a clean baseline by RPM or flow and see when pressure is high enough to recommend cleaning, with baseline and filter-maintenance overlays on the chart.
Water Report & Problem Fix: Cleaner guidance and simpler reminder, equipment, and inventory workflows.
General improvements and stability fixes. 4.1.0 Jul 23 On-Device Database: Routes, jobs, billing, reminders, and service logs now run from a local database for faster field use offline; pending changes sync when connectivity returns.
Custom Product Reminders: Create multiple schedules for the same product (different dose or frequency) and keep strengths distinct so checking one off does not reschedule another.
Offline Billing: Invoices, estimates, and subscriptions load from cache; mark-as-paid can sync with Stripe when payment is recorded outside the app.
Route Stop Search: Search your route from locally cached stops between pools.
Equipment Chart Time Ranges: Select periods on pressure, SWG, and temperature charts.
Smarter Background Sync: Live sync pauses in the background to save battery.
Spin touch bromine fix, and adjusted alkalinity uses previous test info like CSI 4.0.0 Jul 9 Organization inventory: switch between Personal and Organization scope in My Inventory; stock, usage, and reports follow the selected scope.
Installed equipment for organization pools is stored at the organization level; the installed equipment list respects your inventory scope.
Self-service migration moves your personal inventory into organization inventory
Organization inventory usage report: run cost-by-pool reports across shared organization stock when Organization scope is selected (CSV export supported).
Algae & Cloudiness Scan: ask follow-up questions to Percy, our AI pool assistant, to refine shock treatment guidance and action plans for your pool.
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.
General improvements and stability fixes. 3.2.0 Jun 8 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. 3.1.0 May 15 Version 3.0 of Pooli Pro brings an interactive map view for your daily route - see all stops plotted on a live map, track your real-time location, and navigate stop-to-stop for a faster, smarter workday. Toggle between list and map view in My Route for the experience that works best for you.
Route Optimization: Automatically optimize the order of your daily route stops for maximum efficiency and time savings. Run through your route in the most logical order with a single tap and save hours across your week.
Technician Location Tracking: Passive location capture during active jobs provides better route insights and keeps your organization informed on technician progress in real time.
Magnesium is now a fully supported water test type with complete integration across water logs, reminders, products, chemical targets, and dosing recommendations.
High CYA Alerts: Automatic warnings when CYA levels are too high for stabilized solutions, guiding you and your customers toward safer and more effective chemical treatment.
General improvements and stability fixes. 3.0.0 Apr 3 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. 2.9.4 Mar 6 Add equipment directly from the equipment card on the service screen.
View installed equipment by pool and location; track warranty, purchase info, and more.
See gate codes on pool list cards for faster site access.
See when maintenance was last performed from the add maintenance screen; quick link to historical maintenance logs.
Easier SWG entry, view SWG historical logs, and link to pressure history from equipment screens.
Demo the scanner quickly with the last selected pool from the tools screen.
General improvements and stability fixes. 2.9.3 Feb 3 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.
Save time by managing reminders across multiple pools at once, plus smoother animations and faster navigation. Custom maintenance reminder suggestions.
General improvements and stability fixes. 2.9.2 Jan 8 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 2.9.0 12/07/2025 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 2.8.0 11/20/2025 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. 2.7.1 11/03/2025 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 2.7.0 10/21/2025 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 2.6.0 10/03/2025 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 2.5.0 09/20/2025 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 2.4.0 09/08/2025 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 2.3.0 08/13/2025 Intelligent eco-friendly targeting system based on supplemental sanitizers (mineral systems, UV, ozone, and more) - help your customers achieve greener, more sustainable pool care while maintaining professional service standards
Completely improved product cards featuring better layouts, clearer product information, and enhanced visual design for easier inventory browsing and customer recommendations
Resolved grey screen issue that was preventing access to reminders on shared pools
Added convenient last reading date and daily gallons usage display when entering new water meter readings for better leak detection and customer usage monitoring
Fixed state validation bug when adding new customer locations ensuring accurate customer address management for improved service routing 2.2.0 07/09/2025 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
Improvements to test strip box detection and capture
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 2.1.0 06/23/2025 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)
Redesign of water report screen, with more information and easier workflow
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 2.0.0 06/13/2025 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 1.6.0 05/30/2025