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How to access Version 3 (V3) and its new features
How to access Version 3 (V3) and its new features
Catherine avatar
Written by Catherine
Updated over a week ago

To access the new features, click on your avatar in the upper right corner and click the Login to V3 button.

You can go back to the old version using the same steps and click login to classic.


What's New in the Desktop V3 Beta?

  1. Complete desktop UI/UX interface overhaul

  2. Complete rebuild from the ground up on the newest technology

  3. Time Windows Add-on

  4. Calendar bookmarks bar to minimize & reopen windows later

  5. Calendar job schedule horizontal timeline view

  6. Task features are more accessible throughout the app

  7. Fast intake form option for adding leads & customers faster

  8. New Trigger to automatically send work orders when jobs are completed

  9. New Trigger to automatically charge a card on file when jobs are completed

  10. More calendar view (3 weeks and 4 weeks view)

  11. Map view in Monthly

  12. Editing Time-off

  13. Add new events

  14. Show user login sessions

  15. To do checklist

  16. Sales Commission, supporting one-time or repeating commission.

  17. Split commissions if the job is assigned to more than one technician.

  18. Map drawing tool

  19. Adding emojis to job tiles

  20. Note template

  21. Insert existing job notes into your invoice or estimate note.

  22. Pinning favorites materials to show on top of the list

  23. Add new custom events to the calendar

  24. Add images to invoices, estimates and work orders

  25. Open API

  26. SMS after hours auto-reply

  27. VoIP

  28. General improvement

    1. Incoming text from unknown numbers

    2. Ability to delete the job directly when you open a job

    3. Ability to delete the customer directly from the edit customer screen

    4. Report for deleted job

    5. Access to deleted locations

    6. Location images will appear on the desktop

    7. Recurring invoice notes

    8. Estimate footer text

    9. Map search

    10. etc.
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Here's a 20-minute video highlighting the changes:

Changes to existing features:

  • Incoming text from unknown numbers
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  • Additional filters when sending broadcast
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  • Reports for Deleted jobs
    Reports > Service lookup > Deleted

  • Undelete a deleted location

    Open customer > Locations > Deleted > Undelete

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