Bcc, Cc invoices
Ability to bcc and cc other members of org or client emails when sending an invoice.
It would be nice to be able to change the email copy for the initial email about "starting your services" and anywhere else that there is generic copy. Maybe the ability to just edit a couple templates you guys use.
Collaborator Access in the Client Portal
If a client is a collaborator on their site, allow them to access their site from the sitesandservices.com portal or use SSO so they don't need two separate logins.
Option for client to review all hosting plans/services in sitesandservices.com dashboard
Flywheel white label option to have all plans and set services in place (like managed plugin updates or performance reports) for clients to view when they go to login and review their billing in the Dashboard. Allow them purchase an add-on and also to automatically upgrade/downgrade tier levels. Agency sent an email advising of purchase/upgrade.
Export PDF Option or Emailed PDF Receipt
Two customers this week have asked for a PDF version of their invoice for their records. A clear option to download a PDF from the portal or an automated email with a PDF version of the paid invoice sent on payment (or status change to 'paid') is essential for these users.
Growth Suite | Scheduled Subscriptions
Seeing if we could make it available for customers to schedule out payments to clients who have already paid them annually ect.
Automated sales process through my Agency's website
Client purchases plan on the agency's website, client then chooses WordPress template of their choosing, Flywheel spins up the site using the corresponding Blueprint, client and payment method are added to Flywheel
Pre Renewal Email Reminder
Hello, most of my invoices will be annually recurring. From what I can see there is no pre-renewal email that goes out ahead of time? Would love to see this as a feature so that the payment isn't a shock to clients. This is especially important for annual billing here so clients are at least warned and reminded about their upcoming payment.
Ability to alter default dashboard view
As of right now, if a user is an Org member, they are given the GS page view by default in their dashboard. It may prove beneficial to allow users to select what dash view loads as default. Use case: Customer(Joe) is the owner of his own Org: https://app.getflywheel.com/admin/organizations/deepwater-pixel . He was recently added to another Org as a member: https://app.getflywheel.com/admin/organizations/raxa-design . When he logs into FW, he is given the view of Raxa GS page: https://share.getcloudapp.com/Wnul7Oxv