Just a quick note to let all our customers (and all future customers!) know that version 2.5 is only a few weeks away. As always, every WORK[etc] account will be automatically upgraded (so there’s no reason to delay getting on board with WORK[etc] …).
Most of these changes have been suggested by our customers,and in fact most of the functionality already existed in WORK[etc]. It was just buried deep within detail pages and menus. What we have done is to bring some Of this functionality to the surface; making it more readily accessible within the interface.
Why I am excited about version 2.5:
- We have completely rebuilt the settings and preferences area. In version 2, we had settings sitting in a number of long pages and the odd preference could be found in well, odd places. All settings are now consolidated and extended and are logically categories by toolset.
This will make setting up WORK[etc] even more hassle free.
- We have actioned a major overhaul of the sales tools, including streamlining workflow. In the new version a single click will progress a contact from a lead to a quote through to an invoice, project and more. Previously this required a number of clicks and was something that annoyed a few of our customers. We listened and bought this ease of use right to the top of the interface.The lead management toolset has been extended to allow better visualisation on the progress of a lead. In the revised system you can see exactly what sales actions were actioned against a sales lead, by whom and when. This improves accountability and provides an instant understanding at where a lead is at. We’ve also built in an option to allow a simple lead status (ie cold, warm or hot) and a detailed lead status that can be matched to the way your business’s workflow (ie propsal submitted, contract prepared, contract returned etc).
We also made the quote functionality more tangible. Creating a quote or an estimate is more like creating a draft invoice. You select products and services from your catalog (or enter in details freeform) directly into a draft invoice. If your customer accepts the quote, you can now quickly make any changes and with a single click progress that through to an invoice.
- Also getting a workover is the finances and billing engine. What we are doing here is splitting up a number of screens to make information easier to find and utilise. For example, instead of having all billing items on a single page, we now have a page for unbilled charges, issued invoices and invoice history. Managing invoices is now a lot easier as well.
- A number of bugs have been fixed and a number of layout issues have been cleaned up.
Stay tuned for more announcements on version 2.5 soon.