What's new

Track where your jobs come from with lead sources

You can now tag each customer and job with a lead source, like a referral or an ad. See which sources bring in the most work.

To get started: go to Settings → Lead sources.

• Tag customers and jobs: pick a Lead source when you add or edit a customer or job.

• See what pays off: open a lead source to see calls, jobs booked, won estimates, revenue and paid invoices.

• Keep the list tidy: archive sources you no longer use.

Ask the assistant which lead sources pay off

You can now ask the assistant how your lead sources and price book items are doing. Try "Which lead sources are performing best?" or "What price book items do I use most?"

• Lead sources: see which sources perform best, with the same numbers as your Lead sources settings.

• Price book: see which items you add most to estimates and invoices, and how much you've invoiced for each.

What's improved

See why a call can't start in the Web app

In the Web app, if your browser is blocking the microphone, you now see a message when you make or answer a call. It tells you how to turn microphone access back on.

Fixes

• The assistant now shows its real answer in long chats instead of an internal summary.

• You can now attach photos to a text sent to a number that isn't saved as a customer.

• On iPhone, assistant messages now send with your last autocorrect applied, and the message box clears after you send.

• Team member avatars are now round and sized the same way across the app.