What’s New

A-Z Routing, Chargeable Issues, Xero & FreeAgent Integration, plus a Sneak Peek of What’s To Come ๐Ÿ‘€๐Ÿ“

v3.6.0

Summary

This update includes changes that will make routing more flexible with the choice of A-Z routing and circular routing. Those who use Xero or FreeAgent will be happy to hear that we’ve added the ability to push invoices to external account systems. We have also added an optional feature that ensures that your agents are charged for any issues that prevented a task from being completed.

Whatโ€™s new

NEW FEATURES

๐Ÿ“ A-Z Routing

A-Z Routing inside of Board Clever - Board Fitting and Routing System for your for sale sign business

  • A-Z Routing is now available for all customers
  • When generating a route, you are given the option of choosing between A-Z or Circular routing. This can be chosen for each driver, so you are not forced to one particular route method.
  • When managing the route, you can reverse the start and end point so that you can start at the driver’s address and finish at your business address, or start at the business and finish at the driver’s address.

โš ๏ธ Chargeable Issues

Charging for Tasks - Board Clever

  • With thanks to your feedback, we have now enabled the ability to charge for any tasks that could not be completed due to an issue.
  • We have added the flexibility to choose how an issue is charged. You can either charge the original task price, or set a fixed value of your choosing.
  • Any issues that arise in your next billing period will be automatically added to your client’s next invoice (or invoices if you have split task billing enabled).

To enable this feature, please call us on 01952 899 220 or raise a ticket.

๐Ÿ’ธ External Accounting Systems – FreeAgent & Xero Integration

External Accounting Systems - FreeAgent and Xero Integration - Board Clever

  • If you use FreeAgent or Xero for your bookkeeping, you’ll be pleased to know that you can now send your invoices through to either of these systems.
  • All of the invoice content including line items and their pricing is sent over upon push
  • You can choose one or multiple invoices to push through, so you’ve still got some flexibility in making last minute changes before pushing invoices over to FreeAgent or Xero

To enable this feature, please call us on 01952 899 220 or raise a ticket.

๐Ÿ‘€ Sneak Peek at What’s Coming to Board Clever

Thank you to everyone for their feedback, we’ve been hard at work making improvements to Board Clever and as part of this, we’re making Board Clever more user friendly with a refreshed look and feel.
We’ve still got more to do before we launch but couldn’t wait to share our progress with you:

Admin

Board Clever Refresh of the scheduling calendar

ยฉ Board Clever 2022 | Developed by Cloud Construct