Roadmap

What we're building next

Our roadmap is public. We believe you deserve to know what's coming and when. Updated regularly as priorities shift.

Last updated: April 4, 2026 (v1.6.0)

Recently ShippedReleased in the last cycle
In ProgressActively being built
PlannedConfirmed for upcoming cycles
ConsideringOn our radar, not yet scheduled

Recently Shipped

15
Shipped

File Attachments

Attach receipts, contracts, and files to expenses, estimates, and invoices. Client-visible toggle controls what appears on public estimate pages.

CoreMedium effort
Shipped

Client Approve / Reject Flow

Clients can approve or reject estimates directly from the public link. Rejection includes an optional rich-text reason shown back to the sender.

CoreMedium effort
Shipped

Public Estimate Page Redesign

Professional document-style layout for client-facing estimate pages. Sticky approve/reject bar, rich-text notes, attachment grid with thumbnails, and highlighted totals.

UXLow effort
Shipped

PDF Export

Download estimates and invoices as professional PDFs — from the admin dashboard and directly from the client-facing public page.

CoreMedium effort
Shipped

Reports & Analytics

Revenue vs expenses chart, estimate approval rates, invoice status breakdown, and top customers — with a 3/6/12-month period selector.

AnalyticsHigh effort
Shipped

Document Viewed Notifications

Email notifications when a client opens an estimate or invoice for the first time. Configurable per toggle in Settings → Notifications.

CommunicationLow effort
Shipped

Settings Routing

Settings home now redirects directly to Company Settings. Dead links removed and unknown routes return a proper 404.

PlatformLow effort
Shipped

Live Dashboard

Real KPIs, a 12-month revenue area chart, pending estimates and invoices panels, and a recent activity feed — all with live data.

CoreMedium effort
Shipped

Per-Module Price Visibility Permissions

Six granular permissions (one per module) let owners restrict which team members can see monetary amounts — prices, totals, and financial charts are hidden server-side and in the UI.

RBACMedium effort
Shipped

Task Side Drawers & Linked Document Review

Tasks now open in dedicated right-side drawers with wider editing space, explicit close actions, and a second layered drawer for reviewing linked invoices and estimates without leaving the board.

UXLow effort
Shipped

Tasks Linked to Invoices & Estimates

Tasks and automations can now attach related invoices and estimates directly, making follow-up work easier to review and act on from the task flow.

AutomationMedium effort
Shipped

Expanded Notification Events

Notification settings now cover more lifecycle events, including estimate status updates, overdue invoices, and payment received emails.

CommunicationMedium effort
Shipped

Checkout Currency & Promo Codes

Stripe checkout now supports organization currency and promotion codes, with cleaner success and cancel routing for subscription flows.

BillingLow effort
Shipped

Payment Reliability & Retry Flow

Plan gates now enforce subscription status — incomplete or canceled subscriptions can no longer access paid features. Global banner alerts for failed payments, dedicated billing section with one-click portal access, and webhook sync for expired checkout sessions.

BillingMedium effort
Shipped

Recurring Invoices

Schedule invoices to be generated automatically on a set interval — ideal for monthly retainers and ongoing contracts. Configurable frequency, start date, limits, due-date offset, and optional auto-send.

AutomationHigh effort

In Progress

1
In Progress

Online Payments via Stripe

Let clients pay invoices directly online via Stripe Connect. Generate a payment link and track status automatically. Available on the Scale plan.

PaymentsHigh effort

Planned

3
Planned

Expanded Settings

Deeper settings coverage: document branding, custom number formats, and additional customization options.

PlatformLow effort
Planned

Multi-Currency with Live Rates

Automatic exchange rate fetching and conversion logic for businesses working with international clients.

CoreMedium effort
Planned

Advanced Search & Filters

Full-text search, date range filters, client filters, and amount filters across estimates, invoices, and customers.

UXMedium effort

Considering

4
Considering

SMS Notifications

Send automated SMS messages to clients for key events: unpaid invoice reminders, estimate awaiting approval, payment received confirmations, and overdue alerts. Businesses can enable SMS per-client and configure which events trigger messages.

CommunicationHigh effort
Considering

Activity Log & Audit Trail

See who did what and when — approvals, edits, sends, payments — with a visible timeline on every document.

PlatformMedium effort
Considering

Bulk Actions

Select multiple estimates or invoices to change status, delete, or send in a single action.

UXLow effort
Considering

Document Templates & Custom Branding

Upload your logo, pick your colors, and customize the header and footer of your estimates and invoices.

CustomizationHigh effort

Missing something?

Our roadmap is shaped by customer feedback. If there's a feature you need that isn't here, we want to hear about it.

Request a feature