In Review

Planned

In Progress

Completed

Main Roadmap

Allow customers to regular recurring payments like a subscription

Recurring payments or subscriptions

rebbmikhail

Merchant receives a push notification when there’s a successful payment

Notification on Payment

Ritwik from ScanPay

Customize auto generated details (invoice number) &amp; create personalised invoice formats

Custom Invoice Format

Wallet Feature

Ability to set periodic reminders for upcoming jobs

Notification on upcoming job

Catalog Item Images

$0 item option on invoices

Clone/Duplicate Invoices, jobs & estimates

Filters to search through Invoice list

Create all tags in one go using a csv upload

Bulk tag creation

I want to control this at a channel level - in-app, push, email

Notification Preferences  - control which notification I recieve

orion071294

Add customer details using phone contact

Besides photos, tech should be able to attach a PDF to the invoices

Allow PDF attachments with Invoices

ashley.marion

Merchant receives a notification when a customer views their estimate

Notification on estimate viewed

Ability to upload csv files to be able to create the Catalog in one ago as opposed to the current way of adding each item one by one

Bulk uploads for Catalog Creation/Updation

Custom Roles for team

Orel - Emergency locksmith

Right now Tax is being calculated on the total line item price (before discount). It should be only on the discounted amount

Discount should be applied before Tax calculation

We would like to offer online customers an option to make payments using a dedicated link to initiate transactions instead of having to send invoices for specific amounts.Or at least an invoice for manual input of CC information, without a specific payment amount. Thank you

Manual pay link

yisroel kleinman

Leave a tip for a tech

Allow customers to pay an invoice over time

Partial (multiple) Payments on invoices

gatebyamy

Add ability to create an estimate or quote to be sent to the customer

Estimates - ability to create and send

Instant Payout

Let customers save their card on file for future payments

Save Card on File

mrkey

Ability to create "Jobs" or tasks and assigning to techs

Job Management

Ability to upload multiple images at once instead of one at a time

Multi-select media

Schedule email or Text reminders to customers for pending or open invoices

Automatic Payment Reminders to customers

Ability to collect customer signature on invoice, when recording a manual / offline payment