Noah Sanches

Team

Commented on Discount NameThis is now available on web and mobile and includes multiple discounts on a single job!Commented on Import Jobs and Recurring SchedulesThis is now available via submitting a Import Request to our team. Just be sure to add detail to the notes upon submitting it so we know that you’d like the past data to be mapped on the schedule. Keep in mind that the quality of the import primarily depends on on the quality of…Commented on Tasks not in order by dateSorting on the task page is now available!Commented on Notify Customer Check for Scheduling or Rescheduling JobsThis is in development and is soon to be released! Adding this to the public roadmap so you can track our progress Commented on In person estimate schedulingWe met as a team recently about this and have a good plan for it and are speed running this! Really excited for it, it will help out a ton of people Commented on Change automation based on customerThanks for messaging this in Colton! This is actually in development. I’ll add this to our public road map so you can track its progress Commented on Call Logs for SurgeThe calls take a while to load in it looks like so we’ll try to speed that up. It also looks like the call recordings aren’t popping as they should when you click into a call via the call log page so I’ll check that out Commented on Technician permissionThanks for coordinating this with us! Got this fixed few updates ago🤙Commented on Plan Templates - Customizable Service frequencies dependant on initial cleaning monthHi Porter! Yes so we support the ability within the Plan Templates themselves to skip certain months. We also allow more general settings within Settings → Service Plans to skip months no matter what by default. I recommend giving those a look. We are going to be adding more conf…Commented on Help MessengerThanks! We’ll get this inspected Commented on Additional discount for reoccurring customersYes we are going to allow for this and will roll it out with the ability to name discounts super soon!Commented on Customizable appointment reminders for different servicesYes! Visit reminders via email is actually already available/live if you haven’t seen that yet. It is just below the text portion for the visit reminder in Settings → Messaging Commented on Customizable appointment reminders for different servicesGetting this linked to a related message!Commented on Tap to pay errorThis was fixed a little bit ago- ought to be all set on the newest update. Let us know if you run into other errors with it Commented on Booking via PortalAgreed, we haven’t yet prioritized this but we will be adding it to our client portal. Putting this on the map to monitor for others to see Commented on Mobile templatesThis is now available on the most recent mobile app update!Commented on Customer Account CreditsAbsolutely! We started building this out but haven’t quite finished it- thanks for the feedback here!Commented on Referral Program & Tracking (with credits)Love the detail here Josh, thank you! We’ve been exploring some different ways to tackle this. We for sure are going to be implementing a credit system and want to do a in-house referral system as well Commented on Appointment LinkThanks Alex! A lot of the messages such as quotes, agreements, and invoices all have their direct portal link but yeah it’d be great to have a appointment link for visit scheduling and visit reminders Commented on Quote depositsYes, this is a huge priority for us in the upcoming days / weeks with tons of our clients transitioning into higher ticket offerings. Thanks for posting this!Commented on Additional Web Forms StylingI’ll add this to our list for improvements to add to web forms!Commented on Checklist PhotosThis would be for sure make sense. Thanks for the suggestion! We’ll add this to our to-do’s👍Commented on Scheduling bugThanks for helping us find this James! This should now be resolved. Let us know if you find anything else off with scheduling going forward Commented on Custom Billing CyclesHi Alex! We are really excited to share that we have made some incredible upgrades that support these changes that have been requested, especially those around the custom billing / billing being on a different cadence than the services. We also have much more support around bette…Commented on Mobile SetupThanks for the feedback here Alex! We definitely need to add more widgets and accessibility on mobile / mobile home page. We have some big upgrades in the works for it so we’ll keep in touch and may look to get your opinion on it/get you early access if you are interested Commented on Discount NameI can definitely see the benefit here! The team will look into this, thank you!Commented on If you click on the home page where it says overdue visits. it just takes you to the main monthly calendarGood point, this needs to show what visits still aren’t yet closed out. We’ll get this adjusted Commented on Quote Auto-Advance AdjustmentThanks Aidin! We’ll adjust the auto-advance to agreement portion of the quote to have the ability to make the agreement required to be completed before it is actually marked as approved Commented on Sending deposit requestsThanks for this request Ryan! We are moving this up in the roadmap. It will be especially helpful for all those transitioning into Christmas/permanent lights Commented on Third-Party Financing ProviderWe’re working on enabling Klarna for everyone on stripe! Will be super helpful moving into permanent light season