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Planned

Advanced Reporting

Move beyond static spreadsheets and delayed reporting. This command center provides a live, 360-degree pulse of your firm’s financial health and operational performance, built directly into your interface. Live Financial Ecosystem: Monitor Profit & Loss, tax liabilities, and real-time payment statuses without ever clicking "Export." Operational Transparency: Track task efficiency and team performance metrics to identify bottlenecks before they impact your margins. Granular Tracking: Access dedicated reports for products, purchase orders, and time logs to see exactly where your resources are allocated. Instant Availability: Ditch the PDF downloads. Every data point is updated live and ready for analysis the moment you open the dashboard.

Timothy Murenzi about 1 hour ago

Feature Request

Timelogs 2.0

Beyond a simple stopwatch, Timelogs 2.0 is an analytical engine that transforms raw data into actionable intelligence. Gain a comprehensive understanding of your firm’s efficiency and resource allocation. Performance Metrics: Monitor team health with high-level averages, including hours per day and total days logged. Profitability Tracking: Instantly visualize your billable vs. non-billable ratios and billable percentages to protect your margins. Granular Data Slicing: Use advanced multi-dimensional filtering to view time by specific project, activity type, or status. Utilization Oversight: A holistic command center that reveals exactly where your team’s energy is being spent in real-time.

Timothy Murenzi about 1 hour ago

Feature Request

Planned

Centralized Documentation

Eliminate the chaos of email attachments and fragmented folders. Our documentation hub serves as the definitive library for every asset, ensuring your team and clients are always looking at the latest version. Unified File Management: Upload and organize project-specific files, technical drawings, and contracts in one secure location. Seamless Client Sharing: Instantly publish select documents to the Client Portal, providing a professional and transparent experience for your stakeholders. Permissions-Based Access: Maintain total control over who sees what—keep internal drafts for the team while sharing final versions with clients. Collaborative Library: A high-speed repository designed to handle high-resolution assets and project-critical documentation.

Timothy Murenzi about 1 hour ago

Feature Request

Comms

Move beyond generic chat and bring your conversations into the heart of your projects. Comms is a powerful, integrated communication hub designed specifically for design and project workflows. Contextual Channels: Automatically sync conversations with specific projects or maintain private individual and group threads. Deep System Integration: Tag invoices, estimates, POs, and tasks directly in your chat to provide instant context without switching tabs. Centralized Asset Hub: A dedicated space to track every file, link, and document shared across your organization. Searchable Intelligence: Tag specific conversations and messages for rapid reference later, ensuring no decision is ever lost.

Timothy Murenzi about 1 hour ago

Feature Request