Dashboard

📊 A Smarter, More Organized Dashboard

We’ve redesigned the MITS One Dashboard to make your most important business insights easier to find and understand. Your dashboard is now organized into dedicated sections, helping you quickly monitor leads, opportunities, conversions, pipeline activity, and overall performance without scrolling through multiple unorganized insights.

General Insights:

• Opportunity Status 
• Opportunity Value
• Conversion Rate
• Funnel 
• Stage Distribution

Opportunity Overview:

• Opportunity Count
• Opportunity Count (By Date Range Selected)
• Total OPEN Opportunities
• Total WON Opportunities
• Opportunity Counts Over Time
• Opportunity Count By Status

Opportunities/Revenue Attribution:

• Opportunities by Source 
• Opportunities by Medium
• Opportunity Revenue Over Time
• Won Opportunities Total 
• Won Opportunities Total Value
• Loss Opportunities Total 
• Loss Opportunities Total Value

Contacts Details

👤 Cleaner, Simpler Contact Details

We’ve cleaned up the Contact Details view to remove unnecessary clutter and make important information easier to find. The updated layout is now faster to navigate, easier to read, and much more mobile-friendly, whether you’re working from your phone or desktop.

Old contact details had the following: 
Contact, General info, Additional Info, Installation Checklist, Installation Work Order, MITS Lead Sheet, Forms Contact Us, Forms Free Consolation, Forms Relators Sign Up. 

New Contact Details Format Below:

Contact:

• First Name
• Last Name
• Phone
• Email
• Street Address 
• City
• State
• Zip Code
• Form responses with text fields 

Lead Info:

• Contact Source 
• Contact Type
• Preferred Contact Method
• Best Time To Reach Out To Lead
• Business Name
• Website 
• Documents Upload

Installation Checklist
Installation Work Order

Marketing

✉️ Branded Email Communications

We’ve updated the Marketing section with a new branded email template that creates a more polished and consistent experience across MITS One.

Emails sent through connected automations will now automatically use the branded template, while pulling in the specific message content from each workflow. Business details, location information, and sender branding are automatically included, helping every email look professional and consistent without requiring additional setup.

Automations

⚙️ Smarter, More Powerful Automations

We’ve fully revamped the Automations section to make MITS One more useful in the day-to-day operation of your business.

The updated automation system is now focused on improving efficiency, reducing repetitive tasks, and helping important actions happen automatically in the background. We’ve also added new templated automations for phone systems, lead management, opportunity updates, internal notifications, and other common automations.

This includes new automations for things like voicemail handling, automatic Won status updates, Installer checklist generation, opportunity assignment notifications, and more.

Each automation is built with a specific purpose, and below we’ll break down exactly what each one does and how it helps streamline your workflow.

Reworked Automations

• Pre-Sale
• Active Jobs
• Receiving | Scheduling
• Post Sales
• Warranty | Services

New Automations

Additional Automations:

• Auto Win Status | Once a Lead is placed in Pipeline 2. Active Jobs on Stage Deposit Paid, lead will automatically change to a WON status.
• Generate Installation Checklist | Fill out Installation Checklist, Click Generate PDF on bottom and a filled out PDF will be located in Payments under Documents & Contacts, available to download as a PDF.
• Opportunity Assignment Notification | When a lead is assigned to a team member as "Owner", that person will automatically receive an internal notification letting them know they are now responsible for the lead.

Phone System Automations:

• After Hours SMS Auto-Reply 
• Call Dial Distribution Routing | Have multiple team members? This template lets callers choose who they need to speak with, then automatically routes the call to the correct person.
• Voicemail | Create a custom voicemail greeting that plays as well as attach a leave a message voicemail all in one combined automation.
• Opt In/Out | Opt-ins and outs will no longer show your LLC. 

Sites

🌐 More Ways to Capture & Convert Leads

You can now use our MITS templated website chat widget to capture leads directly from your website, connect existing website forms to MITS One through webhooks if you prefer your current form designs, and add MITS One calendars to your website so customers can schedule their own consultations.

Chat Widget Customization Offerings: 

• Customize Welcome message
• Customize Greetings 
• Customize Chat Window
• We will add the chat widget on your website for you, if interested. 

Calendar:

• Skip the contact and let customers schedule their own consultations! 
• You can add this directly on your website or on the thank you page after form submissions
• Calendar Availability, Duration and Buffer must be edited to fit your own operations timing

Media Storage

📁 Organized Media Storage

We’ve added a cleaner folder structure to Media Storage so photos and videos are easier to organize and easier for the marketing team to find.

Quality of Life 

✨ Menu's Improvements

We’ve simplified the MITS One navigation by removing unused and unnecessary menu items.