Heads Up! Management Portal Update for Cleaners App

We’re excited to announce the latest feature release for the Pest Management App powered by Formitize. This update brings a range of improvements designed to streamline your workflow and enhance your user experience. From a redesigned CRM Contact Page to new customization options and smart tables, there’s plenty to explore.

To get a full overview of the changes, check out the video below. For those who prefer reading, we’ve summarized the key updates in this post.

CRM Contact Page Enhancements

The CRM Contact Page has been revamped, merging the Communication and Activity panels into one simplified layout. This streamlined view ensures all vital information is more accessible, cutting down on clutter and unnecessary scrolling.

You also have full customization of the menu:

• Rearrange icons as per your workflow needs.
• Hide icons that you don't regularly use for a more focused experience.
• Expand sections to full-screen mode for easier viewing of important details.

These adjustments give cleaning professionals more control over how they organize their workspace.

New Multi-Function "New" Button

We’ve added a convenient "New" button, allowing quick access to create Jobs, Invoices, Leads, and more without navigating away from the current screen. This button provides fast shortcuts to multiple modules, making task management even easier and more efficient.

Menu Customization and Expand/Condense Feature

You can now reorder menu icons to match your preferences, and hide the ones you don't need, making the interface more personalized. Additionally, the Expand and Condense feature lets you switch between a full-screen view and a compact view, allowing flexibility based on your task requirements.

Responsive Design for All Devices

This update also brings improved responsive design, ensuring the system adapts perfectly to whichever device you’re using—desktop, tablet, or mobile. The interface now automatically adjusts to fit your screen size, giving you a smooth experience across platforms.

Smart Tables for Faster Data Access

Several key modules, including Leads, Forms, Assets, and Photo Tabs, have been upgraded with smart tables. These new tables offer enhanced features like sorting, filtering, and searching, allowing you to manage and access data more efficiently. The Timeline has also been converted into a smart table for easier event tracking.

View Both Saved and Submitted Forms

The latest update allows you to view both Saved and Submitted forms. This makes tracking progress and managing documents more straightforward, ensuring nothing slips through the cracks.

What’s Next?

The next phase will focus on consolidating the system menus into one clean, unified interface. You’ll even have the option to move this menu to the side of your screen, based on your workflow preferences. More updates will be shared soon!

FAQs About the Portal Update

Q: What are the main changes in this update?
A: The update includes a redesigned CRM Contact Page, merging Communication and Activity panels, and allowing users to re-order or hide icons for a more personalized experience. We’ve also introduced a multi-function "New" button for quick access to modules and improved the overall responsive design.

Q: How does the new multi-function "New" button work?
A: The new "New" button provides quick shortcuts to create new items, such as Jobs, Invoices, Leads, and more, without leaving the current page.

Q: How do smart tables enhance the user experience?
A: Smart tables enable advanced features like filtering, searching, and sorting, which improve data organization and retrieval across various modules, including Leads, Forms, and Assets.

Try the Cleaners App Today

Want to experience these new features? The Cleaners App, powered by Formitize, is designed to streamline your cleaning operations and increase productivity.