Rebecca Berg February 1st, 2017

Update: Profit and Loss Report

Rebecca Berg January 28th, 2017

Update: Lead Capture Automated Workflow

New Features

  • Apply a General Lead Workflow Automatically

  • Apply "Smart" Workflow where you can send specific workflows for what your client selects!

Rebecca Berg January 21st, 2017

Bugfix: Sending Email Without Subject

We have fixed the bug where you could send an email without a subject. It is now a required field.

Rebecca Berg January 21st, 2017

Update: Moving Forms!

Before if you accidentally built a form or contract under the wrong category you had to email us to move it for you, but now you can do that all by yourself. Just click and drag forms to where you want them! (This works for all forms, except to and from a lead capture form)

Rebecca Berg January 17th, 2017

New Feature: Payment Schedules

Now you can apply schedules for your clients to pay an invoice. Set how much they should pay and when they should pay it. Never have a client miss an upcoming due date since adding a reminder to a payment schedule is easy as pie! More about that feature here: Payment Schedule Info

New Features

  • Multi Invoices

  • Invoice Titles

  • Invoice Numbers

Rebecca Berg January 9th, 2017

Update: Change the Name when Sending Email

Rebecca Berg January 9th, 2017

Update: BCC Yourself on all Emails

Rebecca Berg January 3rd, 2017

Update: Form Names

Rebecca Berg December 23rd, 2016

Update: Bookkeeping

New Features

  • Record of Transactions

  • Adding Income

  • Adding Expenses

  • Net Profits per Job

  • .CSV Export of Transactions

  • Tax Balances and Record of Payments

  • Easy to Read Reports/Graphs


  • Apply Categories directly to invoices and packages

Rebecca Berg December 2nd, 2016

Update: Accepting ACH as a form of Payment

New Features

  • Accepting ACH as a form of Payment For more info , click here

  • Turning ACH off or on PER client if needed

  • Turning ACH off or on in the whole system