New Features: Job Labels & Client Tags

Firm owners and team members are always looking to create the "perfect" view of their client work, and after much feedback, we've deployed both Job labels and Client tags inside of Jetpack Workflow. You'll now be able to apply a job label and filter or sort by these items. Also, you'll be able to apply a client tag inside of Jetpack, and filter by that as well. This gives your practice the ability to create a simple CRM software, as well as track ongoing milestones or additional items within a job. Ready to test drive Jetpack Workflow? Click here to get started on a 14 day free trial 

Share this post

Share on facebook
Share on twitter
Share on linkedin
Share on email
32 free accounting work templates​

32 free accounting workflow templates​

subscribe to our weekly newsletter, and get 32 free accounting workflow templates today!​

Recent Posts

Related Posts

32 free accounting work templates​

32 free accounting workflow templates

subscribe to our weekly newsletter, and get 32 free accounting workflow templates today!​