Feature Requests

The ability to create and collaborate with Google Docs and Sheets within Hectic would be amazing. Sometimes need clients to provide data in a spreadsheet or text in a doc so rather than them downloading, completing and uploading they could open and work with the Google Sheet or Doc within Hectic.

I'd like to be able to bulk email all my clients, for example to let them know I'm going on holiday or I'm sick. It would also be great to do the same for prospects for marketing purposes (if that's not already coming in the new sales pipeline feature)

It would be great to have branding elements setup in workspace, fonts, different colors, logo and icon so these can be used while working on different templates, agreements etc, instead of always trying to find HEX code for your branding.

My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.

Todo's (and Notes) are a wonderful "brain dump" feature. But then after I have time to plan, I have to recreate each todo as a task, then delete the todo. Lot's of typing. It would be great to just be presented with a drop down choice list of prospect/clients/project/opportinity to which I can attach the todo and it automatically becomes a task in that chosen area. Todo disappears from the todo list and appears thereafter as a task, wherever I specified. No "editing" the todo as part of the process. All editing would be done after it becomes a task wherever it now resides after the conversion. Keeps todo's as todo's and tasks as tasks and the UIX remains true. Same ask for Notes btw. Give me a drop down of places where I can attach the note.

Can you add more options beyond the monthly, daily, weekly and annually options? I'd love to see bi-weekly, bi-annually, and quarterly added. Thank you!

I'd like to be able to see unscheduled tasks in the Homebase as well. If I don't have any scheduled tasks I want to spend time on these.

Would like to add a customize email when a client submits a ticket (ie. ticket #, ticket name, who submitted and our completion policy). Also then customizing the email they receive when a ticket is closed.

I would like to see a roll up report or visible breakdown of the projects and their various stages track work history. Similar to P&L but a breakdown of the projects and/or tasks (deliverables). I would like to see a rollup of total number of tasks completed by project by client YTD, or this month, last year, etc. This business intelligence would help me analyze who my best/worst clients are and help to determine if it's worth continuing to work with them in the future. Maybe it's a simple report like the P&L? Maybe add a visual BI dashboard to Projects to show some pie charts or bar graphs. For my business I'd be able to see total number of gigs completed/confirmed/canceled at a glance. I'd be able to determine which client I've done the most work with. P&L only gives the $ side, but that doesn't always match up with your most consistent clients.

Does it make sense to have anything in the same view but in the collapsed state? If I don't recall if that project has been invoiced I have to expand each project to see that detail.