Field Force Upsells are here (plus important fixes)

Hey everyone, it's Mike Andes from Copilot CRM. Soon to be homeworks with some updates that we recently rolled out on the Fieldforce mobile app as promised. When we released a couple months ago, we said we would be iterating and making improvements throughout the off season to make sure that by the spring rush we have a top of the market, really, really solid mobile app for your technicians out in the field. So this past week we've done several things. We released several bug fixes to the mobile app that have been edge cases for the past few weeks. And so thank you to everyone that has reported this support. A lot of times when we do testing in the beta group or in a small subset of the members, we don't see all the edge cases and so thank you for pushing the boundaries. We have fixed pretty much all the ones that have been reported and it's looking really solid now in terms of new functionality, what we've just released in the Field Force mobile app is the upsell feature. So this is a brand new feature to the Field Force mobile app where from the app when a technician is at a visit they can tap the button and immediately see any pre installed services that you are allowing them to upsell the customer. Now this is simply going to send a text or an email to the customer offering them that service and you're able to customize all of those templates inside of your account. Now if you don't want those emails or text messages going out directly to customers without your approval, you can just set that up to make sure that you approve the email or the text message before they go out. Now the thing that I really like now that the upsells are inside of the Field Force mobile app, is that you can also have your team attach a video. So what I would recommend if you have a large team out in the field from the dispatch board when you're closing out your day, you'll be able to see the little handbag on the dispatch board, that little icon that shows that someone's recommended and a upsell to that customer. And then if your crew has attached a video, you should be able to immediately create the estimate and send it to the customer. So I really believe that the pairing of the video feature inside of Fieldforce as well as now the upsell feature is a absolute banger for the upcoming spring rush. Now when customers need extra services, you've pre installed the services that you want your crew to to be able to upsell customers and either immediately send to the customer or make it very easy from the dispatch board to see which crew members have recommended an upsell, and if they've attached a video, you don't even have to just send the email or text asking if they want a quote. You can actually just prepare the quote and send it to the customer. We really look forward to seeing how people are going to use this pairing of the upsell feature along with the video feature that we have inside the Fieldforce mobile app, and really look forward to all of your feedback. There's a lot more coming down the pipe in the next six to eight weeks, and we appreciate all of your feedback on the Field Forest mobile app. We'll continue to iterate and make it better.