Feature Release: The All-New My Work Tab

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Release Date: 2/17/2020 For those lucky enough to have stumbled on the newest “My Work” feature in the Jobs tab, hats off to you. For those who haven’t seen it yet, consider this your clarion call to go check it out! Before My Work The My Work tab was the culmination of user experience and… Read more »

Could CashFlowTool Expand Your Advisory Services?

Posted by & filed under Growing Your Firm Podcast, Product Updates, Workflow Excellence.

Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients using a new tool called CashFlowTool. It helps you help clients with cashflow issues to improve and grow your advisory services. But we didn’t just talk about software in our interview. We also talked about… Read more »

Feature Release: Template List

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Release Date: 9/9/2019 It’s another release day here at Jetpack Workflow! Today we’re excited to share the small but mighty update to the Template List. Given that “Where are my templates?” was the #1 question answered by the Support team and one of the most visited help sections within the Knowledge Base, we got the… Read more »

Feature Update: Template Profile Revamp

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New Template Profile update image

Release Date: 8/7/2019 We’re SO excited to share this update with you all. The Jetpack workflow templates have long been a backbone for our customers, helping streamline processes across clients and making lives easier one job at a time. However, we haven’t been able to really give it the TLC it deserved…until now.  Previously, a… Read more »

New Feature: New And Updated Jobs Details Page

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job details update excited gif

This year has already been a busy one for the engineering team here at Jetpack Workflow! We’re excited to announce a series of new features and updated usability functions on the job details section. The latest wave of updates focused on improving the functionality and look of the page that our customers spend the most… Read more »

How To Not Drown In Deadlines

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Product Updates, Workflow Excellence.

Maura Wiser, Founder at Bluewater Bookkeeping Services, was living and working out of her inbox before she discovered how to manage workflow correctly. She started using a special tool that helped her do it. You’ll hear all about that tool today… In this episode of the Growing Your Firm Podcast, David Cristello and Maura Wiser… Read more »

New Release: New and Improved Tasks View

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The Jetpack Workflow team is excited to announce our latest product release focused on improvements to our Tasks functionality. Tasks are the most widely used feature of the entire Jetpack Workflow application. In this release, we’ve focused on usability improvements suggested by our users that will improve our Tasks feature and provide a foundation for… Read more »

Introducing New Timers!

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We’re happy to release our brand new Timers to all users of Jetpack Workflow today! Timers are an important way for you to keep track of where your team spends their time. While many of you depend on our Timers everyday, we knew there was some room for improvement. In addition to a brand new… Read more »

New Release: New Jobs List

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Today we’re excited to announce the release of an updated Jobs List inside of Jetpack Workflow! In addition to an improved design, the Jobs List contains a number of improvements and updates we think you’re going to love: Permalinks are now available so you can share specific views of information with colleagues or bookmark them… Read more »