NewMarketing
Embed a lead form on your website
Add a branded lead capture form to your own website with a short embed code. Choose the fields and colors, and each submission creates a lead in the location you pick and can notify your team.
Embed a lead form on your website
Add a branded lead form to your own website that creates leads in the right location. Reminders go by text, email or both, and the Monthly Business Report shows the moves behind your tips.
v2.262.0
New2
Notifications when payment links are sent and paid. Your team gets a notification when a Stripe payment link is sent and again when the customer pays it. Finance
Improved2
- ImprovedReports
See the moves behind your tips#
Click Tips in the Monthly Business Report to see the moves that make up the total for the location and dates you picked.
Worker locations in Payroll. The Payroll employees list shows each worker's location, and the employee page shows it in the header. Finance
Fixed5
- FixedSales
Send reminders by text, email or both#
Choose text, email or both when you send a reminder, and edit the message before it goes. Links in text reminders arrive intact.
Inbox replies fill in recipients. Replying in a conversation fills in the To and CC addresses, and long text messages wrap inside their bubble. Inbox
Close Move opens for every move. The Close Move screen opens for moves that used to fail to load. Dispatch
Claimed leads show in follow-ups. Leads you claimed from another location now appear in your New Business follow-ups. Sales