‍

Bookkeeping Integrations

FreeAgent and Sage are now live for our Bookkeeping Integrations! Your customer data will sync automatically between Business Liferaft and your bookkeeping software, keeping everything up to date. Invoices issued in Liferaft will be exported to your bookkeeping system, reducing data entry. Bank transactions are often automated in your bookkeeping software, so we’ve set up a process to receive their data too. Simply process customer payments in your bookkeeping system, and we’ll update Business Liferaft to match. 👍

Bookings

Editing the Earliest and Latest Booking times is now available. Click on the time you want to change to show an inline editor for the time (hours and Minutes). Click the Tick to Save or the Cross to cancel:

Quotes

Social Media links are now in beta. Share your platforms on quotes to help grow your audience!

‍

Financial Files

When adding items, we have simplified the interface to show fewer options until needed. The Censored name (for our powerful system to show customers only the information you want) will now only display when the Item is set to show the Censored version:

‍

‍

We have added some dropdown Options to hide less frequently used options. You still have the power to add comments that are visible to the customer, visible to just the supplier or just for in-house purposes. These options are now available under the "Comments" dropdown:

‍

Maintenance Plan - Tags

We've added a new Tags filter to categorise customers without inviting them to a Season immediately. Fully customisable, each Maintenance Customer can have multiple tags, giving you better insights and flexible filtering. Use this to plan future invites and keep your maintenance list organised. Customers can also have personalised pricing, with options for standard or extended-length visits at different times of the year. Plus, you can offer discounts for accepting all visits in a season, boosting acceptance rates and reducing gaps between maintenance visits.

Maintenance Season - Improved Formatting

When explaining the benefits of your maintenance package, presenting how you can help is key. This is effectively your contract with your customer and why you are worth taking a long-term contract with. We have added rich text (like bold, titles, bullet points, etc.) to your paperwork, so you can present your business in the best light possible and communicate effectively what the customer should expect (and just as importantly, what they should not expect from your services):

Account Management

A user let us know that the Bookings for a customer were no longer showing. It turns out that the company had been bought out by another. A new Account was set up for the new owner. Bookings shown relied on the Customer Account rather than the addresses where Bookings/Work had been carried out. We now show Bookings linked to any address related to a Customer. This means that if a company switches owner, the Bookings (and Visit Reports) are still available to keep your history of work up to date 👍

‍

Other Enhancements

We have made over a thousand small enhancements in January to make your experience more seamless. Exciting updates in February are coming including extending the functionality of our Bookkeeping integrations for Xero and QuickBooks, streamlining the transition from a Quote to multiple invoices (deposit, stage payment, final, etc.)