Kindra K, Marketing CoordinatorMay 15, 2016 @ 9:10PM
Web Portal Design The navigation bar is moving from the left to the top.
Reporting Run all the stats you need to keep track of business, right in your dashboard.
Bigger calendar, Roomier job details page, Whiz-bang reporting
We will soon be releasing our brand new web portal look and feel!
The first thing you'll notice is that we have moved the left side navigation items to the top. This move frees up valuable screen real estate for better feature visibility. The image above gives a sneak peak of what the new portal will look like:
1. + add new Create new jobs, estimates, events, and add customers. 2. Dashboard Generate custom reports by filtering your job data. 3. Calendar Access your full calendar. 4. Customers Access your customer database. 5. Map View all of your customers on a map. 6. Postcards Create, edit, and launch custom postcard campaigns. 7. Email Compose and initiate rule-based email campaigns. 8. Customer App Control your customer app settings. 9. QuickBooks Online Connect with Quickbooks Online with one click. Import job history, customers, and price lists. 10. Settings / Help Access knowledge base and tutorial videos. Edit your company settings. We have made these changes to help streamline your experience with HouseCall Pro and are planning to release the new look and feel mid next week.
Questions about New Features or Need Help? Chat with the Customer Success team in your web portal (through the blue bubble on the bottom right-hand corner of the screen), or email firstname.lastname@example.org.