The 2.02 release offers over 100 ‘updates’! What’s great about these updates is you may not even notice them. With that said, these enhancements are not necessarily big visual or usage changes, but they are extremely important contributions behind the scenes and they will make your MarketSharp experience simply, BETTER! Once logged in, you’ll notice:
- Phase I Release of MarketSharp Call Center (Preliminary)
- QuickBooks Online Invoice Integration (highly requested feature)
- Calendar Functionality Enhancements
- Texting Updates
- Plus, numerous fixes for many reported issues
Be sure to review all the information within this document and should you have any questions, please reach out to the Client Success Team for support at 1-800-596-4368!
- MARKETSHARP CALL CENTER (PHASE I)
Based on feedback and years of research, we have a more configurable, but much easier to use Call Center. In the preliminary release of MarketSharp Call Center, you’ll notice basic changes that will prepare us for the fully redesigned version release expected in Quarter one of 2018. Read on to learn about the preliminary updates to Call Center:
In the Admin section, MarketSharp Call Center has its own square with a new set of configuration pages. With it, comes a new admin permission required to drive its visibility and accessibility. These replace the existing “Get Next Call Maintenance” link. Any agent in this new version must have the Call Center Contact permission in order for the automation to work.
All pages are accessible in Corporate Admin with additional functionality to aid in managing Call Center across all companies (parent & children).
In addition, you’ll encounter the new “yellow ribbon” across the top of your screen. This allows the agent to see all relevant calling information. Easily visable calling details will make your agents more informed and more efficient to set more appointments!!
- QUICKBOOKS ONLINE INVOICE INTEGRATION
OVERVIEW: The MarketSharp user interface now supports the ability for a user to create Invoices in
QuickBooks online using data from a job in MarketSharp to create the invoice. Currently, Marketsharp supports creating invoices with two types of line items. These are detailed and non-detailed (rolled up) line items.
If a job is created with no detailed products and only contains top level information such as the total price of the job, this is considered a non-detailed (rolled-up) invoice line item. The line item will be created with no quantity or description
information and will only show the name of the QuickBooks online mapped line item. Also, If a job is created that does contain detailed product descriptions, however, more than 1 of these detailed product descriptions exist without prices for the individual products, these will also be processed as non-detailed line items.
If a job is created with product details where prices exist or only a single detailed product exists without a price, the invoice will be created with detailed information in the line items which includes quantity and description.
At this time, MarketSharp does not support the ability to override if the Invoice will show details or not, this is determined automatically by evaluating the data entered by the user into the MarketSharp user interface.
QuickBooks Online supports line items that are either inventory (products) or services items in the QuickBooks Online repository. Other item types are not allowed to be mapped as line items on invoices.
When the invoice is created, MarketSharp queries the QuickBooks Online repository to find the “Accounts Receivable” account. Currently this is the only account that’s allowed to be mapped for the invoice. Other accounts may be supported in the future.
The Due date is automatically configured for the Invoice by using the terms set for the customer the Invoice is created for in the customer’s settings in QuickBooks Online. If the customer does not have a specific billing term set on the customer’s settings, the default of “Net 30” will be used. The default can be overridden by setting a different payment term on the individual customer’s settings in QuickBooks Online.
Billing and Shipping addresses for the Invoice are also assigned from the active customer’s data for which the Invoice is being created for. At this time no overrides are supported.
Configuring QuickBooks Online Invoices
Before a user can create invoices in QuickBooks online using the MarketSharp interface, some initial one time configuration is necessary. The user must define what Invoice line items (products & services) from their QuickBooks account should be shown as line items on the invoice to represent MarketSharp product types and products in their invoices.
In order to configure the product types and products mappings to each line item (product and service in QuickBooks Online, please begin by logging into the system as as user that has rights to configure the system such as an admin user. Then, navigate to the Admin panel using the “Admin” link in the upper right hand corner of the interface.
Once in the Admin screen, scroll down to the “QuickBooks Integration” square and click the “QuickBooks Setup” link.
(if your QuickBooks Online account is not connected, please see the manual on how to connect and then return to this guide once your account is connected).
With your QuickBooks Online account connected, click the “Online” button to display the settings for QuickBooks Online.
Scroll to the bottom of the page to see the two new mapping sections where the user can select which QuickBooks items (products & services) will be used to represent each MarketSharp product types (non-detailed jobs) and products (detailed jobs).
Note that the products mapping section contains a filter dropdown list which can be used to filter the list down to a specific product type to make finding specific products within the list easier.
Once the user is done selecting (mapping) QuickBooks items to MarketSharp product types and products, click save to permanently persist those choices. They can always be updated at a later time. Any products that are in jobs that the user wishes to create invoices for must have a QuickBooks Online item selected for them and be saved, the default is the first QuickBooks item in the list.The Quickbooks Invoice configuration is now complete and the user may begin creating invoices.
CREATING AN INVOICE: To begin creating Invoices, first navigate to the Contact’s view within the Marketsharp interface by using the “Contacts” Link at the top right of the navigation bar.
Once the user has selected (navigated) to the contact (customer) they wish to create an invoice for, that contact’s information will display on the screen. If the Contact/Customer hasn’t already been added to QuickBooks Online, the user must add them before jobs or invoices can be created in QuickBooks Online for the customer. Click “Add Customer to QuickBooks Online” to add the customer or skip to the next step.
Navigate to the Job that you wish to create the invoice for. Add the Job that you wish to create the Invoice for to QuickBooks Online by clicking the “Add Job to QuickBooks Online” link if the job hasn’t already been created in QuickBooks Online. Once the Job is added to QuickBooks Online, the user can now create the Invoice for the Job in QuickBooks Online.
If the Job has not been created in QuickBooks Online,
the user may skip adding the job as an individual step by simply clicking directly on the “Create QuickBooks Online Invoice for Job” link as the application will recognize that the associated Job does not exists in QuickBooks Online and will automatically create the Job before creating the Invoice. The invoice will show up in the user’s QuickBooks online account as attached to the specific Job which is a child object of the customer.
- CALENDAR FUNCTIONALITY
Several updates have been made to the calendar including: Better viewing of recurring appointments, proper defaulting of service events, fixes to additional resources within the production schedule, scroll bar for all day events info and more.
- TEXTING UPDATES
The addition of “Do Not Text” checkbox will be found next to the DNC phone number check boxes.
- PRODUCTION PROCESS IMPROVEMENTS
Unique production process names are required for better distinction when viewing, filtering and reporting. The production report no longer takes into consideration deleted production tasks so job reporting is based on active tasks.
- EMPLOYEE ADMIN
Employee names are now sorted alphabetically in the employee sharing dropdown list.
- QUICK LEAD ENTRY (QLE)
Phone numbers are now marked as Primary when created through QLE process.
APPS & INTEGRATIONS:
Phone numbering sequencing (reversing of phone numbers) has been corrected. And, mobile activities are now linking at the inquiry and appointment level.
Looking forward to adding more features and functionality in 2017! We truly appreciate all the feedback offered to improve the usage and successfulness of MarketSharp for you and your company. If you have any questions, please don’t hesitate to call support at 1-800-596-4368.
ENJOY THE LATEST RELEASE OF MARKETSHARP!