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Dashboard version history | Last updated: 19th April 2019

  • New client booking creates a workflow max & bridge account.
  • New client booking creates a consolation job automatically
  • New booking allows customers address to be collected
  • Staff menu updated - prep for timer + work hours
  • Project description is now pulled from work flow max
  • Total billable vs non-billable time on projects & tasks
  • New document templates (Testing required)

Dashboard

  • Featured section for events / quotes
  • Customer plan
  • Customer monthly time
  • List of in progress projects
  • Show pinned documents
  • Book session request
  • Get a quote request
  • Google drive
  • Credit limit / Budget summary display
  • Upcoming events
  • Customer details

Projects

  • View projects
  • View tasks
  • View task timeline
  • Billable v non-billable time
  • Project / task status
  • Estimated v actual time
  • Task support form
  • Timeline close button
  • Project description

Invoices

  • View invoices
  • Download invoices
  • View T&Cs
  • Invoice support form
  • Pay invoices
  • Make in-shop payment (internal only)
  • Create invoice (internal only)

Documents

  • Create document
  • Edit document
  • Save document
  • Delete document
  • Document templates
  • Pin to dashboard option

Actions

  • Actions created (not functional)

Bookings & accounts

  • View staff calendars
  • Book in returning customer
  • Book in new customer

General

  • Login / logout

Internal / Staff

  • Account / navigation
  • Client list
  • Forms list
  • Support / version history page

Misc

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