Interactive guides, sales payroll, initial setup and many experience improvements.
New featureAdmins
Initial setup guide for hOne
Opening hOne for the first time? Follow the steps and be ready to sell in minutes.
The setup wizard walks you through company information, logo and staff in order.
A to-do checklist shows how far along you are.
You can load sample data to try things out right away, and delete it any time.
Trial accounts show the days remaining so you can upgrade on your own schedule.
Where to find it: Appears automatically when an administrator signs in for the first time.
Improvement
Quotation, order and contract pages sent to customers carry your company's branding
Customers who open the link see your company's domain, logo and title.
Public links sent to customers use your company's own domain instead of a shared address.
The logo and page title match your brand, which looks more professional.
The quotation email includes the right link so customers can view and respond right away.
Where to find it: Quotations, Orders, Contracts > Send to customer button.
New feature
Import customers from Excel with a preview
Check your data before importing and see exactly which rows have errors and why.
Download the Excel template, fill it in, then import the whole list at once.
Preview the results (new, updated, skipped) before you confirm, so there are no accidental imports.
A per-row error report helps you fix problems quickly and import again.
Companies and branches with the same name and tax ID are no longer merged by mistake.
Where to find it: Customers > actions menu > Import customers.
Improvement
Professional quotation and order print templates
Prints and PDFs are clean and easy to read, with no overlapping lines or extra blank space.
A modern design with aligned item tables; long lines wrap instead of overlapping.
The header appears only on the first page; empty terms and notes sections are hidden automatically.
Totals show correctly when some lines are excluded from the total or prices include tax.
The print template designer is roomier and fits your screen automatically.
Where to find it: Quotations or Orders > Export PDF.
Improvement
hCall: new interface and a more stable in-browser phone
Browser calls drop less often and reconnect on their own when your network is unstable.
If you lose the network and it comes back, the browser phone reconnects automatically, with no page reload.
Clear messages appear when the microphone isn't allowed or the other party is busy.
The hCall interface is tidier, paginates according to your settings and loads faster.
Call history is shown according to each person's permissions.
Where to find it: The hCall menu, or the phone icon in the top bar.
New featureAdmins
Plan limits and bundled AI tokens
See your current plan, your usage and your remaining AI tokens at a glance.
Each plan has clear limits on users, storage and data volume.
Each account gets AI tokens bundled with the plan (subject to change under hOne policy); the system warns you when they are running low so you can act in time.
System email is sent through hOne's shared server, so you don't need to configure SMTP when you start out.
Where to find it: Administrator Settings area (plan and license information).
Improvement
Faster pages and clear error messages
hOne opens faster and tells you what to do when something goes wrong.
Shorter first load time; heavy screens load only when you open them.
Sign-in errors, lost connections, missing permissions and similar issues are reported clearly, with guidance on what to do.
Accounts without a logo use the standard hOne logo instead of an empty box.
Where to find it: Applies across the whole system.
Improvement
Alerts for unanswered conversations
Neglected conversations are flagged and assigned to someone to handle.
Notifications are pushed and assignments are made automatically.
Turn off AI automation for individual conversations, and mark a contact as staff.
Where to find it: Chat.
Improvement
Chat: share conversations safely, from the point you choose
Share only the part of a conversation you want, without exposing earlier messages.
Choose to share from a point in time: today, 7 days, 30 days or a custom date.
People you share with can't see messages before the chosen point, including in previews and quotes.
Permission to view a conversation is checked more strictly on every channel.
Where to find it: Chat > open a conversation > Share.
New featureAdmins
AI verifies the account owner with an OTP code
Personal information is shared only after the right person is verified.
Send the code by email, phone call or SMS.
A verification form appears right in the chat window.
Staff can see whether a conversation has been verified.
Where to find it: Chat > Settings > Customer verification.
Improvement
hCall: call history by permission
Everyone sees exactly the calls they are allowed to see.
View all calls, your team's calls, or only those of your own extension.
Where to find it: hCall > History.
Improvement
Easier push notification setup
Get prompted to enable browser notifications at the right moment, and administrators can see who hasn't turned them on.
Reminders repeat only a few times, so they don't bother you.
By default, a notification goes to the conversation when a task is created; you can change this in Settings.
Where to find it: Settings > Tasks.
New feature
Tasks: Kanban board, filters and quality ratings
Manage tasks more visually and score quality as you approve.
The task list has condition filters and grouping, and you can save filters to reuse.
A tidier Kanban board, quick add at the bottom of a column, and a quick complete tick when you hover.
Tasks with no approver are approved automatically when completed, so they don't get stuck waiting.
Approving a task includes a quality rating scale and a KPI score, which feed into bonuses.
Where to find it: Tasks > List or Kanban.
New featureAdmins
Commission by collection progress and committed salary
More flexible pay policies.
Commission is recognized by the percentage collected or once fully collected.
Committed salary: choose who bears insurance and tax, the committed take-home amount, and fixed standard working days.
Where to find it: Payroll > Policies.
Improvement
Sales payroll: income simulation and My payslip
Sales staff can see their income in advance and open their payslip easily.
Income simulation, offer templates and commission policy duplication.
"My payslip" is in the avatar menu.
Where to find it: Avatar menu > Payslip.
New feature
Step-by-step interactive guides
Learn how to use hOne right on the real screen.
The "?" button opens a "Getting started" list and page-by-page guides.
Runs smoothly on phones; revisit guides from What's new.
Send a request if you need a new guide.
Where to find it: "?" button in the top bar.
Improvement
Send to customers in a single action
Send quotations and contracts with the PDF and content already filled in.
The PDF is created automatically, with the recipient and a clear subject filled in.
Readable PDF file names: document number, template, date and time.