The following is a high-level product roadmap for the remainder of the 2020 calendar year. Expect to see the below features and enhancements along with bug fixes to go out gradually over the next four months.
In addition to the below features and enhancements, our team will be spending a substantial amount of time improving our infrastructure to reduce response times, improve service levels, and increase security.
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
- A new Reports Center (full production release Q1 2021)
- Select filter criteria, columns, and sort order
- Save reports as templates and share them with others
- Improved in-app and customer notifications
- Automatically notify customers when an invoice is due and automatically follow-up when it is overdue
- Notify system users when a customer accepts an estimate online
- Notify system users when a customer pays an invoice online
- Improved inventory management
- Create warehouse sublocations (e.g. isles, racks, bins, etc.)
- Reorder Point (ROP) and Reorder Quantity (ROQ) settings per product
- Partially receive PO's
- Sync PO's and Inventory Orders with QuickBooks
- More easily reallocate items between warehouses
- Improved Service Agreement management (full production release Q1 2021)
- A new dashboard with upcoming renewals and expired agreements
- Service Agreement templates with preset service options
- New dispatch zones
- Create map-based geofenced dispatch zones
- Visually identify zones of job/estimate locations when scheduling or dispatching
ServiceCall.ai
- Media messaging
- Send and receive pictures using the Message Center interface of ServiceCall.ai
- Send and receive pictures using the Message Center interface of ServiceCall.ai
- Call scripts (full production release Q1 2021)
- Create referral/call source-specific call scripts for agents
- Automatically prompt users with scripts when answering calls
Worker App (full production release Q1 2021)
- UPC (SKU) barcode scanning
- Quickly find products in your catalog by scanning the UPC code on products or bins in your truck
- Quickly find products in your catalog by scanning the UPC code on products or bins in your truck
- Updated Agenda view
- View a map and estimated driving distance information between jobs/estimates
- Filter jobs/estimates by category, techs, priority, or status
- Fillable PDF documents
- Attach editable PDF documents to jobs/estimates in admin and edit them on the worker app