What's new in CRM Ground

• NewRMA, under Work: log a faulty product going back to a supplier, from a customer and job or as a stock item with no customer, and follow it through to refit or credit. One page shows every open return with the ones due a chase flagged, filters by status and supplier, can group by supplier, and lets you tick several and log one update for all of them.
• NewEach RMA has a contact log: when you spoke to the supplier, how, what was said and when to chase again. Adding the supplier's RMA number moves it on automatically, and the warranty end is worked out from the purchase date.
• NewSettings, Suppliers: keep your distributors with your account number and returns contact, and add popular UK suppliers in one go. A Log RMA button sits on every job, and a customer's Work tab lists their RMAs.
• NewPopular suppliers added from Settings, Suppliers now arrive with the returns phone, email, returns page and address they publish, plus a note on how their returns work. Suppliers you added earlier can take the same details with Fill in published details, which only fills empty boxes.

• ImprovedService plans now come straight from GoCardless. Needs attention only lists a plan when a Direct Debit collection has failed, or the customer's bank or GoCardless has stopped it in the last 30 days, so plans you ended yourself no longer show as lapsed. Each customer's Payments tab shows their plans with the price, next collection date, or when and how a plan ended.
• FixedA failed service plan payment no longer shows in Needs attention once the customer has moved on to a new plan, or a later collection has gone through.
• ImprovedThe search box in the sidebar now clears itself once you pick a result, rather than keeping your last search in it as you move around.
• ImprovedJob report layouts, under Settings → Jobs, can be rearranged by dragging: use the grip on the left of a field to move it within its section, or on a section to move the whole section. The layout shows Unsaved changes until you press Save report layout.

• NewSupport access, under Settings: nobody at CRM Ground can see your customers or records unless the account owner switches it on, for 24 hours or 7 days. Support can then look but not change anything, the owner gets an email each time they open the account, and every page they view is listed in your CRM Ground access log.
• ImprovedThe Activity log now shows every email and text sent to customers alongside the changes your team makes, in one timeline grouped by day. Chips with counts narrow it to team changes, emails or SMS, "Failed only" picks out anything that didn't send, and you can search by email address, phone number or wording. Click any email or text to read the full message.
• FixedOnline booking pages could not show any times when the diary had time marked as unavailable. They now show free times again.
• NewConnect a Microsoft mailbox under Settings → Email: Microsoft 365, Outlook.com and Hotmail all work. Invoices and messages go out from it and sit in its Sent Items, and the support desk can read your Support address there, filing tickets' emails into a Support folder.
• ImprovedWhen a customer books an installation straight after ordering on your website, CRM Ground now fetches their order from your store as they book, so the job shows the order and kit list straight away instead of the next morning.
• NewWebsite orders now arrive the moment they are placed or change, with nothing to switch on. A job booked before its order was placed picks the order up within seconds, and its calendar entry updates to match.
• FixedA booking no longer picks up a cancelled, refunded or failed website order and shows that order's kit.
• FixedDetaching an order from a job now also clears the kit list it brought with it, and the job title goes back to the plain booking name.
• FixedJobs waiting for a website order now pick it up whenever orders sync, not only when Calendly is connected.

• NewFinished a job early? When you mark a job completed before its booked time, you can free up that time so customers can book it. The job and its calendar entry move to when the work was actually done, and the job still shows the time it was originally booked for. Reopening the job takes the time back, as long as nothing else has been booked into it.
• ImprovedCustomers no longer get reminders for a visit you have already done early, and messages set to go after the visit now count from when the job was actually done.

• FixedWhen a company's own number is a landline, its service invite text now goes to the primary contact's mobile. Before, the billing contact was picked first.
• ImprovedEverything you send now shows that it went, and when, as soon as you press Send: invoices ("Emailed 4 Nov, 16:12" under the button, including paid copies), job reports, payment links for bookings, booking links sent by text and details checks on the Data quality page. A new text clears from the box once it has gone, and emailing an invoice again warns that it was already sent, so nothing goes out twice by mistake.

• FixedChoosing All time in the Period menu on Photos, Activity and Payments now shows everything on record. Before, it quietly went back to this month.

• NewThe Diary now has a Month view as well as the Week view. Switch between them at the top of the Diary and it remembers your choice. Each day shows its jobs and time off on short lines, you can drag a job to another day, and clicking a date opens that week.
• ImprovedNew accounts now get a 30 day free trial, up from 14 days.
• FixedA customer who moved to a new GoCardless subscription, with their next payment months away, was wrongly listed as a lapsed service plan. CRM Ground now checks active subscriptions each night, leaves those customers off the list, and shows the next plan payment date on their Payments tab.
• FixedA website order paid by card was counted twice in a customer's total spend, once as the order and once as the card payment. Card payments now link to their website order automatically and the order alone counts. A balance you record by hand can be linked to its website order too, from the customer's Payments tab.
• ImprovedCRM Ground is now run by CRM Ground Limited. Emails that CRM Ground sends to you in its own name, such as booking notices, payment notices and security alerts, now show the company's registered details at the bottom. Emails your business sends to your customers are unchanged.

• NewWhen a customer moves their booking to another time, the dashboard now shows a banner with the new time and the old one, just like it does for a new booking. This works for bookings made online through CRM Ground and through Calendly. Opening the job or pressing Mark as seen clears it.
• ImprovedOn a phone, the window for booking a job or marking time as unavailable in the diary now slides up full width from the bottom, and the date and time boxes no longer run off the edge of the screen.

• ImprovedEvery page now ends with a small footer showing the CRM Ground logo and the version you're on, with links to Help, Privacy and Terms. The version used to sit at the bottom of the menu and still opens What's new.

• NewCRM Ground has its new logo: on the sign in page, in the browser tab and as the app icon when you add CRM Ground to your phone's home screen. If you added it before, remove the old icon and add it again to see the new one.
• ImprovedThe standard colour for buttons, links and highlights is now the blue from the CRM Ground logo. If your company picked its own colour in Branding, nothing changes for you.

• ImprovedRaise an invoice now opens a page called Raise an invoice, ready for an unpaid invoice. Before you pick a customer it shows what's already owed, the finished jobs still waiting for an invoice (one click opens the invoice filled in, balances after a deposit included) and your recent customers as one click choices.
• ImprovedPayments and Invoices now sit together under Metrics and work the same way: the same figures at the top, Metrics in the breadcrumb, customer names opening their Payments tab, and long invoice lists split into pages of 50. Both are for owners and office staff, and engineers no longer see the Metrics menu.
• FixedA job booked and paid for online now shows its payment under What straight away, whatever the job type. Before, only Installations picked up a payment by themselves, so a paid Call out or Service had to be linked by hand.

• ImprovedInvoicing has its own page under Settings. Your VAT rate, when invoices are due, payment reminders, the usual deposit, the bank details printed on invoices and the wording of invoice emails are now all in one place, with a list of the ways customers can pay you. Company keeps your name, address, numbers, logos and colours.

• NewDeposits. When you raise an invoice, tick Take a deposit and choose 35%, 40%, 50% or your own percentage or amount. CRM Ground invoices the deposit now and keeps the whole job, and when the job is booked for that customer the deposit comes with it. Once the work is done the job shows Balance to invoice: one press raises the final invoice with the job's lines, room for any extras, and the deposit taken off. Set your usual deposit under Settings, Company.
• ImprovedEasier to read reports, invoices and emails. On job reports and invoices the labels (Customer, Report number, Diagnosis and so on) are now bold and in your company colour from Settings, so they stand apart from the answers beneath them, and the rest of the text is a much darker grey that prints clearly. A light company colour is deepened automatically so it stays readable. The small grey text in emails sent to customers is darker too.
• FixedBooking a job from the office now only fills in a mobile number. For a business customer it used to put in the company's landline, which can't take the text confirmation and reminders; it now uses the contact's mobile instead, or leaves the box empty if there isn't one. Typing a landline into that box tells you straight away, and landlines are no longer offered as a number to text the booking link to.

• NewTwo step verification. Signing in now asks for a code from an authenticator app on your phone as well as your password, so nobody can get in with a stolen password. Everyone sets it up the first time they sign in: scan a QR code, enter a code, then save ten recovery codes in case you lose your phone. Leave "Trust this device for 30 days" ticked on your own phone or office computer and it won't ask again for a month. You can add a second device or create new recovery codes from Your profile, and the account owner can reset someone who is locked out from Team and billing.
• NewA WhatsApp button on the Customer card of every job. Tap it on your phone and WhatsApp opens a new chat with the customer's mobile number, ready for you to type. Handy for asking if they could see you earlier when you're running ahead. Only shown when there's a mobile number on file.

• NewCustomers nearby on a job now starts with "Booked soon": other visits already in the diary within 10 miles over the next 30 days, with the date, time and a number to ring. Finish early and you can see straight away who you could call in on next.
• FixedA site created automatically from a customer's address (from a booking, an import or the Add customer form) is now placed on the map straight away, instead of waiting for the overnight update.
• ImprovedEditing a site that has a postcode but no map pin yet now places the pin for you, without needing to press "Find postcode on map".

• NewReturn visits: a job type can now be set to "Goes back to an earlier job" (Settings → Jobs). Booking one asks which of the customer's earlier jobs it follows up, and both jobs show the link.
• NewFinished jobs have a "Book a return visit" button that books it straight away with the earlier job already picked.
• ImprovedA return visit's calendar entry says which job it goes back to, for example "Return Visit - Jo Bloggs (re #319 Call Out)".
• ImprovedBooking confirmation, reminder and moved emails now show what the customer told you when booking (for example the reason for a call out), and a return visit says which earlier visit it follows up.
• ImprovedOn/off settings are now switches that save the moment you flip them, with a short explanation when you hover over them. Booking event types have Bookable and Listed switches (Listed on means it shows on your booking page) in the heading of The basics, and each of an event type's own messages has its own switch.
• ImprovedSwitches also replace the ticks for service invites (Settings → Messaging), engineers sending job reports (Settings → Jobs) and support ticket acknowledgements (Settings → Email).
• ImprovedSettings → Company has a separate Invoices panel for the usual due date and bank details, with automatic payment reminders as a switch in its heading.

• NewJobs have a "Show on customer map" button next to Directions, which opens the customer map centred on the job's address with the nearby customers around it.
• NewThe Where card on a job now lists the other customers within 3 or 5 miles of the address, nearest first, so you can see at a glance who else is in the area.

• ImprovedBank payments to check now sit on the Payments page, with the list of money in open rather than folded away.
• FixedMerging customers no longer leaves the same person on two contact cards, or two primary contacts on one customer. Where the same person is already on the customer you keep, their cards are combined into one.
• FixedA job whose title names a site or person other than the customer (a care home under its group, say) no longer gets the type and customer added again in front of it in Google Calendar.
• ImprovedOnce an invoice is paid, its email button reads Email paid copy, and the email sends the PDF stamped PAID with a thank you instead of a due date. Mark paid also has a tick box to email them the paid copy there and then.

• NewConnect your business bank account under Settings, Connections. Payments in are checked every hour: one with the invoice number and the right amount marks its invoice paid and tells you, and anything less certain waits on the Payments page for you to confirm or match.
• NewWhen a customer pays an invoice by card online, you get an email straight away (to the same addresses as booking notices) and the dashboard shows the invoices paid until you press Mark as seen.
• ImprovedMarking time as unavailable in the diary now asks plainly whether it's all day or set times, with the from and to times on show, so you can block part of a day and keep the rest open for bookings.
• FixedText messages now only ever go to mobile numbers (starting 07). Reminders, confirmations and service invites skip landlines, using a contact's mobile instead where there is one, and the To list when sending a text only offers mobiles.
• ImprovedWhen you raise an unpaid invoice, its email opens straight away, already filled in, so you can press Send now or Not now. Payment reminders only go to invoices that have been sent.
• FixedInvoice emails to a business with no billing contact now go to the business's own email address rather than to whichever contact happened to have one. Mark someone as the billing contact to send invoices to them instead.
• NewAutomatic payment reminders. Unpaid invoices you have emailed get a polite reminder at 8am on the day they are due, then 7, 14 and 30 days late, the last one a final reminder. Each has the invoice attached and the pay link, says thank you if they have already paid, and stops the moment the invoice is paid or cancelled. Turn it off under Settings, Company, or for one customer on their Payments tab.
• NewInvoice after the visit: turn it on for a job type under Settings, Jobs. When a job of that type is marked completed and hasn't been invoiced, the job shows “Not invoiced yet” with a Raise invoice button that starts the invoice with the visit already on the first line, or a Nothing to invoice link for warranty or goodwill visits. Marking a job completed works exactly as before.
• NewFinished visits still to invoice now appear on the dashboard until they are invoiced or marked as nothing to invoice. Visits count from the day the switch is turned on, and a visit paid for when it was booked online counts as paid.
• ImprovedA job's price under Settings, Jobs is now labelled as excluding VAT, and starts the first line of the invoice when you raise one from the job. A job invoiced by hand also says when its invoice is due, or how overdue it is.
• NewInvoices page, under Metrics: every invoice you have raised, with what is outstanding and overdue at the top. Unpaid ones are listed first, the longest overdue at the top, and each can be emailed, marked paid, given a new due date or cancelled from there.
• NewDue dates on invoices. When you raise an unpaid invoice, choose when it is due: today, tomorrow, 7, 14 or 30 days, or a date of your own. The due date is printed on the invoice, shown on the customer's pay page and mentioned in the invoice email, and the invoice shows as overdue once it passes.
• NewSet how long customers usually have to pay under Settings, Company, and give any customer their own terms on their Payments tab.
• NewYou can see whether an unpaid invoice has been sent and whether the customer has opened its pay page.
• NewCancel an unpaid invoice raised by mistake. Its number stays on record stamped CANCELLED, nothing is owed, and the job it was for can be invoiced again.

• NewCustomer map: see who else is nearby. Search for a customer or address and press Nearby, or type a postcode and choose “Who’s near”, then pick 1, 3, 5 or 10 miles. The map shows a circle and only the customers inside it, with a list sorted by distance. You can also start from any pin on the map.
• ImprovedSite addresses now appear on the customer map as well as billing addresses, so a customer whose work is at another address shows up in both places. Sites are located from their postcode when saved, and overnight for any that were missed.

• NewWhenever you save, send, close or change something, a small confirmation now appears at the bottom of the screen saying what happened, in the same words as the button you pressed (Saved, Sent, Archived). Problems show the same way in red and stay until you close them.
• ImprovedButtons show a small spinner and say what they are doing while they work, then briefly confirm it once done. Longer jobs, such as fetching from a connected platform, applying an import or locating customers on the map, now show a progress bar.
• ImprovedA cleaner look throughout: the dashboard opens with one plain sentence about what needs you today, headings and labels are easier to read, and messages on a page are clearer about whether something worked.

• ImprovedWhen a business checks its details through the link you send, it now sees everyone you hold on file as a contact. They can update anyone's name, role, phone or email, take people off the list and add new ones. Each change waits on Customer updates for you to tick and apply, just like the company's own details.
• ImprovedBooking notices to your own team (new bookings, cancellations, moves and the evening summary) now come from CRM Ground at bookings@crmground.com, so they stand apart from customer mail in your inbox. Reply to one and it goes to the customer who booked. Everything your customers receive still comes from your own email address.

• NewReport sections can now be marked optional in Settings, Jobs. When a job covers several kinds of work, such as an installation that might include CCTV, an alarm or WiFi, the engineer ticks what the job covered and only those sections appear on the form and on the customer's report.
• NewBook a job now books through your booking system when you use CRM Ground booking. Pick what you're booking, choose one of the same free times your booking page offers, and the customer's details are already filled in. They get the same confirmation, reminders and messages as if they had booked it themselves.
• NewBooking a customer in for a time your booking page wouldn't offer? Pick any date and time instead; you're told first if it clashes with something in the diary.
• NewFor paid visits booked by the office, choose each time: confirm it now and they pay later, or text and email them a payment link and hold the time for 24 hours. Bookings waiting for payment show on the customer's Work tab, where you can send the link again or release the time.

• NewUnpaid invoices can be paid by card when Stripe is connected. The invoice and its email carry a Pay by card link to a page with your logo, where the customer pays into your own Stripe account. The invoice is marked paid on its own, and the bank details stay on it for anyone who would rather transfer.
• ImprovedRecording a payment that's already been made always creates its invoice, marked PAID, so there is no separate tick to remember. Nothing is sent to the customer until you press Email.

• ImprovedEvery job you create in CRM Ground now goes into your Google Calendar, whatever its type, not just installations. Jobs booked through Calendly still only get a second entry for the types you choose, and that setting now only shows in Settings → Jobs while Calendly is connected.
• ImprovedGoogle Calendar entries now read the same however the job was made: the title is the job type and customer, with the reason in brackets (for example "Call out - Jo Bloggs (Camera not recording)"), and the details list the reason, the customer's phone and email, and the payment when there is one, whether it was paid online, by Direct Debit or recorded by hand. Online bookings now show the customer's reason for booking in the title too. Upcoming entries update on their own.

• ImprovedWhen a customer pays for an online booking, the Google Calendar entry now shows the payment too: how much, and when it was paid by card. If you refund it, the entry updates to say so.
• ImprovedBooking links shared on WhatsApp, text or email now preview with that booking's own description and your logo, instead of a general line about CRM Ground. If a booking has no description, the preview simply says what it is and who it's with.
• NewRecord a payment by hand on a customer's Payments tab, for money that came by bank transfer, cash or cheque rather than through your website or Direct Debit. Enter what it was for as invoice lines priced before VAT, with the VAT added on top and the total shown as you type. Tie it to a job if you like, and create the VAT invoice straight away, marked PAID.
• NewInvoice work that hasn't been paid yet: choose Not paid yet when recording, and an unpaid invoice is created asking the customer to quote the invoice number. Press Mark paid when the money arrives and the invoice shows PAID. Jobs with no order have a Record a payment or invoice link to get there.
• NewAdd your bank details under Settings → Company and they are printed on unpaid invoices, so customers know where to send a transfer.
• NewRecord a payment straight from the Payments page: pick the customer, fill in the lines and save. You land on that customer's Payments tab with the payment and its invoice in view.
• NewCompanies can have a billing contact: tick Billing contact on a contact under Sites & contacts. Invoice emails go to them and greet them by first name, and the invoice is marked for their attention.
• FixedInvoice emails to a company no longer greet the company by the first word of its name. With no billing contact, they go to the primary contact and use their first name; with no contacts at all, they say Hi there.
• FixedThe same goes for every other message to a company: texts, booking link texts, service plan invites, details check emails, and new customers added to your texting list now greet the billing or primary contact by name, or say Hi there, instead of using the company's name.

• ImprovedBooking emails and texts no longer carry a Manage your booking link, so customers don't move visits just because the button is there. They're asked to call or reply instead. You can switch the link back on under Settings → Bookings.
• NewWhen you agree a change with a customer, open the job and press Send a link to change it. They get an email and text with a link to pick a new time or cancel, once, within 7 days.

• NewEmails that aren't support can be taken off the desk. Not support puts the email back in your inbox; Mark as spam moves it to the spam folder and can block the sender or their whole company. Nothing is deleted, and both wait under Support → Dismissed in case one needs restoring.
• NewBlocked senders are listed under Settings → Email, where you can also block an address or domain yourself. Newsletters and marketing emails from people who aren't your customers no longer open tickets.
• ImprovedThe automatic ticket acknowledgement now only goes to people already on your books, so salespeople and spammers don't get a reply. You can switch it back to everyone under Settings → Email.
• NewLog a support ticket yourself when a customer rings in or a problem turns up on a visit: Support → Log a ticket, or Log a ticket on a customer's Messages tab. It gets a ticket number like any other and you can reply by email from it later.
• ImprovedOn a ticket, the Customer card now shows their phone number, when they first bought from you, their installation date, lifetime spend and their last few purchases. Private notes have moved to the right hand column so they're easier to find.
• ImprovedSettings is tidier: every area is now the same kind of card, grouped into Your business, Work, and Email and connections. Your own profile opens from your name at the bottom of the menu.
• ImprovedYour company details, logos and colours are now on one Company page, and your plan and monthly cost sit under your team on Team and billing.
• ImprovedWhere bookings come from, and any linked booking tool's settings, have moved from Settings → Jobs to Settings → Bookings. Diary words now sit with your calendar under Settings → Connections.

• NewYou now hear about online bookings: an email for each new booking (and when a customer cancels or moves one), or one summary each evening, set under Settings → Bookings. New bookings also show on your dashboard until someone opens the job.
• FixedCancelling a job that was booked online now cancels the booking and emails and texts the customer, and frees the time on your booking page. Moving the job's date or time moves the booking and tells the customer too.
• ImprovedThe diary now says you can click a date to book a job or mark time off.
• ImprovedJobs from online bookings are now named after the event type (for example "Service (Extended) - Jane Smith"), in the diary and in Google Calendar.
• ImprovedSettings → Jobs no longer shows the Calendly event types while your booking pages are in use; a short note links to them while Calendly is still connected.
• NewBooking emails now carry your own branding: your logo, your colour on the header and button, and your contact details at the foot.
• NewEach event type can send customers on to a page of your own (a thank you page on your website, say) a few seconds after they see their booking is confirmed.
• NewCustomers can add a second email address when they book, for a partner or site contact. It gets a copy of the confirmation, reminders and any changes, and you can change it on the job.
• ImprovedStripe now has one connection, on Settings → Connections. A single sign in with Stripe syncs your card payments and lets your booking pages take payment, with no key to copy. A key you added before keeps working until you sign in.
• ImprovedPages now only show the platforms you have connected. The Imports page lists just your connected sources, and Calendly is no longer mentioned anywhere unless you use it.
• NewClick a day in the diary to book a job or mark time as unavailable: all day or between two times, over one day or several, with a note. Unavailable time shows in the diary, closes your booking pages and is added to Google Calendar as Busy.
• ImprovedJobs you book by hand now block those times on your booking pages. A job with a date but no time blocks the whole day.
• ImprovedYour booking page is wider and easier to use: each option shows its length, price and description, and highlights as you point at it.
• ImprovedYour booking address is now made from your organisation name automatically, so customers always recognise it.
• ImprovedEvent types that are only for people you send the link to are now marked Unlisted, which says what it does.

• NewYour own booking pages, a built in alternative to Calendly. Set up what customers can book under Settings → Bookings: hours, notice, daily limits, gaps between visits, your own questions, prices and reminders. Times your Google Calendar shows as Busy are never offered, including whole days off.
• NewOnline bookings become jobs straight away, go into your Google Calendar, and send the customer a confirmation by email and text with a private link to move or cancel. Reminders follow at the times you choose.
• NewTake card payment when a customer books, straight into your own Stripe account. Connect it with one click under Settings → Bookings; refunds are a button on the job.
• NewAdd your own messages to any booking type, by email or text, sent straight after booking, before the visit or after it.
• ImprovedWhen no mailbox is connected, or it needs reconnecting, emails still go out under your business name with replies coming back to you.
• FixedLinks in emails are now proper clickable links. Some mail programs ran a link into the next word, so a customer's "check your details" link could show as not valid. Links already sent that were affected now open correctly.
• FixedRemoving a customer now closes any "check your details" link still open for them, so the link no longer shows their details.

Notes, smoother saving and a version number

• NewCustomer notes: a dated notes log on its own Notes tab. Pin a note and it also shows on that customer's jobs.
• NewVersion number at the bottom of the menu, and this What's new page.
• ImprovedPayment terms now live on the customer's Payments tab.
• ImprovedCustomers get a primary contact and a site from their own details when they're added, and existing customers have been filled in the same way. Data quality lists customers with no address on file, with buttons to text or email them.
• ImprovedCustomers found overnight and linked to an existing record now bring their payments and Direct Debit badge with them straight away.
• ImprovedThe map search sits in the same toolbar as the filters.
• ImprovedCRM Ground now runs on the latest version of its underlying framework. A thin bar across the top shows when a page is taking a moment to open.
• FixedPressing Save could leave the button on "Saving…" until you clicked somewhere else on the page.

• NewCustomer map search: find a customer by postcode, street or name, and jump straight to their pin.

Signatures, scheduled texts and a sturdier platform

• NewTexts from a customer's Messages tab can be scheduled for 8am on a later day, the same as service invites.
• NewFull screen signing mode for customer signatures. The signature locks once the job is completed.
• ImprovedJob photos take their location from the photo itself, so there is no location permission prompt.
• ImprovedWooCommerce orders sync automatically every night.
• ImprovedRelinking a Calendly booking also creates its job, and a booking or diary entry you unlink stays unlinked.
• ImprovedA lapsed service plan can be marked as ignored when there is a genuine reason.
• ImprovedMerging customers now carries invoices, support tickets, emails, service invites and payments across as well.
• ImprovedNightly jobs run between 1am and 4am, before the working day starts.
• ImprovedFaster pages (the app now runs from London), clearer error messages instead of "Something went wrong", and tighter security throughout.
• FixedTexted job report links asked for a login; they now open the report directly and expire after 7 days.
• FixedPhotos in job reports were cropped; each now keeps its real shape.
• FixedCalendly bookings now capture the customer's mobile number.

Jobs, email, support desk and reports

• NewJobs from Calendly bookings and Google Calendar entries, working hours, drag to move in the diary, and a Book job window with a booking link you can text.
• NewEmail through your own Google mailbox, with separate Accounts, General and Support senders. Invoices can be emailed from the Payments tab.
• NewSupport desk: emails to your Support address become numbered tickets, with replies kept on the same thread and an unread banner on the dashboard.
• NewJob photos and videos, plus a Photos library for owners and office staff.
• NewJob completion reports: branded PDF reports sent by email or text.
• NewActivity log showing who changed what, for owners and office staff.
• NewSearch from anywhere, with live suggestions as you type.
• NewSettings: editable organisation details, Branding, Team management and Billing.
• NewService invites can be scheduled for 8am on a later day.
• ImprovedStripe payments: guest checkouts and bank transfer invoices now come through; payments with no matching customer wait in a review list.
• ImprovedOn a phone: add CRM Ground to your home screen, a readable search, and a Call button.

Invoices, data quality and the dashboard

• NewBranded VAT invoices from GoCardless payments.
• NewDashboard, and a Data quality page for duplicates, clashes and gaps.
• NewNew customers are picked up overnight from your connected apps and staged for review.
• New"Check your details" links sent by text, with changes waiting for your review.
• NewService invites, Google Calendar import, merge a customer in as a contact, and permanent delete.
• NewMetrics: a filterable payments list and a Recent payments card.
• NewJob types, and jobs created from Calendly bookings.
• ImprovedCustomer pages open on an overview, with the detail in tabs, and panels carry your brand colours.
• ImprovedButtons show Saving…, then Done ✓ or Failed ✕.
• ImprovedAdditional email addresses per customer; a postcode suggested from a partial address; street names written in full.
• ImprovedNew customers are added to TextMagic automatically, and texts can start from a TextMagic template.

First release

• NewCustomers, contacts, sites, access details, systems and assets.
• NewImports from WooCommerce and CSV, with duplicates held for review.
• NewConnections to WooCommerce, GoCardless (with an Active DD badge), Stripe, Calendly and TextMagic.
• NewJobs and the office diary; archive, restore and merge customers.
• NewCustomer map with grouped pins and previews.
• NewLive customer search and sortable customer columns.
• ImprovedNames, addresses, postcodes, emails and phone numbers tidied to one house style on every save and import.