User Test Release

18 Mar 2019

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Addresses linked to Google maps : View addresses on Google map with one click.
Advanced filters on Customer List : Advanced custom filters on customer list allowing the users to filter the customers based on sales - like least grossing, most grossing etc..
Authentication : We secured each business with database separation, password recovery mechanism, personalized user profiles and session timeout for better security.
Business Services and Rates : Configure services and corresponding rates. You can configure resource types, service types, meeting types, transportation types, equipment types, additional services and scope of work.
Calendar : View and manage your business and personal events easily with Calendar where you can access your business events and personal events separetly with function filters to give you easier navigations and focused views.
Communication list per customer: Consolidated list of all the emails going out to the customer with email status can be viewed under each of the customer details communications.
Entity picker in conversations: Pick entity to apply SMTP settings through which you wish to send out emails.
Entity pickers in email communications: Pick entity to apply SMTP settings through which you wish to send out emails.
Inventory: Filters based on last updated date not working correctly.
Inventory Management: Manage your inventory for products and materials. Jacktrade supports 3 types of products - simple, bundle and package along with stock views with for different scenarios like active orders view, returned products etc.
Job Completion : Easily manage your journey from sending quotations to the customer to successfully closing the job with respect services, products, materials, promotions and payments.
Opportunities : Track your leads all the way from identifying leads, nurturing, relationship building, conversations and closing down the potential opportunties. With a unique user expereince, it becomes extremely easy for sales people to efficiently manage the prospects with timely follow-ups and active communication.
Product Instructions : Product instructions can accept special instructions now.
Quote Submit status : Email status for quote submission has been fixed.
Quotes and Jobs : Filter - When I apply Filters, Unable to See Recurring Service Data .
Saved cards per customer : You can view all the active cards stored per customer in the customer details.
Search by tags on Customers : Customers can be searched based on smart tags and custom tags.
Status Colors: Colors for status throughout the app have been normalized.
User registration, Password reset, Forget Password: User registration flow has been built where new users will receive an email verification link and can reset their passwords before login. Forget password flow has been built where user can access their accounts even if they forget their password.

Market Evaluation Release

25 Jun 2020

Easily manage your journey from sending quotations to the customer to successfully closing the job with respect services, products, materials, promotions and payments.

Action Items : Under Teams - Action Item - Selecting Opportunities as a function is causing problem in some of the devices in Windows.
Action Items : Under Teams - Action Items - Total count of action items and active action items doesnt match until you refresh the screen manually.
Action Items improvements : Improvements have been made in action items with respect to user expereince as well as some addtional functionlities. Users can setup 6 different types of priorities We have introduced different sort types to have quick and easier look at your action items. Similar action items can be cloned for quick work. Using 'Bulk' functionality user can perform actions on multiple action items at a time. Folders in action items can be visually differentiated with different colors. Active and hidden folders list allows user to have a focused view on the important things.
Action Lists : Action list is a small task to-do list for everyday use by the business with a great user experience. Jacktrade supports action items in Quote, Jobs, Opportunities and personal action list per user.
Associates : See all the associates of a customer belonging to the same organization in customer details.
CRM : Manage customers journey right from generating leads, opportunities, communications, segmenting and nurturing of the customers.
Customer communicaiton history with email status : Track communication with your customer happening via email. Also get to know the email status - if the email is delivered and opened by the customer.
Customer Import : Easily import your existing customers data into Jacktrade through a csv file. Additionally you can create opportunities against these customers during import itself.
Dynamic Sales Tax : You can setup taxes based on services, products, materials and service destination address. Users can setup different tax classifications and tax methods.
Email Status : Under communications for each of the customers, you can track the emails based on their status. You can see which emails are Opened, Clicked, Delivered or Bounced. If the emails are bounced to any of the contacts, you can see it on the contact details and we will restrict any emails going out the these email id's.
Email Status - Email Bounced, Email Blocked & Domain Blocked : Email status is maintained by Jacktrade for the bounced emails, blocked emails and blocked domains. Jacktrade observes a strict policy on emails and spam ratio.
Emails and Invoice Branding : Send out branded emails and inovices to your valuable customers to give a personalized.
Guided Actions : Establish quality and efficiency in your business by automating action items in the business process for resources to follow with the help of fully user configurable rules. Make your sales cycles effective by injecting action items for repeated tasks and follow-ups with the potential customers. Never miss a thing in your business process with the help of Guided Action Lists.
Improvements in Opportunuties : Improvements are made in opportunites in terms of expereince and new features introduced are - 1. Board Categories 2. Filters and search on list view 3. Age alerts 4. Amount alerts 5. Move opportunity cards within boards with same location 6. Opportunity cloning.
Invoice Settings : Robust invoice settings per entity which provides you ability to brand your invoices per business entity and setup settings.
Manual Tax Overwrite : You can setup manual taxes and save it per business location. User can choose to apply the automatic taxes (Sales Taxes) or manual taxes.
Quotes and Jobs wrt to PO : You can now manage your product or material suppliers based on your quotes and jobs. Purchase orders can be mapped to the Quotes and Jobs.
Rental Materials : Materials can be rented out on hourly, daily or flat cost.
Service Scheduling : Update problem with repeat service has been fixed.
Tag Management : Tagging in Jacktrade is used in many modules and provides user a mechanism to label any particular entity. Tagging is used to segment a data and file structures so functions can target a list or group of elements as required among various processes of the business.
Teams : Resource list becomes blank when the limit record setting is set above 17 from the table settings.
Viewing existing tags and add custom tags. : View existing tags while adding custom tags. Choose to add existing tags or add new tags as per your need.

Early Release

4th Feb 2021

We secured each business with database separation, password recovery mechanism, personalized user profiles and session timeout for better security.

Action Items - Bulk Assignment : Perform bulk operations on the action items like setting up priorities, assignments, move to folders, set due date and time and add tags.
Action Items - Filters : Advanced filters on action items based on prirotity, assignments, functions and due dates.
Action Items - Folder Sequencing : Seqeunce your actiion items folders as per your convinience to increase your efficiency.
Action Items - Priority status : Predefined seven priorities on action items allowing users to work effeciently within the team.
Advanced filters on Opportunity list : Filter your opportunities with dynamic filters like priority, sales agent, customer type, status and ranges for amounts and age.
Alias in Invoice Settings : Setup alias per business entity for resources, transportation, equipments, additional services, scope of work , simple estimates, service origination address and destination address to be reflected in the invoice.
Assembly Pricing : Package can be setup as assembly pricing where the package cost will be aggregated cost of the products selected.
Better experience on submitting Quotes, Jobs and Purchase orders : User friendly interface for sending different types of invoices and emails to the customers. Additional operations like currency conversion, web payments and taxes can also be managed and tracked from here.
Bulk actions on opportunities : Perform bulk operations on the opportunities list view like updating, sending emails, adding conversations, action items and tags.
Business Services Per Business Location : Services, meetings, additional services and scope of work can be configured per business location providing business an ability to provide location specific services.
Calendar Listing : View list of calendar events in your business and personal calendar.
Credit cards list per under customer details : List of credit cards per customer in customer profile saved during payment processing in Quotes and Jobs.
Custom Forms : Add custom fileds to the business structures and map them to the targeted modules as per the your business requirement. Custom forms brings flexibility to your CRM to deal with different customer requirements. We support 8 different types of custom fields.
Dedicated Sales Agent in customers : Assign a dedicated sales agent to your customers in customer profile.
Easy navgiations from Customer details. : Easy navigations and one click operations for daily tasks from customer profile to increase your efficiency.
Email Branding : Jacktrade's branded emails to the end users on registration and password reset.
Filters based on tags in the application. : Filters based on tags added in the functions implemented to provide flexibility in the filter criterias for the users.
Images in Conversations : Upload images to customer conversations and share it.
Inventory Import : Inventory import enables easy importing of products and materials into Jacktrade and mapping them with suppliers and media. It helps the business setup their inventory in a very short time.
Media Markers : You can add images when adding products and materials to cart and use media markers to mark upon the images.
Media Repository : Import media in .png and .jpeg format and you can map it with products, materials and Sku's. Provides you an amazing experience to showcase a media presentation to your customers.
Normalized Search : Search has been improved throughout the application with effective suggestions and history per user.
Opportunities - Amount and age visuals : Configure visuals to visually identify the amount and age of the opportunities.
Over-write Price in Quotes & Jobs : Overwrite the price of products and materials in Quotes and jobs in terms in percentage or flat cost.
Permissions : Setup permissions for your resources (users) as per your needs. You can choose to configure who has access to which modules and what type of access - if its only view, edit or no access at all.
Procurement : Efficiently manage acquiring of goods and services from different organizations at the best possible price to meet your customers demand in terms of quality, quantity and specifications.
Products can be ONLY part of package : New flag introduced in the product setup where you can make the product available only as part of the package and cannot be sold independently.
Purchase Order in Calendar : Now you can view expected date of the purchase orders and payment dates on Business and Personal Calendar.
Reporting : Jacktrade supports different types of reports so businesses can effectively manage their activities and decide upon needed business strategies. Business reporting is mostly represented as part of the dashboards. Dashboard is the very first page where the user lands when login to the JackTrade. The user will see all the different reports in different formats on this page and it is configurable.
Scheduling and Managing Teams : Schedule your resources effeciently with schedling functionality where you can view the occupancy of each resource and assign tasks accordingly.
Segmentation : Segment your customers based on different criterias based on your business requirements. Guided action lists and promotions can be targetted to specific segments.
Segmentation Enchements : Additional rule set in combination of age and status have problems.
Spam checker - Not allowed words, % allowed : Jacktrade has strict rules for spaming. We do not allow above 1% of spam words.
Tags in Guided Actions : Additional rule set for tags can be set in smart actions in combination of logic's tab.
Terms and Conditions : End users needs to accept the general terms and conditions of Jacktrade before login into the app.

Private Release

21 Nov 2021

Easily manage your journey from sending quotations to the customer to successfully closing the job with respect services, products, materials, promotions and payments.

Account based sales (Companies) : See customers belonging to a company under one roof and view all the sales related information per customer.
Action Item workboard : Workboard gives an overall view of action items with effective filters and statistics for user to work on.
Action Items - Active/Hidden folders: Manage action item folders. You can hide the folders as needed for action items management.
Action Items - Clonning : Quickly add action items by cloning the existing action items.
Action Items - Folder visuals (color) : Visually differentiate folders by assignning unique colors to each of the folders.
Business Contacts : Manage your business contacts by categorizing and grouping the contacts.
Calendar Sync : Sync your google calendar with Jacktrade's calendar.
Data Sets : Reason List provides functionality for businesses to have pre-set data available for more effective data management that matches their business processes. Jacktrade provides the ability for various data sets to reference a list where businesses can set data as they prefer.
Email Campaigns : Nurture your customers with personalized and automated email campaigns..
Financial Exports : Export in Pay In's and Pay Out's - Export files needs to show currency.
Financials : PayIns - I unable to see data of Payment Status - Others, When I put Processed Date As Present & Present & Future.
Gantt Chart for scheduling : View Services, meetings and action items on Gantt chart and manage scheduling of the resources.
Location Permissions on Quotes and Jobs : From today you will notice that you can only view, edit and add quotes and jobs for only those locations which have been assigned to you by the administrator.
Notifications : Jacktrade provides different types of configurable notifications options to the user like - email notifications, pull notifications and push notifications making like easier for the users to track whats being assigned to them and also help business make effective follow-ups and follow an effective business process.
Notifications : Set automatic email notifications for Quotes, Jobs, Opportunites, Payments and Purchase orders based on the rule sets and user interactions.
Notifications : Pull Notifications - once a notification is marked as 'read', navigation from that notification to the functions is fixed.
Notifications Enhancements : Target category, emotional focus and action type.
Promotions : Provide financial discounts and rebates to customers on services, products and materials with configurable discount and coupon promotions.
Pull Notifications : New filters introduced on pull notifications to have quick and easy view of quote payments and PO payments.
Pull Notifications : Pull Notification - Notifications for Quote meeting and Job meeting have been sepearated out to be more specifc.
Pull Notifications : Pull Notification - Navigation from 'Action List' type of notification fixed.
Quick Books : Manage your accounting by integrating Jacktrade with Quickbooks easily.
Refunding : Payment calculation with respect to refund have been fixed.
Scheduling and Managing Teams : On Recurring services, the resources are schedule per cycle.
Secured Payments : We provide 100% secured payment gateways to process your business transactions. We are supporting Braintree and FirstData for your payment transactions.
Templates in Quotes and Jobs. : Templates are introduced in Quotes and Jobs for estimates, products and materials. Users can set these templates for quickly adding estimates, products and materials to the cart. These are specifically designed for business which have similar orders going out.
Uploading documents into the functions. : Upload documents in doc, pdf, jpeg, jpg, png in Quotes, Jobs, Customers, Business Contacts, Opportunities and Purchase Orders.
Web Conversion : Create customer contacts and opportunites automatically for the contacts you are sending emails to based on the rules set in Web conversion.

Alpha dog Release

23 Sept 2022

Easily manage your work orders from scheduling resources, providing instructions and surveys with notifications to the team on work order updates.

Work Orders : Send configurable work orders to your resources to provide the details of the service they need to execute at the customers' end.
Work Order status : Manage work order status with configurable status options to suit your business process.
Assigning Non-billable resources in Work Order: Assign and schedule non-billable (other than estimates) resources to work orders providing ability to keep resources in work flow loop.
Assigning additional customers in Work Order : Assing additional customers to work orders providing ability to manage customer references and provide services on behalf of any of the customers.
Freedom forms : Forms similar to custom forms but not specific to any module. These forms are permissions driven and can be added freely to any module.
Service stage status : Manage service stage status with configurable status options to suit your business process.
Work Order Pemissions : Manage permissions of your work orders separetly for Quotes, Jobs and Team module which also given your access to granular elements like forms, instructions etc to be handled under permissions.
Smart notifications to non-billable resources in workorders : Send out automated smart notifications to non-billable resources assigned in the work orders.
Smart notifications to additional customers in workordersSmart : Send out automated smart notifications to additional customers assigned in the work orders.
Notification on Workorder completion : Send out email to the team mates associated with the work order informing them about the work order status.
Resource assignment from workorders for estimates : Schedule resources quickly for the service from work orders directly wihtout having to navigate out anywhere. Gives you an ability to quickly and efficiently handle resource scheduling.

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