We're excited to announce a new feature that's going to make managing client details from our scheduler even easier. With just a click, you can now view comprehensive client information directly within the scheduler interface.
Here's What's New:
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Instant Client Details View: Click on a job in the scheduler, and select "View Client Details" to see a complete profile of your client. A panel will slide in, offering a snapshot of essential client information without navigating away from your schedule.
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Efficient Client Management: The new 'Edit Client Details' feature allows for immediate access to update or add billing, contact, and location information. This enhancement ensures you can manage client details seamlessly from the scheduler, keeping your workflow uninterrupted.
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Streamlined User Experience: We've eliminated the need to switch between pages, allowing you to access and edit client information without leaving your current task. This update keeps you focused and in the flow of your work.
The Impact of This Release:
This update responds to the feedback for a more streamlined way to manage client details directly from the scheduler. By minimizing the need to jump between screens, we’re simplifying how you interact with client information and schedule jobs, all from one place.
Enhancements to Explore:
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Billing Summary: Quickly check invoiced amounts, outstanding balances, and payment terms right from the client details panel for efficient financial reference.
Contact Management: Easily update or add new contact details to ensure you have the most current information at your fingertips.
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Location Management: Simplify how you handle multiple client locations with the ability to add or edit location details directly, ensuring accurate and efficient service delivery and billing.
We believe this feature will greatly enhance your productivity and improve the overall user experience. We're looking forward to seeing how it positively impacts your daily operations!
This update directly corresponds to the community-requested feature to provide quick access to client files, as seen in the scheduler and is part of our ongoing enhancements based on your valuable feedback.
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