We released quite a few new features this week, made some improvements, and fixed some bugs. Here's the rundown:
We created a booking module for mini-sessions (and other session types) and workshops. Clients can choose from available dates and make a payment to reserve a session. And this can all be done without having to send them a proposal. These modules can be set up under the Booking tab. >>> Learn More
Automated emails and questionnaires can now be added to Lead Workflows. They can also be added directly to a lead's job timeline. >>> Learn More
Questionnaire templates can now have default emails which will auto-populate when sending a questionnaire from a job or contact. The default email will also be used in any automated questionnaire. They can be configured under Settings > Templates > Questionnaires.
Tasks can now be added to Events on a job. And there's a new task manager on the Dashboard which will list upcoming and overdue tasks for your jobs. >>> Learn More
You can upload Files to a job under the job's Documents tab. >>> Learn More
The Leads tab now has a List view which can be toggled from the default Lead Board view by clicking the icon next to the Search bar.
You can resend an invoice by clicking "Resend" under the ellipses on the far right side of the invoice either on a job, a contact profile, or under the Documents tab.
A 'Feature Request' form has been added under your Profile photo in the upper right corner of the website. Send us your suggestions!
You can now split payments evenly on a standalone invoice. Payments can be split into monthly, bi-monthly, and weekly payments. >>> Learn More
Creating a Lead is now separate from creating a Job. A Lead is a job that has not yet been booked. When you create a Job, it is automatically an active, booked job. If you need to bypass the Lead process just create a Job instead of a Lead.
Under the Jobs tab, the Archived Jobs section now has a filter for archived reason and status (lead or job).
Emails sent from ShootQ will no longer say 'notifications' in a client's inbox. Instead they will say your name and company name.
When the "Display itemized prices on all invoices" option is enabled for invoices, if the package price is higher than the sum of the individual products/services in the package, ShootQ will automatically hide those individual prices.
Under the Contacts tab, you can filter by either Company or Contact in the upper right.
Clients can now decline a proposal and also send you a message to explain why.
Major Bug Fixes
Fixed: There was an issue where a contact's information (under the Contact's tab or on a job) could not be edited unless the birthday and anniversary fields were filled in.
Fixed: Discounts were not applying to an invoice created from a proposal.
Fixed: In a contract template, the variable Package Contents was also showing all add-ons even if no add-ons were selected by the client during the booking process.
Fixed: The Collection Types were blank for some studios under Settings > Invoices, Payments, & Taxes. The five available merchant accounts are visible again.
Fixed: Contracts with contacts that were set to 'Review Only' were required to sign the contract. Now they can only view the contract.
Fixed: In the proposal builder, it wasn't possible to create a custom discount.
Fixed: Images for Products/Services were not saving under Settings > Pricing > Products and Services.
Other Bug Fixes
Fixed: Active contracts were appearing when filtering for Archived contracts.
Fixed: When a client completed a proposal, the invoice status was 'Draft'. It will now be Pending (if it isn't Paid or Overdue).
Fixed: Contracts on archived proposals were still remaining active. They are now archived as well.
Fixed: On a standalone invoice, the due date would change if the invoice date was changed.
Fixed: On a draft proposal, if the client's email address had been updated, it was not updating in the proposal.
Fixed: Under Documents > Contracts the Primary Contact field was blank for standalone contracts.
Fixed: Under a Contact profile, the Documents and Invoices tab was blank even when the contact contained these items.
Fixed: The background image under Settings > Account > Company Information was being cut off. It now shows the entire image.
Fixed: When the company's email address under Settings > Account > Company Information was updated, client replies were still going to the previous address.
Fixed: There was an issue running a test transaction with Braintree. A failed test was showing a blank error message. It now says "Authentication with Braintree's API failed".
Fixed: On step 1 of the proposal builder, the link to "Pricing Settings" was generating a 404 error.