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What's New

Christy B, Product Manager

Apr 3, 2018 @ 4:00PM 4 minute read

December 2018

- Added the ability to save an email to a customer’s profile when sending an invoice
- Added the ability to edit the subject line when sending an invoice or estimate on iOS or Android apps
- Bug fix: cursor jump when adding a job tag
- Bug fix: Excluded deleted agreements from active Service Agreements dashboard 
- Added email to be notified when standard payouts fail
- Added ability to select which COGS account Housecall Pro deposits point to 

November 2018

- Launched Recurring Service Agreements to all users
- Added ability to add multiple phone numbers to a customer
- Added ability to link existing jobs to a service agreement
- Bug fix: Updated all instances where indefinite service agreements were showing as 5 years 
- Added ability to see available subscription credits
- Added ability to see service agreement report if the feature has been added to plan
- Bug fix: Service agreements not loading for users on Internet Explorer on Windows 10 
- Added ability to edit the subject line when emailing individual estimates and invoices 
- Bug fix: Instant Payouts list not loading
- Added ability to try failed Instant Payouts on the My Money and Payouts page 
- Added ability to add tax rates to a service agreement
- Bug fix: Job details page not loading for some users on Safari and Edge internet browsers
- Added ability to add and edit additional emails on app (Android)
- Added ability to add and edit additional phone numbers on the app (Android)
- Added ability to restore deleted jobs

October 2018

- Added ability to create an indefinite plan
- Added ability to delete existing agreements
- Added ability to cancel existing agreements
- Added ability to filter agreements by status and type of plan
- Added email notification for both Pro and customer when agreement is accepted 
- Bug fix: Disallowed clicking multiple times on save job to prevent duplicate jobs from being created
- Added ability to see that a job is part of a service agreement on iOS and Android apps
- Added ability to see that a customer's address has a service agreement on iOS and Android apps
- Bug fix: 'Indefinite' service agreement plans were showing as 5 years
- Updated add customer flow for new accounts
- Bug fix: Prefilled business hour options in setup flow

September 2018

- Added ability to filter jobs by schedule date on customer details page
- Added lifetime value of customer 
- Added license number to the bottom of the invoice
- Launched Alpha test of service agreements

August 2018

- Added security notifications when account information is updated
- Added ability to choose payment speed settings on iOS and Android
- Added ability to download .csv file of report directly from dashboard 
- Bug fix: Removed phantom QBO errors from appearing
- Launched new customer details page. Open for beta testing until August 30th.
- Added ability to see event notes on iOS and Android
- Added ability to copy existing attachments to a new segment or job
- Added ability to link a customer to a task
- Added ability to select which columns show up on the jobs and history table

July 2018

- Added ability to text invoices from mobile apps
- Added ability to customize message when emailing an invoice from mobile app 
- Added ability for Superpros to use ACH 
- Added ability to see event notes on Android app
- Added ability to send a preview of an email campaign email 
- Added ability to restore cancelled jobs
- Updated look and feel of invoice settings 

June 2018

- Added ability to filter customer list by tags

- Added ability to assign and view tasks on mobile apps

- Updated look and feel of invoice settings 

- Added My Money page and ability to view pending credit card transactions

Bug Fix: Removed ability to pay online for jobs that have been cancelled or deleted

- Updated log in page 
- Added auto-save function on tasks
Bug Fix: Duplicate tags preventing estimates to be converted

May 2018

- Launched Instapay to all users 
- Added task feature 
- Bug fix: updated performance of recurring jobs
- Add ability to add and view attachments from mobile app 
- Add ability to see cancelled jobs in customer history
Bug fix: Credit card fee correction in exported reports
Bug fix: Updated employee permissions
- Add ability to add attachments on customer records
- Add ability to drag and drop reports on dashboard
- Add ability to print estimates from Android app

April 2018

- Beta release of Instapay for Superpros
Add ability for users to sync an invoice from HCP to QBO
- Beta release for InstaPay to select users
- Add ability to dismiss QBO errors
- Add ability to sync invoices from HCP to QBO
Bug fix: Displaying previous date on invoices 
- Add ability for users to pull a payment from Quickbooks Online
- Add ability for users self serve and add individual features
Bug fix: Email display issues on email preview receipts
Bug fix: Uploading blank photos on iOS
- Add ability to view sent and received jobs and accept or deny a job within the app
Bug fix: invoices sent from mobile will recognize "pay online" option selected from web portal

March 2018

- Add ability to pull payment from Quickbooks Online
- Populate customer name when adding a new customer in if they don't exist in the customer list 
- New add job beta released for users to test
Includes: view tags and customer details while scheduling, ability to add discount when creating invoice
- Updated invoice due and receipt emails that are sent to customers
Bug fix: remove materials from invoice if they aren't being used 
- Add ability to mark job paid locally in HCP without pushing payment to QBO 
- Customers can now tip when sent an invoice via text message or email
- Match employee color on web portal and iPhone
- Match employee color on web portal and Android
- Restrict customer list export to admin users
- Allow Housecall Customer App users to receive email invoices in iOS and Android
- Display invoice status on Android

February 2018

- Access blue chat bubble from Android app
- Send receipt email when enrolling in a plan
- Add ability to sort customer list
- Choose which columns display on customer list
- New add customer dialog
- Customer list toolbar update
- Mark all messages read on iOS
- Bug fix: invoices sent from iPhone now show saved due text instead of "due upon receipt"
- Mark all messages read on Android

January 2018

- Add bank for payouts by logging in with online banking credentials
- Undo changes to line items on the job details page
- Change billing to sign up date for new users instead of first of the month
- New customer list layout
- Import customer list and connect to Quickbooks Online during sign up process
- Access blue chat bubble from iPhone app
- Bug fix: invoice email subject line was showing with USD for Canadian pros
- Bug fix: message on invoice preview on the job details page now wraps correctly

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