November 22, 2024
Pay Online QR Code on Invoice PDFs
Start including QR codes on your unpaid invoice PDFs, enabling you to collect payments when you send an invoice by mail or leave a printed copy with the customer.the customer.
This power-up can be enabled within the Square and Stripe add-ons.
QR codes will appear on invoices with the statuses SENT, PARTIAL, or FAIL.
This is a sample invoice PDF with a QR code. This link will direct your customer to your GorillaDesk payment merchant.
Limitation: The QR code link address cannot be customized to other payment platforms.
November 22, 2024
Route Optimization: Drive Time
In addition to Route Optimization add-on power up is the Drive Time.
This power up shows the estimated drive time between jobs on the schedule to help users plan adequate travel time between appointments.
When this power-up is enabled, a vehicle icon will appear at the top of the calendar. Click it to view the drive time between jobs.
If custom events include locations, the drive time will be displayed as well.
November 11, 2024
In-App Tutorials Now Available for Add-On Features
In-App Tutorials for Addon features is now available. You can easily access helpful video tutorials directly within the app, making it easier than ever to learn and get the most out of our features
When you open an addon feature, you'll find a "Tutorial" button located at the top left corner of the screen.
Clicking on the add-on feature name will take you directly to the Knowledge Base article for that feature.
November 4, 2024
Device Tracking Report
Device Tracking reports are now accessible in the Reports tab. This will allows you to monitor and analyze device activity with ease, helping you gain insights and improve management.
If your Device Tracking addons are enabled, you can view the devices used by navigating to Reports > Device Tracking.
Filter the device report by date and select which columns to display.
November 1, 2024
MOBILE 3.2.9 UPDATE and FIXES
New: Image Annotation
You can now add annotations directly to images when you snap a photo. This update allows you to highlight important details, add notes, and mark up images to give them more context.
This feature is only available in the mobile app.
In addition, several mobile app issues have been resolved, including:
Fixed: Unable to edit Document
Fixed: Messaging in MDU
Fixed: Calendar Time Mismatch
+ Community Fixes
October 31, 2024
Update: VoIP Now Supports Two Group Numbers
GorillaDesk VoIP now lets you add an additional group number.
You can add an additional group number by requesting a new VoIP number or porting your existing number.
An additional column appears in Active VoIP Users when a second group number is added.
October 30, 2024
Resize Uploaded Image for Avatar
You can now resize the image you upload for your user avatar and branch avatar.
Additional Filters for Materials Use Report
The Material Use report now includes additional filters: the Clients filter and the Materials filter.
With the Clients filter, you can search for specific customers, select multiple customers, or opt to view all customers' material usage.
The Materials filter allows you to search for specific materials, select multiple options, or choose 'Select All' to view all materials used.
Always click the 'Update' button after using these filters to apply the changes.
October 16, 2024
Route Optimization: Job Magnet & Best Available Time
Introducing the Job Magnet and Best Available Time in our route optimization tool!
This feature is available in V3 and Growth Plan users.
Job Magnet
Toggle the calendar to indicate if there are jobs that should be pulled together. This allows you tighten up your routes and reduce drive time.
Best Available Time
GorillaDesk suggests the best times when adding new jobs or rescheduling existing ones. Quickly find the perfect time to place a job based on the proximity of other jobs on the schedule.
Find these features available in the Route Optimization Add on.
Available now on the Growth Plan.
These features ensure smarter routes and better time management. Try it out today and streamline your workflow!
October 16, 2024
Map Search Update
We've improved our map search feature! Active and inactive locations are now clearly separated:
Active locations: Highlighted for quick access.
Inactive locations: Grayed out for easy distinction.
October 2, 2024
MOBILE 3.2.8 FEATURES THESE INCREDIBLE UPDATE and FIXES
New: Estimate Deposit
The estimate deposit feature is now available in the latest version of the GorillaDesk mobile app.
You can now require a deposit when you create a new estimate or edit an existing one on the mobile app.
Collect deposits online when you send estimates for e-signature via E-mail or SMS.
Your administrators and technicians can record deposits collected in the field or in the office, whether they are through cash, check, or other direct methods.
In addition, several mobile app issues have been resolved, including:
Blank calendar issue
Missing devices issue
Inability to edit time clock entries
Click-and-drag functionality in the monthly view
+ Other Community fixes
September 27, 2024
Renaming Past Balance to Account Balance
The 'Past Balance' is renamed to 'Account Balance'. This affects your invoice PDF.
September 26, 2024
Estimate: Collect Deposit
You can now require a deposit from the customer upon accepting the estimate.
When creating an estimate, simply enter the required deposit amount (either as a % or $ value) in the 'Deposit' field.
September 12, 2024
Invoice Frequency Action
You can now customize the time when your invoice frequency action will execute.
Note: This action is available for SuperAdmin and in V3 desktop only.
When setting your invoice frequency, you can specify the execution time in the 'Action' field.
Important note:
This is a global setting; it will apply to ALL your invoice frequency actions and ALL invoices with actions.
Changes will take effect the following day.
This will only affects Invoice frequency ACTION.
September 11, 2024
Email Notification When Account is Accessed in a New Device
Your security is our top priority. We've introduced a new feature that alerts you if your account is accessed from a new device.
GorillaDesk will send you an email notification if we detect any login from a new IP address or device using your email address.
The notification will include details about the device and IP address used for the login.
September 6, 2024
VoIP Call Drop vs Ignore
We have resolved the issue with the functionality of the ignore button for incoming calls.
This is how the two buttons work:
The Ignore button silences the call or stops it from ringing on your end, while the caller remains on the line. The call will stay active for others to answer.
Click the ( X ) to ignore the call.The Drop button, on the other hand, immediately ends or disconnects the call, terminating the connection between both parties.
September 4, 2024
MOBILE 3.2.7 FEATURES THESE INCREDIBLE UPDATES
Send confirmation after posting a job
You can now send confirmation or reminders while creating the job in the mobile app.
While creating a job, you can now choose to send a job confirmation email or SMS to the customer if the job status is UNCONFIRMED, or send a job reminder to the customer if the job status is CONFIRMED.
This option is available when creating a new job or editing an existing one.
Tap the 'Notify Customer' toggle when you are creating a new job
Tap the 'Messaging' option when opening an active job.
The job confirmation and reminder will be sent based on the messaging preferences set in the customer's account.
The template available on the dropdown is based on the status of the job.
August 21, 2024
MOBILE 3.2.6 FEATURES THESE UPDATES
New: Custom Fields
Custom fields are now accessible in the mobile app.
You can now add custom fields when creating a new customer or editing an existing one via the mobile app.
When creating a new customer, you'll find the "Custom Fields" section at the very bottom of the form.
VoIP: Missed Call Notification
When using the mobile app, if you miss a call, a missed call notification will appear. Tapping on this notification will take you to the customer's account.
You can also check the notification list to view the log of all missed calls.
Calendar Fixes
+ Other Community Fixes
August 21, 2024
Delete SMS
SuperAdmin now have the option to delete individual SMS messages.
This option is only available for SuperAdmin.
This option is currently available in V3 desktop.
The Delete option is available exclusively within the customer account inbox.
August 14, 2024
Import Improvement
You can now include the location tags, customer tags and location taxes when importing customers.
Bill To Name - This name will be added as an additional contact. If it is the same as the main contact, leave it blank. If different, please enter the name.
Location Tags and Customer Tag - if there are multiple tags, the tags should be separated by a semicolon (;) when added in the .CSV
Location Tax - when importing tax, the Tax must already exist or have been added in the Settings > Tax, then input the TAX NAME (not the %) in the .CSV
August 06, 2024
VoIP: Assign Multiple Number to a VoIP User
You can now assign multiple number to a VoIP user.
Go to VoIP by GorillaDesk Addons > VoIP Active User. Under Personal Local Number, click the '+' button, then start assigning phone numbers to a user
August 5, 2024
Missed Call Notification
You can now get a notification when you missed a call.
Users with VoIP assigned numbers will now receive notifications for missed calls.
All users assigned to a group number will receive missed call notifications if none of them answer an incoming call.
The missed call notification can be disabled in the Notification settings > VoIP Missed call for SuperAdmin and Admin and in the Settings > User > Permission for Technicians.
August 2, 2024
New Job Notification for Technicians
Notify technician when a new job is assigned to them.
When creating a new job, check the 'Notify Technician' box so that all technicians assigned to the job will receive notifications after you save it.
This option is available when creating a new job at any date
This option is available when moving or editing one job to TODAY
This option is available when reassigning a job to another technician on date TODAY
This option is not available to batch move jobs, batch reassign job and when using route optimizer
August 1, 2024
Assign Call Logs to the Correct Account for Multiple Customers Sharing the Same Number
You now have the option to choose which customer to assign an incoming call to when the phone number is associated with multiple customers. This will help ensure that call recordings are accurately assigned to the correct customer's account.
In the call banner you can click the dropdown menu to view the list of all customers with the same phone number.
The call log will be posted in the Notes section of the customer to whom you assigned the call.
[IMPORTANT] You must assign the call to a customer during the call itself. It is not possible to move the call log / recording after the call has ended.
July 30, 2024
Delete Call Recording
You can now delete call recordings.
This option is available for SuperAdmin only.
This option is available in the Customer profile only.
In the call log, click on the recording to reveal the delete option.
July 22, 2024
VoIP Pro Update: Voicemail Drop
Activate this new feature in VoIP Pro that lets you drop a voicemail when making an outgoing call.
To add a prerecorded message, you can either record a new message or upload a pre-recorded file for your voicemail drop. You can save multiple prerecorded messages.
To leave a voicemail drop, click on the voicemail icon and wait for the beep before leaving your prerecorded message.
When you drop a voicemail, the system automatically leaves a 'Left VM' note in the call log within the customer's account.
IMPORTANT: To leave a voicemail drop, wait until after the voicemail "beeps" to leave your pre-recorded message
July 17, 2024
MOBILE 3.2.5, v1 FEATURES THIS UPDATE
LOGIC UPDATE: Invoice Note VS Work Order Note
The logic change made in work order note and invoice note has been applied to the mobile app.
The work order note and invoice note are now separate. Any changes made to the invoice note will not be reflected in the work order note, and vice versa.
To support this change, we have introduced a new feature that allows you to easily transfer notes between Invoices and Work Orders.
On the job details, click the 3 dots, select "Add note (visible to client)" and you will see the 'Insert from the Invoice Notes' option
On invoice, select 'Add Notes (visible to client)' and you will see the 'Insert from Work Order Note'
July 16, 2024
'Notify Customer' option when Creating a New Job
You can now send confirmation or reminders while creating the job.
While creating a job, you can now choose to send a job confirmation email or SMS to the customer if the job status is UNCONFIRMED, or set to send a job reminder to the customer if the job status is CONFIRMED.
This option is available when creating a new job or editing an existing one.
This option will enable after you select the service type
Open an active job and easily send a reminder or confirmation for it.
The job confirmation and reminder will be sent based on the messaging preferences set in the customer's account.
The template available on the dropdown is based on the status of the job.
July 16, 2024
Smart View: Line Items Filter in Customers Smart View
There is an additional filter option under Customers filter which is the Line Items filter option
You can filter customers that have a specific line item within the invoices and customer without it
July 11, 2024
VoIP Pro Update: VoIP Report
Check out your list of inbound and outbound call reports under Activity Comparison.
To view the details:
Open the Inbox.
Go to Activity Comparison.
Click on the outbound number or inbound number you'd like to see the breakdown of.
July 9, 2024
LOGIC UPDATE: Invoice Note VS Work Order Note
Invoice note and Work order notes are now separate.
Option to pull invoice note from work order notes
Option to pull work order notes from Invoice notes.
Please check out this article to see the changes in invoice and work order notes.
July 9, 2024
Location Search
For customers with multiple locations, the location name is now searchable in the filter location within the customer account sidebar.
July 8, 2024
SmartView Jobs Filter
We have added Created Date filter option within the Jobs filter.
This filter is based on the job creation date within the specified time range and should correspond to the New Job reports.
July 1 , 2024
VoIP Pro: Call Transcription and Call Summary
You now have the ability to generate call transcriptions.
The transcription costs $0.15 per minute and will be deducted from your call credits.
Generating a transcription will also generate a call summary.
July 1 , 2024
Improved Estimate: Dynamic Estimate and Estimate Packages
GorillaDesk's improved estimate feature includes the ability to create dynamic and package-type estimates, giving customers the flexibility to select the specific services they want to purchase.
This feature is accessible on the V3 desktop and the mobile app. Available only to Growth Plan users.
You can enable this feature in the Addons > Dynamic Estimates > click the toggle for the Dynamic Estimate (Power Up) and Estimate Packages (Power Up).
July 1, 2024
Estimate Templates
You can now create estimate templates ahead of time, saving you time when preparing estimates for your customers.
The Basic Template is available for Basic, Pro, and Growth Users.
Dynamic and Estimate packages are available only for Growth Users.
Create your estimate template in Settings > Templates.
Create templates for each estimate types.
Note: This feature is only available when the Dynamic Estimates Addon is enabled.
June 28, 2024
MOBILE APP 3.2.5 FEATURES THESE INCREDIBLE UPDATES
Dynamic Estimate and Estimate Packages
You can now create dynamic estimates and estimate packages in the mobile app.
Estimate Templates
You can now access the estimate templates in the mobile app. Create estimates using these templates to save time.
+ Other Community Fixes
June 28, 2024
Report "New Job"
The Report > New Job is now available. This report pulls the list of customers that match the Dashboard's 'Total New Jobs'.
This report is based on the Job Created Date. It will help monitor your sales for new jobs posted.
*Jobs with a cancelled status are not counted towards the dashboard's "New Job" total. Filter out jobs with a cancelled status to match the amount.
June 26, 2024
Document Library: Upload your Own PDF Document
You now have the ability to upload your own PDF document in the document library.
Enable the PDF Library feature in the Documents Add-On to start uploading your PDF documents.
This feature is only accessible in V3 Desktop.
June 25, 2024
ACH Setup Invitation via SMS
The 'Send by SMS' and 'Send by Email and SMS' options are now available.
If the customer does not have an ACH, prompt them to set one up by sending an invitation vis SMS.
If the customer has an unverified ACH, send a verification reminder via SMS.
June 19, 2024
Custom Job Status Filter and Columns in Smart View
Custom job statuses are now included in the Jobs filter under Job Status.
Custom job status columns in Smart View show the number of jobs with a specific status in a customer account.
Custom job status columns and filter options will not be available when the Custom Job Status addon is turned off.
June 17, 2024
Global Override Dropdown in Customers Tab
The buttons for global override options in the customer tab have been merged into a single dropdown.
Messaging Preference - Ability to mass update messaging preferences for all selected customers in the Customers tab.
Hide invoice balance - Ability to hide invoice balances for all selected customers in the Customers tab.
Show invoice balance - Ability to show invoice balances for all selected customers in the Customers tab.
June 14, 2024
Location On-Click Options: Open Map Coordinate VS Google Map
The location on-click option allows users to choose between opening map coordinates directly or launching Google Maps for navigation.
June 14, 2024
Estimate Reminder
You now have the option to set up to 6 estimate reminders to remind customers with pending estimates.
June 11, 2024
'Job Frequency' Column in Service Lookup
A new column has been added to Reports > Service Lookup to display the frequency of jobs.
June 10, 2024
NEW: In App Referral Program
When you refer a new customer, you'll receive a bonus based on the GorillaDesk plan your referral chooses. The customer you refer will also receive a free month of GorillaDesk.
Share your unique referral link with others, and every successful sign-up using your link will automatically be added to your referral tracker.
Bonuses are capped at $299 per referral and are applied after the successful payment of the second month.
Note: You can currently get your referral link via the desktop version V3. The mobile app version is in development and will be available soon.
June 6, 2024
Color Coded Labeling of Company Phone Numbers
Easily identify which company number the SMS was sent to or a call was received on, whether it is your company's SMS phone number, the company's VoIP group number, or your personal number.
Each company number is assigned a color.
See these labels when you open the SMS communicator and in the INBOX Calls and SMS tabs.
June 5, 2024
Smart View Column: Customer Tag and Location Tag
Additional columns in smart view to display the customer tags and location tag.
June 4, 2024
Global Override: Hide Invoice Balance
Ability to hide invoice balances for all selected customers in the Customers tab.
Global Override: Messaging Preferences
Ability to mass update messaging preferences for all selected customers in the Customers tab.
June 2, 2024
New GROWTH Feature: Custom Job Status
Begin establishing precise job status categories that align with your organization's workflow with GorillaDesk's new growth feature Custom Job Status.
Note: This feature is only accessible on the V3 desktop and is available to Growth Plan users. This feature is supported in the Mobile App.
This feature is NOT supported in Classic
Enable this feature under Add Ons > Custom Job Status.
Add a sub-status to your existing job statuses while retaining the benefits of status automation and triggers.
Create entirely new job statuses, enabling you to assign specific colors, status names, and sub-status labels.
Note: This custom job status will not execute any automation or triggers.
May 31, 2024
MOBILE APP 3.2.4 v1 FEATURES THESE INCREDIBLE UPDATES
Custom Job Status
Custom job statuses are now available to use when updating a job status using the mobile app.
Branch Toggle
You can now access other branches that you are assigned to from the mobile app.
The branch toggle can be found in the sidebar menu at the bottom.
+ other community fixes
May 23, 2024
Sub Locations in Customers Tab
The sub locations toggle was added to the Customers tab, when enabled, will show the customer's additional service address.
The sub locations toggle is available in both the customer list view and map view.
May 21, 2024
LOGIC UPDATE: Surcharge in ACH
The surcharge in ACH is now in a separate toggle in Stripe settings.
ACH surcharge is located below the ACH power-up. Turn on the toggle to add a surcharge to all invoices paid through ACH.
LOGIC: Payment in ACH
When using the ACH payment method, only one invoice can be paid at a time. This policy helps prevent accounting mismatches for QuickBooks users and avoids discrepancies between Surcharges and Stripe fees.
For those who prefer making larger payments via ACH, we recommend the following options:
Add the payment directly to the customer's account to create a credit balance, which can then be applied to the invoices.
Combine all unpaid invoices into a single invoice, and either void the smaller invoices or write them off.
May 15, 2024
Custom Fields filter and Custom Fields columns in Smart View
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
May 14, 2024
UPDATE: Add Time in Time Clocking Reports
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.
In the Add time modal, manually log time entry by specifying the date, start and end times, or duration time
May 13, 2024
MOBILE APP 3.2.4 FEATURES THESE INCREDIBLE UPDATES
SMS Templates
SMS Templates are now available on mobile.
Manage and save new SMS templates within the mobile app.
Save time writing SMS messages in the field!
Add New Estimate Option in Calendar
Add a New Estimate now accessible right from the calendar.
Sky Condition and Humidity in Weather Card
Sky Conditions and Humidity are now included on the weather card.
Location Notes in Agenda View Calendar
The Agenda View now displays the Location Note. The location note will be displayed after the service address.
60% Reduction in Overall Battery Usage
50% Improved Calendar & Job Load Times
+ many more community fixes
May 6, 2024
LOGIC UPDATE: Invoice Frequency Action
All invoice actions will now start executing at 9 AM.
Previously, existing invoices had their actions executed at 9 AM, while system-generated invoices were created and actions executed at 12 MIDNIGHT.
We understand that you prefer not to charge and notify your customers at midnight. Therefore, we have adjusted all actions to start at 9 AM. The system will still generate the invoice for you at 12 AM to ensure it's ready early, but all actions such as charging, sending the bill, or emailing receipts will now begin at 9 AM.
IMPORTANT NOTE: All sending actions are placed in a queue, meaning they will start executing at 9 AM and should be completed before 11 AM. While invoices won't all send precisely at 9:00 AM, they are queued to send between 9 and 10 AM, and should not be later than 11 AM.
April 26, 2024
Line Item Global Override
This feature is available in V3 in Pro Plan.
This feature allows you to easily adjust line item rates by specifying either a percentage increase or a fixed amount increase.
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
Tax Global Override
This feature lets you easily adjust tax rates by specifying a percentage increase/decrease.
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.
April 10, 2024
Additional Job Tile Fields
You can now include the Work Order number and Account Number fields on your job tile.
March 29, 2024
Work Order in Customer Portal
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.
March 28, 2024
Add Attachment in Email Inbox Template
You can now add attachments when creating a new template or editing an existing one.
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
March 27, 2024
Online Booking: Card Saving Options
When a customer books a service online, they now have the option to choose how they want their cards to be saved:
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
March 22, 2024
Upgrade: SMS Template
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
March 19, 2024
New Feature: Custom Fields
This feature enables you to create personalized data fields to capture and organize the information you need.
Activate this feature in Addons > Custom Fields
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
Note: This feature is only accessible on the V3 desktop and is available to Growth Plan users.
March 17, 2024
VoIP Update: Call Inbox Mark Done For All Option
The mark 'Done' button now has two options:
Selected Items - selected items will be marked as DONE
For All Users - selected items will be marked as DONE for all users
March 14, 2024
NY PRL in Material Usage Reports
We have added the 'NY PRL' option to the material usage reports. This will display columns as required by the state and show the county in county code format.
March 12, 2024
Mobile App Updates 3.1.4 v9
Labeling Contacts
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.
Input your Signature by Typing
The option to type in your signature is now available in the GorillaDesk mobile app.
Transfer Call Indicator Icon
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.
Clickable Links in Location Notes
The links in the location notes are now clickable, allowing users to easily navigate to external websites.
Respond to Reschedule Request
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.
March 11, 2024
Clickable Links in Location Notes
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.
Respond to Reschedule Request
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.
March 5, 2024
Triggers: Auto Apply Credit
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.
February 29, 2024
Labeling Contacts
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.
February 27, 2024
VoIP Auto Attendant: Assign Multiple Users to a Single Extension
Now, with the updated VoIP auto attendant feature, you can now assign multiple users to a single extension.
February 22, 2024
Paperwork: Customer Company Name
The ability to show the customer's company name in PDFs is now available within the paperwork template settings.
February 21, 2024
Permission: 'Addons' and 'Settings' Permission
The permissions for the 'Settings' tab and 'Addons' tab are now separate.
February 21, 2024
Input your Signature by Typing
The option to input your signature by typing is now accessible on GorillaDesk desktop V3.
February 20, 2024
Transfer Call Indicator Icon
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.
February 19, 2024
Job Status Filter In Print Schedule Calendar Option
We have added the option to select multiple job statuses when printing schedules in the calendar.
January 30, 2024
Mobile App Updates 3.1.4 v8
Record the check value
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
New Payment Method: ACH
Make invoice payments using ACH as the payment method in the mobile app.
View ACH bank account list in customer detail.
Time Clocking in Mobile
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.
Support Clock In and Clock Out in Offline Mode
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.
Confirmation modal when changing the service type
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.
January 30, 2024
Color Coding for Multibranch
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
January 24, 2024
New Feature: Time Clocking
Efficiently track attendance, work hours, and calculate wages with Gorilladesk's Time Clocking feature.
This feature is available to users with the Pro Plan on GorillaDesk V3 desktop.
Activate this feature in the Addons > Time Clocking
Generate time entry in two ways:
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
The time-tracked history is presented with the overall time duration and the corresponding total amount.
Time Tracking in Reports
Time logs for all users are documented in the Reports > Time Clocking.
January 23, 2024
New in Addons Stripe: ACH
GorillaDesk now supports ACH bank account as payment method under stripe.
ACH offers a smaller processing fee, with only 1.8% capped at $15.
This feature is available in Classic, V3, and Mobile with the Pro plan as a Stripe power-up.
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
January 19, 2024
New in Addons Opportunity Pipeline: Pipeline Permissions
You can now control access to the inbox opportunity pipeline for specific users. Grant permissions to:
Add, edit, or delete opportunities
Access to Opportunity Pipeline Report
Access to Sales Funnel Report
Access to Status Change Report
December 29, 2023
Outgoing Calls in Inbox
We brought back the outgoing call logs directly into your Inbox. Easily find them within the 'Done' section of your Inbox.
December 29, 2023
Update: Blocking a Number
This feature allows you to block unknown callers and spam texters.
To block a number, go to inbox > Calls or SMS > the 'block' button will show up if the communication is coming from an unknown number.
Review and manage your blocked numbers under:
Addons > VoIP
or
Addons > SMS Text messaging
Dec. 26, 2023
Additional Reports For Opportunity Pipeline
Sales Funnel
Status Changes
{Article in progress}
Dec. 24, 2023
Record the Check Value
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
This feature is available on V3 Desktop
This feature is not supported in Classic
This feature is coming soon in the Mobile App
Dec. 19, 2023
New in VoIP: On Hold Music
Provide the customer with pleasant music to listen to while the call is on hold.
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.
Dec 17, 2023
Enhanced Invoice Batch Action
Mark draft invoices as sent in batches.
Mark sent invoices as drafts in batches.
Dec 13, 2023
Dashboard Improvement
Display the actual count over the total
Enhancements made for job, invoice, estimate, and invoice aging dashboards
VoIP Setting Update: Type in your Voicemail Greeting
Enter your personalized voicemail message in the personal number settings, group number settings, auto attendant settings, and after-hours settings.
Dec. 12, 2023
Additional Filter for Customers in Smartview
We added a customer tags filter in the customer section to help in narrowing down customers based on their tags.
Email Inbox: Search Email Template
Search the email template you need when composing an email within the customer profile.
Dec. 8, 2023
New GROWTH Feature: Branch Manager
The Branch Manager feature enables you to effortlessly and efficiently manage your business branches.
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.
Note: This feature is exclusively available for V3 desktop, accessible only for the SuperAdmin in the Primary branch. The Growth Plan is required for the primary branch, while sub-branches can opt for Basic and Pro plans.
Dec. 6, 2023
New Addons Feature: Opportunity Pipeline
The Opportunity Pipelines and Statuses setting is now located in Opportunity Pipeline in the Addons tab.
Enable the Opportunity Generator to automatically convert each pending estimate into an opportunity.
Dec. 4, 2023
New in VoIP: Barge in, Whisper or Listen in on Ongoing Calls
When engaged in a call with a customer, you now have the ability to invite a team member to either:
Barge
Invite a team member to listen to the ongoing call and participate in the conversation.
Whisper
Invite a team member to listen to and participate in the conversation with you, but the customer will not be able to hear them.
Listen
Invite a team member to exclusively listen to your conversation with the customer.
Dec. 1, 2023
New Calendar View: Agenda View
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:
Agenda
Agenda Week
Agenda Month
Nov. 26, 2023
Additional Filter for Jobs in Smart View
We have introduced an additional filter to jobs, allowing you to narrow down the results based on the last technician who serviced an account.
Last serviced by
Nov. 23, 2023:
Update: Opportunity Pipeline Report
The Opportunity Pipeline reports provide a comprehensive overview of your complete sales pipeline, enabling you to monitor opportunities at every stage.
Analyze conversion rates
Identify bottlenecks
Providing real-time updates
Note: This feature is only available for V3 desktop, accessible only for Superadmin with Growth Plan.
Nov. 23, 2023:
Additional Invoice Frequency Action Option
We have introduced two additional options in your invoice frequency action settings.
Now you have the option to send your invoices via SMS, or you can choose to send them through both Email and SMS.
Nov. 22, 2023:
New in Smart View
Smart View Permission
You now have the option to keep your Smart View private, share it with specific users, or make it accessible to everyone in your company.
Smart View permissions are accessible every time you:
Create a new Smart View
Edit an existing Smart View
Save a copy of your existing Smart View.
Nov. 20, 2023
Paperwork Settings: Hide Estimate Cost
Hide the cost column on all of your estimates.
Nov. 16, 2023:
Mobile App Update 3.1.4 v6
In addition to the existing System Settings, we have incorporated additional system settings into your mobile app.
Company Settings
Update or make changes to your company information conveniently on your mobile phone.
Paperwork Settings
You now have the ability to modify your paperwork using your mobile phone. Edit details ranging from your company address and paperwork template to customizing the information you wish to display on your documents. Additionally, preview the PDF version of your paperwork.
Sources Settings
You now have the ability to manage sources by adding, editing, or removing existing sources from your current list.
Note: These System Settings are only accessible by the SuperAdmin or user with permission to SETTINGS.
Nov. 13, 2023:
New in Smart View
Additional Filters and Columns for Calls in Smart View
We added additional columns to show more relevant details about calls.
# Outgoing Calls
# Incoming Calls
Additional filter options have been incorporated to streamline the process of refining data associated with calls, facilitating easier data narrowing and focused attention on specific information:
Date created
Direction
Duration
Status
Nov. 6, 2023
Introducing the New GorillaDesk Growth Plan
Boost up your sales pipeline, foster customer relationships and optimize your overall sales and business processes.
Features available under our new growth plan include:
Smart Views
Opportunity Creation
Custom Opportunity Pipelines
Sales Pipeline Reporting
Nov. 1, 2023
Portal Update: New Payment Option in Customer Portal
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
Oct. 24, 2023:
VoIP Update: After Hours Call Forwarding
When outside office hours, you can now forward all incoming calls to another phone number, instead of directing them to voicemail.
It is useful if you wish to receive calls outside office hours or if you have a receptionist after office hours.
Oct. 19, 2023:
New VoIP Features
Click the Number Options
When you click on a number, you can now choose to:
Call the number
Send an SMS
Copy the number into your clipboard
You can click on phone numbers found in various areas such as job details, the customer profile sidebar, or in reports that include a phone number column, etc.
Improved: End call and Call Back button
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.
Oct. 10, 2023:
Mobile App New Permission
We've added additional technician permission for mobile. You now have the ability to:
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.
Mobile App Updates 3.1.4 v6
We have implemented system settings in the mobile app. Within the Settings, you can now manage the following system settings:
Line Item Settings
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.
Tax Settings
We have included the Tax in the mobile app settings
You can now add, edit or remove tax templates in your mobile app.
Note: Only SuperAdmin and users with Settings permission can access this company setting.
Oct. 9, 2023
New in Smart Views
Additional Filters and Columns in Smart Views for Opportunities
We have incorporated additional columns to display more pertinent details regarding opportunities.
Opportunity filters have been integrated into Smart View, simplifying the process of refining data related to opportunities. This enhancement makes it easier to narrow down information and concentrate on specific details regarding opportunities.
Oct. 2, 2023
VoIP Growth Feature: Smart Views
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.
Sept. 29, 2023
New Feature: Dashboard
Introducing Dashboard in GorillaDesk desktop.
Sept. 27, 2023
VoIP Growth Feature: Opportunities
Introducing opportunity creation in Gorilladesk V3 desktop.
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.
Sept. 15, 2023
What's new in 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.
Sept. 11, 2023
VoIP Update: Adjust the Number of Rings
Configure the ring duration for your personal or group numbers for incoming calls before they are directed to voicemail or forwarded to another phone number.
Aug. 22, 2023
Mobile App Updates: 3.1.4 v2
Service Template Settings
Admin can now add, edit, or remove service templates within the app.
Line Item Settings
Admin can add, edit, or remove line item templates
Improved SMS
Display incoming text from an unknown number (Note: The ability to add the phone number as a lead or assign it to a lead will depend on the user's permission to add a customer).
Other community issues have been fixed.
Aug. 18, 2023
VOIP After Hours
You now have the ability to set up an after-hours voicemail to greet incoming calls outside regular operating hours, notifying callers that your business or office is presently closed.
Set up a time frame when you want your after-hour voicemail to activate.
Update: SMS in V3
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.
