Product Updates

We update the software regularly and post the newest things here. You can also receive these updates via email once per month.

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May 16th, 2022

๐Ÿค– Clients/Services Importer

New

If you're looking to bulk import clients or services, you can now use out CSV importer to do so! Navigate to Services/Clients โ†’ [ โ‹ฎ ] button โ†’ Import.

April 28th, 2022

๐Ÿ—ณ Order Form Redesign

Improvement

Your clients can pay in style with our new Order Form design!

April 12th, 2022

โš Subscription Details Page

New

Subscriptions now have a dedicated place, leaving orders clear of payment related things.

April 12th, 2022

โœ๏ธ Intake Form Drafts

Improvement

Your clients can now start filling out an intake form on their phones, save draft, log on from their computer and upload some more files then submit with a breeze.

April 12th, 2022

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ Ticket Collaboration

Improvement

Client team members are now able to collaborate on tickets, similar to how they are able to on Orders. Tickets will show up across an entire client team for ease of access.

March 11th, 2022

โšก๏ธNew Zaps for Tickets

Improvement

If you're looking to automate your new ticket workflow, we got that trigger for it as well. And you can also send ticket messages now.

March 11th, 2022

๐Ÿ—„ File Manager

New

You can now see all client files in one place, and filter them by client or order. It's not just for you though, your clients can also see their own files (and their team's) in your portal. Should make life much easier when it comes to finding assets across orders.

February 11th, 2022

๐Ÿงพ Improved Partial Payments

Improvement

Selecting the โ€œpartial paymentโ€ option when creating an invoice will now generate two separate but sequential invoices that the customer can pay.

February 11th, 2022

๐Ÿช™ Credit-based services

New

You can now create service packages that generate credits, and you can create services priced in credits, so that clients can buy them using their balance.

January 20th, 2022

๐ŸŸข Custom Ticket Statuses

New

Similar to order statuses, you can now create your own ticket statuses to build a workflow that fits your needs.

December 24th, 2021

๐Ÿคฉ Satisfaction Ratings

New

Enable ticket ratings to let clients rate the responses they have received from your team (coming soon to orders).

January update: ratings are available in orders, too.

November 3rd, 2021

๐ŸŽ‰ V3 Is Live On New Workspaces

Major

We've overhauled SPP from the ground-up to make it faster and more resilient. There are no breaking changes and the user-facing part of the application remains the same. News on migration for existing workspaces to follow ๐Ÿš€

November 2nd, 2021

โœ… New Client Portal Onboarding Page

New

People have been asking for an onboarding page to show to clients in their portal. We've made that available to you to customize as you'd like. Here's how it works.

November 1st, 2021

๐Ÿ‘ทโ€โ™€๏ธ Customer Avatars In Client View

Improvement

Click the dots menu > Customize above your clients list and enable the Avatars column. This setting is user specific so each team member can choose what they see.

October 21st, 2021

๐Ÿ‘Œ Quality of Life Updates

Improvement
  • You can now filter orders by client
  • Export now includes order tags
  • New option to download all intake form files as a zip
  • New webhook notification type for order updates. Because people are building on top of SPP and we love to support that

October 20th, 2021

๐Ÿ–‡ Improved File Upload Fields

Improvement

We've redesigned file input fields make your forms look nicer and make uploading files drag and drop simple.

September 20th, 2021

๐Ÿ™‹โ€โ™‚๏ธ Combine Commission Types

Improvement

In your commission settings choose which affiliates are on a recurring commission and who gets one-time credit.

September 18th, 2021

๐Ÿ‘ฉโ€๐Ÿ’ป Rich Text in Service Descriptions

Improvement

Add links and styles to your service descriptions without writing code.

September 18th, 2021

๐Ÿ“… Easier Invoice Due Date Selection

Improvement

Set a 14/30/60 day due date on invoices with a dropdown (no more counting days by hand).

August 8th, 2021

๐Ÿ”— Updated Affiliate Module

Improvement

Your clients/affiliates will see who signed up from their link and who purchased something. On the admin side, there's a new button for filtering sales by user and date.

August 7th, 2021

๐Ÿค Improved Client Teams

Improvement

With client-side teams, all members can now place requests and not just team owners.

August 6th, 2021

๐Ÿ“Š New Reports

New

The assigned orders report lets you see how many orders of each status are assigned to a team member at this time. It's useful for gauging the workload of your team.

The other addition is the New Revenue stat in the admin dashboard โ€“ it's revenue from clients created in the selected period.

August 5th, 2021

๐Ÿงพ Price Variants in Custom Invoices

Improvement

When adding an invoice manually you can now select a specific price variant of a service.

July 5th, 2021

๐Ÿ” 2FA for Team Members

New

Secure your team's accounts with two-factor authentication using the Google Authenticator app.

June 4th, 2021

๐Ÿค Assign Orders via Zapier

New

Whille you can choose which services get assigned to which team members, this new action lets you set up more granular rules and workflows in Zapier.

May 4th, 2021

โœ… Task Management

Major

Set up a checklist for your services so your team can follow it as they work on orders. If there are tasks specific to one order you can of course modify them in the order.

Previously to do tasks you'd have to use Zapier to connect an app like Trello. Which is fine if you need all the features Trello provides, but the integration can get messy. That's why we decided to build a simple task management feature inside SPP.

April 4th, 2021

๐Ÿ“„ Shareable Invoices

Improvement

Grab a public sharing link for any invoice and let your clients forward receipts to accounting without needing a login.

April 3rd, 2021

๐Ÿค Personalized Referral Links

Improvement

Personalize referral links with the affiliate's name, for example spp.co?via=Chris

April 2nd, 2021

๐Ÿš„ Quick Copy

Improvement

Quickly copy a user's email or subscription ID simply by pressing on it!

April 1st, 2021

๐Ÿ†’ Edit Available Requests

Improvement

You can now give your customers more requests easily by editing their order.

March 12th, 2021

๐Ÿค Client-Side Teams

Major

Your clients can add coworkers to their team and let them collaborate on orders from the portal and via email.

March 11th, 2021

โšก๏ธ Updated Zapier Integration

Improvement

Two new Triggers and Actions: Zaps for New Invoices and Invoices Paid as well as triggers for order status change and tags added.

February 11th, 2021

๐Ÿ’ต Stripe ACH Payments

New

If you're based in the US, you can now have your clients pay via the ACH bank transfer.

January 25th, 2021

๐Ÿ˜Ž New Client Portal Dashboard

Improvement

There's a new and improved client dashboard for your clients. It shows their recent orders, active and past due subscriptoins, unpaid invoices, and more.

January 24th, 2021

๐Ÿ‘‰ Bulk Assign

New

You can now select orders or tickets in bulk and assign them to your team.

January 23rd, 2021

๐Ÿ—ƒ Customizable Order/Client Columns

Improvement

You can now customize your orders and clients views in admin and select which columns to show.

December 22nd, 2020

๐Ÿ“ฌ Updated CCs in Orders

Improvement

Both you and your clients can CC other people on a per-order basis. Your customers can now keep other stakeholders in the loop, and let them receive and reply to order updates.

December 21st, 2020

โฐ Snooze Tickets

New

Now you can snooze a ticket and follow up if no reply has been received.

October 7th, 2020

๐Ÿšจ More Notification Preferences

Improvement

In your profile you now have way more control over which payment notifications you get and how. These notifications are grouped by Orders, Tickets, and Invoices.

October 6th, 2020

๐Ÿ“ Updated Subscriptions page

Improvement

A subscription can contain more than one service. You can now see these services in your subscriptions list. You can see customer subscriptions in their account as well (yes, thatโ€™s new!).

October 5th, 2020

๐Ÿ‘จโ€๐Ÿ’ป New Assign Menu in Tickets and Orders

Improvement

Search a team member by name and add or remove them from the order. Press (a) on your keyboard to open the assign menu > start typing to find the user > hit enter to assign or remove them.

September 5th, 2020

๐Ÿ’ฑ Multi-Currency Reports

Improvement

The revenue dashboard now converts other currencies to the accountโ€™s master currency using official ECB rates at the time of payment.

September 4th, 2020

๐Ÿ’ฌ Updated Messaging UX

Improvement

We no longer show the message box in orders - you need to click either Reply to client (shortcut R) or Message team (shortcut N) to reveal the message input. The goal was to help minimize accidental team messages to the customer, especially by new staff members.

September 3rd, 2020

๐Ÿ“ Customizable Orders List

New

This update unlocks the ability to hide the company name, order number, and any other columns you donโ€™t want to see. Your preferences be saved for the future, even if you log out or log in from a different device.

August 3rd, 2020

๐Ÿ’ฐ Subscription Recovery Page

New

If a subscription payment fails, your clients can easily update their card and retry the charge from a nice payment management page.

Thereโ€™s no login which reduces friction and helps you retain more customers.

The link to update a subscription is sent automatically from SPP, although you can also send it manually to anyone who has a Stripe subscription in your portal.

August 2nd, 2020

๐Ÿท New Widgets for Recent Orders, Tickets, and Files

Improvement

Open any ticket to instantly see other tickets and orders from this user, as well as files posted in this conversation. If you donโ€™t want to see some of these sections just close them and SPP will remember your choice.

Thereโ€™s also a new account status โ€“ itโ€™s called "Contact".

When somebody emails your helpdesk weโ€™ll create an account with that status. If they sign up to your portal they become a "Lead". Finally, when they convert youโ€™ll see them under the "Client" filter. To me itโ€™s proven to be a pretty good flow, let me know if you agree.

August 1st, 2020

โฑ "Waiting Since" in Tickets

Improvement

Now your tickets list shows how long a customer has been waiting for a reply so you can prioritize who you reply to.

July 1st, 2020

๐Ÿšจ Real-Time Updates and Notifications

Major
  • Get browser notifications on tickets and orders you're following
  • Instantly see if other team members are looking at a ticket
  • Live page reloads on new messages

June 30th, 2020

๐Ÿ‘‰ Forward Your Support Inbox to SPP

Major

The email forwarding feature is now available to everyone with a custom domain and an up-to-date plan. Bring your support emails into SPP tickets, and have all your incoming and outgoing messages completely white-labeled with your own email.

June 12th, 2020

๐Ÿฅ New Notification Options and Role Permissions

Improvement
  • Choose how to get notified when an order or a ticket is assigned to you.
  • Allow your sales team to create and manage their own invoices without seeing everything.