Summer is right around the corner, and so is the busy season! Stay ahead of the summer craze with Sales Proposal Tool, HCP Money, Voice Ring Groups, and more. Check out the full list of exciting new updates below.
Say hello to the revamped Sales Proposal Tool
We all like having options—especially when spending money. That’s why it’s no surprise that 87% of homeowners want to see all their service choices. So, give them what they want. Wow your customers and win more business with good, better, and best proposal options using the mobile app.
Close the deal in the field with visually stunning, side-by-side comparison options on the mobile app! Add attachments, use checklists, and seamlessly schedule your proposals. Just click “Present” to showcase enhanced proposal presentations from any estimate!
This is just the beginning! We’re releasing the ability to create templates for the new version of the Sales Proposal Tool in June 2023, making it even easier to close deals in the field.
Introducing HCP Money
We’re rolling out HCP Money—a suite of solutions and your new destination for all things money. HCP Money offers simple, practical tools like Expense Cards, Mobile Check Deposit (Beta), and Bill Pay (coming soon) to help you and your team get even more done in the office and the field. Take a look at what this suite of solutions has to offer.
Voice launching ring groups
Starting this week, our VoIP and Call Tracking Pros can create ring groups and assign them to call flows. This feature lets you streamline communications and ensure no calls get missed. Now you can determine how and when groups receive calls. Let certain team members receive incoming sales calls, or have your office staff rung first and set managers as the backup group. Customize away!
Were you waiting for call flows and ring groups before you joined Voice? Well, now’s your chance! Click here to sign up for a quick demo and see how these features can help you optimize your marketing channel and take your customer service to new heights.
Join our Pipeline Mobile Beta group
We’re launching a few more features to Pipeline Mobile! Soon, you’ll have access to board filtering and the ability to click into and take action on leads so your team can manage its workflow on the run. Join our group of testers so you can help us fine-tune the feature before we launch it to all Pipeline Pros!
Are you a small shop who’s been interested in Pipeline, but haven’t yet because we didn’t have mobile functionality? If you purchase Pipeline now, and fill out the Beta form, we’ll make sure to add you to our test group which should start in a week or two.
Stay professional with employee photos in On My Way Texts
Including employee photos in on my way texts establishes trust and demonstrates professionalism with your customers. Set up is easy. If you have photos uploaded to your employee profiles, simply head to Text messages in settings and toggle on Show technician picture.
You must have a custom SMS number to send employee photos in on my way texts.
Late payments a problem?
Whether a customer’s check is ‘in the mail’ or you can’t collect for another 30 days, late payments can be a drag on your business. Tell us how you’ve learned to avoid them (or live with them) in the survey below.
You can stay updated on this product by commenting on the Bill Pay Product Roadmap card.
Online Booking is heading into Beta soon—grab your spot
In June, we’ll open up more seats to test our free Online Booking Beta experience. If you tried signing up for Alpha and missed the cut, don’t worry—you’ll be the first to get invited to this next round. And if you were waiting until more features we added, now’s your chance!
