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Updates, New Features, Fixes
April 2021, Release Notes for the Web
“Tags” Feature on the Web With the “Tags” feature you can add tags to clients making it easier to search them and filter the data points. Tags are available both on the mobile app and the web. Tags can be added on the “Add Client” page. To add the tags, please fill them out in the “Tags” section. The tags are available on the client profile as well as on the estimate, WO and invoice pages.
April 2021, Release Notes for the Mobile App
Date Range on Agenda Now it is possible to choose a time range on the calendar instead of an exact date. To choose a time range, please click on the calendar and choose the beginning and the end dates from the calendar. PDF Preview on the Mobile App On the “Create Estimate” page on the mobile app, it is now possible to preview the estimate PDF. To preview the estimate PDF, please clic
June 2021, Release Notes for the Web
Estimate Confirmation through E-signature: Emailing the Client about Confirmed Estimate Before, when the client would e-sign the estimate via the link in the sent estimate email, only the company received a notification email about the signed estimate. Now, when the client e-signs the estimate via the link in the sent estimate email, both the client and the company receive a “Confirmed Estimates” notification email about the estimate being signed.
September 2021, Release Notes for the Web
Updated Filter on the Leads Map The new update offers an advanced filter with a new interface on the “Leads Map” module. To access the filter, please click on the icon in the top right corner of the screen. In the “Show on the Map filter” section you can choose if you want to see “Tasks” and/or “GPS Tracking” pins on the map. !(https://storage.crisp.chat/users/helpdesk/website/4bd4c
June 2021, Release Notes for the Mobile App
User Permissions: CRM Access Level “CRM Access Level” permission enables the user to decide the level of access the user gets on the app and web. CRM Access Level: Full - User has access to all clients, projects (leads, estimates, workorders, invoices) and can create new projects. Limited - User has access only to their own projects (leads, estimates, workorders, invoices), clients and
September 2021, Release Notes for the Mobile App
Quick Access Payment Button In the quick access buttons “Payment” button is now available. To add a payment, please click on the “Plus” sign in the top right corner of the screen, tap on the “Payment”, in the “Add Payment” page choose the payment information and click “Add”. Payment Total Due Amount Autofill