Table views
Why have we made this update?
This update enhances customization of table views, allowing you to control what appears on the initial load for different tables. You can set up preferred views, apply filters, save them as preferences, and choose a default view for easy access.
We’re also improving table navigation across the system to make it more intuitive.
Full details will be provided closer to release.
Lead allocation
Why have we made this update?
For larger firms, we’re upgrading our lead allocation rules to provide more rules around how leads are allocated as well as when and how leads should be reallocated.
Full details will be provided closer to release.
Plans: Enterprise
Conflict of interest checks
Why have we made this update?
To support conflict of interest checks, we’re introducing a new Conflicts of Interest section in job records. This will allow you to record who conducted the check, when it was done, what resources were used, and who was checked, providing clear evidence for audits.
We’ve been liaising with RICS to review both existing and new requirements, ensuring the available options help you meet compliance standards.
Plans: All
Tentative booking step
Why have we made this update?
We’re introducing an optional tentative booking step for job types. This allows you to set an initial tentative date, which will appear as ‘tentative’ in your calendar and any connected calendars. You can also email the customer to notify them of the tentative date.
Once the appointment is confirmed, you can update the status to ‘booked’, triggering the usual appointment confirmation emails and automations.
If you don’t need to tentatively book appointments, you can keep this setting inactive to process jobs as normal.
Plans: Pro / Advanced / Enterprise
Various smaller refinements to make life easier
TO BE CONFIRMED
The list of smaller features included is to be confirmed.