The latest build that was released went out overnight on March 31, 2022. You will find new features, such as an update to Customer Sources allowing a Parent Customer Source to be created and saved, and you will also find enhancements such as your Company Address being added to the Main Email Wrapper Template, and Customer Portal Payments now marking an invoice as paid. As always, we are committed to always growing and improving our software, read below to see how we are making positive changes to enhance your MaidCentral experience.
FEATURES
Customer Sources: Two levels of customer sources now supported
The Create and Edit page has been updated to allow for Parent Customer Source to be saved. Updated Reports (Sales KPIs, Estimate Search MC 2.0, Quote Search MC 1.0, Lead Campaign) to filter by Customer Source, and Parent Customer Source, as well as display the Parent Description
The Employee Profile will now display their Productivity Score
Rate Adjustments have been renamed to Rate Modifications
Report: Employee Stats, Productivity based on Date Range
Productivity numbers will be calculated on the fly using the date range selected
Report: Open invoices add column for Billing Terms
ENHANCEMENTS
Rooms that have been quoted can now be deleted
Customer Portal changes will now create tickets for some customer actions
Tickets will now be created when a Customer adds a Credit Card, Creates a Notification Preference, and Deletes a Contact Information.
Home Zones Breadcrumbs now updating URL correctly
Job Count by Status: Closed Jobs now showing Jobs when the number has a count of jobs
Lead Emails will include Company Address
Added Physical and Mailing Addresses as an option in the Global Replacement Fields. Also added Physical Address to the bottom of the Main Email Wrapper Template for all Partners
MC 1.0: Lead Form with redirect no longer causes error when redirected to Quoting Tool
MC 2.0:
Can now update PTO hours
Allow decimals for hours in a day and smallest PTO increment
Customer Portal Add-On now adding correct amount of time, if Time Calculation is percentage
Customer Portal Payments now marking Invoice as Paid
Invoiced By, Changed By, and Emailed By are now all being displayed properly
There is no longer an Internal Server Error when creating an Employee Account
Invoice and Jobs: Checking the Emailing Invoice will still send email if Customer Profile isn't set up to receive emails
Job Count by Date and Status now pulling from the settings on this page rather than from Kiosk Settings
The color of the text in Message Dashboard has been changed to stand out more
Online Quoting: Default Answer now being set
Questions with required checkbox: checkbox now visible for all questions
Solo Pay now pulling correctly for Service Set Pay Structure
Templates: Filter out unused Templates on the Templates Page (Old MC 1.0 Quote Emails)
Open Invoice Report now searches by Invoice ID
Report: Customer Efficiency Map Zone Colors updating
Now auto updates zone colors when loading maps
Report: Stats By Week, Count is now correct
If an employee is terminated after payroll is closed up, the Stats by Week Staff Lost count is now correct