We’re excited to share a powerful update to our Custom Forms feature that will streamline your workflows and improve data accuracy. With this new functionality, you can now select related records directly within the form when it is attached to a job.

What’s New?
When filling out a Custom Form linked to a specific job, you’ll have the ability to choose from related records. For example, if your form includes a field for "Asset Title" and the job has multiple assets associated with it, you can easily select the relevant asset from a convenient dropdown list. This enhancement simplifies the data entry process and ensures you reference the correct information, significantly reducing the likelihood of errors.

Engage now automatically detects phone numbers on both web and mobile platforms. Simply click on any hyperlinked number to access convenient actions such as: make a call, send an SMS (text message), copy the number, or create a new customer/contact.

With the ability to switch audio devices mid-call directly within the Engage app, you can enjoy seamless transitions without the hassle of navigating your device's settings. This new functionality not only streamlines your calls but also provides you with the flexibility to choose the best audio option for every conversation. Experience smoother, more dynamic communication within Engage Mobile!

If you have many phone lines within Engage you can now easily locate the one you need within your settings with our new, intuitive search feature. Say goodbye to endless scrolling and hello to efficiency!

Our SIP feature is designed to enhance your communication experience! SIP is a powerful signaling protocol that facilitates the initiation, maintenance, and termination of real-time voice and messaging sessions over IP networks. With this feature you can use a wide range of devices as your phone system including: VoIP phones, computers, mobile devices. This makes your phone system more versatile than ever!

By leveraging SIP, you can enjoy improved call quality, greater flexibility, and the ability to integrate with various applications, ultimately streamlining your communication processes and boosting productivity.

Office Administration & Service Technicians: Assigning dedicated numbers makes it easier for clients to reach them directly for inquiries and/or service calls.

Businesses with Customer Support Teams: Providing direct numbers for each support specialist can significantly improve response times and enhance customer satisfaction by ensuring that customers can reach the right person quickly and efficiently.

Remote Teams: With SIP, remote team members can connect to the company's phone system regardless of their location, facilitating seamless communication and collaboration as if they were in the office.

A refund event is now prominently displayed in the Invoice audit trail, providing users with clear visibility into refund transactions. This feature allows you to easily identify who processed each refund and the corresponding amount. With this enhanced transparency, you can track financial adjustments more effectively, ensuring accountability and facilitating better record keeping.

Address changes are now included as an event in the Customer Record audit trail, providing you with a comprehensive view of any modifications made to customer addresses. This feature allows you to easily identify who made the update, when it occurred, and what the new address is for your customer.

You can now view your transactions and their statuses when running a report. Some examples of these statuses include: paid, refunded, and partially refunded.

Effortlessly sum, count, and average numeric values, just like in Excel.

We've added a Manage Widgets button next to the saved reports dropdown. This feature allows you to easily edit widget names and delete them as needed. Rest assured, deleting a widget will not remove it from your dashboard; it simply removes it from future use and the dropdown menu.

Quickly expand all groupings in a report for a comprehensive view.

New filters were added for Job Created Date and Job End Date for improved reporting accuracy.

New filters have been added for Start Date and End Date, along with new columns for Related Estimates, Accepted Estimates Total (Pre-Tax), Accepted Estimates Total Tax Amount, Related Invoice, Total Invoice Pre-Tax Subtotal, Related POs, and Related PO Total.

We've added filters for the following: Payment Recorded Date, Parent Invoice Status, Parent Invoice Total, Parent Invoice Tax Rate, Parent Invoice Tax Amount, Parent Job Status, Related Project, and Related Project Status.

New filters for Order Date, Expected Delivery Date, and Date Received have been added, along with a Parent Job Status column and Related Project Status.

This report has now been included in roll-up reporting for locations/franchisors, providing a comprehensive view of item usage across all of your operations.

You can now set recurring billing to conclude either after a specified number of occurrences or on a specific date. Once the designated number of billing occurrences is reached, the status will update to 'Completed'.

Note: Records with a status of 'Completed' cannot be edited.

Use Cases:

Continue to use our Recurring Billing feature to save time, reduce administrative tasks, and focus on what you do best—serving your customers!

With the new QuickBooks Online statistics page, you can easily track which records have successfully synced to your QuickBooks account and identify any that haven’t, along with the specific error messages explaining why. This transparency allows you to quickly address issues, such as an invalid email address, that may be preventing records from syncing.

Imagine the time saved by having direct access to the same information our support team uses to troubleshoot syncing issues. No more waiting for assistance—you now have the tools at your fingertips to troubleshoot issues on your own. We recommend dedicating just 10-15 minutes each week to review this page, ensuring all your records are valid and synced properly.

When generating PDFs of a Custom Form, Job Report, or Asset Report, you can attach files, photos, and videos via a unique URL or a scannable QR code.

Scanning the QR code or clicking the URL allows your customers to access all linked photos, files, and videos that you've included in the PDF.

In the updated interface, you will now find a new subtab called Parent Customer Emails under the three-dot menu when sending your customer communications. This feature simplifies the process of adding or replacing email addresses in the To, CC, and BCC fields.

Use Cases: