June release recap

Hello, getSoapy! We know you're busy running your business, so we've been hard at work behind the scenes to make things a bit smoother for you. This month, we're excited to share some updates that put more power in your hands. We've focused on giving you greater control over customer notifications and refining how automatic charges are managed. These changes are all about making your day-to-day a little easier, so you can focus on what you do best. Let's jump into the details and see how these updates can help you keep things ticking along nicely.

We've changed the way automatic charges are handled

We've made a handy tweak to how automatic charges work when you mark a job as done. Now, there's a 5-minute pause before charging your customer. This gives you a bit of breathing room to sort things out. Maybe you need to tweak an invoice, or perhaps you forgot to note a cash payment. Whatever the case, this update ensures you have the time to manage your transactions smoothly. Plus, if you accidentally mark a job as done, you can cancel the charge before it goes through. You'll see a 'Pending charge' status on the customer's page, making it easy to keep track. For more on handling payments, check out our direct debit software for window cleaners.

'Paid' and 'Owing' Job Done Notifications

Keeping track of payments just got a whole lot easier with our new 'Paid' and 'Owing' Job Done notifications. Now, you can send tailored messages to your customers based on their payment status. Whether they've settled up or still owe, you can choose how and when to communicate with them. We've already copied over your existing settings, so there's no need to worry about any disruptions. To start using these notifications, head over to safe & secure customer management and tweak your settings to suit your style. It's all about giving you more control and keeping your business running smoothly.

Various Improvements to Keep You on Top

We've been busy making some handy tweaks to the app, all designed to make your day-to-day a bit smoother. First up, we've added the option to sort expenses by either recorded date or transaction date. This means you can now get a clearer picture of your outgoings, just the way you like it. Plus, our expense reports will now use the transaction date when it's available, giving you a more accurate snapshot of your finances.

We've also given our scheduling a bit of a polish. If you've ever wondered when exactly the 'third week of the month' is, we've got you covered. Our new approach aligns with the ISO 8601 week numbering system, which means the first week of the month is the one that contains a Thursday. This little change makes scheduling more intuitive, so you can focus on what you do best—serving your customers. Speaking of customers, don't forget you can crm software for cleaning companies using our customer management features.

More Invoice Lead Time Options

Running your own business means juggling a lot of tasks, and we know that managing payments is a big one. That's why we've expanded the options for invoice lead times. Whether you need to send invoices a day in advance or plan a year ahead, you now have the flexibility to choose from a variety of lead times, ranging from 1 to 365 days. This means you can tailor your invoicing to fit your business needs perfectly. To adjust your lead time, simply head to More > Payments > Payment Options and select your preferred setting from the Invoice Lead Time menu. For more tips on invoice software for window cleaners, check out our invoicing feature page.

We hope these updates make your business life a bit easier and more efficient. As always, we're here to support you every step of the way. Keep up the great work, and we'll see you next month with more exciting updates!