Call Transcripts, Fence Catalog Widget, and Account Controls
Calls on your business number can now be recorded after a short announcement, then turned into transcripts and summaries that land in the call's notes and on the lead. Fence contractors can put their whole fence catalog on their own website, with 3D models customers can turn around. You can also import from Housecall Pro, collect photos and documents through your contact forms, hand an organization to another member, and delete your account.
Improvements
- Communications Added call recording on your business number, with an announcement callers hear first that you can write yourself
- Communications Added written transcripts of recorded calls and voicemails, on the calls page and in a contact's timeline
- Communications Added call summaries, saved to the call's notes and to the lead the call becomes
- Instant quotes Added a fence catalog widget on paid plans, so customers can browse your fence types and styles on your own website, with optional starting prices
- Instant quotes Added 3D models for fence styles that customers can turn around in your fence catalog
- Instant quotes Added new kinds of instant quote tools that price per item, by length, or by volume, and a choice of unit for each rate, such as per acre
- Instant quotes Rebuilt the instant quotes overview with a checklist that walks each tool to going live
- Instant quotes Added dragging fence types to reorder them in the fence quote tool
- Contact form Added file upload fields to contact forms, with a choice of allowed file types and a download for each file in the responses
- Contact form Leads Added turning past contact form responses into leads, one at a time or all at once
- Contacts Added importing contacts, jobs, and quotes from Housecall Pro exports
- Organization Added transferring ownership of an organization to another member
- Organization Added removing members from team settings
- Organization Added managing paid seats from team settings, with a preview of who gains or loses access
- Account Added deleting your account, choosing whether to hand over or delete each organization you own
- Account Improved email changes and invitations so nothing takes effect until you confirm on the page the link opens
- Account Added an email when your existing account is added to an organization, with a way to leave it
- Billing Improved locked features to show what the plan that includes them adds, and let members ask an owner to upgrade
- Billing Improved the billing page on the Free plan to show what each plan adds and whether a card is on file
- Billing Improved signing up for a paid plan from the pricing page, so your trial starts as soon as your card is added
- Billing Improved the email you get when a free trial ends to recap what you did during the trial
- Added choosing who gets each notification, with notification settings grouped by topic
- Added a link to your notification settings at the bottom of notification emails
- Added shortcuts on the settings page for jumping straight to a section
- Redesigned the home, pricing, and features pages
- Improved spacing, colors, icons, and tooltips to be consistent across the app
Fixes
- Instant quotes Fixed adding a fence type to the fence quote tool
- Contact form Fixed new response and new invoice notifications linking to a page that didn't open your organization
- Quotes Fixed line items not wrapping in the quote editor on phones
- Analytics Fixed analytics still offering the listings and website of a Google account after you disconnected it
- Leads Fixed some Angi leads not coming in
- Leads Fixed acting on a lead failing when its panel closed while the confirmation was open
- Billing Fixed the trial buttons on the billing page stacking instead of sitting in a row