New Feature Releases

We are constantly making improvements to our software. Here are some of our latest feature updates available to you now:

Drag-and-Drop Point of Sale

Now you can easily rearrange items on the point of sale with drag-and-drop ability.

  • Change the line item order on the point of sale
  • Change the order on digital documents

Dual Pricing

Stay compliant while avoiding paying for credit card processing fees. Dual Pricing in ProDBX let’s you charge the credit card fees to the client while maintaining your prices and margins.

  • Set the processing fee based on your local laws
  • Customer sees the fee transparently and pays it
  • Your prices remain unchanged

Help Panel

No more opening new tabs or digging through articles—now you can get answers without ever leaving the page you’re on.

The Help Panel features a new searching function so that you can find User Guides, quick How To’s, and Videos on any topic inside of ProDBX.

The Help Panel opens up from the side, so that you don’t need to navigate to a different page to find answers.

  • Quickly search for help resources based on keywords
  • Get suggested resources based on the page you are currently viewing
  • Message our support team directly from the Help Panel

AI Email Rewrites

Our first installment of AI inside of ProDBX! Use our quick AI Rewrite Tool to make your emails sound more professional, more persuasive, or more friendly.

  • Easily rewrite an entire email at the click of a button
  • Rephrase the language to your intended tone
  • Accept the new email, or have it try again

Calendar Booking Links

Our new Calendar Booking Link features gives your clients the ability to book a time on your calendar automatically through ProDBX.

  • Set Days and Hours of availability
  • Easily send the booking link to current leads or customers
  • Prospective leads are created in the ProDBX CRM after booking

Duplicate Records Checker

One of the biggest hassles of any CRM system is handling duplicate records. Joe Hansen might be the same person as Joseph Hansen, but you don’t know for sure.

Enter ProDBX Duplicate Record Checker – now you are notified of any potential duplicate customers based on name, cell phone, company name, or email.

Benefits of Duplicate Record Checker:

  • Avoid double entry
  • Avoid sending estimates to the wrong customer
  • Clean up records for accurate data

Track Multiple Email Clicks and Opens

Ever wonder if that lead ever opened your email with a job proposal? Never wonder again! In ProDBX you can now track multiple email opens and multiple clicks.

  • See day email was opened
  • See how many times the client clicked on any links in the email
  • See how many times the client opened the email

2 – Way Texting

With ProDBX, you can streamline communication like never before. Our 2-way-text messaging allows you to send and receive text messages directly with your clients—all in one convenient platform. Forget about toggling between devices or apps; now, you can handle client conversations right where you manage your business.

Benefits of ProDBX 2-way texting:

  • Real-Time Conversations: Instantly send and receive messages to keep clients informed and projects on track.
  • Centralized Communication: Maintain all messages within ProDBX, making it easy to reference past conversations and keep your team updated.
  • Seamless Client Experience: Provide a professional, efficient communication channel that clients appreciate, enhancing their overall experience.

DistributorConnect

ProDBX’s DistributorConnect brings your supply chain closer than ever, allowing pool builders to connect directly with major suppliers to access real-time stock levels, pricing, and availability—all within the ProDBX system. No more manual price checks or time-consuming calls—DistributorConnect keeps you informed so you can focus on your projects.