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Communication template AI assistance

· One min read

We've integrated support for using LLMs to assist with the creation of communication templates. You can:

  • Enter a prompt for the templating language expression you want to generate (eg. "the event start date, formatted as 1st Jan 2025", or "customer name, formatted Mr John Doe"), and if supported, you'll be provided the expression to insert into a template.
  • Provide an outline of the communication you wish to create (eg. "thank customer for payment, ask them to leave a review if satsified"), and have the LLM create a first draft for you.

Import customers from accounting integration

· One min read

We've added a new feature that allows you to import your existing customer records directly from your accounting software into JobStaq. This feature is now available on the configuration pages for Xero, QuickBooks, and FreeAgent integrations in the web interface.

This import functionality will help new customers get up and running with JobStaq much faster by automatically bringing over their existing customer data, eliminating the need for manual data entry.

Quick create tasks

· One min read

You can now create standalone tasks directly from the "+" dropdown menu in the web interface or from the task list page. These tasks aren't tied to any specific customer or job record, making it easy to quickly jot down todo items while you're working on other things.

Make.com Integration

· One min read

We've released version 1 of an integration which allows you to connect JobStaq to Make.com, a platform which lets you build automations between software you use.

This release allows you to use the following records as either triggers for your scenarios, or actions:

  • Customers
  • Properties
  • Jobs
  • Events
  • Communications
  • Employees

Over time, we'll be expanding the range of supported record types supported by this integration.

More information can be found at the Make integration documentation page.

Zapier Integration

· One min read

We've released version 1 of an integration which allows you to connect JobStaq to Zapier, a platform which lets you build automations between software you use.

This release allows you to use the following records as either triggers for your Zaps, or actions:

  • Customers
  • Properties
  • Jobs
  • Events
  • Communications
  • Employees

Over time, we'll be expanding the range of supported record types supported by this integration.

More information can be found at the Zapier integration documentation page.

Event Estimated Time of Arrival (ETA)

· One min read

You can now provide customers with traffic-aware ETAs for their events.

A set of variables have been added to communication templates which let you:

  • Provide the wall clock time of when the engineer is set to arrive at the customer's property: {{ eta(event) | date('H:i') }} (eg. 13:21)
  • Provide the duration in minutes until the engineer will arrive: {{ eta(event) | duration }} (eg. 12 minutes)

These should help enhance the usefulness of automatic messages you send to your customers through triggers once an engineer departs to their event.

For communications which link customers to the tracking portal, the ETA will also be shown on this page once the engineer has departed, and updated periodically if the situation changes due to traffic.

This feature works best if you're using JobStaq for location tracking, either via our hardware vehicle trackers or the OwnTracks mobile tracking beta, however, we'll resort to using your schedule to calculate ETAs from the previous event if this data is not available.

Outbound Webhook Support

· One min read

You're now able to configure webhooks from the settings section of the web interface, to deliver HTTP POST requests to other applications when specified data types (such as customers, forms, and jobs) are created, updated, or deleted.

For anyone who's developing custom integrations between JobStaq and other systems, this will allow your software to instantly react to changes made in a JobStaq account. For regular users, this provides the groundwork for us to start working on support for integration platforms, such as Make and Zapier, allowing you to connect JobStaq to a wider range of applications.

Booking portal improvements

· One min read

A number of small changes have been added to the booking portal, which lets customers schedule events into your calendar automatically.

  • Customers can now attach files to their booking, to provide images for you to access prior to visiting the site
  • You can group job types into categories, to help break up the list of work you offer into smaller sections
  • Dark mode is now available, in addition to the standard light mode theme
  • You can customise the range of dates which customers can schedule work for (previously fixed at 1-30 days), either at the booking portal level, or you can override this per job type (for example, setting a longer lead time for work which requires parts ordering)
  • Same day bookings are now supported, if you opt-in (the default remains at 1-30 days)

Mobile Location Tracking Beta

· One min read

JobStaq has supported vehicle tracking using dedicated hardware trackers installed in vehicles for quite some time, allowing office staff to to see where their engineers are, and optionally, to let customers track engineers when en-route to their site.

There has been growing demand for the ability to track engineers using their mobile devices. We've released an opt-in beta integration which allows users to track their location via a free third-party app, OwnTracks, on iOS and Android. Configuration instructions can be found in the integrations sectionn on the web interface.

The long-term goal is to bring offer location tracking as an option from the JobStaq app, however, we hope this is a helpful interim solution until that is ready!

Open Banking Payments via Stripe

· One min read

In addition to card and direct debit options, we've extended our Stripe integration to support open banking payments (referred to by Stripe as Pay by Bank), offering lower fees than card payments (on Stripe's standard pricing, this is 0.5% + 20p with a £5 cap per payment, versus 1.5% + 20p for standard cards, and 1% for Direct Debit). This remains disabled by default, and can be enabled in the ]customer portal settings](https://web.jobstaq.co.uk/#/settings/customer_portal?tab=payments) to set a default option, and on an invoice-level for any overrides.