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Feature Requests

Anonymous

Automatic Client Reminders/Email Scheduling
Just some feedback, I would like to be able to schedule emails to clients via Jetpack. For example, in our line of work (CPA firm) we have to contact out clients on a regular basis (weekly, monthly, quarterly, annually) for the same thing every time. It would be great to be able to set up an email schedule that coincides with the job where Jetpack automatically emails the client the request.
1
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Email
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under review
QBO Integration - Clients & Contacts
3
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Integrations
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under review
Improved Reporting Features
The reporting features in Jetpack Workflow are inadequate. We need the ability to run time and billing reports for individual staff or clients, rather than for all staff and clients collectively. This would provide more precise and useful insights into our operations.
1
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Reporting
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under review
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