Hello Designers!
The holidays are around the corner and we are working tirelessly to bring you the best platform for your business! I want you to know we listen to every request, every complaint (which there are very little of!) and every piece of feedback. This update is probably our biggest yet, and we haven't even reached 2 months of launching! Next year brings an amazing line up of features, so be sure to check out our roadmap.
PLATFORM FIXES:
- Income and expense report filter to filter these reports by project.
- Fixed an issue where purchase orders were showing an error when adding a new PO.
- Removed the ability to edit the menu background color.
- Fixed an issue where you couldn't create an invoice from a time log.
- Fixed an issue where you couldn't import Vendors properly.
- Fixed an issue where clients were able to ADD tasks - We don't want that... LOL
NEW FEATURES RELEASED:
- Auto-Markup according to vendor: Add a default markup % to the vendor - When a vendor is selected when adding a new product, the markup for that vendor will automatically add.
- Auto-Markup according to sales category: Add a default markup % to sales category. When a sales category is selected for a product, the markup will automatically add.
- Completely revamped product adding section.
- Purchase Orders: You can now create purchase orders for your vendors. When saving a PO, it will send to the vendor's email.
- Vendor categories. You can now add a vendor category to quickly view what category a vendor is.
- Quickbooks integration: You can now connect your Quickbooks account! All financial information from Invoices, Estimates, Payments, and Purchase Orders will sync to your QB account.
- Affiliate Program. Get 30% of commission for referring designers!! Sign up here
NEW IMPROVEMENTS INITIATED:
- Added products section into the employee side. Previously, we did not have the ability for employees to add or edit products. Now they can! All products within your company will show up on the admin and employee side.
- Removed file manager from the client-side. File manager will only be viewable between admin and employees now. File manager within client's project can still be seen by client.
- Removed the ability for clients to schedule zoom calls.
- Added invoices on employee-side - edit and view capabilities.
- Improved the contracts module to add quick code to auto-populate client and designer information
- Improved the contracts module to add designer AND client signatures
- Improved the contracts module to add IP tracking.
- New side menu for admin, client and employee: more modern, white menu to easily see the words and navigate. Also works with white logo backgrounds without looking tacky or having to edit them!
- Client's can now see tasks if they are public.
- Added a new free always plan called "Lite" specifically for project management only!
- You can now see the start time and end time of an event or schedule within your schedule calendar.
- NEW WIDGET: Schedules. Month, week and daily view of your schedule on your dashboard.
- NEW WIDGET: New Leads: You can now see new leads (from past 30 days) in your dashboard.
UPCOMING + STATUS:
- Quickbooks- We are nearly done, but also 3 weeks behind on Quickbooks integration. We hope to have this solved soon! We are working with Intuit to implement this since their code interferes with ours in ways we don't want it to. Go figure.. LOL.
- Web Clipper- We are still working on the web clipper and are now in beta. There are some important issues we are resolving but should have this underway shortly. No ETA at this time.
Please be sure to join our Facebook group too!
Until the next update, TaTa and hope you all stay safe, healthy and enjoy your holiday!