Release Notes September 2021

Send Quotes For Approval

Send quotes to your clients for approval. Your clients will be able to approve online. Get notified when a client approves a quote.


Local Phone Numbers For Calls/Texts

Lease local phone numbers from us and use the numbers as Caller Ids for calls and texts.


Details Tab

See all the fields of a record on one screen using the new “Details” tab.


Generate an Invoice Automatically After Every Visit

Generate an invoice automatically after you complete a visit and send it to your client. While adding a job, specify whether to generate an invoice manually or automatically.


Scheduler View For Jobs

Schedule visits for jobs with a side-by-side view of your staff. See a list of unscheduled jobs and drag and drop an unscheduled job onto the calendar to schedule a visit.

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