Check out our latest video for all the updates – don't miss it!
New
Emails – Email signatures are now live. To offer even better service quality to your clients, set up signatures to use for emails.
As part of branding, you probably want to give your emails your own look and feel – now you can do so with highly customizable signature templates!
Placeholders – Use period placeholders in the company or client plan tasks to be aware of the period it belongs to, even if the task has been moved from the original period.
Clients want to see tasks with titles like tax return August, tax return September, etc.
Use a period placeholder to do that.
Improvements
Emails – After creating an email template check out how it looks before starting to use it by sending a test email.
Flextime – In case someone is working on an irregular schedule, define the expected working hours for each day, which can differ from day to day.
Date – In whatever view you are working on, the date can be entered manually for the date range, and there is no need to scroll in the calendar to pick dates. This also enables custom time periods.
Monitoring – Have a more detailed overview of time spent on the client by monitoring time by topic. Even though the agreement with the client is for the whole service, usually, that is divided internally between different services.
Then you know if the scope creep is from support, consultation, monthly bookkeeping or something else.