mHelpDesk Release Notes for Web – Oct. 11, 2016

Written by | Featured, Field Service Web App

About this update

We pushed out two new features for our mHelpDesk web application today to improve our customers’ experience with their estimates and invoices. Check out what you’re now able to do below!

Web

  • Add an Approve button on Estimate template: You can now create an approval button on your estimates, so that your customers can quickly approve an estimate you send them. Note: when an estimate is approved, the service pro assigned to the job (or creator of the estimate) will receive an instant email notification notifying them of the approved estimate.
    Untitled design (12)
    Here is an example what your customers can now see:

screenshot_approvalbutton

To update your current estimate email to this template, follow these steps:
1. Sign into your mHelpDesk account (as an administrator)
2. Navigate to Settings
3. Click on ‘Templates’
4. Click on ‘5. Estimate Email Template’
5. Click on ‘More’
6. Click on ‘Reset’
7. Hit Save

To add the estimate approval button only, follow these steps:
1. Sign into your mHelpDesk account (as an administrator)
2. Navigate to Settings
3. Click on Templates
4. Click on ‘5. Estimate Email Template’
5. Select the ‘Text’ view
6. Copy and paste this code: <a href=”_Estimate.ApproveURL_” target=”_blank”><img src=”https://mhelpdesk.com/wp-content/uploads/2016/10/approve_estimate.png” width=”250″ alt=”Approve Estimate” /></a>
7. Hit Save

OR you can copy and paste the button (below) into your template:

Approve Estimate

 

 

  • See a status on your Invoices: You are now able to see whether an invoice has been “sent” or “paid”,  is“past due” or is in “draft” mode. This means you’ll know exactly what’s been paid, what’s overdue and what invoices you still need to send to customers at all times.
    Untitled design (12)
    Here is an example of what you’ll now see:

screenshot_invoicestatus

Reach out to our Customer Happiness Team via phone

+1(888)558-6275 ext. 2 or email (happy@mhelpdesk.com)

with any questions or concerns!

Last modified: December 6, 2016

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