Changelog | PoolDial

May 14, 2026

Redesigned customer detail page — activity timeline, photo gallery, and stats bar.
Customer soft-delete — hide inactive customers while tracking churn separately.
Simplified customer status lifecycle: lead → active → inactive.
Inline-editable Price column on the Customers page.
Stop hover preview on Routes page — see customer details and service log without clicking.
Three-way map view toggle: All Routes, Today's Routes, or Selected route.
Training tab — link team members to PoolDial Training progress with streaks and stats.
Rebranded PoolDial University to PoolDial Training at training.pooldial.com.
Reports overhaul — Labor Report, Custom Report Builder, DataTable layout, and preset reports.
Sample service and inspection report pages for the customer portal.
Invoice sent notifications — in-app and push alerts when invoices go out.
Invoice refunds across dashboard, mobile, and customer portal.
Editable invoice amounts and on-brand dialog styling.
Chemical line items visually separated on invoices with brand blue accent.
CSV export for quotes, matching the invoices export pattern.
Per-customer billing day — avoid proration issues.
Show card brand and last 4 digits on customer billing section.
Booking display settings — control price and duration visibility.
Embeddable chat widget for third-party websites.
Push notifications for new chat messages and website leads.
Post-call customer verification — Cody fills missing data from call transcripts.
Confirmation step for destructive Cody tool calls.
Partner tracking system with admin dashboard page.
Restyled customer portal to match PoolDial branding.
Chemical reading sliders replace preset buttons for faster input.
Enforce password strength (uppercase, lowercase, number) across all forms.
Removed Apple Maps option — always uses Google Maps.
Fixed Stripe Connect refund charging platform instead of connected account.
Fixed processing fee pass-through on invoice edit.
Fixed duplicate emails from AI chat widget conversations.

May 7, 2026

Service agreements — create templates, send for approval, collect e-signatures in the customer portal.
AI-powered chatbot for your website chat widget — answers customer questions conversationally.
Auto-Route feature now available on mobile — optimize routes from the field.
Website Chats tab in Inbox — view and manage chat widget conversations.
Inline spreadsheet-style editing on customers table — edit phone, email, status, and type in place.
Customizable customer emails — edit portal invite, service agreement, and branding from dashboard and mobile.
Conversation recording on work order logs — record and auto-save field conversations.
Payment received notifications — email, push, and in-app alerts when customers pay.
Train AI receptionist from your website — automatically scrapes FAQs and services from your site.
Equipment diagnosis toggle for AI receptionist — let the AI help troubleshoot caller issues.
'No Price Listed' option for services — hide price and duration when not applicable.
Branding screen on mobile — manage logo and brand color from the field.
Include tech notes in service completion emails sent to customers.
Block stop completion on non-today routes — prevent accidental date mismatches.
Fixed stop completion reverting — multiple reliability improvements for recurring stops.
Fixed manual invoices not including processing fee surcharge.
Allow 0-day payment terms (due upon receipt) for invoices.

Apr 30, 2026

Customer CSV/Excel import — bulk upload your customer list.
Magic link login for customer portal — customers sign in with one click from invoice emails.
Per-customer auto-pay toggle for recurring invoices.
Auto-pay receipt emails and customer portal enabled by default.
'Make Recurring' toggle on invoice creation — dashboard and mobile.
Chemical readings shown inline on service logs.
Customer notes visible on stop view and included in route responses.
Dynamic progress badge colors on routes overview.
Chat slide-in animation and bubble layout improvements.
Mobile browser blocker on admin dashboard — use the native app instead.
Skip call notifications for short or abrupt calls under 15 seconds.
Fixed recurring stop completion bugs across multiple route dates.
Fixed Stripe checkout missing quantity on per-pool line items.
Fixed notes input hidden behind keyboard on stop service screen.

Apr 23, 2026

Online booking feature for customer websites — let customers book services directly.
Restructured Website Builder into Online hub with 4 categories — booking, chat widget, SEO, and portal.
Embed code snippets for Booking and Chat Widget — easy integration on external sites.
Dedicated Scheduling tab under Business Info settings — centralized scheduling configuration.
Review link in service completion emails — encourage customers to leave reviews.
Search bar in mobile settings hub — quickly find the setting you need.
Business address field in mobile settings — update your address from the field.
Phone number provisioning is now opt-in — choose when to set up your AI receptionist number.
Onboarding setup banner on dashboard — track your setup progress at a glance.
Fixed editing stop service type — all fields now save correctly.
Fixed SEO settings not loading — field name mismatch resolved.
Fixed Turnstile breaking newsletter subscriptions — signups work again.

Apr 16, 2026

Extended session duration — prevents unexpected logouts for users.
Added support articles button to support widget — easy access to helpful resources.
Skimmer-style Reports hub page — categorized report links for better navigation.
Redesigned support widget with home screen — cleaner help experience.
Fixed Move Customer dialog not working on routes page.
AI Receptionist now recognizes the business owner's phone number and handles date/time correctly.
Fixed route stops list overflowing card layout.
Removed AI credit pill from dashboard header — cleaner interface.

Apr 10, 2026

PDF document attachments on customer profiles — enhance documentation and customer communication.
Redesigned Services settings as a pre-filled checklist — streamline service management setup.
Improved AI assistant capabilities — service email tools for toggling settings and resending.
Prefill Add Stop dialog with currently selected route — simplify route planning for technicians.
Fixed mobile authentication issues on transient network errors — ensure reliable mobile access.
Enhanced Weekly Dial "What's New" with recent support articles — keep users informed easily.
Included customerId when auto-creating first route stop — improve route accuracy and tracking.