💡We made some improvements that will surely optimize the planning portion of your day
🚒 A few bugs have also been fixed.
⚙️ IMPROVEMENTS |
Routes
👉 We can now activate voice when running routes, to get voice directions 🗣️
When starting your route, you can activate the voice to have the audio of the directions.
From Routes
Start Route or open current Run
On the Actions button, select Options
Check the box Voice enabled
Choose the voice type from the drop-down menu
Call Recording
👉 Recorded calls that are visible in the Calls tab on the Dashboard, will now be visible in the notification bell as well as in the customer messaging channel.
You will also be able to manage your calls directly in customer messaging channel with the necessary actions ie. Create a Job
From the Dashboard
Click on the new message to listen to
Listen to the message
From the drop-down menu, select the action to take:
Turn into job
Mark as junk
Close
Delete
Settings Resources (formerly Users)
👉 In your account settings, the Users tab has been renamed Resources!
From now on, it will be possible to create not only employees who will or will not have access to the application, but also other types of resources such as trucks, etc.
From your Plannit Settings
Click on the Resources tab, and you will have two options:
Employees
Other resource
Click on the + to create the type of resource you need
Quotes
👉 When copying a quote or invoice, attachments are now transferred to the copied document!
👉 It is now possible to consult the quote sent to your customer in his Customer portal!
You will also be able to perform some actions. ie. Accept or Reject quote, etc.
Tips
When you are with your client, have your quote accepted without them being able to see your profits and quote details!
This also saves you from having to send them the quote by email or text message, or from carrying around a paper version to have it accepted.
For those curious, this will give you a view of what your customers are receiving as well 😄
From Quotes
Open the quote
Click on the Actions button and select Open in customer portal
👉 New option allowing you to force or not your customer to choose a payment method.
This option was by default enabled before, but now you have the option to disable it.
From Quotes
Open the quote
In section 3, activate or deactivate the option: Force payment method selection in the customer portal
Note
This option is also available as a default option in your Quote settings.
👉 When renewing your contracts, you can now specify whether or not to copy existing attachments.
From Quotes
Select the quotes / contracts to be renewed
On the orange band, click on Renew
In the partial window, choose whether or not to copy attachments
Contacts
👉 When you open a contact and want to add a quote, invoice or visit, a new popup appears, allowing you to specify whether you want to associate this document with an existing job or create a new one (this window will not be displayed if no open Job has been found).
From Contacts
Search and open the contact form
In the Actions button, click on + Visit, + Invoice or + Quote
You have two choices:
Create a new job
Associate an existing job, by expanding the drop-down menu and choosing the Job
This way, you can be sure to have a complete file including all the necessary documents without creating Jobs unnecessarily!
Merchant page and web integration
👉 It is now possible to select more than one service and add an address when your customers request a Job or a Quote.
From the Merchant Page or via the Web Integration (widgets) :
Customer address entry
Multiple service selection
🔧 FIXED BUGS |
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.