What's New
Add images into invoices and quote documents
You can now upload images into your invoices and quote documents. For example, if you have any certifications you might want to include the logo in your… Read more...
View job details on the rounds page
You can now view job details on the rounds page. This allows you to see the job details without having to navigate away from the round. Just choose 'Job… Read more...
New template tags for the customer's address
You can now include the customer's address in invoices using new template tags. For example, {{customer.addressFirstLine}} will be replaced with the first… Read more...
Add Cash Payments to Customers
You now have the option to add a cash payment to a customer's account. Cash payments added this way create a payment record similar to card or direct… Read more...
Filter assigned users in the work view
You can now filter the work view by assigned users. This allows you to see only the work that is assigned to you, or to different members of your team. Read more...
Automatic SMS Top Up
You can now automatically top up your SMS credits when they get low. Simply turn on 'Auto top up' next time you're topping up your SMS credits, and in… Read more...
Work view improvements
We've made a couple of updates to the work view today, based on your feedback. You can now reschedule a job straight from the work view, without having to… Read more...
You can now give customers a PIN to access their Portal
You can now provide customers with a secure PIN to log into the Customer Portal. This can be more reliable than sending secure links by SMS, as phone… Read more...
Customer notification log
You can now see a log of all the automatic notifications that have been sent to a customer, and whether they were successfully delivered or not. These are… Read more...
Customise your services
You can now add as many custom services as you need 🥳 We've also expanded the list of predefined services, and grouped services into categories to keep… Read more...
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