This Wednesday, we’re launching an updated Products & Services page to enhance the mobile, tablet, and web experience for creating efficient moving estimates. Our improvements streamline the estimating process, making it quicker and more efficient. With just one click on the ‘Add Charges’ button, you can add multiple charges and adjust quantities simultaneously, optimizing the creation of efficient moving estimates. Easily reorder events and use the handlebars on the left side of the screen to drag and drop charges. This new workflow not only saves time but also simplifies how charges are managed across events.

In this video, I introduce the new products and services page. I will show you how to add charges and other items to your event, update the charges, and add discounts. I will also demonstrate how to add a delivery event and reorder the events on the page. Pay attention to the totals on the right-hand side and feel free to make any necessary changes.

Other Changes

• “Inventory Notes” are now above the “Generated Inventory” section
• Quickbooks Integration Fixes based on feedback from accounting systems
• The customer is now shown on the schedule page popup
• New “Revenue by Sales Agent” and “Revenue by Estimator” reports
  • 1005.2 Jobs booked by Estimator
  • 3001.2 Completed events by Estimator
  • 1005.3 Jobs booked by Sales Agent
  • 3001.3 Completed events by Sales Agent
• The “estimator” will now automatically be set to the first person that adds charges to a job (if an estimator is not already set) – this can be changed manually if required.
• Fix a visual issue where the customer information was not updating after it was updated from the update user dialog
• Fix an issue where the attention system was not updating after the job stage was changed

Planned Changes

• Faster page loading & application restyling (Expected May 15) – The application’s styling will change somewhat as we are upgrading our infrastructure to accommodate a better experience!
• Reporting V2 Testing (Beta expected May 22)
• Basic Labour & Job Costing (Beta expected June 5)
• New Job Creation Tool (Beta expected June 12)
• Customer communication system (Beta expected June 26)

Tips & Tricks

Did you know you can search application-wide using the search bar at the top of the page instead of having to navigate to the job page?