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WIZniche Release Notes - Version 2.3.0

This document provides a summary of the key updates, enhancements, and bug fixes included in the latest release of WIZniche Version 2.3.0.

Updated over a year ago

Introduction

We are thrilled to announce the release of WIZniche Version 2.3.0, a feature-packed update focused on improving platform efficiency, enhancing user workflows, and delivering superior tools for customer and team management. This release introduces advanced automation capabilities, streamlined technician tools, flexible financial handling, and real-time data synchronisation, empowering businesses to achieve greater productivity and customer satisfaction.


What’s New in Version 2.3.0

1. Technician Tools

  • Customisable Checklists: Create tailored checklists for technicians to ensure tasks are completed with quality and consistency.

    These checklists can be automatically linked to workflows like quotes, invoices, and appointments, helping technicians manage their tasks effectively.

  • Timecard Logging System: Technicians can easily clock in and out to track their work hours accurately.

    Role-based permissions ensure secure and controlled access to time entries, making time management simple and efficient.


2. Customer Reviews & Feedback

  • Google My Business Integration: Connect your Google My Business account to collect Google reviews and display them in your client hub.

  • Automate Review Requests: Automatically send review requests via Email or SMS based on your preferences. Build trust and improve your online reputation with timely feedback.


3. Service & Tip Fees Options

  • Service and Tip Fees: Easily add optional credit card service fees and customer tips at checkout, providing more flexibility and transparency in payments.


4. Employee Teams, Service Packages & Inventory Bundles

  • Teams Feature: Create teams with designated leads to make scheduling and communication easier.

    Assign teams to appointments and email them as a group with ready-to-use contact details.

  • Service Packages: Bundle related services into customisable packages.

    Assign these packages to quotes, invoices, and appointments to simplify operations and offer grouped or discounted pricing.

  • Inventory Bundles: Easily group inventory items into customisable bundles. Use these bundles in quotes, invoices, and appointments to streamline operations and offer bundled or discounted pricing.


5. Quote Deposits & Opportunity Ratings

  • Quote Conversion Rating: Focus on your best leads with a 1–5 star rating system for quotes. Easily filter and prioritise to improve follow-ups and boost sales.

  • Deposit on Quotes: Request upfront deposits on quotes to secure customer commitment. Payments are automatically applied to the final invoice.


6. Company Photos & Documents

  • Company Documents: This feature gives you one place to store and manage important company files and photos.

    You can organize them into categories like General Liability, Workers Compensation, and Auto. Making it easier for you to view, sort, or delete files, making it simple to keep everything in order and easy to find.


7. Real-Time Data Synchronisation

  • WebSocket Technology: Stay updated instantly with real-time changes across dashboards, calendars, and key workflow pages, no need to refresh.


Additional Enhancements

  • Quote and Invoice Updates: New PDF formats for quotes and invoices display service fees, tips, and deposits for better clarity and professionalism.

  • Discount Popup: Apply percentage or fixed discounts with a new selection popup, standard across quotes, invoices, and appointments.

  • Improved UI Consistency: Updates to dropdown menus, detail boxes, and list views create a streamlined user experience across the platform.


Bug Fixes

  • Enhanced accuracy in tax and discount calculations for complex workflows.

  • Improved synchronisation of team and document-related data across profiles and workflows.

  • Addressed minor bugs to ensure a seamless user experience.


Conclusion

WIZniche Version 2.3.0 delivers powerful new tools and improvements, enabling businesses to optimize operations, enhance customer engagement, and achieve greater efficiency. This release underscores our commitment to continuous innovation and excellence.


Support and Feedback

We are committed to providing the best possible experience for our users. Your feedback is invaluable in helping us understand what we're doing well and where we can improve. If you have any comments, questions, or suggestions, please don't hesitate to contact us at [email protected] or call us at 844-949-6424 (844-WIZ-niche).

Our dedicated support team is ready to assist you with any technical issues. We strive to respond to all queries as quickly as possible to minimise any disruption to your experience.

We also encourage you to share your thoughts and experiences with our application. We'd love to hear whether you have ideas for new features or improvements to existing ones. Your insights and experiences directly influence our ongoing development and help us ensure that our application continues to meet the needs of our users.

Thank you for your ongoing support and feedback. We look forward to continuing to serve you.

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