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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 yesterday

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. Calendar bookmarks bar to minimize & reopen windows later

  4. Calendar job schedule horizontal timeline view

  5. Task features are more accessible throughout the app

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

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

  8. Map view in Monthly

  9. Editing Time-off

  10. Add new custom events to the calendar

  11. Show user login sessions

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

  13. Adding emojis to job tiles

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

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

  16. Hide Balance Global Override

  17. Messaging Preferences Global Override

  18. NEW PLAN: GROWTH

  19. SMS Template

  20. Triggers: Auto Apply Credit

  21. Labeling Contacts

  22. New Calendar View: Agenda View

  23. Show Sub Locations on Customer list and Customer Map View List

  24. 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. Add Attachment in Email Inbox Template

    11. etc.

  25. Route Optimization: Job Magnet

  26. Route Optimization: Best Available Time

  27. Route Optimization: Drive Time

  28. Square & Stripe power-up: QR Codes

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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