Product Updates

📢 New Feature – Bulk Add Customers to Groups

• Desktop App

📢 New Feature – Bulk Add Customers to Groups

Managing your customer lists is now easier than ever!
You can now add multiple customers to a group at once—perfect for organizing contacts for marketing, notifications, or reporting.

What this means for you:

• Save time by grouping customers in bulk

• Keep your lists organized and up to date

• Quickly target the right audience for campaigns or updates

 

 

 

Report Update Available: Estimate Status Report!

• Desktop App

📊  Report  Update Available: Estimate by Date Report!

We’re excited to announce the launch of the new Estimate By Date report. This report allows you to:

 

• Filter by date range, estimate status (Submitted, Accepted, Rejected), and customer type (Residential, Commercial, or All)

• View key columns: First Name, Last Name, Company, Type, Address, Total, Sales Rep, and Estimate Status

• Download your data as PDF or CSV, and export by customer group

 

The report is based on the familiar “Estimate Items” format, with enhanced filtering and export options.

 

To access the new report, head to the Reports section and look for “Estimate Status.”

Learn More

🗺️Introducing New Feature: Schedule Map

• Desktop App

🚀 Introducing the Schedule Map Feature!

We’re excited to announce the launch of our new Schedule Map feature, designed to help you schedule jobs and sell more efficiently with advanced sales mapping tools.

 

What’s new?

• Visualize customer and lead records directly on the map for smarter prospecting decisions.

• Streamline field sales management and optimize your route planning.

• Save time by scheduling jobs and managing your field team with ease.

 

Start using the Schedule Map today to take your sales and scheduling to the next level!

Learn More

📢Feature Update – Set Default Sales Tax Rate for Items

• Desktop App

📢 Feature Update – Set Default Sales Tax Rate for Items

We’ve made it easier to manage taxes in your account! You can now set a default sales tax rate for your items, and it will automatically apply to all relevant documents.

How it works:

1. Go to your online account: Sales > Items

2. Set the item as taxable and choose the default tax rate

3. The tax will now automatically apply to Estimates, Invoices, Work Orders, and Credit Notes

 

🪲Bug Fix: Gate Code Now Displayed on Schedule Popup Screen

• Desktop App

Bug Fix: Gate Code Now Displayed on Schedule Popup Screen

 

We’re excited to announce an update to the Schedule Popup Screen! The “Gate Code” is now clearly displayed below the address on both app and desktop, making it easier for you to access important entry information when scheduling events.

                                                                                                                                                                                               

🚀 Activity Log for Credit Card and Wisetack Actions

• Desktop App

We’re excited to announce an enhancement to your admin experience!

Now, you can easily track key actions related to credit card enable/disable and Wisetack connections right from your Activity Log. 🎯

What’s New?

• 🔒 See when credit cards are enabled or disabled for your business.

• 🔗 Instantly view when Wisetack is connected or disconnected.

• 👀 All actions are clearly visible in your Activity Log for better transparency and control.

 

This update makes it easier than ever to monitor important payment method changes and keep your records up to date.

 

🐞 Bug Fix – Discounts on Child Recurring Work Orders

• Desktop App

🐞 Bug Fix – Discounts on Child Recurring Work Orders

We’ve resolved an issue where discounts were not applying to child recurring work orders.

What’s fixed:

• Discounts now apply correctly to all child work orders in a recurring series when discount is added to the Parent Work Order

• Ensures accurate billing and customer satisfaction