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

Updates

  • 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

Rebecca Berg November 25th, 2016

Update: Adding Packages

New Features

  • Adding Packages. For the how to video on this feature, click here

Rebecca Berg November 16th, 2016

Update: Contracts & PDFs

New Features

Rebecca Berg November 16th, 2016

Update: Images in Emails

New Features

  • You are now able to add a photo in email

  • You are now able to add a photo in canned response

  • You are now able to add a photo in signature

Rebecca Berg October 31st, 2016

Update: Workflow 2.0

New Features

  • Conditional Triggers

  • Send Contracts

  • Send Invoices

Updates

  • Improved Workflow List

Rebecca Berg October 24th, 2016

Update: New Added Items

New Features

  • Auto-Fill Field for Current Date

  • Auto-Fill Field for Job Start and End TIME