Product Updates

Learn what's new in Service Provider Pro.

November 27, 2019

๐Ÿšง Assign Clients to a Team Member New

You can now have all customer’s orders automatically assigned to a dedicated team member / account manager. Automatically assign orders…

October 16, 2019

๐Ÿ’Œ Improved Helpdesk Module Improvement

We’ve updated the helpdesk module to include all the awesome functionality you’ve seen in order messaging. That includes follow/unfollow, undo send, @mentions, tags, multiple assigned team members, team notes, form data and more. You can also create unlimited contact forms for various things.

September 16, 2019

โ˜๏ธAssign Multiple Team Members New

You can now assign more than one team member to an order. For example, if you have contractors who can only access assigned orders but still need to collaborate with other team members.

August 30, 2019

๐Ÿ” Export Invoices For Accounting Improvement

The invoice export feature gives you a neatly packed ZIP archive of all your paid invoices from your selected period. If accounting needs last month’s invoices, you can now get them easily from SPP.

August 29, 2019

๐Ÿ”– Coupon Description Improvement

Have you ever created a custom coupon code for a client and later forgot what the coupon was meant for? SPP now lets you add a private description to your coupon code to solve this issue.

August 28, 2019

๐Ÿ˜‘ Failed Subscription Payments Improvement

The payment log in order details now shows you failed payment attempts for this subscription.

August 6, 2019

๐Ÿ”ง Improved Form Builder & Multi-Dropdown Service Fields Improvement

We made it easier for you to select which services to show in your orderform fields, and re-arrange them. On the client side, we updated multi-dropdown fields where customers can add as many services from a list of available services as they need, including multiple variants of the same service.

August 5, 2019

๐Ÿ“ญ Clients Can CC Others to Order Updates New

We expanded client profiles with a field for emails to CC on order updates. SPP will also accept replies from those addresses.

July 30, 2019

๐Ÿ”’ Lock Complete Orders New

You can choose to lock complete orders and require customers to click a “Request revision” button to send a message. The button can be customized in your language settings.

July 26, 2019

๐Ÿงพ Stripe Payment Descriptions Improvement

SPP will now update Stripe-initiated recurring payments to include a description of items and their amounts.

June 28, 2019

๐Ÿงญ Upload Your Own Favicon New

Customize the Client Panel with your own favicon from your brand settings.

June 14, 2019

๐Ÿ”Œ API New

We’ve added an API for working with clients, orders, and invoices. You can use it for things like sending order updates, setting order statuses and adding custom invoices. API documentation

May 28, 2019

๐Ÿงฐ Support for Task-Based Services New

You can now allow clients to create new orders themselves, as long as they have an active subscription. The option is in SPP service settings under the Recurring tab.

May 27, 2019

๐Ÿ“ข Multi-Language Support New

Translate your Client Panel to multiple languages from Settings > Language.

May 20, 2019

๐Ÿ“Ž Improved Uploader, Multi-File Upload Fields Improvement

With the new file uploader you get faster and more stable uploads of large files. It supports drag & drop file attaching in messages, and multi-file uploads in your form fields.

May 1, 2019

๐Ÿ’ณ 3D Secure 2 Support With Stripe Improvement

3DS2 meets the requirements of upcoming Strong Customer Authentication regulations in Europe and improves the purchase experience compared to 3D Secure 1. Additionally, using 3DS whenever possible protects you from fraud and chargebacks.

April 24, 2019

๐Ÿ‘‹ @mentions New

New mention feature lets you notify team members in order messages even if they aren’t following the order. Simply type “@” and select who to notify from the menu.

April 8, 2019

๐ŸŽฏ Changed Affiliate Link Structure Fix

No action is required โ€“ all existing affiliate links will continue to work as usual.

April 1, 2019

๐Ÿ’ฐ Bitcoin Payment Integration Improvement

The crypto currency gateway we had integrated shut down. So we built an updated Bitcoin payment module which allows you to take payments directly to your own wallet and without a commission.

March 21, 2019

๐Ÿค Custom CRM Fields New

Go to the new settings page to create custom CRM fields for extending client profiles or storing internal data about a user. You can use the fields in client panel templates, Zaps, and webhooks.

March 19, 2019

๐Ÿ“’ Autosave Message Drafts Improvement

When typing a message to your client or your team it will be saved in your browser’s local storage. If you accidentally close the tab or navigate away your work will not be lost.

March 7, 2019

๐Ÿšฆ Custom Order Statuses New

This has been a heavily requested feature from the beginning and we wanted to take the time to build it properly. Go to Settings > Orders to check it out and customise your order status workflow.

March 4, 2019

โšก๏ธ Our Zapier Integration Is Live New

Check it out here along with example Zaps you can put to work today!

February 21, 2019

๐Ÿค– SERP Robot integration New

For those of you providing SEO services we’ve added a new rank tracker integration with SERP Robot.

February 21, 2019

โœ’๏ธ Edit services in bulk New

Select multiple services and click “Edit” from the bulk actions menu at the bottom.

February 11, 2019

๐Ÿงญ Search your saved replies Improvement

The saved reply menu in our text editor now lets you quickly find and insert a saved reply by its name.

January 21, 2019

๐Ÿ”— Customizable order form links New

When editing a form you can modify the default form link.

From:

https://clients.example.com/order/81FA4F80

To:

https://clients.example.com/order/custom-link
December 3, 2018

๐Ÿ‘Œ Updated variant editor Improvement

UI updates to variant editor, form builder, and order details screens to improve visual hierarchy and usability.

December 2, 2018

๐Ÿค New Report: Orders by team member New

From your dashboard click on Reports > Completed Orders to see a breakdown of orders completed by service and team member.

December 1, 2018

๐Ÿ’ต One-time & recurring coupons New

You can now choose whether a discount applies to the first subscription payment, or all future payments.

November 1, 2018

๐Ÿš Company name in orders list New

If client has set a company name in their account you’ll see it in the orders list now.

October 2, 2018

New Application Font Improvement

With earlier versions of SPP relying on the default system font we ran into display inconsistencies between various devices. This update introduces Proxima Nova as the main application font across all platforms.

October 1, 2018

๐ŸŒŠ Upgrade to V2 New

Tons of new updates in the new version…

Click the Upgrade link from the Support menu in your account to learn more.

July 3, 2018

โœ… Single use coupons Improvement

When creating discount codes you can now limit them to one use per customer.

July 2, 2018

๐Ÿ“ˆ Reporting New

We’ve added a powerful new reporting feature that lets you track your sales, new clients, top services, coupon usage, taxes, and message response times.

July 1, 2018

๐Ÿ›’ New Services Page New

The services page in your client panel now features an updated grid layout and a new Add to Cart functionality with support for quantities, coupons, and taxes.

June 1, 2018

๐Ÿšจ Template Error Checking Improvement

If you go to Settings > Templates to make changes, SPP will now check to make sure your edits don’t cause any display errors.

May 3, 2018

โœ๏ธ Message Edit Feature New

If you’ve ever noticed a typo moments after hitting Send, you’re going to love the ability to edit messages in SPP ๐ŸŽ‰.

We’ve built in a small delay for sending email notifications to give you time to edit or delete a message before it goes out to the client. Just click Edit on a recent message and sending will be paused until you save your changes.

May 2, 2018

Re-Open Orders On New Message New

Borrowing the concept from helpdesk software, new client messages in closed orders will set their status back to Working. This it to help separate orders where client is happy with the completed work from ones where revisions are required.

May 1, 2018

Updated Orders List & Filters Improvement

With this update we want to give you and your team more clarity on the orders that need your input, while reducing clutter (by removing total count of canceled orders, for example).

When you navigate to Orders screen, you’ll see overdue and working orders by default, and you can still choose to show Complete, Canceled or All orders just like before.

April 3, 2018

Features For GDPR Compliance New

April 2, 2018

Search In Client Panel New

The orders list in your client panel has a search function now , which will be especially useful for clients with many orders. They can search by order ID, project data or message content.

April 1, 2018

Overdue Tab In Orders List New

We’ve added a new Overdue tab in the orders list if you want to quickly find past due orders.

You can add a deadline to any order from the order actions menu at the top right corner. Or, set your deadline on a service level and all orders with the service will have a deadline automatically.