👉 Yes, it's finally possible to restore a quote or invoice to your account by yourself without going through support 🤘

In your filters, you can now display your deleted quotes and invoices :

To restore, simply click on it and confirm restoration.

👉 Jobs Pipeline goes from BETA to Official version!

On a computer, this new version lets you better manage your Jobs and above all organize your workflow, and even your sales cycle!

📘 Here is a detailed article on this topic: Jobs Pipeline

Also, you can now create your own Job statuses, allowing you to better organize them according to your field and realities.

New options have also been added to the default status of jobs. Many customers have been asking for this, so here are two new options in your Jobs settings.

👉 Did you find out new bulk actions?

Over the past few weeks, we've been working to make your life easier by adding a few more bulk changes.

These new actions can be found in the action bar under the More actions menu.

👉 Want to make invoices recurring without necessarily having an associated quote or visit? It's now possible to create an invoice and make it recurring!

📘 Here's a detailed article on the topic: Recurring invoices

Do you have a Job for a customer, for example 2024 field maintenance, and want to make an invoice on the first of every month for the next 6 months to spread out payments regardless of the number of visits you make? Invoice recurrence makes it easy!

👉 You asked for them, here they are!

We've added new route access rights for your Plannit employee. You can now block the deletion or modification of a route.

We've added a new Timeline section to your contacts! From now on, many changes to your contacts will be recorded in this timeline, which can be consulted in your contacts.

Over time, this timeline will be enhanced.

Multi-user collaboration brings many technical challenges to having up-to-date data between employees! We understand this challenge and are actively working to improve the experience.

One of the steps was to add to Plannit the ability to refresh your data without reloading the page or the Plannit application. In this first mile stone of improvement, we've modified the application and added the Refresh button just about everywhere.

You've probably seen it popping up all over the place, but here it is:

Over the past few weeks, we've been working hard to improve our accounting integrations.

This may not be obvious to you, but overall we're handling error messages better, and these messages are increasingly precise to help you understand certain situations.

🚧 We haven't finished yet, and there are many more changes to come to make your operations easier.

We've worked on freeing up some space in certain interfaces to leave more places for your data!

We're also adding more and more coherence to our interfaces to make them all the same for a smoother workflow.

Finally, certain sections of the application have been revised to make them easier to understand, and to support even more data!

We've laid some new foundations in recent weeks that don't change anything for your operations today, but pave the way for many new options in the weeks and months to come!

Stay tuned 👂

We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.