Over the past few months our development team has been working hard(er) to improve user experience in the software. As a result, we have very exciting news regarding new screens and features.
Without further delay here are the updates!
NEW LEADS SCREEN
Located under our Sales module, this new tool can make your life simpler. After all, that’s all we work for!
We understand that the world is moving forward and we want to move forward with you. The word ‘lead’ has been under the spotlight lately and it is a great KPI to measure how many jobs you could have performed vs. how many you have actually performed.
Also, it is common to use Leads Generators to have access to more people interested in the products you have to offer. With that in mind, we’ve decided to add a screen entirely dedicated to them where you can register and track them in an easy way until they become customers.
Every time a lead is converted into a customer, it will automatically show up in the ‘Customers’ screen.
To understand more the new Leads screen click here
NEW JOBS SCREEN
We wanted the process to create a Job to be as easy as possible. With that in mind, now you can do both in the same screen.
When you create a ‘Quote’, your customer will receive the link to approve it (or to request a review) and once it’s approved it will be automatically converted into a Booking.
If you prefer to create a Booking straight away, you will be able to do that hassle-free.
To understand more about our new Jobs screen click here