Release Notes

We are excited to unveil our latest platform enhancements spanning CRM, Jobs, Sales Lead Pipeline, Scheduler, and more. Inspired by your feedback, these updates are crafted to make our system more accessible and user-friendly, dramatically improving how you navigate and access necessary information.

Immediate Access, No Interruptions:

You now have everything you need just a few clicks away, with no need to navigate away from your current page.

Key Enhancements Include:

CRM Contacts - Quick View/Edit User Drawer:

• Access and edit CRM contact and billing details directly from the CRM >> CONTACTS section through new quick view/edit drawers.

• Actionable items are highlighted in blue, with rollover hints to enhance user navigation and understanding.

  

1. ID - Open CRM Contact:

   

2. Primary Contact - Opens Quick View/Edit User Drawer

   

3. Billing Name - Opens Quick View/Edit Billing Details.

   

4. Edit Icons:

   

   • Edit Billing Details Icon - Opens the Edit Drawer for Billing details

     
     

   • Edit Location Icon - Opens View/Edit Drawer for Location details

   
   

   View Icon - Navigates to the Contact landing page

   

   
   

Hover Text / Tooltips

Blue highlighted text or icons indicate that these elements are linkable. Additionally, we have implemented enhanced usability by displaying Rollover Hints when hovering on blue content links or Icons on the Portal:

• Active Hover Text Links:

  

• Linkable Icons:
  
  Upon hovering, icons will display a Tooltip hint - We also coloured these icons blue to indicate that they are actionable items within a contact card. 

  

• Non-clickable Tags:
  We have adjusted the colour of non-clickable tags easily identify them from other clickable elements.

  

Enhanced CRM >> LOCATIONS:

• Directly access the billing details and perform quick actions such as editing details and adding locations or contacts from the CRM dashboard.

• Introduce a new communication side drawer for sending emails directly from the billing details section.

  

1. Clicking the Billing Name will open up the View/edit Billing details

   

2. Quick Actions - quick actions including:

   

   • Edit Details

   • Add Location

   • Add Contact

   • Open Contact

   • View all options and Merge option

3. Billing Details > Send Email Icon - Opens the Communication Side Drawer enabling users to Send an Email, Message or Letter.

   
   

4. Shipping > Icons: View on Map and Open location

   
   

Sales Leads Pipeline - Consistent User Experience Across Modules

• Sales Lead Pipeline and Job modules now feature similar quick access side drawers for viewing and editing details, ensuring a consistent user experience across different sections of the platform.

• Job ID directs users to the detailed job page with new view/edit contact panels.
  

  

Jobs 

Users can experience consistent behaviour in the Job modules with single click access to the View/edit Side drawer.

1. Clicking the Billing Name in the smart table above will open the side view/edit drawer on the Billing details

2. Clicking the Contact Name in the smart table above will open the side view/edit drawer on the Contact details

3. Clicking the Address under the location column in the smart table above will open the location on the map.

4. Clicking the Job ID number will direct users to the Job Details page which uses a new View/Edit Contact Panel:

   

Accounts and Billing Improvements:

• Portal users can quickly access the view/edit side drawers for invoices, quotes, and purchases directly from the billing column, enhancing the efficiency of financial operations.

  

1. Clicking the ID will open the invoice in edit mode.

2. Clicking the billing details will open the view/edit contact details drawer.

3. Clicking on the Job link will direct users to the Job Details page.

Benefits of the Update:

• Streamlined Navigation: Access and edit details swiftly, without leaving your current workflow, significantly saving time and reducing the number of clicks.

• Enhanced Efficiency: With the improved rollover hints and colour-coded actionable items, managing your CRM activities is more intuitive than ever.

• Consistency Across Modules: Uniform behaviour across modules reduces learning curves and boosts user satisfaction.

This release is a direct response to your feedback, embodying our commitment to continually enhance the user experience and operational efficiency of the Formitize platform. We strive to ensure our services meet your needs and streamline your business processes effectively.

We eagerly await your feedback on these new capabilities and are excited to see how they will improve your daily operations. Your continued input is crucial as we strive to make Formitize the most efficient and user-friendly platform available.

Stay ahead with Formitize – Innovating to automate your success.

Customer Accept Quotes any place, any time!

We are thrilled to announce a groundbreaking addition to our suite of features: the QuoteAccept module. This cutting-edge module is set to revolutionize your sales process by enabling swift and simple digital quote management.

Welcome to the future of client engagement - where speed meets simplicity.

What’s New:

🚀 QuoteAccept: Your New Sales Accelerator

• Seamless Integration: A "Share" button will now appear in each Quote for every user, marking the beginning of an efficient quoting experience. Initiate QuoteAccept by clicking this button to access and enable the feature in your account settings.
  

  

• Ease of Use: Once activated, the QuoteAccept interface that is accessed through the unique link provides "Accept" and "Reject" options alongside the Quote details, allowing for instant client responses.
  

  

• Cost-Effective Solution: As part of our ongoing commitment to delivering exceptional value, QuoteAccept is available to all Formitize clients at no additional cost.

🔄 Improved Sharing Workflow:

• The introduction of a private Quote link streamlines the process of sharing Quotes. You can tailor your interactions with clients by incorporating this link into your communication, ensuring a seamless experience directly from the popup modal.
  

  

🔔 Real-Time Notifications:

• Stay informed with immediate email notifications when your quotes are accepted or rejected. These alerts provide crucial details such as client contact information and specific feedback, enabling prompt follow-up actions.
  
  

  

Benefits for Clients:

✅ A Hassle-Free Quote Acceptance Experience:

• Clients can view and respond to quotes on any device, with a user-friendly interface that displays both a summary and a downloadable PDF of the quote.
  

  

• Decisive "Accept" or "Reject" buttons and a subsequent confirmation screen ensure that clients can quickly and confidently make their choices known.
  

  
  

Benefits for You:

✅ A Faster and Simpler Sales Process:

• Quotes become Jobs: An Accepted Quote can be converted to a Job and Invoice, which saves on double handling and accelerates the Sales Process.

• Paperless and Automatic: Send Quotes for approval and receive approved Quotes with greater speed and efficiency than ever before, bypassing manual hurdles and handling delays.

QuoteAccept is designed to propel your sales process into a new era. Get ready to accelerate your sales and delight your clients with a smoother, faster, and more intuitive quoting experience.

Stay ahead with Formitize – Innovating to automate your success.

🔗 Learn More About QuoteAccept

📅 Schedule a Demo

Elevate Your Navigation Experience

Dive into a world of precision navigation across your accounts like never before. Our latest enhancement brings a sleek, more refined filter functionality to the Invoices, Quotes, and Payments sections, ensuring you find exactly what you need in Formitize - effortlessly and efficiently.

What’s New:

• Intuitive Filtering at Your Fingertips: We've revamped the 'Filters' section, making it even easier for you to navigate through your options and refine your view. Tailor your search with just a few clicks, focusing on the information that's most relevant to you.

• Your Views, Customized Your Way: Look beyond the basic search. Now, you can set up and save your personalized views. Jump straight to your overdue invoices or those pending quotes with a click - your data, organized exactly how you like it.

• Data Management, Upgraded: We've revamped the 'Filters' section, making it even easier for you to navigate through your transactions. With a clear, easy-to-use interface, you can now sort and view your data by any field—be it ID, Invoice Detail, Location, Payment Status, and so much more, all tailored to the criteria that matter most to your workflow.

We're on a mission to make your Formitize journey smoother, more intuitive, and tailored to your needs. Dive into the new filtering enhancements today and transform the way you interact with your data.

Now See Everyone Assigned to Jobs in Our App!

We're thrilled to share an update with you that's all about making teamwork in the field a whole lot smoother. App users can now view all additional assignees linked to a job, ensuring everyone is informed about who will be attending the site.

What's New:

• Know Your Team: Get a clear view of all your teammates involved in a job right in the app.

• Team Up Like a Pro: With this visibility, planning who does what with your crew just got easier, making sure everyone's on the same page.

We've made this change to ensure that no one's out of the loop when it comes to fieldwork, aiming for seamless communication and better planning all around.

We're thrilled to share with you the latest development in our continuous effort to improve Formitize – the introduction of the User Edit Drawer. Designed with simplicity and efficiency in mind, this new feature is set to transform the way you manage users within our system.

Here's What's New:

• User Summary Panel: A streamlined, straightforward overview of user details is now available, making it easier than ever to oversee user information.
  

  

• Add Users from Anywhere: Adding new users has become more accessible, with the capability now available from any page within the web portal via the 'Users -> New User' menu option.
  

  

• Updated User Page Functionality: The user page has been enhanced with new drawer functionality, making the process of adding users more seamless and integrated.
  

  

• Enhanced Pricing Clarity: The Edit User Drawer now offers clear, upfront pricing details as it elegantly slides out from the right, ensuring you have all the information you need at your fingertips.
  

  

CRM Quick View feature right in the Leads Pipeline: It’s all about making your day-to-day operations smoother by offering a quick glimpse of the user details for each lead, right where you need it.

• CRM Quick View: Now, straight from the Leads Pipeline, you can peek at a user's summary. Need to tweak some details, add more info, or dive deeper? Do it all without ever leaving the page.

This enhancement is part of our commitment to not only enrich the platform's functionality but also to streamline your experience, making the process of adding and editing users more efficient.

We eagerly await your feedback as we continue to refine our solutions to better serve your needs.

Hey everyone!

We've just added some cool new pagination to the Workflow list view. It's all about making things smoother for you, especially when you're juggling lots of workflows.

What's Improved:

• Easier Navigation: Say goodbye to endless scrolling. Our fresh pagination controls mean you can zip through pages of workflows like a pro.

• Efficient Workflow Management: Manage large sets of workflows more efficiently without overwhelming the view.

We've made these changes with one goal in mind: to make your life easier. This update simplifies how you interact with extensive workflow lists, saving you time and improving system usability.

Dive into your Workflows with this update and see how much smoother your navigation can be.

Got any feedback? We're all ears!

We are excited to unveil the latest enhancement to our Job Dispatcher – the integration of the CRM Contact Panel. This new feature enriches the job management experience by bringing CRM functionalities right into the job management interface.

What's New & Benefits:

• CRM Contact Panel Integration: The CRM Contact Panel now appears directly within the Job Dispatcher, offering a comprehensive view of contact details alongside job information.
  

  

• All-in-One Functionality: Without leaving the Job Dispatcher, you can effortlessly send emails, make calls, and edit contact information, streamlining your interactions and saving valuable time.
  

  

These updates aim to optimize your workflow, reduce the need for multiple clicks, and centralize job-related tasks for improved efficiency. Try out the new integrated CRM Contact Panel in the Job Dispatcher and experience a more fluid and interconnected job management process.

As we continue to innovate, we're eager to hear your thoughts on these enhancements. Your input helps us shape a better Formitize experience for everyone.

We're thrilled to share an exciting update to our CRM pages – Contacts, Locations, and Zones – now retooled for faster navigation and task completion. This update is all about speed and efficiency, ensuring you get things done in fewer clicks and less time.

Key Highlights of the Update:

1. Smooth Navigation: Experience a smoother workflow with the optimized design of the CRM pages, designed to get you where you need to go, faster.
   

   

2. Enhanced CRM Elements: The smart tables in the Contacts, Locations, and Zones pages now boast new features, such as:

   • Locations Cards: Quickly manage and view location details from the smart table, providing immediate context without extra navigation.
     

     

   • In-Page Editing: Make direct edits within the smart table. This new feature streamlines data management, allowing for quick changes and real-time updates.

3. More Information at a Glance: The addition of the Site Name column in the smart tables for Locations and Zones helps you identify data connections more swiftly.
   

   

4. Quick Access to Communication History: A new quick-link icon, allows users to open a contact's communication history in a new tab, ensuring that the current screen remains open for uninterrupted workflow.
   

   

We are committed to continually enhancing the Formitize platform, and this update marks a significant step forward in that journey. Your experience is our priority, and we're confident these changes will make a positive impact on your day-to-day operations.

As always, we welcome your feedback and look forward to bringing you even more improvements in the future.