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WHAT'S NEW?

Check out our monthly release webinar to see what's new and make requests!

2024

SEPTEMBER RELEASE

Check out our latest and greatest including:

  • 0:00 - Agenda
  • 1:55 - Data Sets in Reports
  • 4:02 - Work order Updates - Select and Associate costs
  • 6:00 - Work order Updates - Added PO Migrated Button
  • 7:19 - Mobile - CRM - Added call, text, note, and new job functionality to contact card
  • 9:55 - Mobile - Tasks - Added Description details to tasks
  • 11:07 - Bug Fixes - Overdue Tasks & target KPIs
  • 12:35 - Growth Series - Data Sets Training

AUGUST RELEASE

Check out our latest and greatest including:

  • 0:00 Agenda
  • 2:09 Work Order Summary Added
  • 3:38 Added Over/Under For Individual Work Orders
  • 4:00 Work orders added to Financial Banner & Estimate Budget %
  • 5:03 Ability to select QBO Accounts for PO creation
  • 6:45 Added "Open Work Orders" column to Job File List
  • 7:51 Added the ability to edit "File Date" on Job Files
  • 10:40 Bug Fixes
  • 18:00 Growth Series - 'Leading Yourself - Essential Energy Skills & Attitudes for Top Performers'

PAST RELEASES

JULY RELEASE

Check out our latest and greatest including:

  • 0:00 Agenda
  • 2:07 - Online - New Column Added: Last Scheduled Visit
  • 3:53 - Mobile - Appointment Edit & Remove added to Team Calendar
  • 5:54 - T-Sheets Integration Sync improved
  • 6:53 - Bugs
  • 8:03 - Workorders
  • 18:00 - Work orders & Quickbooks
  • 22:00 - Q&A

 

 

 

 

 

 

JUNE RELEASE

Check out our latest and greatest including:

  • 0:00 - Agenda
  • 1:22 - Web - Report Builder offers default dates
  • 2:11 - Web - Added Property Management Company to reports & file view
  • 4:30 - Mobile - Added preferred contact method to Master Job Creation
  • 5:34 - Mobile - Team Schedule - Add multiple employees to new appointments
  • 5:57 - Mobile - CRM - Automatic Note Prompts after calls or texts
  • 6:35 - Mobile - Search by Job File Number in the Tasklist
  • 7:15 - Bug Resolved- CRM Referred files in the rejected status are now shopping on the referred contact card
  • 8:18 - Bug Resolved - Company Camp Photos are fully syncing
  • 9:11 - CRM Training Module

MAY RELEASE

Check out our latest and greatest including:

  • 0:00 - Agenda
  • 2:00 - Web - Contacts added manually will now show under Notes for emailing
  • 4:44 - Mobile - Ability to CC Job Contacts on Note Creation
  • 5:33 - Mobile - PDF Report Generation
  • 6:44 - Mobile - Ability to Select and Email Documents
  • 7:55 - QBO - Franchisees can update location within Quickbooks Online
  • 10:00 - Zapier - Resolved CRM Trigger Challenges with the Zapier Configuration Screen

 

 

 

 

 

 

 

APRIL RELEASE

Check out our latest and greatest including:

  • 1:36 - Auto Population of Job Name
  • 3:38 - Opportunities Badge for Unaccepted Jobs
  • 4:24 - Reporting Additions - Fully covered in the Growth Series
  • 9:22 - Mobile - Task Filter Added for easier sorting through tasks
  • 12:42 - Mobile - Sales Stage Tracking
  • 14:22 - Removed App Timeout When Completing Forms
  • 22:34 - QBO Bug fix - Unit is no longer copied to shipping and street addresses
  • 23:32 - Growth Series - Report Showcase + 5 Essential Reports All Contractors should be running.

 

 

 

 

MARCH RELEASE

Check out our latest and greatest including:

  • 1:40 - CRM Sales Stages - Simple way to track your sales stage and enhance your prospecting workflow
  • 3:50 - Admin - Adding CRM Sales Stages into the platform
  • 3:27 - Admin - Removing Default Referred Source
  • 5:57 - Mobile - CRM Navigation and note entry improvements
  • 8:32 - Mobile - Dropdown Interface Updates - Now easier to use!
  • 10:35 - Zapier - New Trigger - Contacts created in Xcelerate CRM or Contacts exported when a new contact is created. Use to import contacts into and out of MailChimp, Constant Contact, etc.
  • 12:54 - Questions and Answers - Lots of great questions, thank you!
  • 20:06 - Growth Series - Best Practices and the integration of Slack & Teams with Xcelerate. Don't miss this one!

FEBRUARY RELEASE

Check out our latest and greatest including: