NEWS
▪️ Artificial Intelligence (AI)
A new Artificial Intelligence module has been added to allow you to translate and reformulate messages you send to your customers.
Just look for this icon throughout the app
Here is an example of translating a message:
▪️ New Activities section
Find all your recent jobs, all your recent calls, and today's scheduled visits, all in one place!
We have added a new Activities section on desktop as well as on mobile that will eventually replace the My day section and a part of what was available in the Dashboard, to make it easier to find your recent leads, recorded calls and daily schedule.
IMPROVEMENTS
▪️ Navigation
New navigation with Chat up-front
We have changed the display of a Contact's panel and a Job's panel to make it easier to access your conversation with your contacts while navigating through the app.
You can use the Collapse and Expand icons should you need to see a specific section larger than the default sizes.
▪️ Purchase orders
Lots of improvements have been made in the Purchase Orders, including:
When printing and sending a Purchase Order PDF, you have the option to hide your contact's information.
A few columns have been added, including Cost, Total Cost and % Profit, for better visibility on your markup and the ability to change it whenever you need to.
The markup can also be changed for multiple items at a time.
You can now add a Description line to the items.
An edit button is now available to make it easier to change everything related to your items.
▪️ Quotes & Invoices
Similar to what has been added to the Purchase Orders, admins can now see and edit the Cost and % Profit for each item. You can manage which columns you want to see through the gear icon.
▪️ Notifications on Work Orders
A few new notifications have been added to the Resources' Notifications settings:
When a work order is assigned
When you are remove from work order's assigned resources
When a work order that you have assigned has changed schedule
▪️ Reminders about Work Orders, Jobs and Calendar Events
You can now add reminders to your Work Orders, Jobs and Calendar Events, so that you never forget any upcoming event.
▪️ Automations on Jobs
You can configure your Plannit so that whenever someone creates a new job/visit/quote/invoice, it is assigned to this item automatically. Just go to your job/visit/quote/invoice settings and enable the option similar to this one:
▪️ Recurring visit
You can now change the reference visit for your recurring visits.
This feature can be useful, especially if you want the first visit to serve as a reference for all subsequent visits.
BUG FIXES
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.