🆕 New Features
Service Profiles
Organisations can now create and manage Service Profiles — customisable sets of data fields that can be attached to jobs and recurring jobs to capture structured information from technicians in the field.
Each Service Profile is made up of a set of fields that you define, including dropdowns, text inputs, number fields, ranges, and radio buttons. When a Service Profile is linked to a job, technicians are presented with those fields, and their responses are recorded as Job Readings, providing consistent, validated data across every visit.
This is particularly useful for organisations that need to capture specific readings or checklist items as part of a service, for example, chemical levels, equipment checks, or condition assessments — without relying on free-text notes.
Service Profiles work seamlessly with recurring jobs, meaning the same structured data collection applies automatically across an entire job series. They are also supported alongside Store Locations, so different branches can operate with their own relevant profiles.
Learn more: Pooltrackr Help Centre. Service Profiles
QuickBooks Online Integration
Pooltrackr now integrates directly with QuickBooks Online, making it easier to keep your accounting data in sync without manual data entry.
Once connected, here's what syncs automatically:
Contacts — Pooltrackr contacts and QBO customers stay in sync in both directions, so your client lists are always up to date in both systems
Products — Items from QBO are pulled into Pooltrackr automatically, keeping your product catalogue consistent
Invoices — Invoices created in Pooltrackr sync across to QBO, including payment status updates in both directions
Connecting is straightforward; admins can link their QuickBooks Online account securely from the integrations settings page and disconnect at any time.
Improvements to existing features
Store Location Reply-To Email Control
Admins can now control which email address is used as the reply-to on client-facing documents sent from a Store Location.
A new toggle has been added to the Store Location settings page:
Toggle on — the Store Location's own email address is used as the reply-to on all outbound Quotes, Invoices, Batch Invoices, and Water Test emails sent for that location. This is the existing behaviour and remains the default.
Toggle off — the reply-to falls back to whatever is configured in General Settings for each document type.
This gives multi-store businesses the flexibility to centralise all client replies to a shared inbox, while still having store-specific branding on outbound emails.
Learn more: Pooltrackr Help Centre. Store Locations: What They Are and How to Manage Them
Pinned Jobs in Route Optimisation
Route Optimisation now supports pinned jobs — giving you control over which jobs stay fixed in place when running an optimised route.
Previously, running route optimisation would reschedule all of a technician's jobs for the day. Now you can pin one or more jobs before running the optimisation, and those jobs will remain in their original time slots. The algorithm then reorders and reschedules all unpinned jobs around the pinned ones to find the most efficient route.
When you apply the optimised route, pinned jobs keep their original times and only unpinned jobs are updated. Both the current and optimised route views clearly distinguish between pinned and free jobs, so you always know what will and won't move.