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PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...
PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

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Showing 545 of 545

Use Client Variables in Task Breakdowns

Currently it is not possible to use Client Variables in Tasks Breakdown templates to populate information such as addresses and period ends in manually generated tasks.
Miriam Sackie-Mensah over 2 years ago in Tasks & Workflow 0

See Invoicing by Chosen Period

The integration with Xero has picked up some old invoices which were paid very late, so our graph runs from September 2018 to date but all the meaningful information is only for recent months.
Miriam Sackie-Mensah over 2 years ago in Dashboard 0

Display Favourite Clients on Overview

Can a “Last 10”, “Favourites” or custom option of accessed clients be added to the Overview screen?
Miriam Sackie-Mensah over 2 years ago in Dashboard 0

A Section that Show Market Prices for Comparison

A system that shows market prices for fees so you can compare what you're charging with the market.
Miriam Sackie-Mensah over 2 years ago in Other 0

Option to create daily frequency for custom services

No description provided
Miriam Sackie-Mensah over 2 years ago in Clients 0