Management Requests

Need a section on the customer profile to see all the texts and emails sent to that customer, like email estimates, so we don't have to search through today's text and email to find it.

an automated reminder text/email say 48 hours after payment due to prompt payment

Our students suggested this! They would love to see their schedule in a week/month view on the app. One reason is so they know how far the schedule is made in a quick view vs scrolling. (we make ours two weeks in advance and its very dynamic since we hire only students) Its a small thing but I told them I would suggest it! :)

It would be great to have just staff first names and not their full name. I created a work around by taking their last name out of Zenmaid but it creates havoc on the schedule now as well.

Or at least give the option to add that info BEFORE the only option of "converting to a lead"/creating the contact because it makes my other automations(using trello for workflow) almost pointless because I have to manually enter all the relevant info twice. Not sure if I'm missing a way to do this because it seems a little strange that it only transfers some of the information like name/phone/address but not the other info like # of beds/baths/sqft etc.

Option to tell cleaners they need to take the clients key from our office without having to open the appointment and look at the notes. Something that would show on the client details as soon as they open their app and see all of their appointments for the day.

I spend so much time re-sending invoices. Can we get invoice reminders? I also charge a late few after 2 days of invoice going unpaid. Is there a way to add on late fees automatically? This would be helpful as I am looking at other options for invoicing that have these features.

It would be really helpful to offer a contract or terms and conditions template to your list of templates or even as an online form for new clients to agree to before service starts. When setting up each client account it would be really helpful to have an alert or checkbox to ensure this is completed/returned ...

It would be very helpful to see who made changes to appointments. That way I can go directly to that user to answer any questions I may have.