Our product team is incredibly efficient, working at lightning speed to enhance your experience. Here are just a few big features we are excited to be releasing soon. Come back often see what we are working on and check the What's New link on the home page for feature releases.
Estimate Approval Emails
Receive an email notification when a pending estimate has been approved by your customer.
User Roles
You will be able to create users with limited access for employees mainly using the app for project details and scheduling but should not have access to admin functions.
Multiple Contacts & Addresses
You will be able to add multiple contacts and addresses to one customer record.
Automated Follow Up Emails
Send automated follow up emails for pending estimates awaiting a reply and your request for an online review after an invoice is paid.
Coming A Little Later
Discounts on Invoices
If you offer discounts, you will be able to include them on invoices. The discount will appear as a line item and automatically adjust the amount due.
Image / Document Upload
You will be able to upload images and document files on estimates, projects, and invoices.
Communication Enhancements
We will be adding the ability to see customer conversation history for messages sent from within the software as well as SMS features.
Email Tracking
We will be adding the ability to track email communications sent through estimates, projects, invoices and customers.
| We test functionality regularly and value all feedback shared by customers, partners, and team members. Every release includes minor enhancements to improve existing features aimed at making lives easier for our end users. |