New Releases
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Unlock Business Insights with New Sales Report
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Running a service business means juggling a lot of moving parts and making sense of it all can be a challenge. That’s why we’re introducing the Itemized Sales Report, a new tool designed to give you a crystal-clear view of what’s driving your sales. This report pulls data from every […]
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New Payment Activity Report
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We’re excited to introduce the newest addition to Wallist: the Payment Activity Report! Managing payments is a crucial part of running a business, and we’ve made it easier than ever to keep track of every transaction in one convenient place. With the Payment Activity Report, you get a clear view […]
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Manage Your Customer Pipeline
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Managing potential clients effectively is key to growing your business. With our latest update, Wallist now includes Lead Management, making it easier than ever to track and convert leads into active customers. When a new Client is created, they are automatically tagged as a Lead. This occurs in the following […]
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Streamline Customer Inquires with Request Management
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At Wallist, we are committed to helping service businesses stay efficient and engaged with their customers. That is why we are excited to introduce Requests, a powerful new feature designed to simplify customer inquiries, service calls, and appointment scheduling all in one place. What are Requests? Every day, service businesses […]
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Add Photos and PDFs to Invoices
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In January, we released the ability to add photos and PDFs to Estimates and the feedback has been overwhelmingly positive! Customers are approving estimates faster than before, likely because the attached photos and documents provide greater clarity and confidence. Today, we are proud to announce that we’ve extended this functionality […]
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Get Hundreds of 5-Star Reviews Without the Awkward Ask!
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For most hardworking businesses, landing new customers isn’t about a lack of skill, dedication, or quality service. The real challenge is visibility. In today’s world, online reviews are the most important factor in gaining new customers. People rely on them to make decisions, often choosing a business based on its […]
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Add a Company Logo to Estimates and Invoices
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If you haven’t noticed already, Wallist is exploding with new functionality! In the latest update that just launched, you can now add your company logo to estimates and invoices! Whether clients view them from your branded Client Hub, or if you print and mail them out, this increases your brand […]
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Add Photos and PDFs to Estimates
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At Wallist, we are on a mission to help small businesses streamline their operations and land more clients. In order for that to happen, we listen intently to our customer needs and drive all decisions and effort based on what they want, like the latest feature to add attachments on […]
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Detailed Payment Activity Tracking for Invoices
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The latest release of Wallist introduces a suite of tools that give you greater control, visibility, and flexibility when receiving customer payments. You can now record how the payment was received, enter notes about the payment, and even apply partial payments if you require a deposit or down payment. When […]
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New AI Company Profile Builder
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In today’s fast-paced business world, making a strong first impression is more important than ever. At Wallist, we understand the importance of branding and how time-consuming it can be to craft the perfect company profile. That’s why we’re thrilled to introduce our latest innovation, an AI Company Profile Builder! What […]