October updates - new features and improvements

We've introduced several new features and improvements over the past few months, all designed to make your local service business more efficient and straightforward. Learn about the changes we've made and how they'll help your business.

Week Overview

First up is our new week overview feature, which provides a clear snapshot of your upcoming schedule. This addition allows you to see all your appointments and tasks for the week at a glance, and provides inelegant suggestions for which jobs to schedule. Whether you're managing multiple clients or balancing different types of jobs, this feature makes getSoapy the best scheduling software for cleaning business. By providing a comprehensive view of your week, you can prioritise tasks and allocate your resources more efficiently, making your day-to-day operations smoother and more organised. You can find the week overview in the home tab.

Saved Searches

Next, we've introduced saved searches to make finding your customers quicker and easier. With default searches like Owing and Unreads, you can instantly see who owes you money or has unread messages without having to dig through your records. You can also create your own saved searches by simply searching for the customers you need and tapping 'Save'. This feature is available on both the Basic and Pro plans, making it a handy tool for everyone. For more on how to manage your window cleaning customers with ease, check out our dedicated page.

Improved Calendar View

We've also made major improvements to our calendar view, making your day-to-day scheduling more intuitive and efficient. The refreshed design is not only easier on the eyes but also smarter, with job suggestions appearing directly in the calendar. You can now drag and drop jobs to different days or assign them to different people, watching your daily totals adjust instantly. These improvements are a direct result of your feedback, so please continue to share your thoughts with us. If you're using a desktop, you'll also notice the calendar makes full use of your screen for an even better experience.

Redesigned Widgets

Our redesigned Quote, Pay, Document, and Customer Portal widgets now offer a fresh new look, making them more intuitive and efficient for your daily tasks. These updates are designed to streamline your workflow, whether you're generating quotes, managing payments, or interacting with customers. If you have a getSoapy website, you can activate these revamped widgets in your settings. For those using the widgets on their own sites, our customer portal software for trades page has all the guidance you need to get started with the new versions.

Direct Debits Without Initial Payment

We're pleased to introduce a feature that simplifies the onboarding process for your customers. Now, they can set up Direct Debits without needing to make an initial payment. This means that as soon as they access their customer portal, they can register for Direct Debits, even if no payment is currently due. This change streamlines the process, is ideal (direct debit software for window cleaners)(https://getsoapy.com/features/payments-for-local-service-businesses). To take advantage of this feature, ensure you're using the improved version of the customer portal.

Tag Customers and Jobs

Our latest update introduces a tagging feature that makes organising customer information straightforward. Now, you can add tags to customers and jobs, making it easier to highlight key details and find specific entries quickly. These tags are prominently displayed in the work view, providing a handy reference point during your day-to-day tasks. Available on the Standard and Pro plans, you can start by updating a customer and adding your first tag. For more on how to manage your window cleaning customers with ease, check out our dedicated page.

Custom Notifications

We've also introduced a new feature that allows you to customise notification settings for each of your customers. This means you can now tailor your communication to match individual preferences, rather than sticking to a one-size-fits-all approach. For instance, if a particular customer prefers to receive a "job scheduled" notification, you can enable it just for them. This update gives you more control and flexibility in how you engage with your clients, ensuring they receive the information they value most. To start customising, simply navigate to the 'Notifications' option on the customer's details page.

Many More Improvements

In addition to these major updates, we've made several enhancements to improve your experience with the app. Searching for payments is now more flexible, allowing you to filter by method, status, and customer linkage, making it easier to track your finances. In the work view, you can quickly see if customers can receive email or SMS notifications, thanks to handy badges. Messages and invoices now display real-time information, providing clarity at a glance. For better communication, you can include your actual messages in notifications sent to customers. We've also streamlined the process for reusing and archiving broadcasts, helping you stay organised. Your business tax ID can now be automatically added to invoices, simplifying your billing process. Lastly, our improved help section offers quick links and new videos to assist you. These updates are designed to make managing your business smoother and more efficient. For more details on how to invoice window cleaning customers, visit our website.

We hope these updates make your daily operations more manageable and look forward to hearing your feedback.