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 things. 

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!  


  • Lead tracking and reporting
  • Conditional logic on workflows -  Ex: If a client has not filled out a form after XXX amount of days, send XXX.
  • Recurring invoicing updates


  • Vendors - Being able to add other people in the address book and not just clients!
  • Xero integration
  • Task Board updates - updating task boards with some more features
  • More Zapier triggers and actions


  • External Button Links for emails
  • 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)
  • 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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