Q1 brought meaningful updates to Leap CRM. These changes are built around keeping jobs moving, cutting down on manual work, and making sure your team stays connected without extra steps. Here’s everything that shipped.
Improved Workflow
Progression Automation
Job stage updates can now be triggered automatically based on Appointments, Billing, Invoices, and Job Schedule events, including time-based triggers for Appointment Start, Invoice Due, and Job Schedule Start.
Jobs move through the pipeline without anyone having to touch them manually. This means less admin work and fewer things falling through the cracks. If your team is managing a high volume of jobs, this one will be felt immediately.
Learn more about the feature.
Bulk Price Changes
for Labor and Materials
Teams can now select and update multiple labor or material line items at once.
Pricing updates that used to mean going line by line now happen in a single screen. Select everything that needs to change, make the update, and it applies across all of them at once.
SMS Marketing Triggers
Seven new automated text triggers are now available: Job Scheduled, Job Rescheduled, Job Start Date, Job Schedule Completed, Payment Received, Appointment Cancelled, and Appointment Rescheduled.
Customers stay informed at the right moment, and your team doesn’t have to think about it. One less thing to remember, one more touchpoint that happens automatically.
Direct Appointment
Access from Notifications
Tapping an appointment notification now opens the full job overview with edit, print, and delete access. No extra navigation.
Field reps live in notifications. Now when they tap one, it takes them straight to the full job overview with edit, print, and delete access ready to go. One tap and they’re where they need to be, no searching, no lost context, no waiting until they’re back in the truck.
Internal Notification
Improvements
User groups are now available in Internal Notifications. Instead of notifying by system role, you can select a curated group and reach exactly who needs to see it.
Alert the right people in one shot. This means less noise and faster team communication.
Self Serve
Seat Addition
Owner admins can now add user seats directly without going through support.
When you’re onboarding someone new, waiting on a support ticket to get them access slows everyone down. Now you just handle it yourself.
Monthly
Admin Webinars
Recurring webinars are now available to help new admins get up to speed faster.
New admins have a dedicated place to learn the platform, so the training doesn’t have to come from you or your CSM every time someone new joins the team.
Ready to Get Started?
Register for our Upcoming WebinarsThat’s Q1 for Leap CRM. See everything we’ve shipped in our release notes.
