Included in LOU Release 22.
Currently in development & releasing over the next few months.
With LOU, you’ll always have insight into all your opportunities making sure to never let a lead fall through the cracks. Manage opportunities, ensure timely follow up, set opportunity stages and more with LOU soon!
LOU Schedule App
Our development team is actively coding the LOU Schedule app for field personnel to get their jobs done quickly! With features like offline mode, picture uploads, Google navigation, and task notes, your field personnel is sure to impress your customers and get their jobs done faster than ever. The team at the office will be happy they don't have to type up those service notes any longer!
Sales Tax Due Reporting
LOU makes it easy to report on your taxes. With a simple to run Sales Tax Due report, you'll quickly see gross sales, total taxable, total nontaxable, and total amount due for a selected date range and by Tax Authority. Easy peasy.
Training your teams on LOU just got easier! Our Education department is working on building in-app guides and tutorials directly into LOU screens to provide you just in time learning resources.
Expect these features sometime in 2021.
Drip Campaigns and Personnel Tasks
Continuing to add to LOU’s CRM offerings, we’ve got drip campaigns and personnel tasks on the roadmap! With LOU Drip Campaigns you can tell LOU to remind your employees to follow up with open opportunities and never miss a chance to close a new lead. LOU will automatically task sales personnel to follow up following a new opportunity. Nice!
Dynamic kits are a great sales tool, and ideal for selling groups of items with many options, for example, pool, spas or stoves. Quickly set up a series of questions for your sales person to walk through with the customer that builds a custom list of items and ensures the sales personnel asks the right questions, offers the correct accessories and options, and completes the order.
LOU Group Securities will allow you to customize user permissions for a select group of users making setup quick and simple. Need to control which group of employees has the ability to void a payment? No problem.
Ensure your customers get the same level of service regardless of the field personnel onsite. Building a visit checklist helps your teams provide consistent service and ensures no key steps or services are missed.
Planned for release in late 2021 and beyond.
Evosus Legacy to LOU Data Migration
Hey Evosus Legacy clients - we’re working on something special for ya! Developers are researching the best way to migrate your Evosus Legacy data to LOU so you don’t skip a beat when you onboard to LOU. Things like Customers, Customer Notes, Equipment, Inventory, and more.
AP Replenishment Wizard
Let LOU do the heavy lifting and tell you exactly what to order based on current inventory levels, reserved quantities, open estimates and more. With LOU you’ll never be without what you need, when you need it.
Special Order Items
In these industries custom items like a hearth or bullfrog spa are limitless and often ordered specifically for each customer. Special Order Items allow you to manage those unique offerings without adding each individual custom component to your SKU data.
Dynamic pricing strategies are coming to LOU! Whether there is a sales promotion coming or you offer wholesale pricing, LOU will help you set up, manage, and automate the pricing entries.
More Mobile Apps!
Mobile apps include the LOU Schedule app, LOU SKU Manager, LOU Customer Portal and more!