Feature Releases
Administrative System
Released Thursday, July 9th
We now have a URL shortening service! When using the system tags in your communication templates that allow your customers to view and accept estimates or view and pay invoices online, we will automatically shorten the long URL that was previously generated with a short URL!
This URL shortening service will apply to the following tags:
{Estimate:AcceptOnlineLink} {Estimate:AcceptOnlineURL} {Invoice:ViewOnlineLink} {Invoice:ViewOnlineURL}
The URL shortening service will take effect any time the estimate or invoice email is distributed, including the Service Fusion Field Worker Application, the batch invoice email function, as well as the back office administrative system.
Released Tuesday, July 14th
You can now sync estimates to QuickBooks desktop! Easily sync estimates to QuickBooks desktop just like you sync invoices and payments using the Service Fusion QuickBooks desktop plugin.
Learn more about syncing estimates with QuickBooks Desktop
Released Wednesday, July 15th
Introducing ServiceChat.ai! You can now allow customers to start a text message conversation on your website. Capture sales leads and improve service with ServiceChat.ai.
Learn more about ServiceChat.ai
You can now customize your hold music with ServiceCall.ai! Any time you place a caller on hold, customize the hold music or play a custom message to your caller.
Learn more about customizing your hold music
Released Tuesday, July 21st
You now have the ability to send Estimates and Invoices with a text message! Take advantage of the ability to view these documents online, and send estimates and invoices with a text message retaining full functionality to view (optimized for Mobile!) and interact with online!
You can now view estimates and invoices optimized for a mobile device! When viewing estimates and invoices online via a mobile device, the view presented on the mobile device has been optimized to convey the information to the customer in an organized and easy to read format.
You can now search for closed job status category statuses in the advanced search in the jobs dashboard! No longer search only for open jobs, instead, search all jobs including jobs that have statuses that belong to the closed job status category!
You can now create lists for the customer email broadcast using 4 additional estimate and job level filters! Create lists for customers based on statuses and categories of estimates and jobs!
We will now remember the preference for the collapsible pane in the dispatch grid! If you navigate away from the grid, and then return, your previous selection if the pane was collapsed or not will remain persistent!
Bug Fixes
Administrative System
Released Tuesday, July 21st
We fixed a bug that caused the Jobs dashboard advanced search results to change without the user changing the search criteria.
We fixed a bug that caused the estimate to not be viewable online when tag in the communication template was wrapped with text.