Heads Up! Management Portal Update for Landscapers App

We’re excited to introduce the latest updates to the Landscapers App powered by Formitize. These changes have been designed to enhance your landscaping operations by improving the overall user experience and offering greater customization. Whether you’re managing jobs on-site or in the office, these updates aim to simplify your workflow.

Check out the video below for a full overview or read on to see the highlights.

CRM Contact Page Improvements

One of the key changes is the revamped CRM Contact Page. We’ve combined the Communication and Activity panels into a single streamlined view, reducing clutter and making it easier to focus on what matters.

You can now:

• Reorganize menu icons to fit your workflow.
• Hide unused icons to keep your interface clean.
• Expand sections to full-screen mode for detailed views when needed.

This increased flexibility helps landscaping professionals customize the interface to suit their individual needs.

Multi-Function Shortcut Button

We’ve added a new multi-function "New" button, designed to let you quickly create items like Jobs, Invoices, and Leads without leaving your current page. It serves as a convenient shortcut to the most-used modules, enhancing your efficiency across projects.

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Menu Reordering Feature

In addition to the "New" button, you can now fully customize the menu layout by reordering and hiding icons to suit your preference. The new Expand and Condense feature allows you to switch between a full-screen workspace and a compact layout, offering the flexibility to adjust based on the tasks at hand.

Responsive Design for All Devices

We’ve made significant improvements to the responsive design, ensuring the system looks and functions seamlessly on all devices, whether you’re on a desktop, tablet, or smartphone. This ensures that your landscaping business operates smoothly, no matter where you’re working from.

Smart Tables for Faster Data Access

We’ve introduced smart tables to several key areas of the app, including Leads, Forms, and Assets, allowing for more advanced searching, filtering, and data management. The Timeline has also been converted into a smart table, making it easier to track events and activities.

View Both Saved and Submitted Forms

You can now view both Saved and Submitted forms, making it easier to track and manage forms in progress or completed documents. This improvement streamlines form management and ensures you stay on top of important data.

What’s Next?

Next up, we’ll be simplifying the system menus into a single, unified layout. You’ll even have the option to move the menu to the side of your screen for greater convenience. We’ll keep you posted as these updates roll out!

FAQs About the Portal Update

Q: What are the main changes in this update?
A: The update includes a redesigned CRM Contact Page, merging Communication and Activity panels, and allowing users to re-order or hide icons for a more personalized experience. We’ve also introduced a multi-function "New" button for quick access to modules and improved the overall responsive design.

Q: How does the new multi-function "New" button work?
A: The new "New" button provides quick shortcuts to create new items, such as Jobs, Invoices, Leads, and more, without leaving the current page.

Q: How do smart tables enhance the user experience?
A: Smart tables enable advanced features like filtering, searching, and sorting, which improve data organization and retrieval across various modules, including Leads, Forms, and Assets.

Try the Landscapers App Today

Ready to experience these new features? The Landscapers App, powered by Formitize, is designed to streamline your landscaping business and enhance productivity.