We are excited to announce the latest updates to the mobile app, packed with features designed to improve your user experience. Let's dive into the key updates:

Enhanced Conversations

AI Reply Suggestions:

• New Interface: Now, you can easily view and select AI-generated reply suggestions within the conversation window.

  

• Review Requests: Send review requests directly from the conversation window of a contact.

  

• External Call Logs: View all external call logs related to a contact within the conversation window.

Streamlined Invoices on Mobile

New Invoice Dashboard:

• Earnings Overview: Displays earnings collected versus earnings yet to be collected.

• Invoice List: Clean interface showing all invoices by status (draft, due, paid, etc.).

  

Invoice Card Interaction:

• Tap Actions: Access primary actions for invoices.

• Long Press: View all possible actions like converting to templates.

• Left Swipe: Reveal significant actions and more options, including payment recording.

Improved Invoice Builder:

• Four-Step Flow: Create invoices through a simple process:

  1. Invoice Recipient and Details

     

  2. Choose Items

     

  3. Terms and Notes

     

  4. Review and Send

     

Additional Invoice Features:

• Real-Time Tax Selection: Assign taxes to products via the products module or payment settings.

• Partial Quantity Support: Enter quantities as decimals (e.g., 1.25).

Point-of-Sale (POS) Integration:

• POS Transactions to Invoices: Convert POS transactions to invoices, offering flexibility for customers who prefer to pay later.

Updated Calendar Features

Custom Meeting Locations:

• Support for Custom Values: Set custom meeting locations beyond standard options like Zoom or Google Meet.

• Calendar Notes Improvements: Full visibility of calendar notes with a "view more" option to see the entire text.

These updates aim to make your mobile app experience smoother and more efficient. We hope you find these enhancements helpful in your daily tasks.