Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Estimates
Introducing Estimates inside the Payments section! This feature allows you to send estimates to your customers before sending the final invoice for them to accept or reject. It also enables you to convert the approved estimate into a billable invoice.
⭐️Why Is This Feature Beneficial To Your Business?
Convenient Invoices: This allows you to create and manage pricing from your customer that can be transformed into an invoice.
Improved Planning: With estimates you can more accurately plan projects before getting started and approach opportunities with a clearer view of the customers’ budget.
Simplified Qualification: Prequalify your customers by sending them estimates for your services, keeping everyone on the same track.
⭐️How To Create an Estimate:
Navigate to the Estimates tab inside the Payments section.
Click on “+ New Estimate” to start the process.
Open the dropdown menus to add the needed information.
Click send to complete the process.
Estimates allow you to prepare for projects, uphold your customer's budget, and ensure satisfaction. We want you to enjoy this feature to the max so we’re working toward adding Estimates in Workflows and Templates in Estimates. Please keep an eye out for the updates!
