Updates

Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week.  The Leads & Products Dashboard within

Reason For Update: Processing Icon Added to Email: In order to eliminate duplicate email sending the ‘Send Email’ button now turns to a ‘Processing’ icon

Reason for Update: In order to keep improving our user experience you will now be able to email documents straight from the system rather than

Reason for update: This has been on our development plan for sometime and we are delighted to say we have now managed to complete a

Reason For Update: Email Template List: To allow comprehensive email templates we have added all of the ‘Document’ Placeholders to the email template list. Meaning

Reason For Update: We have updated our ‘Document’ Placeholders. Placeholders are used to pull data in from different areas of your system. The first task you

Reason For Update: It is not uncommon for materials and ancillaries to be required after the start of an installation and can be frequently ordered

Reason for update: Previously the system allowed for a surveyor allocation to all leads meaning if one was not required then the contract information would

Reason For Update:  Previously Self-Certification was referred to as FENSA so this has been changed because we wanted to introduce the more recognised universal term

Reason for Update: Here’s a brief overview of all the bug fixes and small changes we completed this week. Fixes: Under Finance, Job Costs the

Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week.  We have improved the Delete Cost

Reason for update: Previously, when you marked a lead as sold it would create the contract and place it in a holding area under the