Next time when you log-in to your account, you’ll notice that the “Leads” module is missing from the invoicing application.  You’ll also notice that leads and customers are now in the same module (called clients).  If you select a lead, you’ll get the lead menu and if you select a client, you’ll get the client menu. Hope this makes it easier for you to manage leads and clients.  You do not have to deal with them separately in two different modules now.

There has been numerous requests to provide the capability to send estimates to leads.  Well, this is a step forward in that direction.   Very soon we’ll be rolling out this feature.

As always, please do let us know what you think about this change.

What do you do when your clients ask for a detailed break-up of time spent on each project and task! Most likely you tracked and typed up each time entry against a project and task in a worksheet and mailed them to your clients – easily hours worth of effort.

Well, SimplifyThis users do not need to take so much effort anymore.  Just track the time spent in Projects and Tasks section and your clients will automatically have visibility into all the time entries for their projects. All they need to do is login to their account and click on “View Projects”.

There are a few limitations that you will notice when you start to use this feature.  First off, you do not yet have an option to allow or restrict visibility for a project or a task.  If you have granted access to your clients, they will have visibility into their projects, tasks and time entries.  Of course, very soon we’ll provide you the capability to restrict or allow access to individual projects.  We are so excited to get this feature available to you that we thought instead of waiting for access control, we’ll get it out to you right now and then enhance it as we go along and get your feedback.

As always, please drop us a note and let us know what you think about this feature.