On the web app, photos and files uploaded through the Booking Portal will now attach directly to the job / service record created from the request. This means you no longer have to worry about lost attachments, making it easier to keep all relevant information organized and accessible.

Unlock a new level of transparency in your payment processing with Card Fee Recovery! With this feature, you can transparently pass on card processing fees to your customers, making it easier for them to understand what they’re paying for. This not only builds trust but also helps you keep more of your hard-earned money. Plus, it integrates smoothly into your current workflows, allowing you to offer your customers a choice between paying with a card or opting for a discounted ACH or cash payment.

To begin using Card Fee Recovery, follow these steps:

We’ve made updates to our User-Level Commission Settings! Now, admin users can easily toggle commission eligibility for each team member, making it simpler than ever to customize how your team earns. This means more flexibility and a better way to motivate your crew!

You can choose between sticking with the default commission method set up in your Company Settings or going for a custom approach that fits each employee's unique performance.

Keeping track of who earns commissions on each invoice just got a whole lot simpler! The Commission Recipient field is now available right below the Author field on your invoice records.

By default, this field will show the author of the invoice, but you can easily change it. Just use the dropdown menu to select any employee who’s eligible to earn a commission. This way, you’ll always know exactly who’s getting rewarded for their hard work on each job!

If you use QuickBooks, the Class field must be manually selected for each Estimate and Invoice, which can lead to errors and frustration. If you do not make the correct selections, this can drastically impact your revenue routing.

To address this, we’ve added the ability to template the Class field selection for Estimate and Invoice records. You can now set the Class field in your templates, so it automatically fills in whenever you create a new Estimate or Invoice. This feature also applies to your Job templates, making it easier for technicians to draft documents in the field without worrying about accounting errors.

You can now create and manage Material Lists directly on Job Templates. This feature allows you to standardize materials for common jobs and automatically include them on any new jobs you create, ensuring consistency and saving time.

ClearPath enhances Custom Status Workflows with powerful upgrades. Add step-specific actions and instructions with Status Action Flows, and give techs a streamlined Focus View to stay on task in the field.