Release note 2.1.0

/in /by

WEB:

  • We have simplified the Web Menu in a way that all inconsistencies between the page titles and menu are removed.
  • You can use a preset list for scheduling your regular jobs and setting their frequency.
  • We’ve added the release number to the menu, so you don’t have to search for it.
  • You can save your leads as your customer automatically.
  • You can download a CSV file of the Jobs list from Report so that you would customize its format based on your business.
  • We have removed some useless items from the payment screen to make it simple.
  • You can add a payment from Clients>Payments same as Future jobs and Past jobs
  • We have Implemented a Folding menu on the Web so that you can fold it aside to have a wide screen when you are focusing on some items.
  • We have added a feature to save records of invoices that are sent by SMS so that when you send an invoice by SMS, its status will turn to Sent.
  • You will have the invoice list printout in the same order as shown on the screen.
  • On the Invoice page, we have added a future by which the Invoice page remembers settings and data when you move between tabs, so you won’t have to change set them every time.
  • We have provided some Divisional and generic settings for FSEs so that they will have some division services as a default when they log in for the first time.
  • You can create any type of job(Once-Off, Regular, Quote Visit) via the new Job component so you don’t need to manage it from the Sevice page.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • You are able to delete a job/quote record directly from Diary.

iOS:

  • You can use a preset list for scheduling your regular jobs and setting their frequency.
  • You can save your leads as your customer automatically.
  • We have added a feature to save records of invoices that are sent by SMS so that when you send an invoice by SMS, its status will turn to Sent.
  • We have provided some Divisional and generic settings for FSEs so that they will have some division services as a default when they log in for the first time.
  • You can create any type of job(Once-Off, Regular, Quote Visit) via the new Job component so you don’t need to manage it from the Sevice page.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • You can change the employee from the Job screen as well so you don’t need to go to the Edit Job tab.
  • You can manage and schedule your quotes from the Quote screen.
  • You can see the status of a job, invoice, and payment at a glance so that you can have a better idea about that specific job in a quick view.
  • You can edit Invoices from Unpaid Invoices, Invoices List, Dairy, and Clients.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • you can add a payment from Diary, Future Job, Past Job, Invoices tab, and Invoice Page.
  • We have simplified the process to create and send an invoice in seconds.
  • We have added a drop down on the View Quote screen for users to quickly select the status of a quote.
  • You are able to pick a time from the calendar when creating a new job.

Android:

  • You can use a preset list for scheduling your regular jobs and setting their frequency.
  • You can save your leads as your customer automatically.
  • We have added a feature to save records of invoices that are sent by SMS so that when you send an invoice by SMS, its status will turn to Sent.
  • We have provided some Divisional and generic settings for FSEs so that they will have some division services as a default when they log in for the first time.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • We have removed some useless items from the payment screen to make it simple.
  • You can edit Invoices from Unpaid Invoices, Invoices List, Dairy, and Clients.
  • you can add a payment from Diary, Future Job, Past Job, Invoices tab, and Invoice Page.
  • We have simplified the process to create and send an invoice in seconds.
  • We have added a drop down on the View Quote screen for users to quickly select the status of a quote.
  • You can see your daily schedule in a day view of the Diary so you can create and schedule a job from your available times of the day.
  • You can create any type of job(Once-Off, Regular, Quote Visit) via the new Job component.