Released on: March 31, 2025

We’re beyond excited to announce the official release of Universell Version 1.0 – a major update that brings powerful new tools, smoother experiences, and smart enhancements to help you run your business like a pro.

Whether you’re managing leads, sending contracts, scheduling appointments, or creating invoices—Universell 1.0 makes it all faster, clearer, and more delightful.

🌟 What’s New in Version 1.0?

Let’s break it down:

📄 Agreements & Policies – Clarity at Every Step

  • Add Customer Address & Upload Files in Agreements
     → Easily include full customer details and attach supporting documents when setting up agreements. Everything stays organized and professional.
  • New Upload Options for Terms & Policies
     → Upload your own Terms & Conditions or Cancellation Policies right inside the e-signature flow. Build trust while protecting your business.

📇 CRM & Leads – The Brain of Your Business Just Got Smarter

  • Clear Filters with a Single Click
     → Don’t waste time resetting filters—this one-click button does it instantly.
  • “Set an Appointment” from Lead Menu
     → Save steps by scheduling directly from the lead’s dropdown menu. It’s all about speed.
  • Copy Phone/Email Instantly
     → Tap the copy icon next to any contact info—no manual selection needed.
  • Helpful “Add” Label in Customer Dropdown
     → No more confusion when adding a new customer during appointment setup. The UI now guides you.
  • Call Script Support
     → Standardize team calls with predefined scripts. Consistency = better conversations.
  • New “Forms” Tab in Customer Profile
     → Easily collect, store, and access form responses tied to a customer—all in one place.
  • Voicemail Experience Upgraded
     → Listening, managing, and following up on voicemails is smoother than ever.

📅 Appointments – Better Invites, Smarter Scheduling

  • BCC Field for Appointments
     → Add colleagues quietly to invite emails without cluttering the main attendee list.

🧾 Invoices & Transactions – Now Cleaner, Faster & More Capable

  • Brand-New Transaction Details UI
     → A complete visual refresh makes reviewing payments easier and more intuitive.
  • Add Modifiers to Invoices
     → Now you can reflect extra services, add-ons, or variations with full accuracy.
  • Delete/Deactivate Inventory Items
     → Keep things neat by removing outdated or discontinued items—without losing past records.

💬 Communication & History – Never Lose Track Again

  • Full Email/SMS Logs Added
     → See exactly what messages were sent and when—perfect for team transparency and customer follow-ups.
  • Sender Email Included in Logs
     → Now you’ll know who sent which message, helping streamline internal accountability.

🔧 Enhancements That Make a Big Difference

📊 CRM & Pipeline Improvements

  • View Active & Deleted Deals
     → No more confusion—clearly see the status of all your deals.
  • Employee Initials in Deal Blocks
     → Quickly identify who’s handling which deal with a visual cue.
  • One-Click Deal-to-Profile Navigation
     → Jump from pipeline directly to customer details—effortlessly.
  • Tidier Tabs in Customer Edit
     → The new tab layout is intuitive and distraction-free.

💰 Invoice & Transaction Tweaks

  • Improved Discount & Tax Handling
     → More precise calculations, better invoice clarity.
  • New Date Format for Transactions
     → Easier to read, export, and sync with your accounting.
  • Notes Field in Transactions
     → Add internal comments or context to every entry.
  • QuickBooks Invoice Number Integration
     → For users syncing with QBO, you’ll love the seamless traceability.
  • Settings Icon Added Next to Key Columns
     → Instantly access config options for discount, surcharge, and tax—right where you need them.

📆 Payments & Scheduling Made Simpler

  • Month/Year Dropdowns
     → Especially helpful on mobile—selecting time ranges just got faster.
  • Dynamic Financial Syncing
     → Always see up-to-date data when accessing finance screens.
  • Email Templates for Merchant Reminders
     → Automate nudges for scheduled transactions—no manual follow-ups required.

🖥️ UI Enhancements That You’ll Feel Right Away

  • Improved Invoice Creation Layout
     → Creating invoices feels smoother, especially for users handling large orders.
  • Modifier Selection Pop-Up with Info Bar
     → See helpful notes when adding modifiers—great for training and clarity.
  • Fastshop Customer View Updates
     → Customers can now set passwords and view tracking updates easily—less support needed!
  • Polished Welcome Email Template
     → First impressions matter. Your new customers now receive a beautifully updated welcome email.

🧩 And Some Quality-of-Life Improvements

  • Better Signup Experience
     → If someone tries to sign up with an existing email, we now guide them to log in instead.
  • CRM Settings Updated
     → More control, better defaults—everything works more like you’d expect.
  • Schedule Module Share Icon
     → A small but mighty touch—makes sharing schedules easier to understand.
  • Catcher Instructions More Clear
     → Two-line guidance makes it easier to embed forms and links without confusion.

✅ Final Word

Universell 1.0 isn’t just another update.
 It’s a leap forward in how you manage your business—more streamlined, more visual, and way more efficient.

We’ve built this release from real user feedback (that’s you!) and we’re committed to making every future release even better.

🎯 Try these features now and let us know what you think.
📩 Need help? Our support team is ready whenever you are.

Let’s keep growing—together.

— The Universell Team