User profile

Chad Morgan has not created posts yet.

• Menu Tabs for Mobile Devices.

  👍 Gathering votes

• Allow Clients to sign up for Client Portal

  ✅ Completed

• Clients & Resources listed for services

  ⏳ Later

• Quickbooks Integration

  ⏳ Later

• Custom fields to clients and contacts

  ⏳ Later

• Request Assets from Clients

  ⏳ Later

• Monthly price or an annual price

  ⏳ Later

• Downgrade or upgrade on subscription plans

  ⏳ Later

• Conditional fields in intake forms

  ⏳ Later

• Client Payment tracking

  ⏳ Later

• Defer payments based on project milestones

  ⏳ Later

• Split Payments

  ⏳ Later

• Google Drive & One Drive Integration

  ➡️ Next

• Automatic check of client payments

  ➡️ Next

• Client Portal: Add Widget or Link for Knowledge based

  ➡️ Next

• Proposal Templates

  ➡️ Next

• Dynamic Proposal to Contract

  ➡️ Next

• Messenger tab with the customer

  ➡️ Next

• Review process for copy

  ➡️ Next

• Shareable URLs for Uploaded Files

  ➡️ Next