The Lowdown – July 2017

Ubookr news march 2017
The Lowdown is our monthly update that highlights recent improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr. Here’s what we launched in March.
The Lowdown is our monthly update that highlights recent improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr. Here’s what we launched in July.

HUGE Notification Improvements

We’ve been knee deep in tricky code and are really excited to unveil our new Notification system.

In the past, every-time you made or altered a job booking a new notification would be generated and instantly sent to everybody involved. With this new release you now have ultimate control over who gets a notification and when they get it.

You now have these options:

Always ask – you’re asked whether to send the notification or not
Immediate – make a change or new booking and everybody knows immediately
Delayed – send notifications after an amount of time has passed
Time of day – set what time of day all your notifications get sent out
On demand – use the notification management to send notifications as required

To choose your setting go to Setup > Company and click on the Notifications tab.

 

notifications

 


 Calendar Speed Improvements

We’re continually adding features to the calendar and that can eventually slow things down as the calendar gets more and more features. This month our resident calendar guru, Joseph, has released a major speed upgrade to the calendar.

Those of you with loads of bookings or staff will see dramatically faster loading times.

 


Set your invoicing date

You can now set the date that appears on the invoices you generate in Ubookr and send to Xero.

This means you can now do your invoicing after the end of the month but still set the date to the last day of the previous period. The benefit of this is that some customers pay their invoices a certain number of days after end of month and now you can ensure your invoices are included in the current payment cycle.

 

invoice-date

 


 USA beta launched

July also marked a milestone for Ubookr with our first users in the USA.

At the moment we are in beta mode and working with our volunteer testers across the USA to ensure there are no unforeseen bugs.

Welcome aboard and thanks for helping us out.

 


Minor bug fixes & upgrades

  • Notes and attachments to bookings are now displayed in the details pane
  • Email templates have a brand new improved layout and look
  • Google account sharing (contact us for more info)
  • A message appears when you have unconfirmed bookings that need attention
  • Unconfirmed bookings now appear at the top of your booking list
  • Including the word “invoice” anywhere in a bookings private notes will make an exclamation point pulse next to the booking when creating invoices.

 


What’s next?

In the coming days and weeks we’ll be releasing Busy Times for the calendar and the much anticipated Sub-contractor feature as well as lots of minor improvements and features.

Thanks for all your great feedback and happy booking!

:)  The Ubookr team

The Lowdown – APRIL 2017

Ubookr news march 2017

The Lowdown is our monthly update that highlights recent new features and improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr.

Here’s what we launched in April.


Calendar Improvements

As mentioned last month we have continued to add features and improvements to the already great Ubookr calendar. As the heart of our system we are continually looking for ways to make using the calendar an awesome experience.

  • Keyboard shortcuts: holding shift and clicking an event will reschedule it, holding alt and clicking an event will duplicate it, double clicking will edit it.

  • Filters: if you have a lot of staff then we now group by service type so you can look at all your photographers at once, or all your floor planners, etc.

  • Push updates: If you’re in your calendar and someone else (another staff member, a customer, etc) adds, deletes or changes a booking, you’ll get notified immediately and it will appear in your calendar straight away.


Invoicing Improvements

A big thanks to the team at Incredible Images in NZ for making some great suggestions on how to improve your invoicing experience.

The improvements implemented in April are:

  • Visual improvement to make invoicing easier (alternating background colours on invoice rows)

  • Typeahead’s in the drop-down fields – now you can start typing a customers name and they will appear so you don’t need to scroll down to find them.

  • The ability to group bookings for invoicing by contact person in a customers office.

  • Edit booking costs while invoicing without leaving the invoicing screen.

  • We’ve added a date range selector so you can determine which period you’d like to invoice.


Improvements to Create Booking

As a supplier you can override the default settings: if a staff member doesn’t usually do a particular service or in a certain work area, you can still select them to do the service if you need to.

This is great for flexibility but if you have a lot of staff it makes it hard to know who is actually designated to do the job in the given work area.

We now make that clear in the supplier staff dropdown.


WHAT’S NEXT?

Next month we’ll be releasing two big new features for the calendar, Busy Times and Delayed Notifications as well as several other handy features and improvements.

We’re also really excited to announce development has begun on the all new Ubookr mobile app. The new app is going to be a huge advancement on the current app and will allow agents and suppliers to manage bookings in a whole new way. We can’t wait to show you!

Thanks for all your great feedback and happy booking!

– The Ubookr team

The Lowdown – MARCH 2017

Ubookr news march 2017

The Lowdown is our monthly update that highlights recent new features and improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr.

Here’s what we launched in March.


CALENDAR UPDATE

The calendar has received a major update that brings loads of improvements and many new and exciting features. Calendar improvements are ongoing and you’ll see more of the most requested features available next month. New features and improvements include:

  • Agents also now have a calendar to view their bookings.
  • Staff planner view button has been added – ideal for large organisations.
  • Compact mode button has been added that reduces the size of the events shown, this improves visibility on really busy calendars.
  • Filtering services has been made more intuitive – it’s hard to explain so take a look.
  • Clicking on an event now opens a toolbox. Try using the new re-schedule tool to drag a booking wherever you like. (Tip: when moving an event you can use the next and previous week buttons)

The Ubookr calendar is awesome


COLOUR CODING HAS ARRIVED

Now the colour you have set for each of your staff will be the same colour as the pins on the map and the number in your bookings list. This makes it much easier to find what you are looking for.

Ubookr has colour coded pins dso you can see who is doing which booking


‘SEE ALL’ AND SEARCH FUNCTIONS

We’ve added a ‘See All’ button and search function to both your Calendar and View Bookings screens.

The ‘See All’ button turns off any filters you have set and all of your bookings will be displayed.

The Search function is great for finding bookings in a busy day, week or month view of your calendar or bookings screen – just type anything about a booking and you’ll find what you are looking for.

Ubookr now has a search bar for finding bookings


EXTRA FIELDS AND TABBED BOOKINGS

When creating a booking you can now add private notes to a job that will only been seen by you. There is also now a field for entering a job reference number. 

All these extra fields were making the booking page a bit too long so we’ve split the page into two tabs. The ‘Booking details’ tab is all the essential information that every booking needs and the ‘Advanced options’ tab is all the optional information you may only need sometimes.

Ubookr new features include tabs when you are making a booking


WHAT’S NEXT?

We’re putting the finishing touches on a ‘Busy times’ feature for the calendar as well as many more minor improvements which will make using Ubookr even better.

Thanks for all your great feedback and happy booking!

– The Ubookr team