You can create custom reports with graphical charts, apply filters, and add to a dashboard(more info)
New Features:
- Dashboard: Each worker (and main account) can create a dashboard of customized charts (more info)
- Templates: Revisions are now automatically saved and available to restore to older versions of pages, emails, contracts, etc
- Texting: You can create text message templates in the email center (see Customer - Manual Text template). When you select a text template from the email pop-up on a lead it will default to the text option
- Taxes: You can now force a sales tax override by zip code under Settings->Distance Charges. Note: When setting this the zip code distance charge will be used.
- Contract: If contract is signed, signature section is now automatically hidden.
- Leads: You can now use county name to filter leads in the keyword box.
- Contracts: As an admin, you can now view a contract when in Quote Status
- Contracts: Emailing a contract to a customer when lead is in Quote status now auto-updates status to Contract
- Square: Improved styling of credit card input form
- Quote Page: Added new template variables to allow referral and customer types be required:*referral_field_required* and *customertype_field_required*
- Statuses: You can now set which statuses set the book date (Contract status or above does this by default)
- Statuses: You can now set the status leads are set to when they are auto-booked (Contract status by default)
- Wordpress: Check availability date is now passed along with cart checkout to quote form as start date
- Wordpress: Added website links next to items, categories, and a log of transactions on Wordpress page
- Mobile App: Note the mobile app will be updated sometime this week with the below changes:
- Mobile App: Status and Delivery Type added to lead details screen
- Mobile App: When adjusting start date, end date auto adjusts as well
- Mobile App: Improved layout for tablets
- Mobile App: When searching from list of leads, filter is automatically removed
- Mobile App: Scrolling to the bottom of the list of leads will now auto-load more leads
- Mobile App: Added default filter of ‘Upcoming Events’.
- Mobile App: Added last activity and contact date for filters (when CRM active)
Bugs fixed:
- Websites: Fixed availability checker when items had dashes in the name
- Payments: Fixed bug with surcharging sometimes leaving $.01 due or as a credit.
- Conflicts: Fixed bug where conflicts would show as yellow and not red in certain circumstances
- Square: Fixed issues with it not showing payment in the Lead Log and not upgrading status automatically
- Square: Surcharging now works when using square
- Square: Now showing confirmation of payment to customer properly
- Workers: Rank workers up to 10, and 10 rank can now sign up for any available shifts
- Workers: When using Gmail integration they can now send emails through their connected account
- Vendors: Prevent multiple alerts from going out when lead is changed
- Vendors: Fixed it so vendor items with accessories now display properly on POs
- Vendors: Fixed issues when multiple vendors respond to a quote not showing responses correctly
- Vendors: Fixed issue causing vendors to sometimes sign POs twice
- Vendors: Fixed issue with when items with same name in a lead had quantity wrong on PO
- Vendors: Fixed it so advanced times will show properly to vendors. *fullrentaltime* can be added to the PO template
- Contact Form: Fixed it so company time restrictions don’t affect it
- Conflicts: When admin overbook (in general settings) is set to error, it now no longer allows status upgrades
- Contract Page: On mobile, it now scrolls to errors
- CRM: Tab now shows email communication correctly when multiple email addresses are listed
- Emails: Shared filters are now available in the filter drop-down of email center
- Emails: You can now see when emails bounce in all log tabs and hover over it to see the reason
- Emails: Fixed issue with deposit due emails going out even when deposit was paid when using deposit requirements on specific items
- Prices: Fixed rental price showing $0 when a new lead is created and the start/end times are the same
- Leads: Clicking a conflict when editing a lead no longer annoyingly redirects the page.
- Rentals: Corrected issue when using both link qty and required qty on accessories
- Mobile App: Saving a new lead will now take you to the lead details page instead of the lead list
- Leads: If rental advanced times are set improperly system will now error
- Taxes: Fixed a rounding issue in certain scenarios that would cause IO tax not match QB tax