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Operational P&L and Outlook email

See a profit and loss built from your jobs, and connect Outlook or Microsoft 365 mailboxes to the Inbox.

v2.300.0

New2

NewFinance

Operational profit and loss

See a monthly profit and loss built from your jobs, with a chart of accounts, a monthly cost grid, and the margin on each move.

Improved1

  • Clearer Sales Coaching insights. Sales Coaching insights track credits accurately, chart history correctly, and link straight to the call behind each insight. Sales

Fixed2

  • Customers can come back to pay a deposit. A customer who accepted an estimate or signed a contract but left before paying can return and finish the deposit. Sales

  • Edit storage frequency. You can change the frequency on a storage facility again. Admin