improveit 360 Go

2.9.7 for iPhone, iPad
Free
0

0 Ratings

Update Date

2023-05-01

Size

28.2 MB

Screenshots for iPhone

iPhone
improveit 360 Go Description
improveit 360 Go helps your home improvement business team be more effective and productive… and it’s free to all improveit 360 users. In a home or on the road, this app is perfect for sales reps or production staff like measure techs and installers. A 2-way sync with their phone or tablet to the office and back means everyone operates in real-time.

Here are some highlights:

• View personal, filterable calendars
• Quickly create quotes from templates or your product configurator and capture signatures in the field
• Communicate appointment results and next steps to the office in real-time
• Use “Search Nearby” in the field to see:
- Unsold rehash prospects or marketing opps
- Past sales for references
- Current projects
• Enter new leads and schedule appointments on the fly
• Generate sales invoices and track deposits from the field
• Attach/View photos and documents in the field
• Prompts you to complete tasks and manage overdue activities
• Provides maps & Google Street View of next appointments
• Click-to-call and e-mail prospects, customers, or company staff
• Review all of your related prospects, appointments, sales, and projects
• Interactive, real-time connection between the field and office
- Work offline in areas with no signal (most features)

What is improveit 360?

improveit 360 is the leading CRM and business management software built exclusively for residential remodelers, replacement contractors, and specialty contractors. We also build custom solutions for home improvement franchisors and manufacturing companies. The system and associated mobile apps helps companies manage leads, marketing, sales, quoting, projects, appointments, call center functionality, and real-time reporting all from one centralized location.

improveit 360 improves efficiency, reduces the day-to-day chaos, and helps grow businesses. Owners and managers can track and manage every step of all their relationships, schedule sales and installation teams and automate communications, increase conversions in the sales cycle, keep leads in the sale funnel until they buy, manage projects from contract to completion, and make better business decisions at the right time. Our system provides home improvement pros with:

• Customer Relationship Management (CRM) and Lead Management
• Sales and Installation Appointment Scheduling
• Sales Tools and Mobile Quoting
• Marketing and Call Center Features
• Project Management
• Business Intelligence Reporting and Dashboards

Our enterprise system scales with your company as you grow and we offer customization and integration services. With Salesforce.com as our backbone, all your data lives in secure servers and can be accessed at anytime, anywhere there is an Internet connection. See how thousands of contractors, franchises, and manufactures throughout several countries are taking advantage of improveit 360 to sell more and grow their companies with a personal demo today.
improveit 360 Go 2.9.7 Update
2023-05-01
- Added menu message to display when new app update available
- Updated dependencies
- Added new location usage description
More Information
Price:
Free
Version:
2.9.7
Size:
28.2 MB
Update Date:
2023-05-01
Developer:
improveit 360
Language:
Catalan Chinese English French German Italian Polish Portuguese Spanish

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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2.9.7 2023-05-01
- Added menu message to display when new app update available
- Updated dependencies
- Added new location usage description
2.9.6 2022-06-23
- Showing loading indicator while related sale data is loading for payments.
- Bug fix for Appointment interests getting cleared when viewing another Sales Reps Appointment. Now loading related data/interests.
- Updated dependencies.
2.9.5 2022-05-17
- Updated dependencies that had security vulnerabilities.
- Added additional telemetry.
- Fixed bug where tapping Cancel on image upload would still upload image, fixed photo orientation.
- Changed how checking if PaySimple AppConnect is installed.
2.9.4 2022-03-31
- Updated Salesforce API version to latest version due to Salesforce Summer 2022 release not supporting older APIs.
- Updated Google Street View URL so Googles new URL format works on iPhones (maps.google.com vs google.com/maps).
2.9.3 2021-01-26
Updated dependencies for downloading and viewing files.
2.9.1 2020-10-03
Embedded Salesforce login screen for enhanced user experience when signing in.
2.9.0 2020-09-30
- iOS: Updated dependencies to support iOS 14 date pickers and location sharing permission text.
2.8.1 2019-08-01
- Quote Template and Quote Item bug fixes
- Configuration "List of Option" displays incorrect value when first selected in iOS device
- Quantity of 0 updates to Quantity of 1 when Quote Item is created from a Quote Template
- Quote Template field value not displaying after Quote Template is selected
- Required configurations of Type "Number" will not save when "0" value is selected
- Quote Item Total does not update when not all Configuration Options are updated
2.8.0 2019-05-23
Allow text boxes to be resized
Project Activities disappearing when refreshing calendar
Custom Date fields updated when custom Rich Text field is updated
Multi Day Events not spanning all days in mobile calendar
Updating Project Activity records with cross-object formula in the field set results in error
iOS devices crash when selecting to use camera when uploading a photo
Creating Quote via mobile requires refresh before Quote is available in related list
Merge Templates do not update when Quote Items are updated via mobile
Uploading Images and files does not preserve the file extension in the file name
2.7.2 2015-04-16
Image renaming, search nearby bug fix.
2.7.0 2018-12-03
Product Enhancements

- New Maps Button: The static map has been replaced with the new Maps button to provide more comprehensive functionality by launching the record’s address in Goggle Maps or Apple Maps.
- New Google Street View Button: The static Google StreetView image has been replaced with the new StreetView button. When clicked, the record’s address information is opened in Google StreetView allowing Users to fully utilize StreetView functionality.
- New Image Upload Alert: Uploading images from the mobile app now displays progress information as images are being uploaded. The pop-up will remain open until all images are uploaded.

Defects Fixed
- 'Show only mine' filter not respected in mobile search nearby: When performing a nearby search with the ‘Show only mine’ checkbox set to true, records were displayed that were not assigned to the logged in User.
- Cannot add ad hoc Quote Item in Mobile: When Users manually entered a Quote Item instead of looking up an existing Product, the Quote Item would not save.
- Required fields not flagged when appointment result is not equal to sold: Required fields such as Marketing Opportunity Due Date were not marked as required when Users resulting an Appointment as not sold.
- Custom Date/Time fields error on Project Activity when saved via mobile: When updating a Project Activity with a custom date/time field, an error would appear when saving even if the date/time field was not updated.
2.6.5 2018-08-14
Squashed a few bugs when adding attachments to prospects...
2.4.6 2018-07-28
We've added a custom setting to allow sales reps to enter measurements as fractions of an inch when building quotes!

We've also added the ability upload any file type with your mobile device! Zing!
2.6.3 2018-06-22
We've added a custom setting to allow sales reps to enter measurements as fractions of an inch when building quotes!

We've also added the ability upload any file type with your mobile device!
2.6.2 2018-06-20
We have added the ability to UPLOAD ANY FILE TYPE with your mobile device (under 25MB...). Additionally, users can now access all attachments from the prospect page organized by object type in the new attachment section.

We have also added a mobile custom setting to allow sales reps to enter measurements as fractions of an inch when building quotes!
2.6.1 2018-06-19
We've added a custom setting to allow sales reps to enter measurements as fractions of an inch when building quotes!

We've also added the ability upload any file type with your mobile device!
2.5.3 2018-04-12
Our PaySimple mobile integration is here! Accept payments in the field via i360 Go and PaySimple AppConnect.
2.5.2 2018-04-03
Our PaySimple mobile integration is here! Accept payments in the field via i360 Go and PaySimple AppConnect.
2.5.1 2018-03-30
Our PaySimple mobile integration is here! Accept payments in the field via i360 Go and PaySimple AppConnect.
2.5.0 2018-03-26
Our PaySimple mobile integration is here! Accept payments in the field via i360 Go and PaySimple AppConnect.
2.4.1 2018-01-24
Thanks for using the improveit 360 Go mobile app!

In this release we:

• Made the product search tab the default view when adding products to quotes instead of the product create tab.
• Switched the order of the width and height fields when entering quote item configurations to better align with industry standards.
• Fixed a few bugs and made a few other minor improvements.
2.3.3 2017-06-08
Calendar bug fix
2.3.2 2017-06-07
Minor bug fixes and enhancements.
2.2.7 2017-04-28
Updated endpoints.
2.2.6 2017-04-25
Fixed offline attachment upload.
2.2.5 2017-03-29
Fix for Street View and Attachment Upload History.
2.2.0 2017-03-08
-Edit Events – you can now edit Events on your calendar.
-Hide “Disregard in Statistics” – Admins can now hide this checkbox via a setting within the Desktop App.
-Default Taker – The “Taker” will now default to the User entering the Prospect and can be changed before saving.
-Minor Bug Fixes
1.9.9 2016-12-03
New Prospect/Appointment entry reflects the desktop product better and minor bug fixes.
1.8.5 2016-09-20
Minor bug fixes and Marketing Opportunity editing.
1.8.1 2016-07-28
Related records displayed for Events and Tasks when related to Prospects, Appointments, Sales, and Projects.
1.8.0 2016-07-07
Multiple signature areas, sale document generation, and more editing capabilities.
1.6.7 2016-05-05
Changes to support product configuration and custom rules. Also, minor bug fixes.
1.6.2 2016-04-12
Minor bug fixes.
1.6.1 2016-03-24
Bug fix for attaching pictures from gallery.
1.5.9 2016-03-16
Appointment, Prospect, and Quote editing. Mobile documents.