Roadmap
Our Ideas & Progress
Planned
Change the structure of the database / app from using "user_id" to using "team_id". Create the ability for users to add new users to their team.
Use the CRM to create a proposal to send to clients for a project.
Predefined products and services to help create quotes / proposals quicker for clients.
Allow team members to see all tasks assigned to them, and allow users to filter task by team members.
Send an email to all team members with work schedule for the day. First part the actual user, then all scheduled tasks grouped by other team members.
Send an email to all team members with work schedule for the day. First part the actual user, then all scheduled tasks grouped by other team members.
In Progress
Auto integration of our Postmark App for integration of tickets and outgoing email under our account.
Create a website sitemap page structure. Define the pages that are needed for a website, and the parent/child relationship between pages.
Create a website sitemap page structure. Define the pages that are needed for a website, and the parent/child relationship between pages.
Generate an XML containing pages from Website Planner containing content from Page Content Planner including menus.
Currently Tickets are only received. Will allow us to reply to customers via the ticket screen and saved as "activity".
Currently all received emails create a new ticket. If subject contains ticket ID reply should be tagged as "activity" under the parent ticket.
In Consideration
Limited view of read only of project / web view so clients can see progress of a project.
Ability to create panels to collect text and images from clients.
Ability to send proposal values to XERO as a draft to invoice out.
Create / Record Phone calls via Twilio and link the activity to listen back.
Assign Time to tasks for invoicing / time assignment
List of essential project checklists. For Example:
- Go Live Checklist
- SEO Checklist
- eCommerce Checklist
I credible source of truth for articles for team on how to run your business.
Create / Save valuable code snippets for your business
Completed Features
- Project Manager
- Tasks Manager
- Work Schedule
- Goals Manager
- CRM Dealls
- Ticket Receive
