Agency Handy Product Competitive Matrix

Product Release Note

Agency Handy - Software Release Report

Version: Release/v1.5.4

Date: March 5, 2024

Welcome to the latest Agency Handy release! This update brings exciting new features and quality-of-life improvements to enhance your agency management experience.

What's New:

Enhanced Workspace Customization: We've simplified workspace configuration by moving white labeling and customization options under a dedicated "Workspace Config" section. This makes it easier to personalize your Agency Handy experience.

Expanded Export Options: You can now export data tables for Clients, Orders, Tasks, Proposals, Tickets, Teams, and Invoices in Excel and CSV formats. This powerful feature allows for convenient data analysis and sharing.

Intake Form New Fields:

Terms & Conditions: Give clients greater clarity by adding a dedicated "Terms & Conditions" section to your intake forms. This allows clients to acknowledge your agency's policies before proceeding.

Enhanced Intake Form Support: Provide additional context and instructions to clients directly within each intake form field using the new "Add Support Text" feature. This ensures clear communication and reduces potential confusion.

Improved Client Detail View: Easily access recent Orders, Tickets, and Invoices directly from the client details page. Simply click on the corresponding table entries to streamline your workflow.

Version: Release/v1.5.5

Welcome to the latest Agency Handy release! This update brings exciting new features and quality-of-life improvements to enhance your agency management experience.

What's New:

Multiple Workspaces: Organize your agency with multiple workspaces. Each workspace functions independently, allowing you to manage projects and clients with greater focus and control.

Custom Email Setup: Brand your communication! Send emails directly from your agency's branded email address, fostering professionalism and strengthening client trust.

Customizable Email Templates: Streamline communication with pre-built email templates for common tasks. These templates (client sign-up, proposals, invoices, etc.) can be customized to perfectly reflect your agency's voice and branding.

Increased Attachment Size: Share larger files with ease! The maximum attachment size for tasks and orders has been increased from 5MB to 1GB, allowing you to effortlessly share high-resolution attachments.

Version: Release/v1.5.6

Release Date: 28-3-2024

We're pumped to unveil the latest Agency Handy update, packed with features to streamline your operations and empower you to deliver exceptional client experiences.

Here's the scoop:

Flexible Payment Options (Manual Banking): We've expanded payment options! Agencies can now provide manual bank transfer instructions for service purchases, offering more flexibility for your clients.

Enhanced Intake Forms: Say goodbye to clunky data entry! A new spreadsheet component within intake forms allows you to gather detailed client information efficiently.

Streamlined Client Import: Importing clients from CSV files just got easier. We've redesigned the client import process for a smoother experience.

Selective Client Invites: Choose when to connect! Agencies now have the option to send or not send a welcome email upon adding a new client, giving you more control over client communication.

Version: Release/v1.5.7

Release Date: 7-4-2024.

We're thrilled to announce the newest update to Agency Handy, designed to enhance your operational efficiency and elevate your client service capabilities. Here's what's included in this release:

1. Subscription Service:

Now, agencies can set their services as subscription-based, providing clients with the convenience of automatic payments and orders. This feature streamlines recurring transactions, offering both agencies and clients a seamless experience.

2. Multiple Delete:

You can now delete multiple orders, invoices, proposals, team members, and more in one go. This feature simplifies cleanup tasks, saving you valuable time and effort.

3. SMTP Set Up:

Take control of your email communications by adding your SMTP server to Agency Handy. This enhancement allows you to configure your email settings according to your preferences, ensuring reliable and personalized email delivery to your clients.

We're excited about these new features and are confident they will empower you to manage your agency operations more efficiently while delivering exceptional service to your clients. Thank you for choosing Agency Handy for your business needs.

Version: Release/v1.5.8

Release Date: 28-4-2024 & 6-5-2024

We're thrilled to announce the newest update to Agency Handy, designed to enhance your operational efficiency and elevate your client service capabilities. Here's what's included in this release:

1. Effortless Order Creation with New Order Forms:

Take all the necessary information using fully customizable order form before purchase.

You can give your terms and conditions take clients signatures before creating the order.

Add-Ons and Upsells

2. Enhanced Sales Opportunities with Add-Ons and Upsells:

Maximize your revenue potential with the introduction of add-on and upsell functionalities in our order form.

Recommend complementary services within the order form, prompting clients to consider additional value for their projects.

3. Improved Client Recognition with Company Name in Client Add:

Foster stronger client relationships by displaying their company name throughout Agency Handy.

This seemingly small detail personalizes the experience and demonstrates your commitment to client recognition.

Version: Release/v1.5.91

Release Date: 6/3/2024

We're thrilled to introduce new features in Agency Handy designed to enhance your experience. This is the first of many new and exciting features we are introducing:

Comment enhancement: Improved comment functionality for better communication and collaboration.

File preview: Now you can preview files directly within the platform, making it easier to review documents and images without downloading.

Version: Release/v1.5.92

Release Date: 6/5/2024

We're thrilled to introduce new features in Agency Handy designed to enhance your experience. This is the first of many new and exciting features we are introducing:

Invoice Settings: Improved comment functionality for better communication and collaboration.

Custom domain setup enhancement: Now you can preview files directly within the platform, making it easier to review documents and images without downloading.

Version: Release 1.5.10

Release Date: 13-6-2024

Introduction:

This report details the latest release of our software. This release includes a new language support and Enhances our File Management System.

Features:

1. File Folder

This release introduces a comprehensive system for managing attachments related to Orders, Tasks, and Tickets, designed to enhance organization and efficiency in handling documents.

Key Features:

Structured Folder System:

Order Folders: Each Order will have its own dedicated folder, named after the Order ID, ensuring that all related attachments are stored in one place.

Task Subfolders: Within each Order folder, there will be a separate subfolder for Task attachments, maintaining clear segregation of documents.

Ticket Attachments: A dedicated folder for Ticket attachments is provided to keep them distinct and easily accessible.

Custom Folder Management:

User-Created Folders: Users can create custom folders outside the default structure (All Orders, All Tickets, Tasks) to suit their organizational needs.

Nested Folders: Users have the flexibility to create nested folders within any folder, allowing for a more granular organization of documents.

Renaming Folders: Custom folders can be renamed at any time, giving users the ability to update folder names as their needs change.

Attachment Operations:

Adding Attachments: Users can add attachments to Orders, Tasks, and Tickets directly from any folder, making it easy to associate relevant documents with their respective entities.

Downloading Folders: Entire folders, including all their contents and subfolders, can be downloaded, facilitating offline access and backups.

These features collectively provide a robust framework for managing attachments, enhancing both organization and accessibility. Users can now enjoy a more streamlined workflow with the ability to efficiently handle and organize their documents.

2.Japanese Language Support

This release introduces support for the Japanese language, significantly enhancing the user experience for Japanese-speaking users.

Product release note for 1.5.91, 1.5.92, 1.5.10

We are thrilled to announce the latest updates and features designed to enhance your experience with Agency Handy. Here's what's new:

Comment Enhancement: Improved comment functionality for better communication and collaboration.

File Preview: Now you can preview files directly within the platform, making it easier to review documents and images without downloading.

Invoice Settings: Through invoice settings, agencies can choose an invoice template, upload a logo for the invoice, edit the title, add a default note, change the color of the invoice, hide fields, and add signatures.

Custom Domain Setup Enhancement: Custom domain setup has been enhanced to make the process much smoother.

File Folder System: A comprehensive system for managing attachments related to Orders, Tasks, and Tickets. Key features include:

Structured Folder System: Dedicated folders for Orders, Task subfolders, and Ticket attachments.

Custom Folder Management: Create custom and nested folders, rename folders as needed.

Attachment Operations: Easily add, manage, and download attachments and entire folders.

Japanese Language Support: This release introduces support for the Japanese language, significantly enhancing the user experience for Japanese-speaking users.

We are excited about these enhancements and believe they will greatly improve your workflow and user experience

Version: Release 1.6.1

Release Date: 10-7-2024

We're thrilled to introduce new features in Agency Handy designed to enhance your experience.

PayPal

We have finally added PayPal as a payment method. With this you can

One-Time Payments:

Clients can now pay for one-time services using PayPal, providing a seamless and secure payment experience.

Subscription Payments:

Clients can pay for subscription services using PayPal, ensuring automatic billing in each billing cycle (monthly, yearly, etc.).

Automatic Billing:

The system will automatically handle subscription payments through PayPal, reducing manual intervention and ensuring timely payments.

Invoice Payment Links:

Invoices now include a PayPal payment link, making it easier for clients to complete their payments directly from the invoice.

Currency Support:

Multiple currencies are supported as offered by PayPal, catering to a global user base.

Webhook Integration

Webhooks allows our users to associate endpoints with various events that occur within your workspace. You can send data from Agency Handy to your desired endpoints.

We're excited to introduce Webhooks in Agency Handy! A webhook is a lightweight, user-defined HTTP callback that enables web applications to communicate with each other in real time. When a specific event occurs in one application, it triggers a webhook that sends an HTTP request to a pre-configured URL of another application. This allows the receiving application to respond immediately to the event without the need for continuous polling.

Subscription Logic enhancement

We have enhanced our subscription logic to better reflect our clients’ needs.

A new option to add billing cycle while manually creating invoice.

Also, we have made many small enhancements in our applications performance.

Version: Release 1.7.0

Release Date: 05-09-2024

We're excited to announce our latest update featuring Multipackage Support! This release brings enhanced flexibility for service creation and a smoother purchase flow.

Key Updates:

Service Creation: New steps added for clearer navigation, allowing up to 3 packages per service and multiple images.

Packages: Each package can include up to 15 offerings, with a maximum of 3 packages per service.

Purchase Flow: Steps shown in purchase flow and If upsell services are selected, relevant intake forms will now be shown during checkout.

Proposals: You can now add package options directly to client proposals.

We believe these updates will greatly improve your workflow and client offerings!

Best regards, The Agency Handy Team

Version: Release 1.7.2

Release Date: 20-09-2024

We're excited to announce our latest update in Agency Handy!

Key Updates:

Trial Option for Packages: Trial options are now live for packages. These will create an order with a trial tag and a $0 invoice.

Default Tasks in Service: You can now add default tasks in services. These tasks will be automatically created when a new order is placed.

Storage Information: Storage information is now available in Setting>Subscription>Package Name

Best regards, The Agency Handy Team

Version: Release 1.7.3

Release Date: 30-09-2024

We're excited to announce our latest update in Agency Handy!

Key Updates:

Wise Support in Manual Subscription Invoices: You can now add Wise payment links directly in your manual invoices for streamlined payment options.

Add-On Support in Manual Orders: Introducing add-on support when creating manual orders, providing more flexibility in managing services.

Manual Order Support for Unpublished Services: Even if a service is unpublished, you can now create manual orders using it.

Client Task Creation: Clients can now create tasks within an order, improving collaboration and task management.

Best regards, The Agency Handy Team

Version: Release 1.7.4

Release Date: 17-10-2024

We're excited to announce our latest update in Agency Handy!

Key Updates:

Setup Fee

Introducing setup fee for subscription-based services allowing users more flexibility in subscription-based pricing

Best regards, The Agency Handy Team

Version: Release 1.7.5

Release Date: 29-10-2024

We're excited to announce our latest update in Agency Handy!

Key Updates:

Service Grouping

Service Grouping now enables users to organize services more effectively.

Hide Service Groups: Grouped services can be hidden from specific client groups or the catalog, offering more control over service visibility.

Customizable Payment Methods: Users can now customize which payment methods to show for each service group, enhancing flexibility in client payment options.

Client Grouping

Client Grouping allows users to segment clients into groups for more streamlined management and targeted service offerings.

we also have new view of the catalog if you have grouped services and many more.

Best regards, The Agency Handy Team

Version: Release 1.7.6

Release Date: 13-11-2024

The new coupon system in Agency Handy provides advanced discounting options inspired by Stripe, offering flexibility and precision for promotions. Customers can redeem multiple coupons at checkout, allowing for stackable savings.

Key Features:

Coupon Creation & Management: Admins can create coupons with options for percentage or fixed-amount discounts, minimum order requirements, and targeted services.

Expiration & Limits: Set expiration dates, define usage limits (e.g., one-time, new customer only), and enable recurring discounts.

Multiple Coupon Redemption: Customers can apply multiple valid coupons at checkout for combined discounts for each service.

This release enables more customized discounts and smoother management, improving engagement and customer retention.

Version: Release 1.7.7

Release Date: 23-11-2024

Key Updates:

Invoice Templates: Introducing two new customizable invoice templates to enhance personalization and streamline client invoicing.

Bug Fixes: Resolved critical issues related to the Stripe field for coupons, ensuring seamless and error-free coupon management.

This update focuses on improving invoice flexibility and operational stability, empowering agencies to deliver a better client experience and boosting user engagement.

Product Release Note: Version 1.7.8

Release Date: 30-11-2024

Key Highlights:

Email Template Categories

Invoice Reminders: Seven templates, including overdue and partial payment reminders.

Subscription Reminders: Five templates for renewal and missed payment notifications.

Advanced Reminder Logic

Automate reminders with customizable sequence options based on due dates.

Customization Flexibility

Edit templates at global, service, or individual subscription levels.

Manual Invoice Support

Select templates manually during invoice creation for personalized communication.

Enhance payment and subscription management with improved notifications and client engagement.

Best regards, The Agency Handy Team

Version: Release 1.8.0

Release Date: 13-12-2024

We’re excited to announce the latest update to Agency Handy, bringing enhanced features for a more streamlined user experience and better collaboration.

Key Highlights:

File Feedback:

You can now collaborate seamlessly on task attachments (images, audio, video, and PDFs) with advanced feedback features:

Leave comments directly on files.

Annotate and review files for targeted feedback.

Resolve or revisit comments and feedback.

Add precise, time-stamped comments for video and audio files.

File Versioning:

Manage multiple file versions efficiently.

Access clear version histories with feedback tracking for each iteration.

Form Enhancements:

Newly added elements in forms are auto-highlighted and scrolled for better usability.

Simplified navigation and editing for a more intuitive form experience.

These updates are designed to improve collaboration, streamline usability, and increase efficiency for everyone on the platform.

Version: Release 1.8.1:

Release Date: 19/12/2024

We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.

Key Highlights

Lead Management

Kanban Board for Leads:

Track leads visually across stages: New → Contacted → Qualified → Working → Proposal Sent → Negotiation → Client.

Drag-and-drop for seamless progression and prioritization.

Advanced Lead Details:

New fields: Source, Lead Value, Assigned Agent, Website, and Last Interaction Date.

Editable email and phone fields directly from the board.

"Convert to Client" Button:

Transition leads to clients effortlessly with data preservation.

Automatically moves converted clients to the Client tab.

Filters & Search:

Filter by Assigned Agent, Source, Lead Value, and Last Interaction Date.

Use partial search and grouping options like by agent or stage.

API Token Management

Dedicated API Keys Section:

Generate secure JWT tokens valid for 100 years with customizable names.

Token Tracking & Deletion:

Manage tokens via a detailed table with name, value, and creation date.

Deleted tokens are blacklisted immediately, ensuring security.

Bug Fixes

Resolved multi-label issues for clients.

Fixed attachment uploads in closed tickets.

Improved ticket table with added subject columns and sorting.

Addressed closed ticket status update issues.

Enhanced hovering animations in order details and dashboard text formatting.

Updated empty states in teams.

Fixed workspace deletion redirection issues and more.

All the floating buttons position fixed.

These enhancements reflect our commitment to providing an efficient, secure, and user-friendly experience for agencies.

Version: Release 1.8.2:

We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.

Key Highlights

Portfolio Management

Portfolio Creation & Management

Create detailed portfolios with:

Project Name, Description, Categories, and External Links.

Multiple file uploads with the first image auto-set as the cover.

Categories: Reusable tags to group portfolios for easy organization.

"View Live Project" Links: Showcase live demos via external links.

Service Integration

Link portfolios to services during creation or editing.

Attached portfolios appear as cards on the service details page for quick access.

Portfolio Details Page

Comprehensive view of portfolio details: name, description, files, categories, and external links.

Bug Fixes and Feature Enhancement

disabling client subscription cancel.

task modal reloading after after each update fixed

No email after SMTP set up issue fixed.

Lead Management Kanban board stabilized

Email sent to client after password change by agency.

Subscription reminder enhancement in service creation

Client grouping enhancement in client config

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