📊 Accurate Closed Won Calculation in Dashboard Overview

We've resolved an issue with the Closed Won Work Request calculation in the Dashboard Overview to ensure accurate reporting of your closed deals.

✅ What’s Fixed?

✔️ Closed Won Amount & Count now correctly reflect actual work requests marked as won.
✔️ Improved data consistency across the overview metrics and detailed reports.
✔️ Ensures better decision-making with reliable revenue tracking.

👀 How It Works Now

• The Closed Won Work Request Amount now correctly aggregates the total revenue from won work requests.
• The metric aligns with work request statuses, preventing discrepancies with other reports.

💡 Tip: Keep an eye on your Closed Won revenue and use filters to analyze performance across users, affiliates, and referral sources.`

This fix helps eliminate confusion and enhances trust in your financial tracking! 🚀 Let us know if you spot any other inconsistencies.`

👉 [ Check Your Updated Closed Won Data" ]

🔍 Looking for similar updates? Try these search keywords:
#DashboardMetrics #SalesInsights #OperationalTracking #BusinessPerformance #DataDrivenDecisions

🔄 Pipeline Stage Now Reverts Correctly When Releasing a Booked Move

We’ve fixed an issue where releasing a booked move was not reverting the pipeline stage back to its appropriate prior stage. This fix ensures that when a move is released, the pipeline stage accurately reflects its previous status.

✅ What’s Fixed?

• If a booked move is released, the pipeline will now automatically revert to the correct prior stage.
• The system will follow this order of logic:
• • If an estimate was provided, it will revert to Estimate Provided.
  • If no estimate was provided but a survey was scheduled, it will revert to Survey Scheduled.
  • If no estimate or survey is available, it will revert to Lead Qualified.

👀 How It Works Now

• No manual adjustments needed—the system now ensures seamless pipeline tracking when bookings are released.
• The update prevents moves from getting stuck in the wrong stage, keeping your workflow accurate and efficient.

This fix ensures pipeline integrity, reducing confusion and making it easier to manage released moves. Let us know if you have any questions! 🚛✨

📊 [ Go to Your Work Requests Now ]

🔍 Looking for similar updates? Try these search keywords:
#SalesPipeline #LeadManagement #ClosingRatios #FollowUps #SalesEfficiency

🛠 Automated Work Request Texts Now Populate the Owner Name Correctly!

We've resolved an issue where the {{ownerName}} merge field was not correctly populating in automated texts for the Work Request module. This fix ensures that messages now display the correct owner information as intended.

✅ What’s Fixed?

• The {{ownerName}} merge field now correctly inserts the work request owner’s name in automated text messages.
• Ensures accurate and personalized communication without manual intervention.
• Prevents missing or blank owner fields in outgoing texts.

💡 How It Works Now

• If your automated text templates include {{ownerName}}, the field will now dynamically populate with the correct name when sending messages.
• No action is needed—your automated texts will work as expected!

Review your Work Request text templates under Settings > Conversations > Templates > Text Templates to ensure everything looks good.

This fix helps streamline communication and improve message clarity. 🚀 Let us know if you have any questions!

📝 [ Go to Templates Now ]

🔍 Looking for similar updates? Try these search keywords:
#ConversationTemplates #CustomerEngagement #FollowUps #SalesEfficiency #Automation

📍 Ensure Accurate Addresses in Every Estimate!

We’ve fixed an issue where unit numbers in Work Requests weren’t carrying over to estimates. Now, all address details—including unit, suite, or apartment numbers—will be accurately transferred, reducing confusion and preventing missed details.

👀 Where to Find It?

Check any Work Request with a unit number and verify that it correctly appears in the Estimate preview.

✅ What This Means for You:

• No more missing unit numbers—ensures precise addresses in estimates.
• Fewer back-and-forths—customers won’t need to clarify missing details.
• Improved accuracy—reduces address-related errors before move day.

[ 👉 Try It Now! ] Update an Estimate and confirm that unit numbers are carried over correctly.

🔍 Looking for similar updates? Try these search keywords:
#EstimateAccuracy #SeamlessHandoffs #CustomerExperience #CustomerAddress #OperationalEfficiency

📝 Ensuring Seamless Information Transfer

We've fixed an issue where notes added to leads were not automatically transferring when the lead was qualified and converted into a Work Request. Now, any notes captured at the lead stage will seamlessly carry over to the Work Request, ensuring important details are not lost in the transition.

👀 Where to Find It?

Simply qualify and convert a lead into a Work Request, and you’ll see all previously added notes automatically included in the Work Request Notes tab.

📒 Lead Notes:

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📒 Work Request Notes:

📊 Why This Matters?

• Eliminates manual re-entry of notes
• Ensures critical details are carried forward for better handoffs
• Improves collaboration between sales and operations

👉 [ Check It Out in Work Requests ]

🔍 Looking for similar updates? Try these search keywords:
#SeamlessHandoffs #WorkRequestEfficiency #LeadConversion #SalesNotes #FasterWorkflows #TeamCollaboration