🏝 Roadmap

Since AgencyHandy supports subscription-based services, it would be valuable to add a dedicated Reports section where agencies can upload and share...

Since AgencyHandy already supports subscription-based services, it would be valuable to add a dedicated Reports section where clients can view or...

Please add documented read and write endpoints for leads, clients, services, orders, tasks, invoices, forms, files, and team members. Please also add...

Ability to create an invoice or set up a client subscription now, but schedule it to automatically activate and send on a specific date in the future....

Ability to create custom roles (e.g., "Freelancer - Limited", "Client Viewer-Only") Granular permission toggles per role: view/edit tasks, view/edit...

The available branding control options for the Sign-in and Sign-up portals should be the same, but allow separate settings. We need: Logo (control...

After setting a due/start date on a task, there is no option to remove it.

Invoice number should be random like XV435CVP.

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

The emails have very limited customization options, I would love to be able to change fonts, colors, add pictures and design the email template...

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...

Forms should have conditional fields displayed based on the answers and selections that the user has made on other questions in the form. Example...

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

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

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. Q: What happens if a client wants to order 2 or...

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.

Ability to select if the customer can modify the text of a task. When sending a copy to get approved by customers, if they can make edits directly...

The text editor for the Service Description and Package Brief needs improvement. Currently, heading tags such as H1 appear large while editing, but...

Add more flexible sorting options when viewing task lists, such as sorting by due date, start date, priority, or status.

Allow users to customize the task properties panel to better match their workflow. This would include the ability to remove fields that are not needed...

Feature Request: Dynamic {{Variables}} Across Pipeline Stages It would be a game-changer if Agency Handy supported dynamic {{variables}} that flow...

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...

Design professionals have internal business tasks in MS Planner, Asana, Wrike, Clickup etc. And our clients also have their tasks on their own...

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. Change log have log tracking for all changes made by team members or clients with the...

MCP server for integration with AI

Currently, when a chat/task is assigned to a team member or freelancer, they can see the full client information (name, contact details, financial...

Features needed for the Tickets module: Merge tickets Custom starting ticket numbers (instead of starting at #1) Email piping: emails sent to an inbox...

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 a client logs in to view tasks, all tasks are briefly visible for a moment before the page updates to only show tasks marked for client review....

When receiving an email notification for a new comment, clicking the “View Comment” button does nothing.

Add the Mongolian tugrik (₮, MNT, without decimals) in the list of currencies.

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