13 posts tagged with "CRM"

You are now able to create custom fields for customer, property and job records to gather data which built-in fields in JobStaq do not support, such as job priorities, due dates, and parking options for properties.

At present, you can create text inputs, number inputs, checkboxes, dropdowns (single-select) and date fields. You can fill these fields when editing records, and can customise table views to add a column to show these, plus sort and filter by their values.

Custom fields can be managed via settings in the web interface. Limits on the number of custom fields you can create depend on your plan.

customer can set their job reference (eg. PO number) when accepting a quote through the portal, if they have a role (ie. access to central customer portal).

You can now create custom tags to be associated with jobs, customers, and properties in your account.

You can add new or existing tags to records when editing them.

Tags can be managed in settings, to update the text and colour code, or to delete any tags no longer required.

You can customise table views to show the tags column, and can filter for results matching a set of selected tags.

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.

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.

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.

It is common to have parts of communication templates that are repeated across several templates, such as greetings and footers. To assist you with managing templates, you can now create macros, which are snippets that can be inserted into templates, to make managing these sections easier. Macros have access to the same variables and formatting options as the templates they are inserted into. Manage macros here.

You now have the option to notify your engineers when they've been assigned to an event, or a task.

For events, notifications get sent once the employee locked option is checked, and only for events occurring the next 7 days.

In both cases, no notifications will be delivered if you're assigning yourself to a task or event.

We've just rolled out an update to the data import flow available in the web interface, to make it easier to use and more flexible.

Previously, we only supported importing customer and property details from a CSV file with a fixed format of required column names, which in most cases caused a lot of work for anyone trying to map their existing data into the expected format to get the import to work. The new import process addresses this limitation, by allowing you to upload CSV or Excel files with any column configuration, and then letting you pick what fields in JobStaq your spreadsheet columns map onto.

We've also introduced some aggregated fields, to reduce manual processing work required prior to uploading the spreadsheet to the web interface. Initially, we're supporting a combined customer name field (which we'll split into name components), and a combined property address field (which will get split up into lines). We'll continue to monitor feedback and usage of this importer to identify any future potential for more aggregate fields going forwards.

We've also expanded the types of data the importer supports to customers, properties, jobs, notes, assets and events, which we think should cover most use cases of the feature. If you've got any data not supported by this flow, please reach out to our support email, and we'll be happy to help getting your data imported.

Finally, we've made some behind-the-scenes improvements to the data deduplication handling during imports. Our previous import system only supported comparing the data being imported to data in your account before the import started, but we noticed a number of cases where imports contained duplicate records, so have changed this so that we'll attempt to spot duplicate data within a import file and merge this, to keep your database as useful as possible.

You can access the import flow from the settings page of the web interface, by searching "import" in global search, or from this link. Any feedback is appreciated!

We've added a read-only integration for CardDAV clients, allowing you to view your JobStaq customer and employee database from within third party software, such as the iOS contacts app. More details on how to configure this can be found here.