AI Assistant, Knowledge Base, and Expense Tracking

On the Growth plan, an AI assistant now sits beside every organization page. It answers from your contacts, jobs, quotes, invoices and schedule, and changes records only after you confirm them. A Knowledge Base holds your procedures and price sheets for the assistant and your team to read. You can also log expenses against your jobs, send, remind, charge or mark paid many invoices at once, and let customers reschedule or cancel their own online bookings.

Improvements

• AI assistant Added an AI assistant panel on the Growth plan, on every organization page, that answers questions about your contacts, jobs, leads, quotes, invoices, schedule and tasks
• AI assistant Added answers about how to do things in JobWise Pro, with a link to the help article behind each answer
• AI assistant Added dictating messages to the assistant, and live conversations you can hold hands-free with spoken replies
• AI assistant Added assistant memory notes that carry across conversations, for your whole organization or just you, which you review and edit in settings
• AI assistant Reviews Added drafting review replies with the assistant, which posts nothing until you do
• Knowledge base Added a Knowledge Base on the Growth plan for your procedures, policies, templates and price sheets, organized in folders you can nest
• Knowledge base Added drafts and publishing, so your team reads only the version you publish, with a version history for each document
• Knowledge base AI assistant Added the assistant answering how-to questions from your published documents, and linking the one it used
• Knowledge base AI assistant Added the assistant drafting new documents and changes for you to review, though it never publishes them
• Expenses Added logging expenses in a spreadsheet-style list that suggests payees, categories and payment methods as you type
• Expenses Added filing each expense against a job, including creating a new job right from the expense
• Expenses Added managing your own expense categories and payment methods in settings, with ten common categories set up for you
• Expenses Added letting techs and team leads log their own expenses against the jobs assigned to them
• Expenses Improved the Expenses page to show your QuickBooks purchases in the same monthly list and total as the expenses you log
• Invoices Added selecting several invoices to send, remind, charge saved cards, mark paid, refund, void or delete them at once
• Invoices Added an eight-second undo after sending an invoice or a reminder from the invoice list
• Invoices Added filtering invoices by status, with totals for what is outstanding, overdue, due soon and in drafts, and your average time to get paid
• Invoices Improved recording a manual payment and issuing a refund, with dialogs that show what is due or still refundable
• Booking Added a link in booking confirmations so customers can reschedule or cancel their booking themselves, and a notification to your team when they do
• Schedule Added deleting a booking request from the schedule
• Leads Rebuilt the lead detail panel, with a lead's status, tags and instant quotes in one place
• Leads Quotes Added starting a quote from a lead, with its contact already filled in
• Leads Added filtering lead activity by type, such as wins or losses
• Leads Improved access for members limited to their assigned leads, so they can move, update, tag, close and reopen them
• Instant quotes Quotes Added turning an instant quote request into a formal quote, with one line for each quoted service
• Instant quotes Added an expiration date on instant quotes, set as a number of days in your settings and shown to the customer
• Contacts Added a tag filter to the contact list and the leads board
• Reporting Added revenue by lead source and by marketing campaign on the Revenue page, using the ad clicks and campaign links tracked by your contact forms, instant quotes and online booking
• Contact form Added sending customers to a page of your choice after they submit a contact form
• Communications Added choosing how long call recordings and voicemails are kept
• Communications Billing Improved the Growth plan to include 2,000 texting and calling credits each month, with optional extra usage billed per text and call minute
• Billing Improved every plan to include unlimited users, so adding team members never changes your bill
• Account Improved account security by pausing password and two-factor checks for some time after several invalid tries
• Organization Rebuilt the dashboard overview around your day, with what needs attention, today's schedule and routes, who is on the clock, your tasks, and a business snapshot
• Improved dropdown menus so you can press, drag to an option, and let go to pick it in one motion

Fixes

• Billing Fixed the billing page showing the yearly price on monthly plans
• Communications Fixed calling from the browser failing to start for some members