Follow the link below for 2 min tutorial:

Tis the season for new features, and like no other, this one is possibly one of my favourites of the year. We have been busy working with one or two customers to get this right, and I reckon we have.

🎁 Read on for the unveiling...

There is a belief that the quicker you get work into your funnel, the quicker it will arrive out the other end, and the faster that happens, the more work you can pour in.

Today's new feature makes it faster to check in new work and helps you create more personalized workflows that requires your team only to collect the necessary information when you create new documents.

The old way was a little clunky. You had to pass through multiple forms and clicks to get everything you needed, customer info, job details, photos and perhaps a signature.

The new way lets you take all that process and contain it seamlessly in one step flow, then put the job for example on your board where you need it.

It's awesome!

You can set up multiple customized workflows for checking in jobs and repairs or creating new documents such as work-orders or invoices. The whole process is totally under your control.

In the side navigation, you will find this new feature under the + Quick shortcuts menu. If you have existing shortcuts added for creating new documents, you can upgrade them to the new version.

With this new feature, you can check in work from a tablet, take photos, capture the customer's signature, print a copy, and schedule the job on your board in one seamless form.

Works great for:

If you want check-out this new feature drop us a message here and we will hook you up, otherwise expect this on your account over the next 7 days.

Until next time...

👏👏👏