Introduction
We are excited to announce the release of WIZniche version 2.2.0, packed with several new features and improvements designed to enhance user experience, streamline operations, and provide more customisation options. This release focuses on improving the layout of key settings, expanding automation capabilities, and integrating advanced communication tools. Alongside new tools for managing documents, text messaging, job costing, and request forms, we have also fine-tuned permissions across different user roles to ensure better control and accessibility.
Our goal with this release is to continue supporting your growing business needs while offering enhanced flexibility and improved workflows.
1. Settings Page Layout Redesign
We’ve redesigned the Settings page for improved navigation and organization. The layout has been restructured into clearly defined sections to allow easier access to settings and features:
Company Settings: Company Profile, Service & Price , Company Documents, Tags, Customer Types.
Accounting: Billing, Wallet, Subscriptions (Intuit integrations relocated).
Team: Employees.
Communication: Enhanced SMS and Email templates with Twilio SMS integration for two-way messaging, template editing, and usage tracking.
Automation: New automation menu for scheduling reminders, follow-ups, and review requests.
Requests: Ability to create and manage customised request forms for service booking.
Integrations: Zapier, Intuit, Google My Business(Coming Soon) integration to manage customer reviews and simplify access.
2. Company Documents Upload Section
Added a new section within Company Settings for document uploads, where users can securely store and manage company-related documents. The system supports file previews and toggles for visibility on the client hub.
Documents: General Liability, Workers Compensation, Auto Insurance.
Users can upload up to three documents per section and toggle to enable their visibility for customers in the client hub.
3. Twilio SMS Integration
Enabled full Two-Way SMS Integration using Twilio, allowing businesses to send and receive SMS directly through WizNiche. Key features include:
Twilio Setup: Set up and manage your WizNiche number.
Templates: Customizable SMS templates for quotes, appointments, invoices, and assessments.
Usage Bar: Tracks SMS usage, alerts when nearing the limit.
Message Center: New SMS chat interface for managing customer conversations, with options for filtering and notifications.
4. Automation Enhancements
Introduced a new Automation Settings menu that allows users to schedule automated reminders, follow-ups, and review requests:
Reminders: Automated emails for upcoming assessments and appointments.
Follow-Ups: Customisable time frames for follow-up emails on quotes and invoices.
5. Request Form Customisation
Implemented a new Requests section allowing users to create, edit, and share customisable forms for service requests. Customers can book appointments or request services through these forms, reducing the need for phone communication. Form types include:
Text, Email, Website, and Client Hub forms.
Fields can be marked as required or optional, and customers can receive a sharable link for distribution.
6. Job Costing Feature
The new Job Costing feature provides businesses with the ability to track costs associated with appointments, including inventory, labor, and expenses. Key functionalities include:
Job Costing Dialog: Detailed breakdown of line items, labor costs, expenses, and profit margins.
Labor and Expenses: Automatic labor calculation based on technician wages and manual expense entries for accurate costing.
Job Costing List Page: View all previous job costs and filter by appointment for easier reconciliation.
7. Signing a Quote from Customer Portal
Customers can now sign pending quotes directly from the portal. A new "Review Quote" button is available on the quotes list page, allowing customers to access, sign, and convert quotes into appointments without leaving the portal.
8. Convert Quote to Invoice
We have added a new button on the quote screen that allows users to convert a quote directly into an invoice, streamlining the billing process. This eliminates the need to convert quotes to appointments first.
9. Accounting Code Settings Page
Users can now create and manage Accounting Codes under the Accounting section. These codes streamline the expense tracking process, and default codes such as:
Advertising Expense
Bank Charge
Cost of Goods Sold
Have been provided for convenience.
10. Permissions Updates
We’ve implemented role-based permissions for various settings, ensuring that only authorised personnel can access certain functionalities:
Settings Page Permissions: Super Admins and Company Admins have full access, while Admin Support roles have restricted access.
Job Costing Permissions: Super Admins and Company Admins have full access, while Admin Support roles have restricted visibility for global data.
Conclusion
With WIZniche version 2.2.0, we have worked hard to deliver features that simplify your operations and empower your teams to work more efficiently. From layout redesigns in settings to powerful automation tools, these updates are designed to help you manage tasks, streamline customer communication, and enhance document handling. We are committed to evolving our platform based on your feedback, ensuring WIZniche remains the go-to solution for your business needs.
Thank you for choosing WIZniche!
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 minimize 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.