Elevate your sales pipeline, cultivate customer relationships, and optimize your overall sales and business processes with our new Growth Plan features.
Dynamic Estimates
This improved estimate includes the ability to create dynamic and package-type estimates, giving customers the flexibility to select the specific services they want to purchase.
You can enable this feature in Addons > Dynamic Estimates.
Dynamic Estimate - Dynamic estimates enable you to include optional and recommended items.
Estimate Package - Estimate Package enables you to bundle items into comprehensive package
You can also create estimate templates in Settings > Templates
Smart Views
Users can customize and organize their data display, simplifying their ability to concentrate on the specific information that is most important to them.
Users can personalize smart views to align with their specific needs and preferences.
Users can quickly identify trends, opportunities, and challenges, leading to more informed and strategic decisions.
Opportunity
This Opportunity feature will help to:
Visualize the sales pipeline by tracking each potential deal or sales opportunity, from contact to closing.
It allows them to organize and monitor the progress of these opportunities, making it easier to focus efforts on turning prospects into actual customers.
Custom Opportunity Pipelines
Customize your opportunity statuses to represent the current state of a specific sales opportunity within the pipeline.
Access this feature by navigating to the Settings.
Sales Pipeline Reporting
The Opportunity Pipeline reports provide a comprehensive overview of your complete sales pipeline, enabling you to monitor opportunities at every stage.
Filter sales reports based on specific users assigned to each opportunity, or filter them based on the date range when the opportunity was created.
Custom Fields
This Growth Plan feature allows you to create personalized data fields to capture and organize the information you need.
Enable this feature in Addons > Custom Fields
Create and manage your custom fields
Manage user permission of who can add and edit entries from the custom field master list
Custom Job Status
This Growth Plan feature allows you to create specific job status categories tailored to your organization's workflow
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.
Multi Branch
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.
Route Optimization: Job Magnet
GorillaDesk's Job Magnet feature locates nearby jobs within a specified mile radius and date range. This allows you to efficiently pull jobs closer to specific jobs, optimizing your schedule and reducing travel time.
Route Optimization: Best Available Time
GorillaDesk's Best Available Time tool recommends the optimal times for adding new jobs or rescheduling existing ones. Easily discover the ideal time to schedule a job by considering the proximity of other jobs on your calendar.
Route Optimization: Drive Time
GorillaDesk's Drive Time displays the estimated drive time between two jobs on the schedule. This feature helps users account for travel time, ensuring there’s sufficient time allocated between appointments