May-11 Update 2020

The following update was deployed on the 11th of May 2020.

On the 16th of April, the following update was deployed.

 

Bug Fixes and Improvements:

  • A new bug appeared with our Online Quotation Feature. When pressing Send, if you deselected ‘Update email on customer’, the quotation was sent to the email already stored on the customer record and not sent to the new email you entered.
  • A bug has been fixed that occurred when you did not have an active quote but selected NEW QUOTE from the job list.
  • A spelling mistake on the Accepted Quote screen has been fixed. Signature is now spelt correctly.
  • Automatic uploading PDF documents into Aroflo has been updated to include PENDING quotes.

Features:

  • Dashboard is now available.
    • The following information is accessible through your FlatRateNOW Office Dashboard and can be viewed as today, this week, this month, this quarter, all time:
      • Total Sales
      • Expected Profit
      • Pending Quotes
      • Average Job
      • Total Sales Graph
  • My Dashboard is now available.
    • Within Quotes & Invoices, you can now convert your filter into a Dashboard Report and monitor it in real-time.
  • Daily Business Summary report is now available.
    • Monitor the health of your business with the new Daily Business Summary. Replacing the old end of day quote report, this report will provide you high level information on your business in an easy to understand PDF document.
  • Calculate Expected Profit Margin and Expected Labour Hours within the Quoting App – MUST BE ENABLED