We've enhanced client billing workflows and streamlined recurring job management with powerful new features that bring greater efficiency to your daily operations.

Client Payment Method Management

Managing client payments previously required repetitive card entry for every transaction. Our new payment method storage system lets you securely save and reuse client payment information.

Collect payment methods during onboarding or when gathering billing information, then access everything through a dedicated portal that eliminates redundant data entry.

Stored Payment Selection

• Card Identification: Select from stored cards showing card brand, last four digits, and expiration date

• Flexible Options: Add new payment methods on the spot when needed

• One-Click Charging: Process payments instantly using clients' preferred methods

Payment method storage is available on all plans with Stripe integration. Access it from the client details page via the "Payment Methods" button.

Enhanced Job Series Management

Tracking recurring work patterns previously scattered across individual job entries created unnecessary complexity. Our redesigned job series system brings all your recurring work into a consolidated view.

Job Series List View

We've added a dedicated list view that brings all your recurring job patterns together in one place, making series management intuitive and efficient.

• Comprehensive Overview: See all your job series across clients and locations

• Status Indicators: Track open job counts for each series at a glance

• Pattern Visualization: Easily understand complex recurrence like "Every 2 weeks on Monday, Wednesday, Friday"

• Smart Sorting: Organize series by service, client, location, or dates

Powerful Filtering

Finding specific series or related jobs is now effortless with enhanced filtering capabilities:

• Keyword Search: Quickly locate series by searching service names, locations, clients, or job IDs

• Status Tabs: Toggle between open and closed series with dedicated view options

• Direct Navigation: Click any series to instantly see all associated jobs

The Job Series feature is available on all plans. Access it from the new Job Series tab in the Jobs menu.

Product Areas: Clients, Payments, Invoices, Estimates, Jobs, Search/Sort/Filter