Summary
🆕 Customer Balance for Lightspeed-Integrated Accounts
🆕 Enhanced Recurrence List View
🆕 New Setting: Use Internal Invoice Number as Reference
🆕 Additional Filter by Type for New Equipment From Templates
🛠️ Bug fixes and small enhancements
🆕 Customer Balance for Lightspeed-Integrated Accounts
We’ve introduced full customer balance syncing from connected Lightspeed accounts, giving you real-time visibility into customer financials directly within Pooltrackr.
• A new Balance column has been added to the Contacts List View, displaying the current customer balance.
• Contacts can now be filtered by balance, allowing you to quickly identify accounts with outstanding or positive credits.
• Positive balances are highlighted in green, while negative balances appear in red for immediate visual clarity.
• Balance information is also displayed on the Contact Details Card, which is now accessible across various pages — including Job and Quote Details.
This update provides a more transparent view of customer account status and helps streamline billing and follow-up processes for Lightspeed-integrated businesses.
🆕 Enhanced Recurrence List View
The Recurrence List View has been significantly improved to provide more context and flexibility when managing recurring jobs.
• Added new columns displaying key pool details such as Pool Type, Surface, Sanitiser, and Filter — giving technicians and admins a clearer overview at a glance.
• Introduced new filtering options by these same fields, making it easier to locate and manage recurring jobs associated with specific pool configurations.
These enhancements help streamline recurring job management and make it faster to identify service patterns or equipment types across multiple pools.
🆕 New Xero Setting: Use Internal Invoice Number as Reference
For Xero-integrated accounts, we’ve enhanced how Pooltrackr sends invoice references to Xero.
• When the invoice numbering scheme is set to Xero, you can now choose to include the Pooltrackr internal invoice number as the reference.
• This setting can be enabled under Setup → Integrations → Xero.
• If the option is disabled, the reference field in Xero will remain empty by default.
This improvement provides greater flexibility and consistency between Pooltrackr and Xero invoice records, helping maintain clear traceability across both systems.
🆕 Additional Filter by Type for New Equipment From Templates
When adding new equipment to a pool from a template, you can now filter templates by equipment type before selection.
This enhancement helps narrow down the list of available templates — especially in cases where different equipment types share similar names — making it faster and easier to find the right template for the job.
🛠️ Bug Fixes and small enhancements
Ongoing updates to ensure a smoother, safer, and more reliable user experience:
Resolved an issue with the duplicated users for Lightspeed integrated accounts
Addressed various small issues reported by users to improve overall stability and functionality.