New this month
Your customers are easier to reach. Your paid work is easier to track.
When you’re busy running your business, you need to know who needs a call back, what they’re asking for, and whether the job brought in money. We’ve made those everyday tasks easier in Aaptly.
Spend less time sorting junk calls
Open Calls to see customer calls first. Calls we identify as spam, robocalls, or sales pitches are kept out of your way.
Choose Needs a response to find people who still need your attention. Want to check everything that came in? Choose All calls. Nothing has been deleted, and an unfamiliar number alone won’t hide a potential customer.
See your calls →Call a customer with one button
See someone you want to call? Press Call beside their number or inside their call details. They don’t have to request a callback first.
You can talk through your computer without leaving Aaptly. The customer sees your business number. If you’re asked to use your microphone, choose Allow, then speak as you normally would. Press End call when you’re finished.
You can also call while looking at a customer’s inquiry in Leads.
Available for businesses with calling enabled. Calls you make this way are not recorded and can last up to 30 minutes.
Find your messages more easily
Messages is now right in your dashboard menu, so your booking conversations are easier to find.
If the same customer calls, a short note can appear between your messages. Press View call if you want the details. Your conversation stays easy to read, with recordings and written call details kept in Calls.
Read your messages →Know who to follow up with
The updated Leads screen makes it easier to see what someone wants and respond. Find their name or phone number, read their request, then reply or call from the same place.
When you’ve dealt with an inquiry, mark it Done to clear it from your follow-up list. You can tell us separately whether you won the work or got paid.
Where do I go?
- Leads
- Someone is interested in your business. Answer their questions and follow up.
- Messages
- Read and reply to messages about a booking.
- Calls
- See who called and call them back.
- Bookings
- See what’s booked and manage booking requests.
Let us know when you get paid
Did someone who found you through Aaptly become a paying customer? Tell us what they paid so you can see more than just inquiries in your reports.
- Open the customer in Leads.
- Under Work & payments, choose Record payment.
- Enter how much you received and when, check the currency, then choose Save payment.
Say a customer pays a $500 deposit, then $4,500 when you finish. Add each payment to the same job as it arrives. Your report will show $5,000 received for that job.
Still waiting to be paid? Choose Update outcome to tell us whether you’re still discussing the job, won the work, or it didn’t go ahead.
Another job for the same customer? Choose Another job or purchase so you can keep the jobs separate.
Made a mistake? Open History to undo an entry. You can also record a refund you’ve already given. Adding or changing these details does not take money from or send money to your customer.
To see the total, open Reports from your account menu and look for Money received. It shows the payments you’ve told us about.