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!

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.

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 Custom Form, Job Report, and Asset Report PDFs your selected files, photos, and videos can be accessed 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.