Tipping
Released May 2025
If your customers like to leave tips, you enable a new section on invoices and/or payment pages where customers can instantly add a suggested amount of 10%, 15%. and 20% or they click custom to enter something different.
Upload your logo
Released May 2025
Add or upload your logo anytime in Brand Settings instead of sending it to us to upload on the backend.
Upload files
Released May 2025
Take a picture or upload a file from your device and save it to a customer's profile. This is extremely useful in planning if the customer sends ideas, tracking progress if you upload photos from the job site, or saving custom agreements for authorization and billing.
Enhanced recurring billing options
Released May 2025
We've added more options to monthly, quarterly, and annual projects. Previously, the next occurrence would always fall on the same calendar day in a month. For example, a monthly occurrence created on the 21st would always occur on the 21st. Now you can keep that option or choose the 3rd Monday of every month.
iOS app release
Released February 2025
The mobile app for iOS devices is here! This follows the release of our mobile app for Android devices in late fall 2024. Users now have more options for managing their operations seamlessly from a smartphone or tablet while on the go.
The app offers key features, including:
- Instant Invoicing: Create and send professional invoices directly from the app, saving time and ensuring quicker payments.
- Secure Payments: Accept payments instantly through the app with secure, integrated payment processing.
- Optimized Scheduling: Easily manage and adjust schedules to keep projects on track and clients informed.
- Customer Management: Keep client information organized and accessible for better communication and service.
Download the app today for free!
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Recurring projects
Released October 2024
Now you can add multiple occurrences to one project instead of duplicating projects each time the same customer needs the same job again. Set a fixed schedule for things like weekly cleaning and monthly lawncare maintenance or keep a project open and add on-demand occurrences like snow plowing as needed until you decide the project is complete. There are many scheduling options ranging from weekly to annually based on the date of the first occurrence. The option to add specific appointment times and assign employees links to the new Schedule module and helps with more precise project reminders for your customers.
Recurring projects follow an invoicing schedule that automatically runs at regular intervals to pull in all occurrences since the last bill and generate an invoice. There are also three options for collecting payment on recurring invoices: automatically charge a saved payment method, automatically send the invoice to the customer for payment, or manually queue. Manually queue still follows the same schedule and automatically generates invoices, but saves in drafts and you decide when/how to send it to your customer.
Enhanced content for project details
Released October 2024
A new multi-tab layout for project details provides more information that is easier to manage.
- Manage occurrences for recurring projects
- See details such as the customer, project address (with Google map), and assigned employee on one page
- View and edit work item details including pricing
- Manage billing
- View invoices & payments
Schedule
Released October 2024
The new Schedule module lets you see all projects and estimates at-a-glance making it easier to plan work and schedule employees. Choose from month, week, or day calendar views depending on your needs and filter by employee to refine results.
Invoice enhancements
Released October 2024
Each item has a new description field where you can add details about the work to be done. The line item will have an expand/collapse arrow your customer can use to view the description. Descriptions on items in your library can be changed for specific projects without updating the library.
When you create an invoice, you can write a note to your customer that will appear as a block of text at the bottom of the page. We also added a preview link so you can see what it will look like before you send.
Send messages
Released October 2024
We added two new email options to your customer database. Send Email lets you send updates to your customer through email messages that have the same look and feel as your project, invoice, and payment notifications. Email Blast has the same functionality, but the email can be sent to multiple customers at once! This feature is useful for sending seasonal reminders, newsletters, announcements, and upcoming deals.
Send an on-demand branded email to a happy customer asking them to review your business online. Wording is completely customizable (with formatting options) and you can preview before you send!
Streamlined navigation for Settings
Released October 2024
The Settings module has been updated with a new look and feel making it easier to find what you need faster.