Roadmap

What we are building

See what is coming next and what we have recently shipped. Have a feature request? Let us know.

Recently shipped

Badge legend: Integration = PSA/tool integration feature · Export = report or file export feature · Pro = Pro plan feature · Core = available on all plans.

HaloPSA integration

Integration

Connect and import tickets in one click.

Excel export pack

Export

Full report workbook export for Pro.

Custom writing style

Pro

Match your preferred email/report style.

Email client integration

Core

Open ready-to-send outputs quickly.

Configurable export columns

Export

Choose what appears in CSV/Excel exports.

Scheduled weekly reports

Core

Set your schedule and clients; reports generate, email, and push to HaloPSA automatically.

Push outputs back to HaloPSA

Pro

Post generated handover content to tickets and projects as notes - no copy-paste.

In progress

ConnectWise integration

Integration

Native import from ConnectWise Manage.

Team plans

Pro

Shared workspaces and admin controls.

NPS and feedback system

Core

Lightweight in-app feedback loop.

Coming soon

Autotask integration

Integration

Native import from Autotask PSA.

Client portal

Pro

Share updates securely with clients.

Mobile app

Core

Quick capture and generation on the go.

QBR generator

Pro

Quarterly business review packs in minutes.

Have an idea that would save you time?