Workflows
This update enables you to build custom automations tailored to your workflows. You can create workflows for:
- Surveys
- Projects
- Referral partners
Define trigger points, set conditions to determine which records are included, and automate actions such as:
- Sending an email
- Sending an SMS
- Creating a task
- Adding a note
For example, you could automate an email reminder for a Help to Buy customer shortly after their report is uploaded, prompting them to explore your desktop extension service. Or, for referral records, you could set a task to follow up if a referrer hasn’t shared a lead in a while.
Plans: This feature is available on all plans, with a set number of free workflows per month based on your plan. Additional actions beyond your free limit will be chargeable, with full details coming soon.
Custom user roles
Why have we made this update?
In any system, controlling user access is essential for maintaining security. Restricting permissions helps prevent accidental or malicious changes to key settings and reduces potential damage if a user’s credentials are compromised—such as through password reuse across multiple platforms. By limiting access to only what each user needs, you minimise security risks.
With the new custom user roles feature, you can define permissions at a highly granular level, specifying exactly what each user can view or edit. For example, you can allow a team member to update email templates without granting them full administrative access. These new settings give you precise control over user permissions, ensuring your team has the access they need – without exposing sensitive areas of your system.
Plans: All
Customise your quote and job table
Why have we made this update?
Ahead of a larger table views update in our next release, this update will provide you with the ability to:
- View the quote column with price excl and incl VAT
- Add custom fields you’ve created to the quotes/job table so you can filter the table by those values
- Set the order of the columns in the table to view how you prefer
- The next deadline will state what it is for: Task, Appointment, Report due, or Review due
Plans: All (number of columns added subject to plan)
Suggested quote
Why have we made this update?
We’re enhancing the manual quote form with a lookup feature that retrieves suggested quotes from your pricing table. Next to the survey quote field, you’ll find a lookup option that, after entering key details—such as the address, property value, and number of bedrooms—will generate a suggested quote based on your predefined pricing.
This update makes it easier to manually add quotes while ensuring consistency with your standard pricing.
Plans: All
Custom property types
Why have we made this update?
Just like contacted and archive reasons, you can now customise property types for selection on quote forms and job records. Add your own property types and specify whether they are residential or commercial, allowing you to tailor options to match your reporting style.
Plans: All
Various smaller refinements to make life easier
EMAILS
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You can now create custom shortcodes for use in manual and automated emails, allowing you to pull data from any custom timeline fields you’ve set up.
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Additionally, we’ve introduced shortcodes for prices excluding VAT as an alternative to our VAT-inclusive options. Please note that the ASA advises B2C pricing should include VAT, as it cannot be reclaimed. Therefore, VAT-exclusive prices should only be used for the appropriate job types.
CUSTOM TIMELINE FIELDS
We’ve included the option to add a date field type option alongside the existing answer types.
COMPANIES
The phone number is being made optional so only the company name is needed to add a company record.
On a contact record, the company dropdown will now be alphabetical and have a search at the top. A contact can also be assigned to multiple companies (e.g. a consultant that works at multiple companies).
PROPERTIES
When adding a property via the “Add property” page, the address look up will be available to find the property.
SELECT SERVICE SETTINGS
A new setting, “This job doesn’t need terms signed,” has been added for job types where customer signatures are not required. When enabled, any new quotes will automatically have their terms status set to “Not required.”
JOB RECORD
Payments: You can now add a deposit or part payment and set the payment date. Additional or final payments can be recorded with their respective dates, allowing you to easily track unpaid, part-paid, and fully paid jobs.
Property: In the property section, you can now create a new property record directly via the Add/Remove button, without needing to first add it through the properties table.