Coming soon
Sections you'll see in the sidebar that are still being built, and what they'll do.
These sections appear in the sidebar with a Soon label. Opening one shows what's planned. Plans can change.
| Section | What it's for | Planned |
|---|---|---|
| Marketing | Win more work from the clients you already have | Performance dashboard, marketing plan, email campaigns, website builder, Google Business Profile, social posting, job showcase, referrals |
| Receptionist | AI phone and chat intake that books jobs and creates requests around the clock | Answer calls and chats, create requests, schedule jobs, take messages, escalate to your team |
| Pipeline | A sales board combining requests and quotes by stage | Board by stage, drag to advance, follow-up reminders, win rate |
| Reports | Detailed financial, work and client reports | Projected income, transaction list, aged receivables, client balance summary, visits and timesheets, lead source, client re-engagement |
| Expenses | Track job costs and receipts | New expense, receipt email forwarding, expense report, accounting codes |
| Timesheets | Track hours by team member and job | Day and week views, approve timesheets, confirm payroll, GPS waypoints |
| Community | Learn from other service business owners | Forum, events, grants |
| Apps | Connect Fylder to the tools you already use | Search apps, featured favourites, browse categories |
| Get Set Up | A guided checklist for your type of business | Add your services, import clients, customize quotes and invoices, invite your team, set up online payments |
Also planned: online card payments for invoices, and sending quotes and invoices to clients by email from Fylder.
Until Get Set Up arrives, use the Set up your company checklist.