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.
Image / Document Upload
When you send invoices to customers, you will be able to upload a pdf document to include extra information such as a customer contract or your terms and conditions.
Tipping
You will be able to add a tip option to invoices, payment pages, and Take Payment. Your customer can select from three preset options that automatically calculate 10%, 15%, and 20% or manually enter a custom dollar amount.
Improved Recurring Options
Monthly and quarterly recurring projects will add the option to set the schedule by a day of the week. If the first occurrence is on Monday the 10th, you can set the schedule to repeat on the 10th every time or on the 2nd Monday of the month.
Add Images
You will be able to add images to estimates, projects, and items in your Item Library.
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.
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.
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.
| 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. |