The View Builder is now live across CRM, Estimates, Jobs, Invoices, Change Orders, and Job Costing. Every module gets the same set of tools: prebuilt views to start from; the ability to create and save your own; filters and sorting with more fields than before; a Settings panel to control which columns show up; and a one-click export.
Video Transcript:
[00:00] Hello, everyone. Today, we are excited to announce the release of ZevBit's updated CRM estimates page with these new reports, the jobs page to see all your active projects, invoices, change orders, and job costing.
[00:12] We've updated all of these pages with a ton of great features and updates to really allow you to see all the data and information exactly how you want.
[00:21] All right. So I'm going to walk you through the changes right now.
[00:29] Number one, in the CRM, you can now have all of your projects in the CRM. So if you want to have all of your leads, all your proposals, all of your signed jobs, everything all in one page, you can do that now under all projects without having any filters on.
[00:42] So you can search any project now here, and it's going to search it across all of them instead of having to go to estimates or CRM.
[00:50] So that's one big thing here. You can choose if you want this as all projects. You can also switch this to just say active leads.
[00:56] So this will stay what you're used to in the CRM, where it's just your new leads here. And if you want this to be your default, you can just simply make this default.
[01:04] Okay. So for each of these different saved views, you'll be able to go through and see there's certain information that is helpful to see for each of these different projects.
[01:11] And what's really nice about it is it's fully customizable. For every single one of these different views, you could choose what filters you want for as far as who do you want to filter by, maybe statuses or whatever it might be.
[01:26] You can also choose whatever settings you want. So we could choose between table and pipeline views, could choose between the visibility. We can choose group by, which I'll show you in a second. And we can also choose what columns we want shown in this specific view.
[01:36] So you can turn these on or off. You can also use this to rearrange columns, or you can do that simply by dragging them on the page here.
[01:44] If you want those to save permanently, just click that save right there. All right. So set this up however you want, whatever columns you need for the specific data you're looking for. And you can go through and check out these different setup views for you.
[02:00] You have your pipeline views. What's really nice in pipeline views is you can now do the settings and change how it's doing the pipeline.
[02:06] In this case, lead status, or maybe I want to do it off of assigned to. All right. So now I would see different people here.
[02:14] So you can set that up however you'd like to be specific for your company. All right. So that's really, really nice, and should be a big time saver.
[02:22] You can drag and drop these, and you can choose what data shows on each of these cards. So if you don't want all this data, you go to the settings, you turn off what you don't need.
[02:36] All right. So maybe I just want to have certain fields here on the card, apply that, you'll see it updates here. All right. Super, super nice. A lot of really good updates there to visualize everything.
[02:42] In addition to that, we also added the reports here on the top of the estimates page. So you can now see some of these reports here as far as how many proposals have been sent, which sources, the sold proposals and which sources, and your closing rate.
[02:59] You can filter this by user and by duration as well. And in the estimate, same thing. You can have this filtered to whatever you want. If you want to just have certain filters here that have your projects, you can set that all up.
[03:07] If you want to hide a column, simply go to settings and turn off that column. All right. So it makes it super easy. You can reorganize these columns however you need. You can add new columns here.
[03:23] These are for custom columns, but you can also click settings to enable other columns. So maybe in this case on proposal, I want to go enable all these proposal fields. So save that. And then here, you can rearrange them.
[03:37] So if you want to move some of these up towards the top, you can do that. You can also rearrange them here. So if you want to simply take this and just drag it over, you can do that as well.
[03:47] All right. So you have all this different information and whatever you need to see for these specific projects, set it up however you'd like. Click save here if you want those columns' orders to be saved, and yeah, that's how that all works.
[04:02] We also have the jobs page for you guys. This is going to be filtered by default to just your approved projects, and you can have this show all your projects that have been signed or approved or currently in progress.
[04:18] All right. And same thing here, you can set up whatever different job boards you want here.
[04:24] All right. Same update also goes for invoices and for job costing. So we've added some job costing reports here for you to see. You can set up whatever views you want based on the different information.
[04:34] You want to analyze your labor costs, you do that, and you can group this, right? So in all of these views, under settings, you can enable a group by. And what's really nice about that is you can group it by certain crews or salespeople or whatever you want.
[04:51] So for example, in the CRM, maybe I want to group this by assigned to. All right. So I do that, hit save. Now I'm going to see all my different people, and I can see who's assigned to what.
[05:00] So that makes that super easy, and you could change this to status. All right. So now I want to see off of lead status. So I could see where all my different customers are at.
[05:14] So yeah, that makes that really helpful for analyzing the data that you need.
[05:22] Also going to cover a few quick things here on invoicing, which is these different default views. One is this aging report, which is super helpful. You can see all your aging on all of your different projects.
[05:38] You have set this up however you want. There's some default here for you to check out. But overall concept is that all of these different pages — CRM, estimates, jobs, invoices, change orders, and job costing — all allow full customization of the table of what you want to see, what you want to do, how you want to organize it, all the different saved views you want, which filters you want.
[05:58] It allows full customization. We've also added the built-in export, so you can export all this information however and whenever you need. And then, of course, these helpful reports here. So review all of it.
[06:14] Let us know if you have any questions. If you do, just send a chat in the bottom left corner here, and happy to hear any feedback you have or any additional information or thoughts.
[06:19] So really appreciate you guys' time to check this out, and we are looking forward to rolling out more updates like this in the future. Thank you so much. Have a great one.