Coming Soon

🚧 In Development Overview

Here’s a look at what our team is actively working on next.

These updates are currently in development or testing and will begin rolling out as they become available. Features may be released in phases to ensure a smooth rollout.

Our next updates include a new Calendar, redesigned Project Details, and a new Customer Intake experience.

🎥 Watch the Latest Walkthrough

See the newest updates in action, including the new Calendar, Customer Intake, and Project Details.

🎥 Project Details Walkthrough

Take a closer look at the redesigned Project Details page and how we’re bringing important project information together in one place.

New Calendar & Appointments

The Calendar is getting a complete refresh with more ways to organize, filter, and manage your schedule.

More Appointment Types

In addition to Sales and Installation appointments, you’ll have more options for scheduling the different types of work your team handles, including:

• Follow-Up
• Service
• Warranty
• Delivery
• Personal

Better Filters & Views

New filters make it easier to control what you see on your Calendar and focus on the information that matters to you.

You’ll also be able to use the Map and Calendar together beyond the daily view, making it easier to plan your team’s schedule and see where everyone is headed.

Needs to Be Scheduled

A new Needs to Be Scheduled section will help you quickly identify Projects that are ready for their next appointment but haven’t been scheduled yet.

You’ll be able to see what needs attention and schedule the appointment directly from the Calendar.

“I’m On My Way” Texts

Users assigned to an appointment will be able to send an “I’m on my way” text to the customer directly from the appointment.

It’s a quick way to let customers know you’re headed their way without manually creating a separate message.

Smarter Salesperson Updates

When an evaluation appointment is rescheduled with a different salesperson, the salesperson assigned to the Project will automatically update too.

New Customer Intake

We’re updating the way new Customers are added to Contractor Accelerator with a new guided Customer Intake experience.

Instead of treating everything as one record, Customer Intake will guide you through creating and connecting the information you need from the beginning.

A More Guided Process

Customer Intake will help you:

• Add or select the Customer
• Add or select the Property
• Create the Project
• Keep the correct information connected to each record
• Identify existing records to help prevent duplicates

The goal is to make adding a new customer faster and clearer while ensuring the information is organized correctly from the start.

We’ll continue updating this page as these features get closer to launch.