2023-04-14 - Booked out for KPI

Copilot CRM Weekly Update: April 14, 2023

Greetings, Copilot CRM users,

We hope this week has been productive and successful for you. As always, we are committed to providing you with the best tools and features to help you optimize your business operations. Here are the top features we released this week:

KPI "Booked Out For"

We are excited to introduce a new KPI feature that utilizes budget hours to help you manage your property visits. The "Booked Out For" feature provides you with valuable insight on when to schedule your property visits to make sure you don't overbook your schedule. With this feature, you can easily manage your time and resources and ensure that every property visit is a success.

Mobile Redesign: Viewing an Estimate

We have redesigned the mobile interface to make it easier for your customers to view estimates. Now, your customers can see the entire estimate without the need to side-scroll. This new feature is sure to improve the user experience for your customers and enhance your overall customer satisfaction.

Estimated Time for Visits in Calendar View

We have added a new view option in the calendar to show the estimated time for visits. This feature is designed to help you manage your time more efficiently and effectively. With this new view, you can easily schedule and manage your appointments and ensure that you have enough time for each visit.

Re-Ordered Time Clock List

We have re-ordered the time clock list to make it more efficient for employees to track their time. This new feature is designed to help your employees manage their time more effectively and ensure that they are accurately tracking their work hours.

We hope these new features will help you optimize your business operations and achieve greater success. As always, we welcome your feedback and suggestions for future updates. Thank you for choosing Copilot CRM!

Best regards,

The Copilot CRM Team