If you have not already read the official blog post - Tudodesk 20 is here.

Here's a flash summary of what has changed and what's new:

Changes to the Tudodesk Dashboard.

The dashboard is re-organized and rebuilt to provide 15 new charts, each with 3 KPI's. You can now measure everything from production through to survey responses and track key metrics such as sales. As part of this change, you can now follow your performance against the previous period. Today - Yesterday, This month - Last month and so on.

We are updating the user interface.

We wanted to make a change and brighten up the UI. Our goal here is to make it feel positive and optimistic and more open. We hope you like it!

Changes to boards

The board views have gone through several iterations. The goal here was to make more information available across smaller screens. We have done this by making changes. First, we are using a Table view. Secondly, we have made the table horizontally scrolling. Based on user feedback, we added column sorting.

What we have removed

Pattern backgrounds are gone. The ability to fade tickets by age, hiding columns, changing label colors and the pop up quick view, some of you may not even know existed. We have done this to make way for more useful features.

Batch board commands

We know from our use and customer feedback, updating ticket labels, re-opening, and closing tickets (archiving) was pain-staking. We have introduced a new Batch menu that solves just that. You can select multiple tickets and run a batch command instantly. It's painless. From the batch menu, you can:

Email campaigns

We tried to tackle this some time ago, The new table view boards and batch selection allowed us to implement this naturally. When Corvid-19 happened, many of you needed to send announcements to customers with open tickets and jobs. This new feature solves that problem. From the batch menu, you can send an email campaign to multiple ticket owners. If you read on, it gets even better!

New segment views, saved searches, and filtering.

A niggling drawback was the lack of controls to find your data; It could be a ticket, job, customer, or even an email. The truth is, if it was archived, it was hard to find. We have fixed that!

Enter segmented list views. So, let's backtrack a bit. The board views show you everything that is "in-hand" they segment your jobs, inquiries, estimates, and so into meaningful lists that require action. As stuff becomes completed, you archive it. Boards are real-time - They shuffle and update in milliseconds.

Show us all the Jobs assigned to John!

The new segmented list views are also bloody useful. Pardon. It's just too exciting. These views are "static." By that, I mean they show a static view of data the second you request it. But based on your filters, the data will change over time. The new list views bring a ton of flexibility, like the board views, they are horizontally scrollable, sortable, and have batch commands. But they have complex filters; they enable you to drill into your data in a far more meaningful way. An example would be "Show me all my open job tickets." or "Show me all the Jobs assigned to John" Or "Show me all the estimates I sent this month that are open."

The new segment lists work not just for tickets, but customers, messages, and products. We unified it!

Saved smart views (tasks on steroids)

Tasks are great; to-do-lists are fantastic. But "smart-views" they are something special. Let's imagine you want a list of all open jobs labeled red. We can call it the "Urgent" list. You want this because you need to tell your team, "Do this first."

I could create a task for each job (tedious). But, what if I could create a view of those jobs, and save it. So whenever I mark a job as red, my team can see it on the urgent list. That's precisely why we created "saved smart-views."

Improved searching

User feedback told us it was hard to find companies. So, we improved our indexing. You can now look up customers by company name in the segment list and as you type in search boxes.

We also improved the spacial algorithm, so fewer more concise matches return when searching for products, and people in the search as you type boxes.

​Finding ALL messages from a customer

Our support team had this as the number one pain. You can't find a message from a customer once it was marked read. We fixed that. Read on.

Enter the new message center.

We built an entirely new messaging system and center. So never lose a message again. Here is what we did!

From the message thread in any ticket, you can view all messages from a customer. Mark read or unread messages as important so others can read them in the "Starred" list.

The starred list

The starred list works just like Gmail. Star a message, and we save it under the starred list. Perfect for a simple way to keep track of important stuff. Thanks, Gmail!

​The message editor

We built a brand new shiny message editor that's introduced throughout the web-app to craft messages. The editor has:

Upload a file attachment for a message

Another pain from our support team. "Customers want to upload a file and send it with a message" Fixed!

Real-time message tracking

We introduced this as part of our SMS service. Live tracking now works for emails too. When you manually send a message like Whats-app, we show live indicators "Checkmarks" that turn from single gray to double green (read). Helpful for obvious reasons!

SMS - TWO Way!

SMS has been live for some-time but kept on the sideline for our enterprise customers who needed it. It's now part of our official product. If you request the module, we hook your TD up to a mobile number (we provide), and you have a fully integrated two way SMS solution. What is brilliant is the system will route messages back to tickets and use SMS or email intelligently; it just unifies everything.

​Calendar view (Alpha)

Early release but something we hope can add value. You can view "open" jobs on the calendar view. The jobs can be viewed, moved, and stretched to schedule.

New customer profile page

We sat our UI guy down and said, "Get everything on one page" and link stuff back to the segment list views so customers can find stuff. He did it!

New document views and forms

Without a doubt, one of the most significant areas we have made a change. Our customers all do stuff differently, and what is needed is a more versatile solution. From the beginning, TD set out to be a simple solution to a very complex problem, and we want to continue that ethos. But, customers have problems, and our job is to solve them. The new document views have helped us do that in a more unified way. Here is what we have done:

The new documents can be customized, within the app, to meet a much higher array of needs. With more fields, customizable blocks, and labels, we hope you can make our product your own.

Sub child documents

You can now view all the documents created from a document. For example, if you create an invoice from a job. The invoice now shows as a child of the job. This makes it far easier to understand if estimates or invoices are created against a job. Another pain we heard time and time again.

Clearly see if a document or job has comments

High on our list of pain points was that the comments indicator was hidden in the side menu. Customers had to open the menu to see if a job or ticket had comments. We have now added a clear comment indicator with a button right by the message box, so it's easy to see if any comments exist. We are thinking of moving the comments directly onto the document. Vote this if you want it.

Products and service enhancements

We have added a cleaner product view. We have included a new feature called product groups to batch products, for example, by make or service type. You can use the group in a segmented list to create "saved-smart-lists" of products.

Quick product browse (POS)

We have added a browse menu that is opened in the document viewer. From the browse menu, you can click through your product groups and locate items and services, adding them quickly to the check-out on an estimate, invoice, or job.

Global labor rate

We have introduced a cleaner, more explicit global labor rate. The GLR can be used in "product services" to price services by "time" and apply the labor rate at the time of check-out. This makes it easier to increase labor charges across all of your services by updating the GLR. You can include a material cost that is added to the labor charge.

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