Product Updates

🎉Feature Update – CAPTCHA for Lead Contact Form

• Feature Update

 🎉Feature Update – CAPTCHA for Lead Contact Form

We’ve added CAPTCHA to the lead contact form to help stop spam submissions and ensure you’re only getting genuine inquiries.

Benefits:

• Blocks automated spam bots

• Keeps your lead list clean and accurate

• Saves you time by focusing only on real prospects

This update is live now—your contact form is more secure than ever!

 

👥 Assign a Sales Person to an Estimate

• Feature Update

We’ve added a new feature that gives you more control over who is responsible for each estimate.

What’s new:

• Assign or Reassign Sales Person: Office Managers, Owners, and Partners can now assign an estimate to a specific Sales Person, instead of it always being tied to the creator.

• Default Assignment for Sales: If a Sales Person creates an estimate, it will automatically be assigned to them.

• Role-Based Permissions: Only Owners, Partners, and Office Managers can change or reassign the Sales Person. Sales staff cannot assign themselves to estimates they did not create.

This update helps improve accountability, streamline follow-ups, and maintain a clear record of estimate ownership.

📢 New Feature Update – View Declined Messages from Customers

• Feature Update

📢 New Feature Update – View Declined Messages from Customers 

We’ve made an improvement to our system!
You can now see the customer’s message when they decline an estimate in the email sent directly in your account. This update gives you more context on why an estimate was declined, helping you follow up quickly and effectively.

How it helps you:

• Understand customer feedback instantly

• Save time by avoiding back-and-forth messaging

• Improve your estimates based on direct customer input

 

                                       

Learn More

📝🎉 Feature Update – Detailed Activity Log Updates

• Feature Update

📝🎉 Feature Update – Detailed Activity Log Updates

Our Activity Log just got smarter!
You can now see exactly what changes were made to your records—giving you clearer insights and a better audit trail.

What’s new:

• View specific details of edits and updates

• Track who made the change and when

• Improve team accountability and transparency

This enhancement is live now—check your Activity Log to see the difference!

💬🎉 Feature Update – SMS Blast Character Count

• Feature Update

💬🎉 Feature Update – SMS Blast Character Count

We’ve updated how character counts work for SMS Blasts to help ensure your messages are delivered as intended.

Important:

• Avoid using special characters and emojis in your SMS Blasts

• These can increase your character count and may cause your message to split into multiple texts which will result in additional charges

• Keep messages simple to stay within the standard character limit

• When building SMS you can view the character count below the box

 

💡 SMS Blast Tip:
Avoid special characters and emojis — they use extra characters and may split your text into multiple messages. Keep it simple for best delivery!

 

Learn More

📢 New Feature – Bulk Add Customers to Groups

• Feature Update

📢 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

 

 

 

📢 New Feature – Blocked Events Now Export to Google Calendar

• Feature Update

📢 New Feature – Blocked Events Now Export to Google Calendar

We’ve added a highly requested feature!
You can now export your blocked events directly to Google Calendar, making it easier to keep your schedule organized across platforms.

What this means for you:

• See blocked times right alongside your other appointments in Google Calendar

• Avoid double-booking and scheduling conflicts

• Stay in sync whether you’re on desktop or mobile

Report Update Available: Estimate Status Report!

• Feature Update

📊  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

• Feature Update

🚀 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

• Feature Update

📢 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

 

🚀 Activity Log for Credit Card and Wisetack Actions

• Feature Update

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.