Category: New Features

Summary of updates

Over the past three months, we’ve been listening intently to all of your comments and suggestions, and most importantly, we’ve been incorporating it. I wanted to look back at some of the improvements we’ve made based on your suggestions:

I wasn’t until after creating the list that I realized that we have been pushing at least two updates to the service per month. I’m not sure if we will keep up this pace, but we’ll certainly continue to listen to your feedback and take as much action as we possibly can.

Thanks again for your support.

In addition, when you log-on to your account, you’ll notice a new section called Leads and Referrals. This is where you can track and manage your leads. Moreover, if your customers choose to you send you the email addresses of the persons to whom they have referred your business to, they will automatically be added in the Leads

section.

 

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New Feature: Project and Time Tracking

stopwatchDespite our fantastic online invoicing and payment capabilities, many of you have told us that you needed a simple way to track the time that you spend on customer projects and then invoice your customers for the time spent. Well, as of today, we’ve made this feature available in two places: within SimplifyThis.com and for those of use that use them, we’ve made time entry available through a Google gadget!

Key Features

  • Track time spent on both tasks and projects
  • Organize projects into individual tasks
  • Add time to tasks with a single click
  • Charge projects and tasks with one click

Of course, this is just a taste and I am sure we’ll need to do more in this area, but hopefully it’s a good start.

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New and improved preferences page

Some of you may have noticed that we changed our Settings area. While doing integration with our payment providers, we realized that we did not have enough room in Settings

area to manage partner credentials and settings. Therefore, we have updated the settings page and in the process, hopefully also improved its usability.

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Getting new business and managing leads

We’ve added two new features that we’re really excited about and that we know you’re going to love. With the update we’ve made today, your customers can easily refer your business to their friends and family, and allow you to track these referrals.

The way this works is that you can now (optionally) add a link on your invoices that your customers can click on to refer your business to their friends and family. They can also choose to send you these email addresses for tracking purposes. What a great way to increase your own business!

In addition, when you log-on to your account, you’ll notice a new gadget called Leads and Referrals. This is where you can track and manage your leads. Moreover, if your customers choose to you send you the email addresses of the persons to whom they have referred your business to, they will automatically be added in the Leads section.

Finally, in addition to getting leads from others, you can use this gadget to enter your own leads and follow up with them as you see fit.

All in all, two great new features. Lets us know what you think.

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Invoice printing and other improvements

Many of you have expressed the need to print invoices. While SimplifyThis had printing capability, we realize that it was not as high quality as it should have been. We have been working for some time to make printed invoices look more professional, and today, we’ve updated the application with better print capability. From now on when you print invoices, they will be more nicely formatted, and with appropriate page breaks.

In this update, we are also making two minor changes to invoices:

  1. Invoices will no longer add the default “Please make all checks Payable to” note. Some of you told us that you’d rather add payment instructions yourself, using the provided notes areas.
  2. Invoices will now include customer’s contact name as well as business name, if there is one.

Hopefully these tweaks make sense and please do let us know if you have any other feedback.

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Invoices now include .pdf attachments

PDF logoWe’ve now added the capability to include .pdf

attachments to emailed invoices. From now onwards, whenever you send new invoices, they will also automatically include a .pdf

attachment. Thanks for the feedback for all who asked for this.

Unfortunately, we don’t have the capability to take existing invoices and create .pdf files out of them. Hopefully this is a reasonable trade-off.

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