Custom fields filter option has been added to the Customers filter

The custom fields filter options are base on the custom fields that you have created

Additional columns are available to display custom fields

These columns correspond to the custom fields that you have created

Users with the "Edit Time" permission in the time clocking feature and have access to Reports can manually add time logs in the Time Clocking reports.

This is a V3 desktop feature only.

This action will affect the line item price in Settings > Line Items

This action will override line item value on all invoices with DRAFT status.

This action is irreversible

This action will replace the tax rate in Settings > Line Items

This action will override tax value on all invoices with DRAFT status.

This action is irreversible.

Work order is now available to view in the customer portal.

Go to Addon > Customer Portal > Settings > check the Work Order checkbox

Only the completed job's work order will be displayed in the customer portal.

Supported file types for upload include PDF, PNG, JPG, JPEG, and TXT

Only two files can be uploaded, with a total allowable file size of up to 15 MB

Save this card on file and permit the company to charge it for any future billing

Save this card to my portal for personal use only

Pay this invoice only. Do not save this card

We've integrated SMS templates into our templates feature. This allows you and your technicians to save common SMS content for easier messaging.

Create your SMS templates in Settings > Templates tab > SMS Templates

The SMS template icon will be available upon opening the SMS communicator

Custom Fields - create and manage your custom fields in here

Permissions - manage user who you grant permission to add and edit entries from the custom field master list

Selected Items - selected items will be marked as DONE

For All Users - selected items will be marked as DONE for all users

Assign a label to your contacts within the GorillaDesk mobile app

Insert a label in the title field when adding a new customer, modifying customer details, or including additional contacts in your customer account.

The option to type in your signature is now available in the GorillaDesk mobile app.

The transfer call icon is already visible in the GorillaDesk mobile app.

When another user transfers a call to your phone number, you will see a transfer icon next to the customer's name, along with the name of the user who initiated the transfer.

The links in the location notes are now clickable, allowing users to easily navigate to external websites.

Now you can send an email or SMS reply to your customer's rescheduled request.

The reschedule request note is only available within the job details.

The links in the location notes are now clickable, allowing users to easily navigate to external websites.

It is clickable in all areas where location notes are visible, such as in the job details and the Notes column in the customer profile's Locations tab.

Now you can respond directly to your customer's reschedule request via email or SMS.

The reschedule request note can only be seen within the job details.

When a job is completed or an invoice is marked as sent, the available credit on the customer's account will be automatically applied to the invoice.

Activate this trigger in the Addons > Triggers > Completionist (Power Up) panel.

Assign a label to your customer contact.

Insert a label in the title field when adding a new customer, modifying customer details, or including additional contacts in your customer account.

When a call is transferred to another user, a transfer icon will appear after the customer's name, accompanied by the name of the user who initiated the transfer.

We have added the option to select multiple job statuses when printing schedules in the calendar.

Ability to record the actual check value when adding payment

This is for recording Check $ value memo only, with no logic or computation

The check value is displayed beside the check number

Make invoice payments using ACH as the payment method in the mobile app.

View ACH bank account list in customer detail.

Clock in and clock out from work in your GorillaDesk mobile app.

Access the user's time tracking history on the Time Clocking page. The displayed time history is limited to the current week and the past week only.

A user with the 'Edit time' permission enabled can edit or delete their time log using the mobile app.

Users can still clock in and clock out even in offline mode.

The tracked time during offline mode will be automatically saved when the device is back online.

A confirmation modal will appear when you attempt to change your job's service setting to prevent unintentional changes in the assigned service type for the job.

Color code your branch banner and assign a color to each branch.

You can only select from the default color selection on the Branch Manager > Manage area in Addons

Timer mode - initiate the timer by clicking the Clock In button, or the Start button on the Time Tracking page

Manual mode - manually log time entry by specifying the date, start and end times, or duration time

Send Email ACH invitation to customer to personally add their bank account

Add bank account directly in the customer profile

Set verified ACH bank account as default when using Bank Account ACH as payment method

Add, edit, or delete opportunities

Access to Opportunity Pipeline Report

Access to Sales Funnel Report

Access to Status Change Report

Addons > VoIP

Addons > SMS Text messaging

This is for recording Check $ value memo only, with no logic or computation

The check value is displayed beside the check number

This feature is available on V3 Desktop

This feature is not supported in Classic

This feature is coming soon in the Mobile App

When On Hold Music is disabled, default music will play to ensure that customers have a background audio experience while waiting on hold.

Enable On Hold Music so you can either choose from the available music options, or you can record or upload your preferred tracks.

Mark draft invoices as sent in batches.

Mark sent invoices as drafts in batches.

Display the actual count over the total

Enhancements made for job, invoice, estimate, and invoice aging dashboards

You can access multiple branches simultaneously using a single browser.

Assigning a user from your primary branch to another branch allows for a single login to access multiple branches.

Duplicate the data template from your primary branch to your new branch to reduce time spent in duplicating templates.

The "Agenda" view is a recently introduced display mode in the GorillaDesk calendar.

This feature enables you to observe your schedule in a list format, enhancing your ability to view and organize your job schedule.

It offers more detailed information about the jobs listed in your calendar.

You also have the option to choose and deselect columns that you wish to display in your calendar.

The available list view options are:

Last serviced by

Analyze conversion rates

Identify bottlenecks

Providing real-time updates

Create a new Smart View

Edit an existing Smart View

Save a copy of your existing Smart View.

# Outgoing Calls

# Incoming Calls

Date created

Direction

Duration

Status

Smart Views

Opportunity Creation

Custom Opportunity Pipelines

Sales Pipeline Reporting

We have introduced a new option whenever you add a new card, edit an existing card, or pay invoices using a newly added card.

You can now ask permission to save the card and authorize the company to use it for future billing or transactions under your account

Call the number

Send an SMS

Copy the number into your clipboard

After a call ends, there will be a 5-second buffer before the call-back button appears.

Improvement was made to prevent the user from unintentionally initiating a call.

Hide customer contact information from your technician including the email address and customer phone number.

Hide the work order from your technician when accessing job details. This prevents them from viewing the work order details.

Hide Documents in job details and on the customer page.

We have included Line Items in the mobile app settings.

You now have the ability to add, edit and remove line item templates in your mobile app.

We have included the Tax in the mobile app settings

You can now add, edit or remove tax templates in your mobile app.

This feature is part of our new VoIP Growth plan.

It allows you to create personalized and filtered views of your customer data.

It helps you to quickly find and focus on the specific information that you need.

You have the option to call all the customers on your Smart View consecutively and send bulk emails, saving your time and increasing communication volume.

This feature is part of our VoIP Growth Plan

Create and manage your opportunity statuses and pipeline, and use them to categorize your opportunity during the creation process.

Create new opportunities within your customer's profile.

Edit or delete your opportunity.

You have the option to send an email, send an SMS, or call the customer through VoIP.

You can now use VoIP to send and receive text messages

Handle incoming text messages within your SMS and Inbox within the SMS tab.

We've added a new feature for your SMS

For incoming text messages from a phone number not registered to any of your customers, you now have the option to create a new lead or assign it to an existing lead.