The Practice Ignition Interface
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

We’ve recently rolled out a refresh to the Practice Ignition user interface. This update comes with a improvements that will give us a solid foundation for some exciting things to come in 2017.

What's changed?

Section Restructure

We’ve moved the following sections to provide a better, more logical experience:

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Services has moved into Library

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Templates has moved from Settings into Library

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Apps now has its own top level menu item

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Settings has been restructured into a more logical grouping

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Payments settings can now be found under Payments > Settings

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Proposal States

The proposal states Sent and Queued have been renamed to Awaiting Acceptance and In Review respectively.

proposalstates.jpg

Improved Onboarding Flow & Checklist

We've improved the onboarding flow with a checklist coupled with walkthroughs that will help new users setup their account and start igniting their practice.

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Introducing Quick Add

Users can now create Clients, Proposals, Services, and Templates from anywhere in the app using Quick Add.

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Custom Brand Colour

Previously, brand color is limited to the color palette that is automatically generated from your company logo. With this update, users can now use a custom colour by entering a custom HEX color value.

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New Global Search

The global search has been moved to the top of the page. Results now includes Services as well.

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Template Editor Layout Improvements

The template editor had a makeover! It now has a cleaner look plus a larger area to draft and edit templates. Placeholders also moved to a dropdown menu to improve usability. An overhaul is also planned for the template editor that will boast features such as formatting support.

tempalteeditor.jpg

UI enhancements and fixes

  • Most section headers fixed with consistent primary actions

  • Fixed the display of dashboard tooltips

  • Revenue Settings are now displayed in a consistent sliding drawer view

  • Moved the Rollover feature on the proposal lists page

  • Only show available on and fee information for in progress and completed payments

  • Archive engagement letter templates instead of deleting

  • Added Save & Add functionality to Services and Templates

  • More responsive styles

  • Added Service CSV export

What's Next?

There's a bunch of things we're working hard on delivering. In no particular order we'd like to share some areas where you should expect to see some improvements:

  • Support for dashboard segmenting and filtering

  • Sales funnel dashboard widget

  • Better payment controls (payment method selection at a proposal level and schedule when you want to collect)

  • Improved library content for templates and services

  • Integrations with Xero HQ & Karbon

  • Continuing to rollout payments in new regions

  • Refunds

Got questions? Feel free to drop us a message at help@practiceignition.com. We're more than happy to help!

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