What's new

Build your own call flow

In the Web app, you can now design how incoming calls reach your team on a visual call flow. Add steps for a Greeting, Phone menu, Business hours, Ring team, Forward call, Voicemail and a Recording notice, and see the whole path at a glance.

To get started: go to Settings → Call routing.

Keep your company documents in one place

You can now keep files like warranties and terms in a Document library and add them to jobs, estimates and invoices. Agents can email a document as an attachment or text it as a link, so customers always get the right file.

To get started: go to Settings → Document library.

• Terms that travel: terms and conditions on estimates and invoices can include library documents, and customers see them with the terms.

• Safe to update: sent estimates and invoices keep the version they went out with.

What's improved

Approve a batch of agent actions in one tap

When an agent wants to do the same thing several times, like texting a list of customers, it now asks once. Approve the whole batch with one tap, or tap Reject all.

Discuss does more too: from there you can approve, decline, or decline and tell the agent what to do instead. Long lists of results in chat now collapse so they're easier to read.

Chat with Onsite support without leaving the app

Contact us now opens a chat with the Onsite team right inside the app, already signed in as you, instead of starting an email. Find it in your profile menu in the Web app, or in Settings in the Mobile app.

Fixes

• Calls from blocked or private numbers now ring through, and show as Anonymous caller.

• In the Mobile app on Android, switching to speaker during a Bluetooth call no longer closes the app, and declining a second call no longer cuts the audio on the one you're on.

• In the Web app, Edit details on an appointment now lets you edit, revert or cancel it, the same as in the Mobile app.