New Since Kansas City

Hello attendees of the 2024 NASMM conference!

We hope you have been well since we last met in Kansas City. SMMware has been busy, continuing to add new features, and improving the ones we already have.

Below is a list of how SMMware has changed.

Highlighted New Features

  • The Punch Clock for time entry
  • Custom rates for Job Codes, for Sales Lead and Jobs
  • Various interface improvements (more visually appealing, fewer steps)

20 other revisions:

  • Time Entry: The new ‘smart control’ lets you type in the time directly, interprets abbreviated entries
  • When you create a Sales Lead, and in turn create a Client record, you can now also create a new Client Rep directly from that page
  • Assign Organizations to a Sales Lead or to a Job
  • The ‘Plus Button’ at the top right of every page, lets you add new Clients, Jobs, etc
  • Events can now have ‘Event Leads’, designating the person in charge for that particular event (compared to a Team Lead, in charge of the overall Job)
  • Task Groups: The definitions in the Settings Editor can include Secondary Assignees
  • Homepage, Tasks: Now consolidates into the Task Center. Can edit fields directly. Can edit via Popoup
  • Homepage, Calls: Now consolidates into the Call Center. New functions. Can edit fields directly. Can edit via Popoup
  • Homepage, Stale Contacts – Can edit fields directly. Can edit via Popoup
  • QuickBooks Online: Associate Pay Rates can now be copied to QBO
  • There is now a ‘Leave page?’ warning to help avoid losing unsaved changes
  • The Activity Log (under Admin) now records additional events
  • The Master Calendar now has a ‘Search Events’ link to let you search events
  • The Organization Listing and Contacts Listing are now faster to load
  • You can now use ‘Type Ahead’ functionality for the Autofilling of addresses (in Clients, Jobs, Sales Leads)
  • Tasks: There is now a ‘Review Required’ status that informs the Task Creator to review and revise the Task.
  • You can customize the ‘Team Lead’ label for Jobs as desired
  • When emailing Quotes and Invoices, the ‘To’ and ‘CC’ fields are now completely editable, although they are still autofilled to the email addresses of the client
  • The Punch Clock can now round to 3 minute intervals, as an alternative to 15 minute intervals
  • Search results now rank exact matches higher than partial matches. Also, sales lead custom fields are now searched