This blog post contains a list of new features that will blow your mind. It’s hard to believe but it’s been 30 days since our last release. This is a MUST read for anyone serious about improving their business ten-fold.
New Online Scheduler
Picture this. Your customer lands on your website, clicks “Schedule Appointment” and books a service all on their own. Then mHelpDesk does all the heavy lifting creating your work orders and all the invoices. OMG! What would normally take hours now takes a few seconds. Learn more here.
Quickbooks Online Integration (Beta)
We are now accepting testers for our new Quickbooks Online Integration. With just a couple clicks you can now export your transactions into QB Online. Request an INVITE here.
Customer File Attachments
You already know that you can attach files to your jobs. Now you can attach files to your customers! Add photos, contracts, documents so that your customer files are in one neat place.
Color Coded Schedules By Staff
You can now assign a color to each staff member on your Calendar. This makes it super easy to see who is working on what. Set this up on your Calendar page.
More Custom PDF Docs
You can now add both a custom header and a custom footer to your templates. This is especially useful for multi-page docs like work orders/estimates/invoices.
Email Composing Improved
You can now format your emails with the new email composer. Instead of just typing into a box you can make them look cleaner. Also, don’t forget that you can add your signatures to all the templates now.
2 New Sales Reports
Added a few more sales reports to help you guys and gals get a bird’s eye view of your financials.
Contact Info On All Tabs
Customer contact info is now always visible under the title of each job. Now you can be on the invoice/estimate/payment tab and still view all the details.
New Recurring Schedule Rules
You can now setup recurring rules like “Clean the widget every 2nd Tuesday of the Month”. This gives you more control over booking jobs on a specific day of the week.
See Who Owes You Money
We added a new report that shows you every customer with an open balance. Don’t let them slip through the cracks! Find this under Reports > Financials > Outstanding Balance per Customer
That’s it for now. Comment on our blog to let us know if you LIKE these new changes. Give us feedback on improving as well. Thanks!The M Team