Here are some of the highlights of the new update:
Broadlume Business Management Software
- Generate click-to-pay links for various specified amounts. You can now generate “click-to-pay” links for specific amounts, such as a deposit or final payment. This makes it easy for customers to pay you online without having to give their payment card information over the phone. Requires Broadlume Payment Processing
- Add click-to-pay link to Quotes, Orders, Invoices, & A/R | We've added an option to include a “click-to-pay” link to all of our documents, so your customers can easily pay you online. Based on customer feedback, we’ve also included an option to not display the click-to-pay link. Requires Broadlume Payment Processing
Click here to read the full Knowledge Base article on using these new click-to-pay features.
- Cash and Carry customer setting to NOT store cards | If you have a single customer ID that you use for one-off or cash & carry purchases, that ID can now be set so that cards do not store. To turn this on, go to Company Control 1 > Over The Counter - Cust ID. Requires Broadlume Payment Processing
- COMING SOON! Orphaned web payment matching utility | Before, any payments submitted by your customer online would be disconnected from the customer, invoice, or quote record in your Business Management Software. Coming soon, when adding payments to your credit memo, BMS will provide the best recommendations for matching transactions. Requires Broadlume Payment Processing
Click here to learn more about Broadlume Payment Processing.
- Installer Rate Import | You can now import a CSV file with custom installer rates for specific labor items. This makes it easy to keep track of your installers' rates and ensure that you're charging your customers the correct amount.
- Modernized Work-in-Progress (labor) report | Upgraded this report from text-based and also now includes a new Install Date Filter.
- Ability to run all reports from one screen | You can now run all of your reports from one screen. This makes it easy to find the information you need quickly and easily. To find, General Ledger > G/L Reports > Print All Reports.
- Add Scrollbar to lead scheduling | We've increased the size of the lead scheduling window so you can see more leads at a time. This makes it easier to manage your leads and ensure that you're not missing any opportunities.
- New fields added to Excel export for “Work in Progress Costs” from JC | Added fields to Excel output. When a user is exporting to Excel from Work in Progress from Job Cost (JC), they now have an additional 3 fields of data included: Job Type, Special Instructions, and Ordered BY
Retail Lead Management (RLM)
- Notes Filters | No more endless scrolling and hunting for relevant notes on your leads. Notes Filters introduces an intuitive way to quickly filter by Notes Type, Stage, Assigned User, and more!
- Calendar Filters & UI Upgrade | The Calendar UI got a massive upgrade to be more informational and scannable. Alongside these UI updates, we’re also improving the experience by applying similar filters as we did on Notes. Filter by Store, Task Type, Pipeline, Assigned To, and more to create the perfect view of your team’s calendar.
- Export leads based on current List view | Previously, lead exports were an overwhelming spreadsheet with EVERY column in the organization’s account. Now, you’ll get a discreet export of whatever is represented on the List view. Combine this with Saved List View Templates to cut down the time to update reporting by 80%!
- Export Date Format upgrade | Currently, when exporting date data types, the .csv only picks up the mm/dd/yyyy. This is not specific enough to do more sensitive analyses on things like average response time. Now, when you export a date, time will be included as well.
- Filtering / Sorting Logic upgrade for handling Null/empty records
- Add "X" to clear ALL applied filters for a given column | Currently, users who apply multiple filters for a specific column (i.e. Stage or Assigned User) have to deselect them one at a time. The system then loads between each deselection, causing a delay. Now, you can clear all filters for a specific column in one click!
We hope you find these new features helpful. If you have any questions, please don't hesitate to contact us.
Thanks,
The Broadlume Team