Voice dictation, service checklists, and smarter client dropdowns
19 October 2026
We've added voice typing to tasks, letting you dictate work descriptions and comments instead of typing them. You can now also attach downloadable checklists to services for proposals, and we've updated client lists to automatically float your busiest clients to the top.
New
- Services & packages: You can now attach blank checklists and list specific client benefits for each service, which automatically flow into your proposals and client onboarding forms.
- Tasks: You can now use your microphone to dictate task descriptions, leave comments, and create to-do items using the new voice transcription tool.
- Settings: Team members can now set a specific time to receive their daily morning plan as a spoken voice note over WhatsApp, outlining their upcoming tasks.
- Team: Added a new Performance tab to team member profiles showing their recent activity, along with a visual login streak indicator on the attendance calendar.
- Clients: Added a star button across the app so you can mark your favorite clients, compliance categories, and services to keep them at the top of your lists.
Improved
- Invoices: Dropdown menus for choosing clients and services are now smarter, sorting your busiest and most active clients at the top instead of just alphabetically.
- Leads: You can now permanently delete unwanted leads directly from the lead board or individual lead cards.
- WhatsApp messages: Extremely long service descriptions are now automatically shortened in client onboarding messages to keep the chats readable.
