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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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Workflow - jump/hide non required section and a yes/no Question option

#With in the workflow. Not all section need to be completed. If you have a hide function depending on an Yes/No answer earlier in the Workflow. So in onboarding Workflow, You can have a question saying if VAT is required (Yes/No). If it a Yes, the...
Guest almost 3 years ago in Tasks & Workflow 0

I need more manipulation over the task list - need to remove PAYROLL

I need to be able to remove the repetitive monthly tasks from the task list without having to filter.. most importantly the PAYE as it always takes up pages of the next task but the frequency of its repetition and the space it takes up prevents me...
Guest almost 3 years ago in Tasks & Workflow 0

Time Log using Type - Track time spent on each service.

In time log you have a section called Type. Which you can split the time to types of work or department. You can go to setting and change/add the types making it bespoke to your business . The idea is use this bespoke list to be able to track time...
Guest almost 3 years ago in Time 0

When Creating new time log - be able to allocate to outstanding task

On the new timesheet function you can allocate the time to client and open task. Would be nice to do this in time log.
Guest almost 3 years ago in Time 0

Field Showing Who Created Task

Seeing who created the task in your task list would be useful.
Miriam Sackie-Mensah almost 3 years ago in Tasks & Workflow 0

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 almost 3 years ago in Tasks & Workflow 0 Will not implement

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 almost 3 years ago in Dashboard 0 Will not implement

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 almost 3 years ago in Dashboard 0 Will not implement

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 about 3 years ago in Other 0 Will not implement

Option to create daily frequency for custom services

No description provided
Miriam Sackie-Mensah about 3 years ago in Clients 0 Already exists