This update is to provide a small number of minor feature updates ahead of our next big feature release
Various smaller refinements to make life easier
Live features
New email and SMS shortcodes:
- [Activate Customer Account URL Link]
- [Terms Document URL Link]
- [Direct Payment URL Link]
These shortcodes can be added to SMS as they produce a link only with no HTML styling (unlike the main shortcodes which generate buttons / html). You can also use them in the email templates and generate your own HTML styling around them.
Basic referral link – auto quoting
The basic link will now quote automatically if the job type and address are known but pricing is not confirmed to the referrer on submission. Pricing is provided to the referrer as normal if using the customer quote form referral link.
To be released shortly – date TBC:
Post booking questions (PQ) visible to referrers
This feature allows you to make the post booking questions visible to referral partners by job type so that they can submit answers on behalf of your customer.
Extra contacts on the basic referral form
This update will allow customers to share more than one contact for the job when completing the basic referral link (no changes to the main customer quote form referral link).
Referrer fees due table – include survey ID and property address
The referral fees due table will include the survey ID and property address to support the identification of jobs.
POST/Patch API
This will enable the posting of a lead with optional extras or adding extras to an existing job.
User settings
A new field is being added to the user profile for an individual calendar booking link, with a corresponding shortcode to pull the booking link for that user into email templates.