Company First mode sends contract, proposals, invoices etc to the same person. It would be great to have the ability to have 'Departmental Contacts' i.e. Invoices go to accounts, Contracts go to Legal, proposals go to Primary Contact etc by default, with the ability to...
Can we have the option to remove prices from work requests? In my business rates vary from client to client, so it would cause lots of confusion if I put prices on the items....
It would be nice to have an option for different contact types to choose between different appointment types that are configured with different durations and be able to choose between them within 1 Intake Form....
The loading icon that appears while a page is loading is currently not customizable, it would be good to have it customized to experience a 100% white labelled page...
Improve UI and UX on chat, both on app and web....
Send messages to and from Slack. And integrate task management to and from Slack....
Different clients get different price, Adding the ability to have different request items per client would help alot...
Option to add different work request items to different clients, because not all clients pay the same for specific item....
New clients like to subscribe to Basic plan first in order to test our services. Then, as they gain trust, they want to upgrade their subscription plan to full package.There is no easy way for clients to upgrade their plan.It would be very...
Hello,We would like to request an offline payment method option which can be configured to things like:- Cash - Wire Transfer - Bank Transfer - ChequeThis is especially useful for B2B Companies who do not receive large payments via Stripe or PayPal.Thanks and hope this can be updated...
