Estimate customer portal product release 22.06 Product Release Notes

Get signoff on Customer Proposals — without needing to signup on the Customer Portal

Life gets busy and let’s face it, sometimes having another password to manage is the last thing your customer needs. To help make life a bit easier for those customers, we’re adding the ability for them to review and interact with a Customer Proposal sent from LMN — without needing to create a Customer Portal account first.

How does it work?

  • In Settings, you will have the ability to specify whether your LMN account will:
    • Require Portal authentication to access all Customer Proposals sent via LMN (this is the current setting for all proposals); OR,
    • Allow Proposals via LMN to be sent without Portal authentication. With this setting enabled, you’ll be able to specify for each Proposal whether or not your customers will require a Portal account to view it.

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  • Customers who receive a Proposal that does not require Portal authentication will be able to access it by clicking a “Review Your Proposal” button found in the email. Via that button, they’ll be able to perform the critical actions you need for your pipeline such as reviewing, sending back with comments, or providing final signoff.
    • What they won’t be able to do is monitor progress on the Job — this can still only be done with a Portal account (since this data comes from LMN Time, not from the Proposal). Don’t worry — after a proposal has been approved, we’ll show a message encouraging your customer to sign up for the Portal so that they can keep track of these details as the project moves ahead.

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  • Worried about a customer using the wrong link and being taken to an outdated version of your Proposal? Don’t be — when a new Proposal version is created, all of the previously emailed links will auto-forward to a link pointing at the newest version.

New and Improved Estimate List!

When your business is growing fast, your pile of estimates can get cluttered in a hurry — which doesn’t help when you need to bring up a specific list of estimates for follow-up or analysis. As part of this update, we’re pleased to roll out a fully redesigned Estimate List that will make it easier than ever for you to generate the tailored list you need:

  • Standard and Service Estimates on One List. Ever been asked to pull up all the different estimates for a certain customer — then had to click between two different lists to do it? Say goodbye to that extra work with Standard and Service Estimates on one list! (Note: you can still use a filter to drill down to one type or the other.)
  • Critical information up front. The Estimate List now includes several brand-new new columns, so that you can view and sort by critical data points like proposal status. Need to view a list of estimates that starts with the ones that were most recently updated? Now you can! Here’s the full list of new fields that we’ve added:
    • Type (Standard or Service)
    • Date last updated
    • Proposal Status (mouse over icon to read the full status name)
    • End Date
    • Estimate Price (total)

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  • A new panel just for estimate filters. To make filters easier to navigate, we’ve moved these into a new sidebar where you can not only apply new filters, but visually keep track of the ones you’ve already applied. Within, you’ll also find some brand-new filters that we’ve added as part of this update:
    • Line Item — type in the keyword for a material or piece of equipment, and the Estimate List will filter to show only estimates that include that text within at least one line item.
    • CRM Tag - filter to only show estimates for customers who have certain tag(s) applied to them within CRM.
    • Proposal Status — Refine the view by one or more proposal statuses so you can view — for example — a refined list of all proposals that are Awaiting Approval.
    • Date Ranges — set a date range filter by Estimate Date, Contract End Date, Estimate Last Update, or Proposal Last Update.

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  • New bulk actions to make life easier. Now from the Estimate List you can perform the following actions in bulk:
    • Send a proposal reminder. (Note: you can only do this for estimates that have been sent out as Customer Proposals via Customer Portal).
    • Include estimates in statistics. (Note: previously you could only exclude in bulk.)
  • Copy an estimate from the Estimate List. Need to copy in a hurry? Now you can do it without even having to open an estimate up, by clicking the icon found in the new “Copy” column.
  • Choose a budget for estimates created via copying. When you copy an estimate using the Estimate List’s copy icon, you’ll be able to designate a new budget (or stick with the old one!) for the duplicated estimate you’re creating:

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  • Save a default view. If you’re a more specialized member of the team — for example, you only deal with clients whose work involves swimming pools — you can apply the filters you like, then click the new “Save as Default View” button. The next time you open up the Estimate List, your go-to filters will already be applied.
  • Export Excel for Current View Only. Want to export an Excel-friendly Estimate List table that only includes your filtered down list? Now you can, by choosing “Current View” from the dropdown after clicking the “Excel” button.
  • New Data Fields in the Estimate Excel Export. We’ve gotten a lot of feedback from our contractors about data points that would be helpful to have within the Estimate List export. After this update, the exported sheet will now include fields for:
    • Estimate Type (super helpful now that your list may include both Service and Standard estimates)
    • Sales Pipeline Status
    • CRM Tags
    • Breakeven

Invoice Settings:

  • It is now possible to change your invoice numbers to a number lower than the current one! As long as the new invoice number has not been used previously (a confirmation dialog box will appear to alert you).

 

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