Changelog

Follow all system updates and improvements

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August 2023

Initial release of the Leads feature

Initial release of the Leads feature

Initial release of the Theme & Style module with comprehensive color customization for admin panel, customer portal, buttons, tabs, modals, tables, general styles, tags, and custom CSS editors

Initial release of the Theme & Style module with comprehensive color customization for admin panel, customer portal, buttons, tabs, modals, tables, general styles, tags, and custom CSS editors

Initial release of the Export Manager with support for customers, contacts, leads, expenses, and payments

Initial release of the Export Manager with support for customers, contacts, leads, expenses, and payments

Subscriptions feature launched with full Stripe integration, recurring billing, and customer portal access

Subscriptions feature launched with full Stripe integration, recurring billing, and customer portal access

Full reporting suite launched with sales, expense, lead, and chart-based reports

Full reporting suite launched with sales, expense, lead, and chart-based reports

Departments feature launched with email integration, staff assignments, and customer visibility controls

Departments feature launched with email integration, staff assignments, and customer visibility controls

Initial release of the Knowledge Base feature

Initial release of the Knowledge Base feature

Initial release of the Credit Notes feature

Initial release of the Credit Notes feature

Initial release of the Team Management feature

Initial release of the Team Management feature

Initial release of the Payments feature

Initial release of the Payments feature

Calendar feature launched with full filtering, Google Calendar integration, and multi-item display support

Calendar feature launched with full filtering, Google Calendar integration, and multi-item display support

Initial release of the Expenses feature

Initial release of the Expenses feature

Initial release of the Menu Setup module with drag-and-drop sidebar and setup menu customization

Initial release of the Menu Setup module with drag-and-drop sidebar and setup menu customization

Estimate Requests feature launched with forms, status workflows, assignments, and notifications

Estimate Requests feature launched with forms, status workflows, assignments, and notifications

Initial release of the Customer Management feature

Initial release of the Customer Management feature

Initial Release

Initial Release — Launched the Surveys module with survey creation, multi-question-type support, mailing list management, email distribution, and results analytics.

Roles & Permissions feature launched with granular access control and staff assignment

Roles & Permissions feature launched with granular access control and staff assignment

Initial Release

Initial Release — Goals & Tracking module introduced with support for eight goal types, real-time achievement calculation, staff assignment, automated notifications, dashboard widget, and global search integration.

Initial release of the Proposals feature

Initial release of the Proposals feature

Initial release of the Leads feature

Initial release of the Leads feature

Initial release of the Theme & Style module with comprehensive color customization for admin panel, customer portal, buttons, tabs, modals, tables, general styles, tags, and custom CSS editors

Initial release of the Theme & Style module with comprehensive color customization for admin panel, customer portal, buttons, tabs, modals, tables, general styles, tags, and custom CSS editors

Initial release of the Export Manager with support for customers, contacts, leads, expenses, and payments

Initial release of the Export Manager with support for customers, contacts, leads, expenses, and payments

Subscriptions feature launched with full Stripe integration, recurring billing, and customer portal access

Subscriptions feature launched with full Stripe integration, recurring billing, and customer portal access

Full reporting suite launched with sales, expense, lead, and chart-based reports

Full reporting suite launched with sales, expense, lead, and chart-based reports

Departments feature launched with email integration, staff assignments, and customer visibility controls

Departments feature launched with email integration, staff assignments, and customer visibility controls

Initial release of the Knowledge Base feature

Initial release of the Knowledge Base feature

Initial release of the Credit Notes feature

Initial release of the Credit Notes feature

Initial release of the Team Management feature

Initial release of the Team Management feature

Initial release of the Payments feature

Initial release of the Payments feature

Calendar feature launched with full filtering, Google Calendar integration, and multi-item display support

Calendar feature launched with full filtering, Google Calendar integration, and multi-item display support

Initial release of the Expenses feature

Initial release of the Expenses feature