Good Afternoon Tanner,
Thank you for sharing your feedback with us. I want to address your concerns and let you know that we are here to help and ensure you're getting the most out of our platform.
Regarding your ability to track KPIs and create customizable dashboards, I’m happy to confirm that we actually can build custom dashboards using our reporting features. You're able to set up dashboards to track key metrics like job profit, revenue per job, gross profit per job, unpaid invoices, and more. These reports are incredibly beneficial for improving your operational efficiency and accounting oversight. Dashboards can be created directly within the reporting tab, and you can also add widgets to your Pulse Dashboard to have these insights readily available.
While we do have articles available to assist you with setting those up, one of our Customer Success Specialists has also reached out to you to schedule a training call. During this call, they will walk you through best practices, show you how to set up your custom dashboards, and ensure you're leveraging the platform's reporting functions to its fullest potential.
Regarding your experience with Engage, I'm truly sorry to hear that it didn't meet your expectations. I can see that our team did approve an early removal of Engage from your contract as a result upon your request in June. We take your feedback seriously, and I want to assure you that we’ve worked hard since June to continually improve the service. Since your experience, we’ve made several key enhancements, including: Enhanced call reliability, Call blocking functionality, Network Issue Pop-Ups that alert you if there’s a problem during a call, as well as Call quality rating that is routed directly to our engineering team if needed to ensure expedited issue resolution.
These updates, and several other improvements, are available in our Help Center for your reference by going to the Product New's page - which i've linked here.
We truly value your business. Our team is always working to improve our products, and your experience has been a valuable part of that process.
If you have any further questions or need additional assistance, please don’t hesitate to reach out!
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