Check out our latest releases:

GorillaDesk has introduced a new VoIP feature: Agent Routing. This enhancement allows you to customize how calls are distributed among your team. The available call routing options are:

The Agent Routing options can be used for group numbers and auto-attendant extensions.

Go to your Group Number or Auto-Attendant Settings to start using this feature.

You can now add invoice tags based on the customer’s location. Invoice tags are primarily used to indicate the customer’s messaging preferences, specifying how invoices should be sent to them (e.g., Email, SMS, Post, Print).

This tag will apply to all invoices assigned to that specific location.

Check out the full article here >>>

You can now manage user permissions to assign who can create new smart views in your system.

This update allows admins to create smart views if necessary.
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Check out the complete 'Smart Views' article here >>

We’ve added a Discount column to the Invoice Reports, you can now keep track of the discounts given on each invoice.

You can now easily access all your recently sent SMS messages! Just navigate to INBOX > SMS Tab > Outbox to view them at any time.

Plus, we've added the ability to resend multiple failed messages all at the same time.

We're thrilled to announce that Stripe ACH, previously available only with the Pro Plan, is now part of our Basic Plan!

Please note: ACH is included in the Basic Plan, but the ACH Surcharge feature remains part of the Pro Plan. This means that while you can use ACH as a payment method with the Basic Plan, adding a surcharge to ACH payments requires a Pro Plan subscription.

Check out the full article for Stripe ACH Payment Method here >>

You can now display your country's holidays on your calendar. Simply enable this feature within the Company settings.

When Show Calendar is ON

Check out the full article for 'Holidays on Calendar' here >>

You can now include the technician’s avatar, assigned to the job, when sending emails to customers.

In the System and Custom Email Templates settings, you can use the [::assigned_tech_avatar::] or [::primary_tech_avatar::] email variable to include the technician avatar on the email. These variable are available to the following email templates:

Note: Only technicians who have uploaded a custom image will have their avatar displayed in the email. Technicians using the default GorillaDesk avatar will not appear.

An SMS will automatically be sent to the caller if you miss their call or they reach your

voicemail.

This option can be enabled for group numbers or personal numbers.

Note: This differs from after-hours SMS, which is for messages received outside business hours. This feature specifically applies when a caller reaches voicemail, regardless of the time.

Check out the full article for Getting Started with VoIP here >>

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.

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.

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.
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​Limitation: The QR code link address cannot be customized to other payment platforms.

Automate responses with GorillaDesk's AI-powered SMS chatbot that can handle customer and lead inquiries, add new leads, and schedule bookings directly within your system.

This version is for your incoming SMS or text messages. This AI assists with incoming text messages to your GorillaDesk SMS and VoIP number(s).

This is an example of a conversation with the AI resulting in a successful lead and new job capture.

Check out the complete 'AI Agents - SMS' article here >>

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

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.

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:

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.

You can now resize the image you upload for your user avatar and branch avatar.

The Material Use report now includes additional filters: the Clients filter and the Materials filter.

Always click the 'Update' button after using these filters to apply the changes.

Introducing the Job Magnet and Best Available Time in our route optimization tool!

This feature is available in V3 and Growth Plan users.

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!

We've improved our map search feature! Active and inactive locations are now clearly separated:

The estimate deposit feature is now available in the latest version of the GorillaDesk mobile app.

In addition, several mobile app issues have been resolved, including:

+ Other Community fixes

The 'Past Balance' is renamed to 'Account Balance'. This affects your invoice PDF.

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.

Check out the complete 'Estimate: Collect Deposit' article here >>

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:

Your security is our top priority. We've introduced a new feature that alerts you if your account is accessed from a new device.

We have resolved the issue with the functionality of the ignore button for incoming calls.

This is how the two buttons work:

You can now send confirmation or reminders while creating the job in the mobile app.

Custom fields are now accessible in the mobile app.

SuperAdmin now have the option to delete individual SMS messages.

You can now include the location tags, customer tags and location taxes when importing customers.

You can now assign multiple numbers 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

Check the complete VoIP article here >>

You can now get a notification when you missed a 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.

Check the complete VoIP article here >>

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.

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.

Check the complete VoIP article here >>

You can now delete call recordings.

Activate this new feature in VoIP Pro that lets you drop a voicemail when making an outgoing call.

IMPORTANT: To leave a voicemail drop, wait until after the voicemail "beeps" to leave your pre-recorded message

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Check the complete VoIP article here >>

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.

You can now send confirmation or reminders while creating the job.

Check the complete Smart View article here >>

Check out your list of inbound and outbound call reports under Activity Comparison.

To view the details:

Please check out this article to see the changes in invoice and work order notes.

For customers with multiple locations, the location name is now searchable in the filter location within the customer account sidebar.

Check the complete Smart View article here >>

Check out the full article here >>

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).

Check the complete Dynamic Estimate and Estimate Package article here >>

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.

Note: This feature is only available when the Dynamic Estimates Addon is enabled.

Here's a full guide to Estimate Templates >>>

You can now create dynamic estimates and estimate packages in the mobile app.

You can now access the estimate templates in the mobile app. Create estimates using these templates to save time.

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.

The 'Send by SMS' and 'Send by Email and SMS' options are now available.

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Check the complete Smart View article here >>

The buttons for global override options in the customer tab have been merged into a single dropdown.

The location on-click option allows users to choose between opening map coordinates directly or launching Google Maps for navigation.

You now have the option to set up to 6 estimate reminders to remind customers with pending estimates.

A new column has been added to Reports > Service Lookup to display the frequency of jobs.

Feel free to check out the full In App Referral Program article here >>

Additional columns in smart view to display the customer tags and location tag.

Check the complete Smart View article here >>

Ability to hide invoice balances for all selected customers in the Customers tab.

Ability to mass update messaging preferences for all selected customers in the Customers tab.

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.
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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.

Feel free to check out the full Custom Job Status article here >>

Custom job statuses are now available to use when updating a job status using the mobile app.

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.

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.

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.

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.
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For those who prefer making larger payments via ACH, we recommend the following options:

​Check the complete Smart View article here >>

In the Add time modal, manually log time entry by specifying the date, start and end times, or duration time

Add a New Estimate now accessible right from the calendar.

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Sky Conditions and Humidity are now included on the weather card.

The Agenda View now displays the Location Note. The location note will be displayed after the service address.

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.

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 feature lets you easily adjust tax rates by specifying a percentage increase/decrease.

Check out the full Global Override here >>>
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You can now include the Work Order number and Account Number fields on your job tile.

You can now add attachments when creating a new template or editing an existing one.

When a customer books a service online, they now have the option to choose how they want their cards to be saved:

This feature enables you to create personalized data fields to capture and organize the information you need.

Activate this feature in Addons > Custom Fields

Note: This feature is only accessible on the V3 desktop and is available to Growth Plan users.

The mark 'Done' button now has two options:

Check the latest VoIP Updates here >>

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.

Now, with the updated VoIP auto attendant feature, you can now assign multiple users to a single extension.

​Check the complete VoIP article here >>

The ability to show the customer's company name in PDFs is now available within the paperwork template settings.

The permissions for the 'Settings' tab and 'Addons' tab are now separate.

The option to input your signature by typing is now accessible on GorillaDesk desktop V3.

Feel free to check out the full Time Clocking in Mobile article here >>

Feel free to check out the full Branch Manager for Multibranch article here >>

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:

The time-tracked history is presented with the overall time duration and the corresponding total amount.

Time logs for all users are documented in the Reports > Time Clocking.

Feel free to check out the full Time Clocking article here >>

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.

Feel free to check out the full ACH article here >>

You can now control access to the inbox opportunity pipeline for specific users. Grant permissions to:

Check the complete Opportunities article here >>

We brought back the outgoing call logs directly into your Inbox. Easily find them within the 'Done' section of your Inbox.

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:

or

Full Article Available here >>

Sales Funnel

Status Changes

{Article in progress}

Ability to Record the actual Check value when adding payment.

Provide the customer with pleasant music to listen to while the call is on hold.

Check the latest VoIP Updates here >>

Enter your personalized voicemail message in the personal number settings, group number settings, auto attendant settings, and after-hours settings.

We added a customer tags filter in the customer section to help in narrowing down customers based on their tags.

​Check the complete SmartView article here >>

Search the email template you need when composing an email within the customer profile.

The Branch Manager feature enables you to effortlessly and efficiently manage your business branches.

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.

View the Branch Manager article here >>

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.

Check the complete Opportunities article here >>

Invite a team member to listen to the ongoing call and participate in the conversation.

Invite a team member to listen to and participate in the conversation with you, but the customer will not be able to hear them.

Invite a team member to exclusively listen to your conversation with the customer.

Check the latest VoIP Updates here >>

We have introduced an additional filter to jobs, allowing you to narrow down the results based on the last technician who serviced an account.

​Check the complete SmartView article here >>

The Opportunity Pipeline reports provide a comprehensive overview of your complete sales pipeline, enabling you to monitor opportunities at every stage.

Note: This feature is only available for V3 desktop, accessible only for Superadmin with Growth Plan.

Check the complete Opportunities article here >>

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.

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:

​Check the complete SmartView article here >>

Hide the cost column on all of your estimates.

In addition to the existing System Settings, we have incorporated additional system settings into your mobile app.

Update or make changes to your company information conveniently on your mobile phone.

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.

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.

We added additional columns to show more relevant details about 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:

​Check the complete Smart View article here >>

Boost up your sales pipeline, foster customer relationships and optimize your overall sales and business processes.

Features available under our new growth plan include:

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.

​Check the complete VoIP article here >>

When you click on a number, you can now choose to:

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.

​Check the complete VoIP article here >>

We've added additional technician permission for mobile. You now have the ability to:

We have implemented system settings in the mobile app. Within the Settings, you can now manage the following system settings:

Note: Only SuperAdmin and users with Settings permission can access this company setting.

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.

​Check the complete Smart View article here >>

​Check the complete Smart View article here >>

Introducing Dashboard in GorillaDesk desktop.

Introducing opportunity creation in Gorilladesk V3 desktop.

​​Check the complete Opportunities article here >>

Check the complete VoIP article here >>

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.

​Check the complete VoIP article here >>

Admin can now add, edit, or remove service templates within the app.

Admin can add, edit, or remove line item templates

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.

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.

Check the complete VoIP article here >>