New Features! Email Notifications, 360° View for Customer and Lead, and Preview Invoice

Here at ONE UP we’re dedicated to putting the best tools in your hands to empower you and your business. Today we released a new version that makes ONE UP better than ever and brings you 3 great features that help you make the most of your workday, and bring more success to your business!

What’s New?

Email notifications to remind you of due dates

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Now that Gmail has rolled out their action buttons across their platform, we have released the ONE UP Email notifications. Now, whenever a task or call is nearing it’s due date, an opportunity is about to expire, or an invoice payment is past due, ONE UP sends a notification to help you stay in sync with your business.

 

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Notifications are fully configurable, you can enable or disable any of the specific notifications and set when you are alerted.

 

360° view of your customer activity and to-do (PAID ACCOUNTS ONLY)

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Stay on top of your customers and leads. Now when you click the name of a customer or lead in ONE UP, you can see this handy screen. See all of the activity related to your customer and launch actions related to the given customer in one click.

Invoice Preview

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See a preview of you invoice and choose whether to print it from your browser or download it as a PDF.

What’s Next!

Customize your invoice (PAID ACCOUNTS ONLY)

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In the coming weeks, we will release our greatest new feature yet! You will be able to customize the style of your layout to fit the personality of your business. Send invoices that you are proud of, that match your logo and corporate identity.

Log in to the new ONE UP

Summer Roadmap

One click accounting from your bank

Connect your ONE UP account to your bank and download your transactions automatically.

Send quotes and invoices

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by email

Send your quotes and invoices directly to your customer from within ONE UP. No more downloading PDFs and attaching them to emails.

New templates for purchase orders

Send beautiful and clear purchase orders to your vendors.

Customize your quote

Set the style of your quotes to match the personality of your business. Beautiful quotes = more accepted proposals.

 

Enjoy!

-the ONE UP Team

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