Release Date: 8/7/2019
We’re SO excited to share this update with you all. The Jetpack workflow templates have long been a backbone for our customers, helping streamline processes across clients and making lives easier one job at a time. However, we haven’t been able to really give it the TLC it deserved…until now.
Previously, a template may have felt like a job that just has strange rules. But now we have given it the love it deserves. As always, our goal is to help you build a better business, and that starts with building a process that is reliable, transferable and easy to move from one customer to another. That is what the template profile represented. This is the first of a few updates you will see coming down the pipeline for templates, so there are more exciting updates around the corner. But for now – on to the template profile updates!
- Removed features and fields that didn’t quite make sense with recurrences. Remember we said that the old template profile felt like a job with strange rules? Now we’ve made the template profile its own category. It will look and feel less cluttered. But really, check it out for yourself!
- Assign to the client has been updated so that you can’t send emails to clients from the template (only from jobs). However, you can still assign a task to a client.
Check out a preview of the new look:
When you click “Edit”, a new pop-up window will appear
Also, check out this handy video that reviews the updates and the new look:
As always, we love to hear your feedback. Drop us a line in chat as you explore the new update to let us know what you think.
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