Stay Ahead of the Curve: Discover What’s New in BytePhase CRM for Your Repair Business

• Outsource Management feature added
• PhonePe Integration added for automatic payment collection and status update
• Canned Response feature added for saving and reusing comments
• Global search feature added for quick navigation to Customer/Job/Sale/Leads details
• Job Labels feature added for printing Technician copy, with the ability to configure what needs to be printed using settings
• Device Capacity column added to job listing for recovery jobs
• Export functionality added for Purchase
• New Dashboard with business information and reports
• New Mobile Menu introduce
• We added a Referred by field when adding a new customer, and updated the customer profile to display a list of all referred customers.
• Purchase now available in Basic Plan

• Activity logs are now visible to customers, except for the update Assignee log
• New customers now include a Referred by field, and customers’ profiles now display a list of all referred customers.
• Customer listings now show payment received and remaining for employee who has permission to view it
• The job listing now includes a Warranty/No warranty filter
• GST/Non GST filters added for jobs and sales
• A storage location option is added for parts
• You can now add notes while creating Quotations/Invoices, and they will be printed on the document.
• Rupees replaced dollars as the expense icon
• Pickup/Drop emails now include customer details.
• Payment Received has been removed from the customer profile for customers
• The Delivery receipt now displays “Verified using OTP”
• The “Export to Excel” feature now includes a Summary Row that sums up payment information.
• Notifications for tasks are now sent to technicians.
• Job delivery now includes the option to upload images
• Repair Services now include a description field, which is automatically filled out when the service is added to a job/sale.
• A number of shortcuts have been added to make the process more efficient.
• Throughout the system, the print button now has a Print icon.
• Leads and customers can now be filtered by state and city.
• Quote approval comments are now included in the activity log of a job.
• A filter by Lead type is now available in the lead list
• A count is now displayed next to each lead status name in the lead status filter.
• The header now includes a Live Support button
• If a customer has a source, it will now be automatically added when creating a job after selecting that customer
• Show purchase number in purchase list
• The paid/unpaid badges will no longer have colors and will now be border buttons instead.

• Resolved the Part manage_stock issue where it was still showing on even when it was off.
• Fixed the issue with part details not updating after editing in Purchase.
• Purchase number will now redirect to purchase details.
• Added a Rupees symbol to the Amount field in the Invoice mail to the customer.
• Fixed the issue where low stock alerts were not showing up for items having low stock. Now, a popup notification will appear when an item’s stock level is low.
• Resolved the issue with the Purchase popup showing the selling price instead of the purchase price.
• The action button of the send UPI link is now hidden from the customer view on the sale detail page.
• Resolved the issue with permissions for parts and part suppliers and added new permissions.
• Fixed the issue with comments showing on a new line in the payment receipt.
• Fixed the UI of the Send Alerts button to display on a new line for mobile view.
• Resolved the issue with Tax amount not showing in the purchase invoice.
• The “Pickup/Drop Edit” mode has been hidden for customers.
• The issue with the inability to change an employee’s role through the admin account has been resolved
• Fixed the issue where payment information was not being displayed on sales

• The Lite plan has been discarded. All customers on the Lite plan have been automatically upgraded to the Basic plan. They can use Sale, Invoice, Quotations, Schedule pickups, etc
• An introductory tour of CRM for jobs
• Job Overview

• • Information about the customer, job, and the device
  • Invoice, Quotation, Job-sheet, Payment, and Delivery document links

• Activity Logs

• • It shows all actions performed by the User, along with the date and time of the action
  • In descending order, the timeline shows all actions such as updates, assignee changes, status changes, comments, parts, and services.
  • Various filters for filtering specific activities
  • Activity Sorting Options: Ascending or Descending

• The information to be printed can be configured/selected
• A default set of settings is used when creating a job
• Setting up a workflow for the delivery of the job
• You can select Virtual Scrolling or Number-based Paging for all tables
• Remaining stock is now displayed in the Part Dropdown
• The ability to view multiple revisions for a quotation.
• Multiple deliveries can be added to a job
• Now it is possible to specify a customer’s source
• A priority filter has been added to the job listing
• Delivered On Column added to Job Listing

• Printing
  • All borders have been removed from the printing
  • All printing receipts now include a date at the top
  • For customers and jobs, you can select what information to print
  • Customer and Job information are now displayed in three columns instead of two, which reduces the number of pages in printing.
  • When printed, the phone number/email and website link appear as normal text
  • When printing, avoid showing empty Parts/Service tables
  • The column widths for printing have been fixed
  • Printing style, fonts, and tables have been improved
  • In the Job & Customer details, show only fields that are filled in
  • Removed unnecessary padding and spacing
  • Fix table width by combining Part Name, Serial Number, and Warranty in a single column
  • Resolves responsiveness issues with the Summary table.
• Comment size increased from 500 characters to 2000 characters
• Performance improvements for short URLs
• Payments listing now includes a customer name
• Display the employee’s original name on the employee listing as well as the display name
• Part usage listing has been updated with recent first orders
• Lead conversion and customer creation popups now offer the option to redirect to a job
• Private Note UI has been improved

• Fixes issues where part tax codes are not saved after updating
• Fix for feedback/suggestion popup attachment not uploading
• Today’s filter for Lead Listing has been fixed
• It has been fixed that the Sale Payment link does not appear without logging in.
• The width of the view attachment popup has been fixed
• View Job button redirection issue on the quotation has been resolved
• Notification click redirection to the page is now fixed

• A brand new, fully responsive UI version for both mobile and tablets
• When creating a quotation, a workflow setting will automatically update the job status
• In addition to job status, the status filter now displays a job count
• All listing pages have infinite loading with a stylish loader
• Old icons have been redesigned with thin, stylish icons and hover effects
• Added delivered on column to job listing

• All PDF views have properly spaced buttons
• Data Size field added to Data Recovery Job sheet PDF
• Layout improvements for PDF views
• Added some email providers to the email settings
• Allow different types of attachments in expenses
• Displaying the business logo on the left side for mobile devices
• A dropdown list for all assignees that can be searched
• After plan expires, showing Buy Now button
• Now you can see the employee’s display name
• Help icon displayed in mobile view
• Display only active employees in all dropdowns
• The bytephase logo has been added to the toggled sidebar
• Change the sequence of columns in Job Listings
• Changes in email and WhatsApp templates
• Templates for notifications have been updated
• The data size/capacity field accepts decimal values
• Displaying horizontal line in the Part details page
• Sending emails and SMS with extra checks

• Clear search text filter if user leaves a listing page
• Refresh quotation status automatically based on workflow settings
• Schedule a pickup popup issue fixed for mobile UI
• Send UPI Link popup width issue fixed for mobile UI
• Displaying all search boxes in mobile UI
• Displaying a calendar icon where data fields are available
• Clicking anywhere on the context button works now
• Fixes the character count in quotation terms and conditions
• Fixes the schedule a pickup filter in the customer profile

• Both Standard Plan and Enterprise Plan now include end-to-end data recovery management options
• Added capability to select sale creation date on sale invoice
• Added new Created by column for job listing, lead, expense, task, and sale listing pages
• Added Duration filter for expense listing

• Now all pages have the same spacing between save and cancel
• An animation now appears when the theme button is hovered over and clicked
• Corrects the misalignment of the Expense icon on floating buttons
• Activation, signup, login, and reset buttons are now middle aligned
• jQuery has been removed in order to improve the loading time
• Remove the Clear Filter button from the job listing
• It is now possible to view the device password without editing the job
• Updated button loaders on save actions
• Added toggle for Logo Dropdown’s show/hide
• “Repair Services” was renamed to “Service”
• Corrected placeholder empty space
• Adjusted the mobile date filter size to match the other filter size for job listings
• Improved subscription page responsiveness and added Buy Now functionality
• Mobile View: Fixes column widths on listing pages
• Fixes visibility of Upload image buttons in read-only and edit modes
• Quotation column label changed from “Approved By” to “Approved/Rejected By”
• Mobile number field is included in the job export

• Fixes alignment for Task and Schedule pick-up action buttons
• Fixes a bug in the expense report that didn’t display today’s reports
• A minimum of one notification channel must be selected for API/Review link requests
• The Date range filter now checks that the max date is today
• Corrects the non-functional date range filter in all listing pages
• Displaying the print button correctly for signed job sheet URLs

• Added Category, Unit Types, Low Stock Alert, and Description columns in Parts
• Added functionality to upload the Part Images
• Added UPI Link feature to Lite Plan and Basic Plan
• Scheduling, Tasks, and Leads can now be filtered by duration

• Job and sales SMS templates improved to include your business name
• Added Parts Export
• Dashboard’s default duration is now Today, formerly Last 30 Days
• Removed the optional Username field from Mail Settings
• Removed welcome email which we send on account activation as per customers suggestion
• Added hover text for buttons/links etc to improve UX and usability
• Show pricing page from website in subscription page
• Smooth scrolling and animations in the Sidebar
• Customer names included in quotation/invoice lists and exports
• Improved the content of all outgoing emails to include more accurate and useful information
• An optional video is embedded in the email setting to guide you through the process
• Removed “BytePhase” from WhatsApp message

• Fixes a problem where the job status did not update while adding a payment
• Fixes a problem where contact information didn’t update
• Fixed time zone issue with expense dates
• Redirect to email configuration video if SMTP settings are incorrect
• Removed blank space above footer from the sidebar
• Domain name should not accept ‘.’ while signup
• Showing employee birth dates to the employee profile
• Redirect to unauthorized error page after checking employee route permission
• Last Page number is now clickable. Previously it was hidden beside the floating button

• Partial Payment for Sale: Your sales can now include any number of payments.
• Single Click Branch Switching: For enterprise users, branch switching is now simple by clicking on the business icon.
• “Chat Us on WhatsApp” button in every email, which allows customers to chat directly with your business WhatsApp number.
• Single Click WhatsApp Message to your Customer: It is an honour to announce the most awaited feature, which allows you to send WhatsApp messages to your customers instantly. Quotation, Sale invoices, delivery receipts, etc.
• We have updated all SMS templates to include your brand name (except Sale & Job, which is in progress and will release it in a week).
• By default, none of the notification boxes are selected: As a result of requests from many users, we have removed selection from notification channels (If you want to send any notification to a customer, please select appropriately).

• Sending payment requests via SMS has been added
• The comment field in the Payment UPI popup is no longer required to be validated
• In the desktop version, the employee can use different channels for help by clicking on the help Button next to the user drop-down button
• The current job status field is included in all PDF views
• The print view of a New Quotation now displays a download button
• The Job Listing now displays a serial number column
• The Customer Listing now includes a GST number column

Mobile View Fixes:

• The sidebar should automatically disappear upon selection
• Reports should be displayed correctly
• The sequence settings buttons should be properly aligned
• For the Tablet view modified the Add Customer dropdown to show the + icon properly
• In the Sales Listing, GST No, Created By, Payment Received, Payment Remaining, and Status columns have been added.
• Sales Export has been updated with the additional columns for payment received and remaining

• Displaying the sales number on the sales page in view and edit mode
• Displaying the job sheet number in the signed URL view
• Only employees are allowed access to Jobs, Sales, and Quotations with Employee Guard
• Fixes for button heights on job invoices for “View job” and “Print”
• Showing proper expense date in expense solved the time zone issue
• The payment popup for Sales and Jobs now validates the field “Amount”
• Job export and video buttons no longer appear in the mobile view
• Something Went Wrong error was fixed when creating the same model for different types of devices or brands.

New Features

• Send UPI Payment Link/QR code to the customer (Will add SMS soon)
• A new report on job source data has been added

Improvements

• How all payment-related columns by default
• Vertical lines will appear on all listings pages by default
• Maximum size of uploaded images is now 1.5 MB
• The daily reports now include information about
• SMS Credits Left – 100
• 15 days left to expire the plan added in email
• The Daily Reports will also include information about Schedule Pickups and Expenses
• Lock/Unlock the sidebar and expand on hover
• Display an error message if the URL is incorrect/invalid
• Improved user interface for part usage
• The supplier name is now linked to the parts list
• On new account creation, the plan expiration period has been extended to 90 days
• Async performance will be improved through lazily loading all reports
• Addition of a Lead Source filter to the leads list
• Added source in signup page

Bug Fixes

• There was a bug related to deleting parts that have now been fixed
• You will now be redirected to the subscription page when an account expires, and we have added Toast notifications
• Fixed assignment change SMS not being sent
• Corrected spelling of Touchpad repair services
• Fixed job update so the job source is saved
• Resolves the remaining payment in job exports that were rejected
• Corrects tax creation validation
• On account deactivation, log out the employee/customer immediately
• Fixes in Permissions related to showing payment information

• New Short Domain *.bytephasesmartenter.com has been replaced with *.bytephase.in as a new domain name.
• New Website- The website was replaced with bytephase.com from bytephasesmartenter.com
• New Sidebar- The new left sidebar provides scrolling, responsiveness, minimization, and more beautiful options
• A date filter was added for Sales, Quotations, Invoices, and Payments, which also enables exporting filtered data.
• Added GSTN and Address fields in Sales, Invoice and Payment exports

Improvements:

• By increasing the underlying EC2 server, we have improved the performance
• The no-reply@bytephase.in address will now be used for all autogenerated emails instead of the no-reply@bytephasesmartcenter.com address.
• Attachments have been added to Expenses for bills and receipts.
• Feedback/Suggestion is now included in the profile dropdown.
• The icons should all be visible even without the internet.
• You can directly access system settings by clicking on the settings icon near the user information in the new sidebar.
• “System Settings” were removed, and “Business Settings” and “Subscriptions” were merged into “Business Settings” in a new sidebar.

• Resolves the issue of the last date not being included in the custom date filter
• The link length for the review has been fixed
• A bug in the Daily Report has been fixed to account for timezone differences.
• We have resolved the permissions issue for inventory.
• The issue of payments remaining in the customer profile is resolved.
• In the “Services and Parts” tab, a proper error message has been added for the required fields.

• Without a job sheet, you can create a quotation
• Ability to store a number of contacts for customers.
• An export button has been added for all payments and expenses.
• A private notes tab has been added to the customer and employee profiles.
• Filtered data can also be exported to Excel, as can customer-specific data.
• It is also possible to view each part’s usage.
• You can access videos and support from the help center.

• The expense and task descriptions can be spell-checked and edited in Rich Text Editor.
• There is a help center located on the user dropdown menu.
• You can prioritize tasks now.
• Export expenses to Excel are available.
• A part supplier profile has been created (bills, etc., will be added later).
• Performance has increased significantly.
• Account information has been cached.
• Dashboards are loading more quickly.
• Columns with date data have been indexed.
• Information on exports (including who exported and business contacts) has been improved.
• Expense Report
• Added submenus for Part and Part supplier instead of adding it as a tab
• Email/SMS integration for scheduling pick-ups.
• We removed non-crucial reports from the dashboard and added expense reports.
• The due date, scheduled pickup time, and progress reports are now sorted in a more intuitive manner.
• The leads are now sorted by the next follow-up date.

• Expense categories can now be edited and deleted
• The permissions check for expenses has been fixed
• Private notes now show the owner without refreshing
• There was a bug preventing filters from clearing on job listings that was now fixed
• The access denied to employees because of billing permissions has been fixed
• Resolves addition of employee permission for employees
• Editing payments now displays the right payment type.
• The bug in the calculation of the total amount for sale in case of an increase in quantity has been fixed.
• We have reverted the persistence of Job listing filters.

• Expense Management
• Schedule A Pick Up for customers as well as employees
• Show Scheduled Pickup in employee profile and dashboards.
• Job Source: Option to select Job Source while creating a job, also option to manage Job Source from System Settings => Job Settings => Sources
• Export to Excel: Added Export to Excel for Sale, Tasks, Job, Customer, Lead, Quotation, and Invoice.
• Expense Categories: Added Option to create Expense Categories from System Settings => Business => Expense Category
• Show bank details on Quotation, Invoices, and Sale
• Request Customer Review: Get feedback from customers using Request Review,  Also option to configure Review Links from System Settings => Business => Business Information => Review Links

• Improved customer dropdown for sale to show name icons and contact information.
• Dashboard/Reports added today and yesterday in the duration dropdown.
• Added Spell Checker for all comment fields.
• Now customers can send WhatsApp to business owners if the WhatsApp number is configured.
• Show payment remaining on payment receipts
• Show “Created By” and “Date and Time” in Private Notes
• Job detail page categorized into meaningful sections added new sections for Device Information and Repair Information
• Performance Improvements:
  -Asynchronous dropdowns to improve loading time
  -Dashboard loading is approximately 30 % faster than asynchronous loading
  -Added Cache Layer for Job Source, Service Type, Employees, Device Type, etc
  -Moved export to excel from front-end to backend to get it faster as well as reduce the build size by removing a dependency.

• Fixes all table button arrangements to show on the right side.
• The search box on mobile view can be inside the overflow button (3 dots on the right side)
• Reduce font size for the left sidebar.

• Fixed add-part-popup height
• Fixed mobile number field
• Fixes repair service icon in Job Settings
• Clickable user link name only for employee
• Fixed Label for invoice signature from “Signature” => “Employee Signature”.
• Fixed notification click redirect
• Fixed payment remaining and payment status must be empty for Rejected Jobs
• Fixes Send notification for comments only visible to the employees

New Features

• Option to add part/service Including/Excluding Tax.
• Option to Manage Inventory Stock (Part Quantity automatically reduce if a part is used in sales/jobs)
• Individual Dashboards for Employees to provide information on Assigned Jobs, Assigned Tasks, Assigned Leads and Delayed Jobs

Improvements

• Auto uppercase first letter for all name attributes (Ex If you save the device brand as “apple” it will automatically be saved an “Apple”).
• Business Settings Buttons will show on top previously we are showing it down.
• Label change for “Vendor Job Id” to “Dealer Job Id”.
• SMS history link clickable.
• In sales added price and quantity as mandatory fields.
• Added Contextual logging for better debugging.

Bugs Fixes

• Fixes Sales invoice not showing part quantity column.
• Fixes mobile responsiveness Create customer view.
• Fixes employee assigned tasks and leads to counting only open status tickets
• Fixes Assignee Change while payment throwing error.
• Fixes sequence number already used error in case of error creating entity.
• Fixes placeholder for lead status.
• Fixes Part supplier GST number update not saving issue.

• All Payments, Invoices & Quotations are added in the “Billing Tab”.
• On Create Customer option to select notification SMS, and Mail for customer activation.
• On Changing the assignee option to send SMS, Mail, or Web notification to the employee.
• Daily Business Report at 9.00 PM with additional information.
• Added “Assigned Leads” and “Assigned Tasks” tabs in the dashboard and Employee Profile page.

• Fixes add job icon on floating button
• On Mobile view show rollers for the calendar.
• Signature responsiveness and issue with not displaying Employee Signature/Printing etc
• Added Column Chooser for all tables
• Hide assignee filters from the dashboard and employee profile for Lead and Task.
• Updated UI to show “+” button for all creates buttons.

• Fixes Business settings not saving
• Fixes code to show employee details on pop hover
• Fixes Customer add popup at Least one required validation
• Fixes time difference issues for tasks and leads.