🏝 Roadmap

Features needed for the Tickets module:...

Invoice number should be random like XV435CVP.

We are adding ACH support from stripe payments

The forms have very limited customization options, I think it would be great to atleast be able to set if a field is 50% or 100% width. this way we...

Is it possible to create a setup in AgencyHandy (AH) that I can use to manage my customers' credit hours?...

Client Portal Suggestions: ...

Ability to create email templates using HTML....

Have authentication email for client sign in be a magic link rather than a password to further ease of use for the customer.

When choosing a language it changes only the application language. The text of what the admin has put in, is not translated . It would be great if we...

When sending invoices or quotes we should have a deposit feature.

With Stripes Metered Billing capabilities, it would be the best feature to have to allow clients to order services based on credits given. ...

The ability to charge customers via a previously created direct debit mandate when they come back to buy another one time payment service...

Description: After clients submit intake forms, we can’t add note for internal visibility Suggested Fix: add internal notes for clarity.

see screenshot, the recipient can see both my gmail account name (!) and Amazon ses. It cannot show this, especially my gmail email.

Can we please show the costs/fees in a full format i.e. £25.00 or £25.50 and not drop the zero at the end (£25 or even £25.5).

A notification feature that automatically sends timely reminders—via email, or in-app alerts—to each assigned team member about upcoming,...

This would be a great client-friendly option and could increase sales for the Agency's Handy Clients. ...

Soon it will become mandatory in the EU to use E-Invoices. It would be great to have the option in AgencyHandy. https://en.e-rechnung-bund.de/

Keep tracking of tasks accordingly to calendar, available for team and clients. Manage workflow and workload with time and dates.

Feature Request: Dynamic {{Variables}} Across Pipeline Stages...

We would like to set up subscriptions for clients who have annual billings but since invoices can't be edited need to set this up in orders I believe...

Description: When a client enters 120+ characters in a field and clicks “Continue,” nothing happens. The form scrolls to the top and does not...

Integrate a Booking system inside, so once i have a lead submitted a form via a integrated form / embed form (ive asked for this in another thread). ...

Access log to see who logged into the platform and when....

When creating intake forms can you a time form type that can eventually be linked to a calendar for services require team to members to attend. I.E i...

There is a need to have the addition of square as a payment option as many agencies use square, myself included.

Ability to customize our social media links only once for emails templates. ...

The screen already exists, but it is currently not editable from the super admin panel. Enabling this feature will allow for more precise custom...

Add support for a URL query parameter that pre-applies a coupon at checkout, so clients click a link and the discount is already filled in — no code...

When editing the due date on an existing task, the system returns the error: “Cannot read property ‘name’ of null.”

Currently, creating tasks appears to depend on the Orders module being enabled. When Orders is turned off in the side menu, attempting to create a...

Redirect customers to a custom page after purchase....

Public forms are now accessible from the Client Portal. Clients can view and submit forms directly without relying only on email links.

Support tickets can now be converted directly into tasks....

You can now directly share an invoice via a public link. Clients no longer need to log in to pay the invoice.

You can now control you notification and email preferences...