We believe in transparency. We love letting you know what is coming. It makes us happy to see you excited for all the awesome things coming up. Now, you must know, this is not the FULL list, but some of the larger things. If we provided the full list of things we want to do, it would be a million miles long. 

This is in no particular order.  But it will give you a good idea of what you can look forward to.  We work hard every day to make sure we deliver the best product we can and fun features as fast we can.  Not a day that goes by without us being better than the day we were before.  We are so happy you are here for our journey!  


  • Job Tags - Being able to sort your jobs by tags or labels or category. 
  • Workflow updates - adding some workflow updates that will improve your workflows.
  • Task Board updates - updating task boards with some more features 
  • Proofing for Designers - It is already possible now, but just cleaning it up a bit and allowing for easier "rounds of approvals to happen"
  • Lead and Job page overhaul - We are excited for some updates coming up on the lead and job page
  • White Label Domain - Having your own domain in the URL of forms and client portals


  • Vendors - Being able to add other people in the address book and not just clients!
  • Online Scheduling System - Heard of Calendly, Acuity, etc... Yes, THAT! ;)
  • Bookkeeping Phase 2 Bank Sync and other things - Syncing your credit cards and banks are huge in keeping bookkeeping up to date.  Also a few other bookkeeping addons like a mileage tracker and receipt storage
  • Custom Field Mapping - Adding your own fields into the system
  • Xero integration


  • External Button Links for emails
  • Workflow overview
  • Contract and other forms expiration date
  • Wave integration
  • Email list integration (mailchimp/convertkit, etc...)
  • Form logic.  By a client selecting one answer it triggers a series of different questions based on that answer.
  • send questionnaires to others and not have them apply to a job (ex: simliar to jotform, typeform)
  • Additional lead tracking
  • More Zapier triggers and actions
  • An app.  We are working on it, but want to get a few of the LARGE features released before we launch the app.

To view the features we have launched and other updates, you can see those here:

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