Set up your team and pricebook your way

What's new

Set up your team as office and field crew

There's a new way to set up your team. Each person can now have an Office role, a Field crew role, or both, so everyone sees what their work needs.

Office: Admin has full access. Basic is new, for office staff who handle calls, texts, customers, dispatch, estimates and invoices, without settings, billing or pay.
Field crew: Technician can be assigned to jobs and appointments, and sees only their own jobs.
Office and field: someone who does both can have an office role and Technician.
A cleaner dispatch board: it shows only your field crew.

Your current team still shows on the dispatch board. Take Technician off anyone who doesn't work in the field.

To get started: go to Settings → Team management and open a team member.

Sort your pricebook into categories

In the Web app, you can now group pricebook items into categories, and find them faster when you add a line item.

To get started: go to Settings → Pricebook, then Add → Category.

Your own categories: Services, Materials and Equipment each get their own.
Faster line items: on estimates, invoices and purchase orders, your pricebook opens grouped by category, with chips to narrow the list.
Nothing lost: deleting a category moves its items to Uncategorized.

What's improved

Let agents handle vendors, bills and purchase orders

Agents can now look up and change your lead sources, vendors, bills and purchase orders. They can also text a vendor or show you a purchase order PDF. You approve every change before it's made.

Try: "Make a purchase order for 10 breakers from my usual supplier."

Ask an agent about one part of its reply

You can now highlight part of an agent's reply and ask about just that part in your next message.

To get started: select text in a reply, then tap Ask and your agent's name.

See every change to a customer in their activity

A customer's activity now shows changes to their details, contacts, locations and notes.

See what was sent: automated texts and emails show the message and how it went out.
Jump straight in: tap a call or text in the activity to open it.
Easier to scan: the job, estimate or invoice a row mentions is in bold.

Rename trades to match how you describe your work

You can now rename any trade you've turned on. The new name shows on your web scheduler and booking requests, so customers see your words.

To get started: go to Settings → Appointment types, edit and change the trade's Display name there.

Switch call audio to speaker or Bluetooth

In the Mobile app, the call screen now shows where your call audio is playing. With Bluetooth connected, tap the audio button to switch between the phone, speaker and your Bluetooth device. Without Bluetooth, it's the Speaker button as before.

Zoom in on photos in the Mobile app

In the Mobile app, you can now pinch to zoom on photos in a job, in messages, in agent chats and while taking a photo. Handy when a customer sends a wide shot and you need the detail.