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Build Highlights - December 1st, 2023

EPIC FEATURES

  •  Report: Core KPI report
    • Accessed via the Company Menu > Invoicing and Payroll > Core KPIs.
  • Dashboard: Core KPI widgets
    • Added options for the Dynamic Dashboards to add the new Core KPI Widgets.
  • Lead Capture: Additional fields for Lead Form POST

Features & Updates

  • Batch Invoice: Prompt User for Invoice Date and Default to Most Recent Job Date
  • Company Settings and Job Worksheet: Text displayed to Technician when checking into a job
    • Edit the text that is displayed to technicians when clocking into a job!
  • Invoicing & Jobs: Ability to Clear all Invoices, Emails and Charge Cards
    • A button at the top of the page will uncheck all items on the page.
  • Charge customer's report will now show decline errors!

 

EPICS

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  •  Report: Core KPI report

    • Core KPIs are the most important numbers to track for your business. These numbers are the key to your success. As such we wanted to make it easy to view and find these numbers inside MaidCentral
    • Accessed via the Company Menu > Invoicing and Payroll > Core KPIs. This report will now show your core KPIs for the selected Weeks. By standard, the numbers are calculated by averaging the last 26 weeks of data.

 

  • Dashboard: Core KPI widgets

    • To extend the ease of access to your Core KPIs and further encourage growth for all partners all of your Core KPI's are now individual widgets that can be added onto any of your custom dashboards!
    • 15 New Widgets have been added and can be implemented on any of your custom dashboards!45
    • All of these new widgets have the description of "Core KPIs" and can be seen below
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  • Wondering what Each core KPI Is or how it is calculated? Hover over any for a tooltip modal explaining how this KPI is calculated and how it can benefit you!

Features

  • Batch Invoice: Prompt User for Invoice Date and Default to Most Recent Job Date
    • Upon selecting "Create invoice" a new edit modal will appear asking you to select an invoice creation date

  • Company > General - Edit Text displayed to Technician when checking into a job
    • We find that partners often have different workflows for technicians and how they want them to clock in once at a job site. As such it is now possible to Edit the message displayed to technicians when checking into a job 

  • Invoicing & Jobs: Ability to Clear all Invoices, Emails and Charge Cards
    • A button at the top of the page, next to the date picker will now uncheck all items on the page. Allowing for an easier and quicker way to invoice a smaller group of clients for a singular day

  • Message Dashboard: Support Incoming Video
    • Chrome was having issues loading and displaying videos sent by customers on the Messages Dashboard. We have added additional support to allow videos to properly load.
  • Office Quote: Left Summary > Add Link to Quote Details
    • Once inside a quote, you can now click the customer name to return to the lead page
  • Quoting Tool: Flag default questions that get mapped when booked
    • Partners often change the names of default questions making it easy to forget which questions are linked to the fields after quoting. As such  On the Quoting and Scopes page > Questions tab, an icon will signify if that question is mapped to a Customer/Home/Service Set information after booking.

Enhancements 
  • Duplicate quote Questions - Questions disappearing upon selecting multiple scopes
    • There was an issue when quoting multiple scopes where specific questions would disappear this issue has been resolved.
  • Employee Clock Monitor - "View full day" and "View business hours" will now appropriately change the view of the employee clock monitor
  • Estimate Search > Last Note Popover - make it click event, not hover
    • After re-introducing the hover over "last note" when looking at leads there were issues with popups not closing. To correct this issue we have made the popup a click to open
  • Minor Issue Saving Scope Changes
    • Some quote settings were not saving appropriately, this should no longer happen!
  • Quoting & Scope Settings: Disabled Scope Groups aren't visible when Showing Inactive
  • Rate Modification - Online Settings - Select icon link broken
    • The link to select an icon for rate modifiers was broken this link will once again work
  • Report: Charge Customers will now Display Decline Credit Card Errors
    • The charge customers report will now show decline errors!
  • Creating a new employee does not push the welcome email
    • When creating a new employee welcome email trigger will once again work

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