• April 2022, Release Notes for the Mobile App

  Crew Schedule With the new update, it has become possible to schedule jobs in the app. One way to schedule jobs is to navigate to the “Workorders” section from the sidebar menu and choose the workorder you want to schedule a job. To create a workorder schedule, click on the dots in the bottom right corner and choose the “Workorder Schedule” option. On the new page, if you click on the *“Date”Few readers

• April 2022, Second Release Notes for the Mobile App

  Added Permission for Time Tracking without Enabled GPS Previously to track the time it was necessary to allow the app to access GPS and turn on the location. Now the users with permission to track time without location can start/stop the time tracker without the need to turn the GPS on or enable access to geolocation. To turn the GPS access requirement off, from the web navigate to “User Management” select the preferred user and from the “Settings” section choose “Require GPS toFew readers

• April 2023, Release Notes for the ArboStar Web

  Estimate Improvements When creating or editing Estimates, the pictures you upload are now clickable and appear in a pop-up window. It allows you to make sure you have uploaded the right pictures for the right service. For your convenience text boxes are now adjustable so that you can view your entire description in one single text without having to scroll or navigate through multiple lines. Hover youFew readers

• April 2022, Release Notes for the Web

  Crew Schedule Timeline The “Timeline” view option is available on the “Schedule” → “Crew Schedule” page. To create a team in the “Timeline”, click on the “Add Team” button. Unlike in the “Day” option, here you can add a team for a specific time period. After creating a team with the preferred time period and preferred details you can schedule a job for the whole time perFew readers

• July 2022, Release Notes for the Web

  Route optimization on Crew Schedule Route optimization helps to set the most cost-efficient route for the crew day trips( when multiple jobs are scheduled). To optimize, click on the Team Lead, then on the “Optimize Route” button. The day tasks will be rescheduled automatically. Crew route on the Crew Schedule map On the Crew Schedule page, when clicking on the “Map” and ticking the boxes next to theFew readers

• July 2022, Release Notes for the Mobile App

  Team Members can view the Safety PDF form All Team Members can view the Safety PDF form on the Job profile after the Crew Leader confirms this form. Tree history on Tree Inventory To access the history for a specific tree inventory service, from the sidebar menu click on the dots next to the pin and choose the “History” option. Here you can see all the services done on this tree in one or multiple estFew readers

• January 2023, Release Notes for the Web

  Feedback Page Improvements Your clients can easily leave you feedback on the Invoice Portal page now. When sending an invoice to the client, clients can click on the updated “Like” and “Dislike” buttons that will forward them to the respective page. On the feedback page, the client has an option to change the “Like” to “Dislike” and vice versa. (https://storage.crisp.chat/Few readers

• November 2022, Release Notes for the Mobile App

  Tree Inventory filters After adding markers to the tree inventory, to create an estimate from the map you’ll need to use the filter. To use it, click on the “filter” icon, select the priority, work, and tree type and filter the list. After the filter is applied, the marker that does not fit the requirements gets more transparent. You can choose only 1 tree priority.Few readers

• November 2022, Release Notes for the Web

  Multi-Pin Actions on Lead Map With this feature you can: Quickly assign an Estimator to multiple Leads. Quickly create Tasks for multiple Leads and assign an Estimator to them. To use this function, you need to press and hold the CTRL key (Command for MacOS) and left-click on the required pins on the map (maximum 23). The selected pins will change their color. The button "Assign or Schedule" will appear in the lower right corner. The number on this button indicates the number of selectFew readers

• September 2022, Release Notes for the Mobile App

  Added project structure in client profiles on Lead, Estimate, Workorder, and Invoice pages When you open the entity page it goes to the project page with a tab related to the entity. It helps to easily switch between them and create the new entity by clicking the grey entity button. Adding notes on the Crew Schedule page the same way as on the web To add or edit these notes, click on the “arrowFew readers

• January 2023, Release Notes for the Mobile App

  Optional Services On estimate, customers will have an option to accept it in full or partially. This will require estimators to add status Optional to the service settings (if it's required). You can set up some services on WEB version as Optional or Mandatory, and Optional Selected in App version. During creating estimates you can set Services, Products and Bundles as Optional or Mandatory. You can set the Bundle as Optional or Mandatory, but its items cannot be set as Optional or MandatoryFew readers

• January 2022, Release Notes for the Mobile App

  Notifications Support for System Push Notifications is added. When receiving a message in the app, users receive a push notification on the phone not to miss any messages. Additional Information added to Address With the new update on the mobile app a new “additional information” field is available in the address section of client profile. In the “Add. Information” you caFew readers

• 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 "Leads", “Tasks”, "Vehicles" and/or “GPS Tracking” pins on the map. (https://storage.crisp.chatSome readers

• 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 on theFew readers

• October 2021, Release Notes for the Mobile App

  Updated filters on the Lead Map Now, like on the web, in the “Lead Map” filters section “Priority”, “Lead Services”, “Lead Products” and “Lead Bundles” filters are available on the mobile app. Added “Lead Map” Button In the client’s lead profile, next to the lead address “Lead Map” button is added. (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/21euv84Few readers

• 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.Few readers

• 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 andFew readers

• 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.Few readers

• 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 clicFew readers