Ian H, CEOSep 27, 2015 @ 1:26AM
Estimate and Job Quick Add from Customer Screen Now on the app you can create an estimate or job from the customer details screen. We added this functionality to make using the app even more intuitive and convenient for you.
Enhanced Customer Text and Email Capabilities and Customer Notes You can also now communicate with customers just by tapping blue icons on the customer details screen. Email, call, or text them straight from the app.
Add or Create Customer Tags, Set Billing Address, and Create Address Notes But wait.. there's more! You can also add tags and notes to your customers right in the app. No computer needed.
Customer Notifications Bonus feature: You can now turn off customer notifications for specific customers. Stop sending notifications and marketing campaigns to that one customer...
Estimate and Job Quick Add from Customer Screen
You can now create estimates and jobs from the customer details screen on your iPhone or Android. To access this feature, simply select a customer from your list and find the blue tape measurer icon to create an estimate or the blue job icon to create a new job for that customer. Remember that you can now convert an estimate to a job through your mobile device!
Once you select the estimate or job icon, you will be directed to a screen where the customer information is already pre-filled out. This will save you time when creating jobs and estimates.
Enhanced Customer Text and Email Capabilities and Customer Notes
On the brand new fully-loaded customer screen, you will notice several blue icons on the right-hand side. These features allow you to communicate with your customer in a more efficient way. If you want to text your customer, simply click any of the speech bubble icons and a text screen will appear. If you want to email your customer, just click on the envelope icon to open up an email addressed to that customer. You can now also see the type of phone number assigned to your customers (mobile, home, etc.) and all of the tags associated with that customer.
Additionally, any customer company information stored will appear on the customer info screen. This includes company name, title, and phone number. You will also be able to access and edit customer notes at the bottom of the screen (**remember that customer notes are not visible to your customer**).
Add or Create Customer Tags, Set Billing Address, and Create Address Notes
Customer tags are a great way to segment your database so that you can communicate with he right individuals at the right time with the right content. Now you can create and add customer tags on the customer quick-add screen. To add a tag, press the '+ Tags' button and select from your existing tags, or simply write in a new tag and press the back arrow button at the top left corner of the screen. The added tag will now appear as a green bubble under the 'Tags' section.
When you are entering your customer address/addresses, you can now switch the billing address toggle on or off. This is particularly helpful when you have customers with multiple addresses and need to be able to sort out the billing from the service locations. Also, address notes are now available so you can make location-specific reminders, instructions, and observations.
Customer Notifications You now have the ability to enable/disable customer notifications on a case-by-case basis. After setting your default notification rule, you can toggle notification options on/off on a customer-by-customer basis. This gives you ultimate control over how you communicate with your customers during the job process both on your mobile device or on the web portal.