We have another busy few months ahead of us! Expect to see the below features and enhancements along with bug fixes go out gradually over the next three months.
Please note that the order in which items are listed below may not correspond with the order in which they are deployed into production, so please stay tuned for updates here and within the application.
Admin System
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Ability for users to save a job or an estimate and go to dispatch or calendar in addition to just staying on the view screen
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Ability to create Estimate and Job Task List presets and insert them on the fly
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Ability to batch email invoices to customers from the Accounting home screen
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Include primary technician's photo and a short bio in On The Way text messages
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Ability to relate/link estimates to jobs that were created independently but for the same customer
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Ability to limit technicians' visibility of assigned estimates and jobs (e.g. show only next assigned, only scheduled, etc.)
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Ability for customers to pay invoices partially (e.g. 50% deposit) through the online payment portal
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Ability to create Estimate templates in the same manner Job templates are created
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Sync of estimates to QuickBooks Desktop and Online
NOTE: QuickBooks Online version release is scheduled for early August. -
Ability to create multiple invoices per job (in admin system only with worker app to follow)
NOTE: Available to select customers in early August and in full production by late September. - Ability to trigger text messages and emails to be sent on status change (e.g. when a job status changes to Completed)
- Recurring invoicing/billing with automated credit card and eCheck/ACH payment processing
NOTE: Available to select customers in early August and in full production by late September - Ability to set estimate and job status order and enforce flow (e.g. cannot select Completed before Started)
- A preference setting to require techs to complete certain information prior to being able to select a certain status (e.g. cannot select Completed unless required equipment information is complete or at least one picture is uploaded).
- Updated Customer information screen with CRM-like timeline view & additional features
- Ability to send invoices via text message (with mobile-optimized invoice view)
- Ability to send estimates via text message (with mobile-optimized estimate view)
Worker App
- FusionDrive for Worker App with the ability to preview and download files
- Job search capability within My Work screen tabs
- Updated customer details screen with improved UX, ability to view historical pictures and documents from estimates, jobs and customer history
- Credit card reader integration for FusionPay
- Month, week and day calendar view options on the worker app
NOTE: Release delayed until late September