Sid has learned some new tricks

Sid has learned some new tricks this week.

• Customer insight: access customer notifications and invoice history, so you can answer payment and reminder questions quickly.
• Search: find customers and jobs by name, address, tags, status, or date, so you get to the right record faster.
• Bulk updates: change many customers or jobs at once, so you save time and avoid mistakes.
• File access: open files you upload in the chat, so your context and documents stay together.
• CSV import: check CSVs for issues, fix common problems, and import them, so your data goes in clean the first time.
• Document templates: update invoice, quote, and itemisation templates, so everything you send looks consistent.
• Tags: create, edit, and remove custom tags, so important details stand out when you're working.
• Business profile: update business details and social links, so your website and documents show the right info.
• Services: add and update services used on quotes and jobs, so pricing and wording stay consistent.
• Payment options: Check your payment account, update your payment options and bank details.

Here's some examples of how you can use Sid to help you:

Update all business customers to have an invoice lead time of 30 days.

Update my invoice footer to include my bank details.

Turn on accepting tips and all payment methods.