As we progress to our milestone version 1.43 we’ve got a lot to talk about!
In this revision we’ve been focusing on daily quality-of-life features that can really help with your day-to-day. Here’s some of the big changes:
- Default Business Unit and Job Type on New Booking
- When making new bookings, a default Job Type and Business Unit will be defaulted. These can be set in your admin panel.
- Create new account workflow updates
- New Account workflow when making a new booking directs you straight to the new contact. Additional details such as billing address etc are tucked away behind a secondary panel for only when you need them.
- Bugfix: Default Invoice Terms
- When making new account, if you do not set invoice terms, all new invoices will use the existing default invoice terms.
- New invoices will defer to account default terms if set.
- Reports by Payment Type have been added to the Revenue Report
- If you have Phonelink setup, You can now send invoices and estimates by SMS automatically
- Jobs now have a “sign here” button for techs onsite with a single tablet.
- Appointment reminders on the dashboard now have a reschedule option.
- Main Search now supports search by phone, address, and email address in addition to names.
- Phone dialer has been added to the header of every page.
- Bugfix: Scrolling issue on adding agreements
- Bugfix: Can’t reach save button on some forms.
- Search boxes and autocomplete boxes now support the enter key to select
- Tab-order fixed after autocomplete boxes.
- Bugfix: Call logs default to today rather than MTD
- Bugfix: Dismissing notification closes dropdown
- Speed updates to dashboard and SMS chat.