Agency Handy Product Competitive Matrix

Next Release Plan

Planned feature for next three months

Should have a timer of 30 second while user wait for OTP.

Once a user signs in check if the email is verified if not resend otp

Tool tip UX and development

If agency want to extend due date of task, he must take approval from client.

Due date of task must to exceed order date.

Discussion

Notes

Filter sort in client, service, quotation, invoice

Board view task list

Include company name in the client form.

Include status in client field (PRD documentation is needed)

Project proposal sending

Integration

Skeleton

add rating in the service. Client can review the service.

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https://prnt.sc/JqrbFWai2hdJ⁠

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Notification and email

1.Team member invite 2. Client onboarding: Client confirmation: Sign up (reminder email if they don’t sign up) 3. Quotation received for both parties 4. Quotation acceptance or rejection confirmation from both parties 5. Order received (both parties) 6. Order acceptance confirmation from the Agency 7. Review Emails for the client 8. Ticket create email for both parties 8. Ticket update for clients of completion (with a summary if possible) 9. Invoice received for clients 10. Invoice reminder email before the due date 11. Invoice payment confirmation for both parties 12. Mention on any task/comment

Stay as logged in.

Discussion

We will have a discussion tab similar to Onethread.

it will have two tabs. “Order discussions” and “Team discussion”

Order Discussion will have discussion that was created with orders.

Signup flow change

User can log in without verification code

a sticky msg will show to verify

on click to the sticky note will ask for verification number

1.7.9 Release Estimated Release Date:

Client review

File Feeback

Portfolio

client grouping workflow

1.7.8 Release Estimated Release Date:

Invoice and subscription reminder

1.7.7 Release Estimated Release Date:

invoice template

1.7.6 Release Estimated Release Date:

coupon

1.7.5 Release Estimated Release Date:

Service and Client grouping

1.7.4 Release Estimated Release Date:

Setup fee

1.7.3 Release Estimated Release Date:

Wise support in manual subscription invoice

Add on support in manual order

Manual order support for unpublished service

Client task creation

1.7.2 Release Estimated Release Date:

storage information

trial

default task

1.7.1 Release Estimated Release Date:

Bug fixes

1.6.5 Release Estimated Release Date:

Coupon System

Razor Pay

1.6.4 Release Estimated Release Date:

Pause Subscription

1.6.3 Release Estimated Release Date:

File Feedback

Wise integration

1.6.7 Release Estimated Release Date:

Multiple Package

Storage Consumption (companywide)

1.6.1 Release Estimated Release Date:10th july -2024

subscription enhancement

webhook

1.5.10 Release Estimated Release Date: 24th June -2024

Webhook (Major)

storage consumption (companywide)

Email template (ticket comment) and bug fixes

Service Page redesign. (7 tarikh morning)

Multiple packages in service (7 tarikh morning)

1.5.11 Release Estimated Release Date: 1st july-2024

File feedback

Latvian Language

1.5.12 Release Estimated Release Date: 7th july-2024

Coupon system

1.0.7 Release (Alpha) Estimated Release Date: 5/10/2023.

Skeleton and empty state fix and implementation

Font size consistent all around the application

Shadow border for dashboard, service page

Margin Padding fix similar to Figma

Sidebar Item changes (Spacing and Design Change)

Main Content: Breadcrumbs > Top Section > Table (Border + Spacing Issue)

Card View Height + Table Height, both same

Scroll Bar Fix, Design (Make it like Figma), thinner scroll.

Table Row Height fix

Row Check + draggable handle (Design change maybe)

Table reload on clicking on the menu link (Photon)

Remove the ripple effects or cursors which are not clickable (check service details as example) (Photon)

Change at least something to allow save button to accessible (Photon)

1.2.0 Release Estimated Release Date:

New member API backend and front-end complete integration.

Kanban Board (1.10)

Onclick modal view/ redirection for everything. (Task, Order, Ticket, Invoice etc.) (1.10)

task label 1.10

client csv import 1.10

image scaling resizes. 1.10

Skeleton and empty state fix and implementation 1.10

Service rating after order complete (1.11)

Discussion (1.11)

mention (comment and feedback) (RnD : 1.10)

1.2.0 Alpha 0 Release Estimated Release Date: 5/9/23

Kanban Board (1.10)

1.3.0 Release Estimated Release Date:

Custom domain

Sorting and filtering

comments mention

payment (stripe)

Integration (Stripe)

rich text editor

1.4.3 Release Estimated Release Date: 13.12.2023

Service URL public

Special character allow in password field bug fixed.

1.4.4 Release Estimated Release Date: 26.12.2023

Email Notification

Different Currency Support

1.4.5 Release Estimated Release Date: 11 january-2024

Multiple service select in one order

If the money is less what's the discount percentage

Currency

1.4.6 Release Estimated Release Date: 18 january-2024

Verify your account link based (onboarding) (OT and AH)

Currency update(to be updated)

Address in user settings

email notification(PRD)

coupon(RnD)

1.4.6.1 Release Estimated Release Date: 25 january-2024

service modal to page

coupon(implement)

onboarding flow update (direct login)

1.4.6.2.1 Release Estimated Release Date: 5 february-2024

Bug fixes

Can't access the 'Tickets' tab

Accepting Proposal Broken

Client cannot see comments left by team

Proposal Spelling Error

Service with No Payment Method Configured does not prompt payment setup

1.4.7 Release Estimated Release Date: 8 february-2024

intake form

single service share

description box update (removing scrollable)

1.4.8 Release Estimated Release Date: 19 february-2024

Onboarding flow completed

Order flow

Paypal integration

1.5.8 Release Estimated Release Date: 22 april-2024 (released on 28th)

Order Form

service add on

service upsell

1.5.9 Release Estimated Release Date: 13th may-2024

It may have an additional minor release in between.

Signature Field in order form

client category (label)

Email setup design update.

1.5.91 Release Estimated Release Date: 3th June-2024 (sprint- release delayed)

comment enhancement

File preview

1.5.92 Release Estimated Release Date: 5th June-2024 (release delayed)

invoice templates and setting

Custom domain redesign

Custom email enhancement (DKIM SPF remove if no email is set)

1.5.93 Release Estimated Release Date: 10th June-2024

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PayPal Integration (6 tarikh mid-day)

1.5.94 Release Estimated Release Date: 10th June-2024 (need to be changed)

1.5.95 Release Estimated Release Date: 12th june-2024

Japanese Language

File system enhancement (folder create and file upload)

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