The built for service blog
We've been making service simple for a long time. Here, we share tips & resources from our decades of experience.
Performance improvements & bug fixes
We deployed a few fixes this morning that should improve performance on the Contact details page. We also fixed a bug that caused some event weirdness on the Resource view. Finally, we pushed a few small improvements as outlined below: Display contact information of customer AND company more logically on the PDFs Add company email
Customer Reminders are here (and a bunch of other cool stuff, too)!
You can now enable automated customer reminders for your entire account. Customer reminders get sent out 24 hours before a scheduled Job or Opportunity (estimate appointment) if the customer has an email address available. You can find out more or enable the feature in Settings > Messaging Templates. You can now mark contacts as active
Drag-and-drop Attachments
Attachments are 100% cooler than before! You can now drag-and-drop files (yes, multiple files!) directly onto job and contact pages to create attachments!
Download your monthly invoice
Account owners, you can now download your monthly invoice PDFs on the Statement History page:
Mobile app pricing visibility
Both iOS and Android apps now support the hide/show pricing toggle from the web app. That means people who should see prices will, and people who shouldn’t see prices won’t. Happy Monday!