🚀 New Features & Enhancements
⚡ Speed to Lead Auto Dialing – Beta
A game-changing addition now in beta! When a web lead comes in, Pete automatically calls the assigned agent and connects them with the lead within minutes—helping you follow up faster and close more deals.
Interested in enabling this? Email [email protected] to join the beta.
📊 Cost Per Lead/Contract/Closing Based on Qualified Lead Flag
Track cost metrics with greater accuracy using the Qualified Lead flag to filter which leads are included in CPL/CPC/CPA calculations.
⏱️ Workflow Time Variance Control
You can now customize how much time-stated workflows vary per company. The default is 15 minutes, but this can be adjusted based on your preferences.
🛑 Pause and Reuse Workflows
Pause a workflow mid-process, then resume it later without losing your place. Great for test scenarios, edge cases, or workflows needing a temporary hold.
🧽 Scrub Properties – Workflow Enhancement (Suggestion)
Introduced support for Scrub Properties 2 workflows, allowing for better automation when cleaning up property records.
🧠 Call Summary to Property Notes – Refinement (Beta)
Refined how AI call summaries are added to property notes—improving placement, formatting, and visibility.
Still in beta: email [email protected] if you'd like to join the AI Call Summary program.
📂 Accordion Usability Update
Accordions in the UI now expand with a single click anywhere on the row—no need to aim for the arrow.
📤 Export Rehab Scope to XLSX
You can now export your rehab scope data to an .xlsx file—making it easier to share or store project details outside of Pete.
🐞 Fixes & Improvements
🕑 Appointment Reminder Formatting Fix
Corrected formatting in appointment reminder messages for improved clarity and consistency.
👥 User Invite Restriction Clarified
Fixed an issue where existing users couldn’t be added to another company, even by support. Support users can now invite cross-company accounts as expected.
🔁 Workflow Action Order
Resolved a bug where the order of actions inside a workflow could not be changed.
📱 SMS Workflow Cleanup
Removed redundant SMS workflows to reduce clutter and streamline configuration.
📝 Purchase Agreement Bug
Fixed an issue that impacted creating purchase agreements under certain conditions.