The July newsletter introduces enhancements that speed up data entry, streamline documentation, automate lead capture, simplify time tracking, and improve payment sync across Results. Key updates include multi-select SKU support for adding multiple products to Estimates, Sales Orders, Invoices, and Purchase Orders at once; a Documents tab and Linked Pricing field for better organization; expanded JotForm integration supporting up to six forms with automatic Contact creation and triggers; a standalone Timesheets Portal independent of a BackOffice or FSM Results license; and a redesigned QuickBooks Desktop Payments Sync with better payment matching, performance, and reliability. These improvements reduce manual effort, improve data accuracy and access, and help organizations manage transactions, documentation, leads, employee time, and payments more efficiently.
Results May 2026 Newsletter
The May newsletter highlights enhancements that strengthen communication, improve financial integration, expand...


