What Changed?
Previously, all upcoming billing lived on a single tabbed page. As your business grows and you manage both one-off work orders and recurring maintenance, that combined view gets cluttered. We have split it into two dedicated pages: one for work order billing and one for maintenance billing, each designed for the specific workflow it supports.
The new pages are available now under Invoices in your sidebar navigation. Any bookmarks to the old Upcoming Billing page will automatically redirect.
Work Order Billing Page
The new Work Order Billing page shows all completed work orders that are ready to be invoiced. This is your focused view for one-off jobs: repairs, equipment installations, green-to-cleans, and any other work order that has been completed but not yet billed.
What You See at a Glance
- Completed work orders sorted by completion date.
- Customer name, service location, and job details for each work order.
- Total amount for each work order ready to invoice.
- Quick action to create an invoice directly from any work order.
This page answers the question every pool service owner asks at the end of the week: "What completed work have I not billed yet?" Instead of scanning through a combined list of work orders and maintenance charges, you see only the one-off jobs that need invoicing.
Maintenance Billing Page
The new Maintenance Billing page gives you a unified view of your recurring maintenance billing. It combines pending charges from completed maintenance visits with your monthly billing forecast so you can see the full picture of your maintenance revenue in one place.
Key Features
- Pending maintenance charges from completed visits that have not been invoiced.
- Monthly billing forecast showing scheduled maintenance revenue.
- A billing status column so you can quickly see what has been billed, what is pending, and what is coming up.
- Accurate server-calculated totals that reflect your full maintenance billing regardless of how much data you have scrolled through.
For pool service companies running 50 or more recurring maintenance accounts, this page provides the clarity you need to ensure nothing slips through the cracks. The combined view of actual charges and forecasted billing helps you plan cash flow and catch any maintenance visits that were completed but not yet invoiced.
Automatic Redirects from Old Pages
If you had bookmarked the old Upcoming Billing or Uninvoiced Work Orders pages, they will automatically redirect to the new Work Order Billing page. No broken links or dead ends. The new pages are also available in the sidebar navigation and through the Cmd+K command palette.
Why We Made This Change
Work orders and maintenance billing have fundamentally different workflows. Work orders are one-time events that need to be invoiced after completion. Maintenance billing is recurring and often monthly, requiring a forecast view alongside completed charges.
Combining them on a single page forced you to mentally separate two different billing workflows. By splitting them into dedicated pages, each view is optimized for its specific use case. The work order page focuses on getting completed jobs invoiced quickly. The maintenance page focuses on giving you a clear picture of your recurring revenue.
This is especially valuable as your business scales. A company with 200 maintenance accounts and 30 active work orders needs to manage these billing streams differently, and now the software reflects that.
Where to Find the New Pages
Both pages are accessible from multiple entry points in the dashboard:
- Sidebar navigation - Under the Invoices section, you will see "Work Orders" and "Maintenance" as separate links.
- Command palette - Press Cmd+K (or Ctrl+K on Windows) and search for "Work Order Billing" or "Maintenance Billing."
- Dashboard overview - The billing summary cards on the owner dashboard link directly to the relevant billing page.
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Try Pool Founder free for 30 daysFrequently Asked Questions
Will my old Upcoming Billing bookmarks still work?
Yes. Any links to the old Upcoming Billing or Uninvoiced Work Orders pages automatically redirect to the new Work Order Billing page. Nothing breaks.
Can I still see work orders and maintenance billing on one page?
The two views are now separate pages optimized for their specific workflows. You can quickly switch between them using the sidebar links or the Cmd+K command palette.
Are the billing totals on the maintenance page accurate if I have a lot of accounts?
Yes. The maintenance billing totals are calculated on the server, so they reflect your complete billing picture regardless of how much data has loaded on screen. This was a specific improvement we made alongside the page split.
Does this change affect how invoices are created?
No. The invoice creation process is exactly the same. The only change is how you browse and find work that needs to be invoiced. The dedicated pages make it faster to identify unbilled work for each billing type.