Date of release
Details
Date: Announcing Soon
This is a major release that requires new team training, and a has a moderate learning curve. Contact support for more information on training modules.
[new]: indema 4.0 release date to public.
[new]: Email outbound and inbound capability.
[new]: Invoice module to include markup and margin, discount from MSRP
[new]: Invoice add product, service and timelog modal.
[new]: Invoice default settings
[new]: Invoice tabs for notes, payments, activity log.
[new]: Estimate approval workflow.
[new]: Estimate add product, service modal.
[new]: Estimate tabs for notes, and activity log.
[new]: FF+E module.
[new]: FF+E procurement details adds ability to add attachments.
[new]: Proposals section, send to clients for signature.
[new]: Add products to project template.
[new]: Micro-level permissions sets.
[new]: Purchase order module.
[new]: Purchase order tabs for notes, payments, and activity log.
[new]: New timelog page
[new]: Time tracking modal.
[new]: Time tracking idle indicator.
[new]: Chat module.
[new]: Task module.
[new]: Gantt chart module.
[new]: Expenses module.
[new]: Completely re-developed client portal.
[new]: Contacts module.
[new]: Send retainer requests to clients.
[new]: Default client tax.
[new]: Client credit system.
[new]: File management system.
[new]: Services pricing structure.