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.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Estimate Activity Tracking

New Feature: Estimate Activity Tracking

March 25, 20251 min read

Estimates help you move prospects into completing purchases and becoming customers. However, they are not an activity that you do alone. So, to help you keep track of views and changes we’re glad to introduce live Estimate activity tracking!

⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Accountability: Follow along the acquisition journey, easily monitoring your team’s actions and ensuring contact is made as needed moving customers forward.

  • Closure Rates: Use the insights provided by activity tracking to re-engage customers and create touch points when doubts arise, converting repeated views into conversation points and increasing conversions.

  • Contact Simplified: This helps simplify the editing process and increase the effectiveness of your updates by using the activity logs as an easy way to notice when modifications are needed.

⭐️How To View The Estimate Activity Tracking?

  1. Navigate to the Estimates tab inside the Payments section.

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  2. Look for the Estimate you want to check and click the three dots icon next.

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  3. Select View History to open the logs.

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  4. All actions will be color-coded on the right drawer.

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Access to the detailed history of changes will improve your acquisition rates. Helping you monitor your team's performance, and improve the customers' experience.

New FeatureNew UpdatePaymentsEstimates
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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