March’s newsletter highlights updates that empower field teams with comprehensive control, enhanced time accuracy, and faster customer-facing processes across FSM workflows.
New features allow technicians to create Estimates and Invoices directly from jobs, with integrated options to edit, view, email, and collect payments on-site, streamlining billing and communication. Workflow improvements include a centralized “Workflow Status” control with real-time job tracking, along with advanced Pause functionality that logs detailed, non-billable time for greater accuracy and auditability. Additional enhancements include flexible pricing controls, centralized access to Reports & Forms, and improved calendar visibility with new grouping options.
These updates collectively reduce manual effort, enhance operational transparency, and offer a more seamless experience from job execution to billing and reporting.
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