New Features
MC 2.0: Online Booking - Feature: Don't show pricing until Step 3
We have received concerns from multiple partners, that customers who are filling out their online forms are not saving the quote after seeing the price on step 2. As such we have added a new feature under the Company tab > General >Features tab that will allow you to hide pricing until the quote is saved and the customer is on step 3
Updated Features
Job Scheduler: Edit Modal > Show Time to Complete if active timesheets (same as on Job Worksheet)
The "time to complete" will now show on the job modal when there are active employees clocked into the job
Job Scheduler: Popover > Show employee preference
When viewing the job modal section of any customer who has a required or prefer employee, you will now see this when hovering over the job on the job schedule allowing you to easily and quickly see which employees are preferred or Required!
Quote/Lead Search: Agreement filter and column
On the Estimate Search page, we have added a new column and filters to search by! The "Agree" column has been added with Icons, this should help partners track which bookings, and clients have agreed to their terms of service!
Quote/Lead Search: Last Note with Popover to Show Notes
The second feature that was added to the Search Leads/Quotes is the ability to hover over the Status of a lead/quote and see the last correspondence that was sent to the client
Sales KPIs: Non-Recurring Frequencies Should now Include One-Time Rate Mods
Some companies, use rate modifiers on single jobs to supplement, deep cleans, or extra time for the 1st time clean prior to recurring services. We have updated the Sales KPI to include One-Time Rate modifiers on frequencies that are non-recurring (single/on demand)
Sales KPIs Populate data 1/1/2022 through current.
Prior, we had only populated data for the new sales kpi for 1/1/2023, we have extended this and data is now available back to 1/1/2022
Bug fixes
Multiple bug fixes went out of this patch that affected all partners, included below is a list of those bugs
Bulk Rate Modifiers - Filters - Sytem not using all filters.
Consistency Report - Frequency Filters were not working correctly, this issue has been resolved
Customer Portal - No Logout Button on Mobile -
Customers should now see a logout button when viewing portrait mode on their phones
Terminated employees should no longer show on Sales KPIs
Invoicing & Jobs: Display the correct QBO Invoice Number (DocNumber instead of Id)
Invoice #s on the I&J should now match the number seen at the top of invoices when opened in MaidCentral
On the Way Text Option appearing early on the first job of the day
There was an issue with Teams who were assigned to start at their homes, we have implemented a 1-hour check for On the Way messages when being sent to the 1st job of the day. As such technicians should no longer receive the OTW modal when viewing their schedule days in advance
Employee Profile Productivity Numbers not matching employee stats
Productivity on the employee profile was experiencing an issue that if the value was = to 0 then the displayed productivity was not correct. This issue has been fixed and productivity on the employee profile is now correct. Quoting Tool - "Needs Contacted" - quoted date on lead
Quoting: Negative non-itemized rate mods are still be itemized
These negative rate mods show now be non itemized
Report: Customer Counts portlets should be full width (can't see data for many Scopes)
Report: Revenue by Week - has been rewritten to match the newer updated Sales KPI logic/data
Sales KPIs: Non-Recurring Frequencies Should now Include One-Time Rate Mods
Stats by Week - Update logic to match new Sales KPI report