Learn what's new in Service Provider Pro.
🚧 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…
- Based on the team member that’s appointed to the customer
- By purchased service
💌 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.
☝️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.
🔍 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.
🔖 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.
😑 Failed Subscription Payments Improvement
The payment log in order details now shows you failed payment attempts for this subscription.
🔧 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.
📭 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.
🔒 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.
🧾 Stripe Payment Descriptions Improvement
SPP will now update Stripe-initiated recurring payments to include a description of items and their amounts.
🧭 Upload Your Own Favicon New
Customize the Client Panel with your own favicon from your brand settings.
🔌 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
🧰 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.
📢 Multi-Language Support New
Translate your Client Panel to multiple languages from Settings > Language.
📎 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.
💳 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.
👋 @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.
🎯 Changed Affiliate Link Structure Fix
No action is required – all existing affiliate links will continue to work as usual.
💰 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.
🤝 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.
📒 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.
🚦 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.
⚡️ Our Zapier Integration Is Live New
Check it out here along with example Zaps you can put to work today!
🤖 SERP Robot integration New
For those of you providing SEO services we’ve added a new rank tracker integration with SERP Robot.
✒️ Edit services in bulk New
Select multiple services and click “Edit” from the bulk actions menu at the bottom.
🧭 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.
🔗 Customizable order form links New
When editing a form you can modify the default form link.
👌 Updated variant editor Improvement
UI updates to variant editor, form builder, and order details screens to improve visual hierarchy and usability.
🤝 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.
💵 One-time & recurring coupons New
You can now choose whether a discount applies to the first subscription payment, or all future payments.
🚁 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.
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.
🌊 Upgrade to V2 New
Tons of new updates in the new version…
- New order forms
- Service variants
- Design customization options
- Multi-currency support
- Updated form builders
- And more…
Click the Upgrade link from the Support menu in your account to learn more.
✅ Single use coupons Improvement
When creating discount codes you can now limit them to one use per customer.
📈 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.
🛒 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.
🚨 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.
✏️ 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 🎉.
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.
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.
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.
Features For GDPR Compliance New
There’s a new Opt-in confirmation field available in our form builder. When added to your form, only users who check the field will be automatically subscribed via the built-in email marketing integrations.
New Request data export and Request account deletion buttons in clients profile (only visible to EU users). For security reasons, account deletion triggers an email to admin (you) with a link to delete the user’s profile.
Optional Subscribe to newsletter button on signup page. Edit the
public/signup.htmltemplate in Settings > Templates to enable it.
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.
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.