Add custom charts to a dashboard

InflatableOffice shared this announcement 20 months ago

You can create custom reports with graphical charts, apply filters, and add to a dashboard (more info)

New Features:

  • Dashboard: Each worker (and main account) can create a dashboard of customized charts (more info)
  • Templates: Revisions are now automatically saved and available to restore to older versions of pages, emails, contracts, etc    
  • Texting: You can create text message templates in the email center (see Customer - Manual Text template). When you select a text template from the email pop-up on a lead it will default to the text option
  • Taxes: You can now force a sales tax override by zip code under Settings->Distance Charges. Note: When setting this the zip code distance charge will be used.
  • Contract: If contract is signed, signature section is now automatically hidden.
  • Leads: You can now use county name to filter leads in the keyword box.
  • Contracts: As an admin, you can now view a contract when in Quote Status
  • Contracts: Emailing a contract to a customer when lead is in Quote status now auto-updates status to Contract
  • Square: Improved styling of credit card input form
  • Quote Page: Added new template variables to allow referral and customer types be required:*referral_field_required* and *customertype_field_required*
  • Statuses: You can now set which statuses set the book date (Contract status or above does this by default)
  • Statuses: You can now set the status leads are set to when they are auto-booked (Contract status by default)
  • Wordpress: Check availability date is now passed along with cart checkout to quote form as start date
  • Wordpress: Added website links next to items, categories, and a log of transactions on Wordpress page
  • Mobile App: Note the mobile app will be updated sometime this week with the below changes:
  • Mobile App: Status and Delivery Type added to lead details screen
  • Mobile App: When adjusting start date, end date auto adjusts as well
  • Mobile App: Improved layout for tablets
  • Mobile App: When searching from list of leads, filter is automatically removed
  • Mobile App: Scrolling to the bottom of the list of leads will now auto-load more leads
  • Mobile App: Added default filter of ‘Upcoming Events’.
  • Mobile App: Added last activity and contact date for filters (when CRM active)

Bugs fixed:

  • Websites: Fixed availability checker when items had dashes in the name
  • Payments: Fixed bug with surcharging sometimes leaving $.01 due or as a credit.
  • Conflicts: Fixed bug where conflicts would show as yellow and not red in certain circumstances
  • Square: Fixed issues with it not showing payment in the Lead Log and not upgrading status automatically
  • Square: Surcharging now works when using square
  • Square: Now showing confirmation of payment to customer properly
  • Workers: Rank workers up to 10, and 10 rank can now sign up for any available shifts
  • Workers: When using Gmail integration they can now send emails through their connected account
  • Vendors: Prevent multiple alerts from going out when lead is changed
  • Vendors: Fixed it so vendor items with accessories now display properly on POs
  • Vendors: Fixed issues when multiple vendors respond to a quote not showing responses correctly
  • Vendors: Fixed issue causing vendors to sometimes sign POs twice
  • Vendors: Fixed issue with when items with same name in a lead had quantity wrong on PO
  • Vendors: Fixed it so advanced times will show properly to vendors. *fullrentaltime* can be added to the PO template
  • Contact Form: Fixed it so company time restrictions don’t affect it
  • Conflicts: When admin overbook (in general settings) is set to error, it now no longer allows status upgrades
  • Contract Page: On mobile, it now scrolls to errors
  • CRM: Tab now shows email communication correctly when multiple email addresses are listed
  • Emails: Shared filters are now available in the filter drop-down of email center
  • Emails: You can now see when emails bounce in all log tabs and hover over it to see the reason
  • Emails: Fixed issue with deposit due emails going out even when deposit was paid when using deposit requirements on specific items
  • Prices: Fixed rental price showing $0 when a new lead is created and the start/end times are the same
  • Leads: Clicking a conflict when editing a lead no longer annoyingly redirects the page.
  • Rentals: Corrected issue when using both link qty and required qty on accessories
  • Mobile App: Saving a new lead will now take you to the lead details page instead of the lead list
  • Leads: If rental advanced times are set improperly system will now error
  • Taxes: Fixed a rounding issue in certain scenarios that would cause IO tax not match QB tax

See history of updates

Comments (3)


Awesome job!! Thank you for all of your hard work!!


Impressive list!


Thanks Bill. We've been busy!