BLOG. SMART PRACTICAL BUSINESS ADVICE

Version 2.5 is on its way.

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.

See all

Featured Posts

How To Handle 4X the Support Calls with One Simple Change

IT firm tekRESCUE keeps IT support at “a manageable level of insanity” with WORKetc. IT can be a messy business. Just ask Randy Bryan, the founder of San Marcos, Texas-based IT firm tekRESCUE. “There are a lot of emergencies; always a lot of unknowns,” he told us last year, “A lot of messiness comes out […]

The Secret Way One Small Change Can Save Your Staff 6 Hours/Day

Healthcare firm Wound Care Advantage uses WORKetc CRM to keep track of all client interactions. Many business owners think that getting a new customer is difficult, however, that’s the easy part. The real trick lies in keeping them happy and loyal. Customer retention is a massively important metric when you’re running a business, especially when […]

No Budget, No Problem: 10 Free Sites That Will Improve Your Small Business Marketing Material

Help your business leave a mark for no extra cost The human brain is a grey mystery wrapped in a squishy enigma. We can’t even really say with any certainty how much we know about it. After all, how can we be sure we know 10% about the brain if we have no idea what […]

This Firm Increased Revenue by up to $56K/Tech. Their Secret?

In the past ten years, Queensland-based telecom firm ECO Communications has grown from a handful of techs and sales personnel to a couple of dozen people. It’s now been a year and a half since they signed up for WORKetc Quickstart. In that time, they’ve seen first-hand how an integrated business management system can drastically […]

Exactly How Does A CRM Make Flying Safer?

WORKetc CRM helps ARA-I’s forensic engineers streamline their day-to-day processes. Growing up, Ivan Collins dreamed of working on cars as a race team engineer. That is, until he heard about a job where he could blow them up instead. “I was on a race team at NC State in the engineering department,” he recalls. “One […]

3 Quick Steps to Maximize Your Email Marketing Profits

I’m not the biggest sci-fi fan out there, but even I know at least one thing about Star Wars: Imperial Stormtroopers can’t aim. Their typical tactic seems to be spraying an area with laser fire and praying that maybe someone (hopefully someone from that pesky Rebel Alliance) gets hit. This Stormtrooper tactic is scattershot marketing […]