What’s New

Release 2.5

Summary

• We added four new features for you and have added a couple of general improvements and new menu items. 
• If you have any feedback for us, use the Submit Support Ticket in the SIGN2BILL app.

Feature

• Cost Estimates
  • You can now create a Cost Estimate, add the required Goods & Services and send the Cost Estimate to the customer for their approval. After the customer has approved the Cost Estimate, you can convert it to a To-Do item and allocate it to a user.
• Stock Items
  • You can now mark QTY items as stock items in Goods & Services. Establish the Reorder Level for when stock has to be restocked and the Maximum Level to which restocking is possible. 
  • You can make stock Adjustments and do stock Take On.
• Billing Cycles for General Customers
  • In Billing Cycles, you can now close off a billing period for General Customers. 
• Export to Xero Accounting
  • You are now able to export your billing from SIGN2BILL in a format compatible with Xero Accounting. To do so, you have to add an Account Code to your Category and add Tax Type and Item Code to your Items in Goods & Services. 

General Improvements

• Prevent duplicate entries for:
  • Customers
  • Branches
  • Goods and Services

Release 2.2.1

Feature

• Contractor Profile (for a 2+ user account only)
  • • A Contractor user profile can only accept a job from a To Do item and will not be able to view or access the rest of the system. Contractors cannot create a new job card either. Once the Contractor accepts the To Do item the screen will open the job card and the contractor can complete the ticket.
  • User Reports
    • A detailed report of the job cards completed by your individual staff members over a specified time period: now you can see which client’s your workforce have been focusing on and a breakdown of their call-out activities.
  • Billable and Non-Billable Items
    • This feature offers the person closing a job card the ability to indicate if the tasks they have performed are non-billable. This typically is used to record work completed even though you don’t want to bill for it. All reports have been updated to reflect billable and non-billable records.

General Improvements

•  If a job card is opened automatically from a To-Do item, you cannot change any of the client’s details.
  • On closing a To Do item and completing the related job card, the user will be taken straight back to their To Do list.
  • On closing a To Do item and completing the related job card, the user will be taken straight back to their To Do list.