Google Ads for pool service businesses make it possible to quickly grow your business with a steady flow of new clients, a well-established online presence, and an expanded reach.

The best Google Ads for pool service businesses have the power to untap:

Remember, the main distinguishing feature between Google Ads and social media ads is that Google Ads touch leads who are actively searching for a solution.

Whereas, social media ads touch leads who aren’t necessarily seeking a solution. As a result, they’re generally considered more intrusive.

In other words, social media ads force your business to put in a bit of additional effort in convincing clients of two things:

  1. They have a problem
  2. Your business is the solution

Alternatively, Google Ads allow you to skip the first step in convincing clients they have a problem. Which means, all you have to do is convince them your business is the solution.

Even though social media ads hold large possibilities for results, Google Ads tend to be faster and more effective. After all, you’re reaching higher quality leads.

Although, Google Ads have a tendency of being higher cost and more difficult to navigate the additional setup and background knowledge required.

In turn, many businesses unlock the full power of Google Ads for pool service businesses.

Simplify the process of creating Google Ads for pool service businesses by taking advantage of this complete guide.

Eliminate intimidation by equipping yourself with everything you need to know in this article. Explore how to maximize spending and untap the most lucrative Google Ads features.

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1. Determine What Areas to Target

Opposite to everyday brick-and-mortar businesses where clients come to you, pool service businesses are unique in that you are coming to your clients.

Which means, it’s important to choose specific neighborhoods and set areas to target so that you can condense routes as much as possible.

Keep in mind, areas with higher population tend to get results faster. However, these highly populated areas have higher competition leading to increased CPC (i.e. Cost Per Click).

If you can, try to choose areas with the best balance between the highest population and the lowest competition.

Ideally, you’ll want to avoid targeting low populated areas due to the longer amount of time it takes to see results.

Also, low populated areas don’t allow for as much insight, which helps with ads optimization.

2. Set a Google Ads Spend Budget

It’s best to wait until you have a better grasp on Google Ads before setting your Google Ads spend.

Then, you can set your ads spend budget for new lead conversions once you’ve developed a fundamental understanding of Google Ads.

While it’s important to stay on-budget, know that you can’t run effective Google Ads for as little as $5 a day (like you can with social media ads).

After all, these higher quality leads who are actively seeking solutions to their problems come at a higher cost.

As always, it’s critical to find the perfect balance between staying within your budget and spending just enough to see a decent ROI.

On average, businesses make $2 for every $1 they spend on Google Ads.

Though, the average CPC for field service businesses widely varies based on your location, population, and more.

However, you can always check Google Ads to see how much specific target keywords cost in your area.

3. Begin a Lead Followup Process

In order to avoid losing leads, you’ll need to begin a lead followup process.

For example, if your website or landing page’s main CTA (i.e. Call-to-Action) has all leads call for a free estimate, then an assistant will need to answer the phone.

By the way, you can quickly complete estimates from anywhere (even over the phone) with Service Autopilot.

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4. Gain a Basic Understanding of Google Ads

Here’s a basic overview of how Google Ads work:

Match Types

The symbols near the search terms indicate the keyword match type Google uses to determine which ads show up.

Take a look at a quick summary of each match type:

Broad Match Modified

Keyword: +pool services +dallas

Broad match modified only shows ads when “pool services” and “dallas” appear in the search term.

In other words, Google will only show ads when these keywords (or something close) appear in the search box.

Broad Match

Keyword: pool services dallas

Keywords without a symbol are known as broad match keywords. Simply put, ads will appear when anything related to pool services in Dallas is searched.

Keep in mind, you’ll only be able to create four ads with broad match.

This is because broach match types randomly show ads to anyone searching for anything even remotely related to the search term.

As a result, broad match has a tendency of diluting and taking away from the desired message. Due to this, I don’t recommend using the broad match type.

Even so, if you still decide to use broad match, remember that it might decrease your CTR’s (i.e. Click Through Rate) and overall ads performance.

Phrase Match

Keyword: “pool services”

Phrase match means Google Ads will appear whenever the phrase is searched in the listed order. Although, additional words can be included before and after the phrase.

Even though slight variations are allowed, it’s not as loose as broad match.

Exact Match

Keyword: [pool services in dallas]

An exact match type means Google Ads will only appear when the exact phrase is searched. Though, Google has recently allowed for minor exceptions to this.

For example, if you were to use the same phrase as in the above example, then your ads will still appear when “pool services dallas” or “pool services by dallas” is searched.

The Primary Goal of Google Ads

The best way to ensure you’re targeting the right audience is to choose the right keywords to reach them. Then, right ads with the target audience in mind.

In order to see the best results, it’s best to only use broad match modified, phrase match, and exact match.

5. Define Your Services and Area

Write out a list of the main services your business offers. Next, choose which ones to promote in Google. Then, list the subcategories of each service.

For example:

Next, write out a list of the most common services you don’t offer. We’ll use this later on to create a list of negative keywords so your ads won’t appear in the wrong searches.

For instance, if you don’t offer pool installation, then you wouldn’t want your ads appearing in that search result.

6. Pick Your Main Keywords

To start, use Google’s search engine to do keyword research. Input your services into the search bar and take a look at Google’s dropdown of suggested related keywords.

These suggested keywords can then be used to drive your research in discovering which terms are most and least effective. Alternatively, this works for negative keywords too.

Then, use Google Keyword Planner to research each keyword’s volume, competition, ads spend, and more.

Plus, this free tool will provide alternate keyword suggestions to better guide you.

However, don’t overly focus on keyword volume. After all, your ads are likely on a local level with a lower population where volume doesn’t apply as much.

The primary focus here is on keyword categories, which can help you categorize your keywords into groups for ad development.

Then, test to see if any ads outperform others. Also, don’t forget to consider search intent to make sure your keywords are only targeting those actively looking for pool maintenance.

For instance:

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7. Stretch Spending Further With Your Account Setup

Properly manage and organize your account in order to optimize and improve ad performance.

Stretch spending further with your account setup by creating high level categories of your services. Next, create a Google Ads campaign for each one.

Then, split each of these high level keyword categories into different ad groups.

Alternatively, you can level up your campaigns even more by breaking these categories into match types. Later on, this will help with split testing to better track performance.

Finally, create ads for each of those specific keywords and include it in the search term.

As a result, including search terms in your Google Ads can help increase relevance and CTR’s. Therefore, this helps lower CPC. 

BONUS: Split Up Campaigns By Location

Use radius targeting to split up campaigns by location.

Even though you don’t have to split up every city in this way, it does help to split campaigns by granularization. In turn, this builds data in your account.

Plus, splitting up campaigns by location helps to pinpoint where conversions are originating. Likewise, you can find out where you’re getting high clicks and low conversions.

Failing to split campaigns by location prevents you from separating these two factors.

In addition, after a while, you can turn off ads running in underperforming areas and increase bids in other outperforming ones.

In fact, you can also do this with your ads schedule. Simply break ads out into smaller increments and days to discover which times outperform others, and then make adjustments.

8. Decide Where to Send Campaign Traffic

Where are you sending your Google Ads campaign traffic? For example, will you send them to your website or landing page?

The main difference between a homepage and a landing page is the navigation bar. A homepage has a navigation bar, whereas a landing page doesn’t.

For this reason, landing pages are great because they have one CTA with no distractions.

However, if you want to save additional time and money, then sending campaign traffic to your website is a viable, lucrative option.

In fact, some businesses create a hybrid between a homepage and landing page by making a clickable navigation bar.

As a result, your homepage won’t seem overly busy to leads, but traffic can still be driven to the necessary parts of your site.

Although, you’ll want to ensure your website is functional and professional in appearance. In addition, be sure it’s mobile AND desktop friendly.

Also, verify there’s a clear CTA on your homepage. Keep in mind, your CTA doesn’t have to be complicated.

For instance, a great CTA could be as simple as, “Call XXX-XXX-XXXX now for a free estimate!”

BONUS: Conduct Competitor Research

With a little research, you can find out where the competition is sending their campaign traffic. This brief competitor analysis can help generate ad ideas for your business.

Although, as tempting as it might be, don't click on the competition’s ads since Google Ads are expensive.

To avoid charging the competition for your clicks, right-click on the link, click “copy link address,” and open it up into a new tab.

While you can hurt the competition by clicking on their ads, remember that they can do the same to your pool service business.

Even though you can blacklist IP addresses, it’s best to be courteous in not charging them for your clicks - especially considering they can return the favor in retaliation.

On another note, don’t forget to see where sites like Thumbtack and HomeAdvisor are sending their campaign traffic.

Then, use this information to generate ideas based on their successes.

9. Easily Ramp Up Your Copywriting Skills

Anticipating your audience’s needs is one of the easiest ways to ramp up your copywriting skills.

Which means, you need to know what your audience is thinking, feeling, and looking for when seeing your ads.

To start, take a look at lukewarm reviews between 2-4 stars. Generally, these reviews are the least emotional and most objective.

Keep in mind, 1 and 5-star reviews tend to be more emotional and less objective (and at times, fake).

When analyzing the reviews, read between the lines to consider their concerns.

For instance, when a client says, “I don’t like XYZ” what they’re really saying is, “I value XYZ.”

Use this information to explore new ways to set your pool service business apart from the competition.

For example, if a client says they felt unimportant when another business didn’t follow up on their estimate, then you can make clients feel valued by quickly following up after an estimate.

Plus, you can include this unique perspective in your CTA to increase clicks: “Call XXX-XXX-XXXX for fast, free estimates in less than 5 minutes!”

By the way, did you know you can create quick estimates in less than 5 minutes using Service Autopilot?

Automations is the  #1 way to follow up  with clients. If you’re not using it, your business might still be successful - but it won’t grow. 

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In Service Autopilot, our automations send emails and texts to:​

Every lead after an estimate is completed
Clients after their property has been serviced​
Remind leads and clients to send you customer feedback​
Update outdated or declined payment information​
Inform them when a service can’t be completed due to unforeseen circumstances (i.e. weather)​
Remind them of maintenance tips (i.e. putting a cover on the outdoor faucet before the winter)​
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10. Only Pay for Good Clicks With Negative Keywords

While few businesses utilize negative keywords, it's an important strategy to use to ensure you’re only paying for good clicks.

Much like we briefly discussed earlier, you can use negative keywords to target leads with the right intent.

For instance, if you’re targeting leads, then you wouldn’t want your ads showing up in hiring or job related search queries.

In addition, if you have a lower ads spend budget, then you’ll want to include the competition as negative keywords too.

Although if you have a higher ads spend budget, then targeting the competition’s keywords can prove quite effective in results.

However, using the competition’s keywords is a gamble, and businesses with smaller ads spend budgets need to maximize every last cent.

11. Split Test to Improve Ads

By far, one of the best ways to improve ads is by split testing. In order to split test, create two ads with only one variable of difference between them.

For instance, you could create two identical ads with different headlines as your one variable of difference. Then, see which headline performs the best.

Remember, in order to properly perform a split test, you can only change ONE VARIABLE. This allows you to directly relate a set variable to a specific outcome.

In other words, if you change more than one variable, then you don’t know which variable caused the outcome.

12. Use Different Google Ads Formats to Get Better Bids

Did you know Google offers better bids when you use different Google Ads formats?

In turn, you can save more money, maximize spending, and Google will place the ad higher in the search results.

Also, since adding multiple ads formats makes the ad larger, you’ll likely increase your CTR.

Take a look at these Google Ads formats you should consider trying:

13. Take Advantage of Conversion Tracking to Measure Performance

The concept here is simple: Whatever is being measured also needs to be managed.

Which means, you can’t measure ad performance if conversion tracking isn’t set up. Therefore, defeating the purpose and appeal of Google Ads.

Take a look at a few various types of conversion tracking to consider measuring:

Plus, you can even use call tracking software to record and track. Then, you can use the call replays to improve the sales process and the lead quality being funneled in from the ads.

Then, if you’re using an all-in-one pool service software solution, you can save their information for future marketing opportunities and tag them as a Google AdWords lead.

Next, calculate your Google Ads revenue by exporting Google Ads leads. Calculate your ROI by dividing the leads and clients acquired by total monthly spending.

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14. Analyze Google Ads Results

While Google Ads can generate immediate results, it’ll likely take several months before you can gather enough data for significant optimization.

Remember, since you’re likely releasing ads on a local level, there’s not as much data to gather so it takes longer to spot trends.

Consider running a Google Ads campaign of this level for 6 months to gather enough data to spot trends and calculate your CPL (i.e. Cost Per Lead).

After the ad has been running for some time, you’ll ideally see your conversion rate hold steady and your CPC (i.e. Cost Per Conversion) decrease over time.

Always remember, the longer an ad runs, the more data that’s being gathered to improve it.

Use These Top Strategies to Easily Create Google Ads for Pool Service Businesses

While creating Google Ads for pool service businesses might seem intimidating and overly complex in the beginning, these top strategies will simplify the process.

Now, you have the power to unlock true growth and:

Immediately take advantage of these winning strategies, and begin creating the best Google Ads for pool service businesses today!


Related: Pool Service Marketing: 13 Effective Expert Strategies


Originally published May 5, 2022 7:00 AM

This release includes some enhancements to Automations to improve your experience and to speed up processing. We’ve also made numerous updates to correct system issues that you’ve reported, especially in Forms, Accounts, and QuickBooks Online.

What’s New at SA

Virtual In-House Training

Click here to see details and sign up for Virtual In-House Training.

Advanced In-House Training

March 29- 31, April 26-28

Basic In-House Training

April 5-7, April 12-14

Automations Enhancements

We streamlined the Automation Sequence Pipeline and Automation Sequence List to increase processing speed.

Automation Sequence Pipeline

The updated Sequence Pipeline now shows only the status and number of accounts in the sequence.

Until now, the Sequence Pipeline displayed a lot of data for each account in the sequence, such as the name of the client or lead, their address, and how long they had been in the sequence.

Reducing the data on the Sequence Pipeline screen will give you a clearer overview and speed up screen load time. You can click into any individual sequence to see detailed information.

Click the “total items” card in a sequence to view the Automation Sequence list screen, with a list of the clients in that sequence.

Automation Sequence List Screen

The Automation Sequence list screen looks like this:

These columns appear by default:

Filter the Automation Sequence List

Click Add Filter to filter by any of these columns on the Automation Sequence list screen.

For example, you might click Sequence Status to filter for all scheduled automations.

Updates to Correct System Issues

Accounts

Automations

Estimates

V3 Forms

V2 Forms

Jobs

Legacy App

QuickBooks Online

Report Center

Tickets

This release continues our drive toward making existing processes simpler and faster. New enhancements include Search Bars on list pages, a simpler setup for Chemical Tracking, improvements to the Job Wizard, and the ability to “watch” Tickets. Enjoy!

Enhancements

Accounts

You can filter for Custom Fields on the V3 Accounts list.

Calendar Events

When you are creating a Calendar Event, the Body field is no longer required. This is for consistency with other screens.

Chemical Tracking Enhancements

No more restricted entry

With the growing popularity of SA’s Chemical Tracking feature, we’ve removed restrictions for using it. You are no longer required to attend the training webinar before you’re allowed access.

But do check out all the free training resources! There are videos, a user guide, and articles on Chemical Tracking in the Help Center.

Consolidated Settings

We’ve consolidated Chemical Tracking Settings into one tab, at Settings > Chemical Tracking > General Chemical Settings. Here, you can add or change any of your chemical information.

Consolidated Emails

We consolidated Chemical Tracking Emails into one screen. Here, you can manage your emails for clients, with separate tabs for Client emails: Instructions, Recommendations, and Upsells.

Copy Products

You now can copy a product to save time with creating new items that are similar. This is particularly helpful for Chemical Tracking to help you replicate application rates and product mix instructions.

To create a Product copy:
1.   In the Non-Inventory Products list, select a product.

2.   In the Actions dropdown list, click Copy.

3.   In the Copy Product dialog, fill in the New Name field to create the new product in your Products list.

4.   Open the new product copy and edit it as needed.

Copy Services

You now can copy a service to save time when creating new services that are similar.

To create a Service copy:
1.   In the Services list, select a service.

2.   In the Actions dropdown list, click Copy.

3.   In the Copy Service dialog, fill in the New Name field to create the new service in your Services list.

4.   Open the new service copy and edit it as needed.

Help Center

Have you checked out the Help Center lately? We’ve added a section for Service Autopilot User Guides.

Job Wizard Enhancements

Appointment times

We simplified setting Appointment Times on the Job Wizard.

Budgeting tool

We’ve added a Budgeting tool to the Job Wizard, similar to the tool in V2. This tool lets you calculate your budgeted hours and set up budgeting overrides for repeating jobs.

1. When scheduling a job on the Job Wizard, click the cog icon to bring up the Edit Budgeted Hours dialog.

2. Enter the number of staff members and hours into the Men and Time of Job fields. The system calculates your budgeted hours appear under B.Hrs.

3. You can type your target staff hour rate into the field labeled To achieve man/hr Rate of. The dialog then shows you what to change in order to get the rate you want.

4. Click the number under B.Hrs if you want to adjust the budgeted hours.

5. Click Add Override Budgeted Hours to make changes to the budgeted hours for a specific date range. This can be useful for repeating jobs.

Invoices

The Activity Stream on the Invoices list lets you quickly see if a payment is owed or has been over-applied to an invoice.

List Pages Search Bar

To help you quickly search for records, we’ve added Search Bars to these V3 list pages:
Accounts, Tickets, Invoices, Payments, Credits, Expenses, Installment Plans, and Forms

Tickets Enhancements

Watch Tickets

You now can specify Tickets to watch, and you’ll receive alerts about any changes.

1. Open an individual Ticket or select multiple Tickets in the Tickets List.

2. Under Advanced Actions, select Start Watching or Stop Watching.

Complete a Ticket from My Day

You now can complete a Ticket from the My Day page.

1. Select the check box for a Ticket you want to complete.

2. At the prompt, click Confirm.

3. The Ticket information shows a strikethrough to indicate the Ticket is complete.

4. If you want to re-open the Ticket, select the check box again and click Reopen on the confirmation dialog.

    If you don’t reopen it, the Ticket is removed from My Day after you refresh the screen.

Client Portal Enhancements

Autopay

If you offer Autopay:

If you disable Autopay:

Create Tickets from Services

With this release, your clients can create Tickets from Services on the Client Portal.

Client Portal App Enhancement

Clients can now submit Ticket requests from Jobs and Visits on the Client Portal app.

Legacy App Enhancements

Failed Login Message

We reworded a generic error message, “invalid username,” which a user might see if they didn’t use the correct credentials to log into the Legacy app.

Attachments for Tickets

If Legacy app users send or receive emails with attachments that are too big or not a supported file type, the Ticket that’s created will not have the attachment. You’ll instead see a message stating that attachments were blocked.

Updates to Correct System Issues

Accounts

Activity Stream
Edit Account screen

Automations

Client Portal

Payments
Registration
Scheduling
Tickets

Email Integration

Mobile Devices
Yahoo Email Addresses

V2 Forms

V3 Imports

Jobs

Legacy app

Service Autopilot

The theme of this release is Make Life Easier. We continue to improve, clarify, and polish different areas around SA based on your feedback. This release includes enhancements to the Accounts screen and Activity Stream, new previews on some Review screens, and many improvements to the Client Portal and Client Portal app (because we want your clients’ lives to be easier too).

Enhancements

Account Activity Stream

1.  Enter your text into the Add a Note… field.

2. The Ticket Status defaults to closed. Click the open radio button to change the status if needed.

3. Click Add. This creates a new Ticket containing your note.

Calendar Events

1. Click the Quick Add icon and select Ticket from  the dropdown list.

2.  On the Add Ticket overlay, click the Event radio button and fill in the fields.
This function was implemented in the July release for V3.

Account Review Screen

We made various improvements to help you use the Account Review screen:

For former clients, the Cancel Reason appears below the Account Status.

Date Range Filter

Example: Say you select and save the filter called “this week” during the week of August 1st. When you open that screen the following week, the filter will bring up data for the week of August 8th.

Email Integration

You can click the Ticket to open it, then select an account from the Account / Vendor dropdown list. This ensures that any replies to the Ticket will be sent to the correct email address.

Invoices

All flagged invoice rows are also tinted to make them more noticeable, even if the
flag column is hidden.

Job Wizard

You can select another option from the Auto-Renew Setting dropdown list if needed.

1. On the service line, click the note icon.  

2. A dialog opens where you can type the note.

3. Click Add note to add additional notes.

Leads

Tickets

Client Portal Enhancements

We improved the experience for your clients when they submit Ticket requests on visits:

Client Portal App Enhancements

Updates to Correct System Issues

Client Portal

Email Integration

We fixed a few issues with adding emails to Tickets.

V2 Forms

Mobile

Route Sheets

Quick Add

Sales Campaigns

Two Way Texting

The theme of this release is “Improving Quality of Life.” We’ve focused on both functional and aesthetic improvements throughout the system as we continue working to make Service Autopilot a better experience for you. Many of these changes are based on Member feedback.

This release also debuts important features in the Client Portal and Client Portal app:

Keep reading to learn more!

Accounting Enhancements

Client Portal Enhancements

With this release, your clients can have the option to submit and work with Tickets in the Client Portal. Clients can:

NoteClients see only emails, not internal notes, calls, or calendar events.

Tickets

Clients can click any of these to look at the email correspondence.

Note that the Client Portal displays only those Tickets containing emails to clients, not internal notes or calls. You can choose to turn off this permission in Settings.

Note: Tickets make it possible for your clients to do most communications with you through the Client Portal, but it still displays your company’s email address and phone number for quick reference. If your company chooses to turn off Tickets functionality, the client can easily see your contact information to reach you.

New Settings for the Client Portal

These settings let you customize the Ticket functions your client can access.

Client Portal App Enhancements


Prepayments Are Here!

Credit Card Messages

Service Autopilot Enhancements

We’ve made many general improvements to help you get around in SA:

Activity Stream

Audit Trail

The Ticket Review Audit Trail lists when any of these are created or updated:

V3 Calendar Events

Dialog Screens

Dispatch Board

Invoice Edit and Review Screen

Payment Edit Screen

This screen has several improvements for ease of use:

Search Bar

Quick Add

The Quick Add in V3 Accounts has some new improvements including:

Team and Legacy Apps Enhancements

Updates to Correct System Issues


Accounting

V3 Accounts

Activity Stream

Automations

Calendar Events

Client Portal

Email Activity

Estimates

V3 Forms

V2 Forms

Legacy App

Master Schedules

Member Websites

V3 Package Jobs

QuickBooks Desktop

Route Sheets

V3 Tickets

Waiting List Jobs

Updates to Correct Issues with Mobile Apps


Legacy app

Team app

In this Release, Tickets replace the functionality of To Do’s. We think you’ll find that Tickets are an easier, consolidated way to track issues and correspondence. Any issues with an Account can be documented, assigned, and resolved from start to finish within a single Ticket.

What about my To Do’s and Calls???

All your existing To Do’s and Calls have been automatically converted to Tickets. None of your data will be lost.

Tickets are Live Now!

Unlike previous SA releases, please note that Tickets functionality is now
live in both V2 and V3, so there is no option to toggle back and forth between To Do’s and Tickets.

Learn About Tickets

We’ve got you covered with webinars and written training for Tickets!

TICKETS OVERVIEW

Tickets consolidate your notes, correspondence, and tasks related to Jobs, Events, Accounts, and Resources:

Tickets List

On the Tickets list, you can find, manage, and work on Tickets.

Ticket Review

Click any Ticket in the Tickets list to open its Ticket Review screen. Here, you can review important information and correspondence, including emails, notes, calls, and calendar events:

CHANGES IN OTHER AREAS OF SA

To work with Tickets, we’ve made some changes to other parts of Service Autopilot:

Accounts


Activity Stream

Ticket-related data now appears in each Account’s Activity Stream:

V3 Calendar Events

Calendar Events are now available in V3. These are also still supported on the V2 scheduling screens. In V3, you now can:

Important Note on Calendar Events

Calendar Events marked as Completed will also close the parent Ticket if there is one associated with it. This allows existing automations to work seamlessly with the “Ticket was Completed” trigger after existing To Do’s have been converted to Calendar Events.

Legacy App

To accommodate Tickets, the Legacy app has two new filters on the Ticket List:

Marketplace

Automations in the Marketplace that had To Do Events or To Do Triggers are now Ticket Events and Ticket triggers. The Marketplace supports the new data for uploading and downloading.

Automations

To Do Events are now Ticket Events. Here are some things to know:

To Do triggers are now Ticket triggers

These changes are automatically made, so no action is required on your part. The new triggers are:

To Do conditions are now Ticket conditions

These changes are automatically made, so no action is required on your part. The old and new conditions are:

Report Center


Dashboard Components Changes

Reports Changes

USER RIGHTS FOR TICKETS

Some user rights have been added, removed, or renamed for Tickets functionality. You may need to adjust user rights in order to use all features of Tickets. Go to
Settings > User Roles & Rights [role] > CRM to review your user rights.

WHAT’S GOING AWAY

With this release, we’ve removed some items that were not used much or had their function replaced by Tickets:

ENHANCEMENT NOT RELATED TO V3 TICKETS


Automation View

If an Automation is triggered by a Job, Invoice, or Estimate, the Automation View now identifies the item triggered by that sequence. This lets you easily navigate to the Job, Invoice, or Estimate.

UPDATES TO CORRECT SYSTEM ISSUES

We’ve made general improvements and corrected some issues in this release.

Automations

Fixed a bug for which in some cases, a Wait Period that only had basic settings for Hours/Minutes, would schedule for midnight instead of scheduling for the following day.

V3 Accounts

Fixed a bug in which trying to look at inactive jobs from the V3 Account Review was not returning any data.

V2 Accounts

Fixed a bug in which certain time zones would show an incomplete invoice on the Client View.

V3 Forms

V2 Forms

V2 Forms Exports were failing due to certain format problems such as leading spaces or exceeding character counts. This has been fixed.

V3 Installment Plans

Fixed a bug for which in some cases, when working with a V3 Installment Plan assigned to a job, the service's rate was being updated.

V3 Invoices

Fixed a bug in which some members who migrated card data to Clearent were seeing problems with the "Credit Card on File" filter for the Invoices list.

Report Center

Some custom analyses including timesheet data were not showing "Lunch" as a work type. This has been corrected.

Two-Way Texting

We fixed a couple of issues with Two-Way Texting when a new number texted to a phone number and created a new lead.

Certified Advisors

Previously, Certified Advisors saw an error if they signed in through a Member's account, then tried to fill out a form from the V2 or V3 Account pages. This has been fixed.