Great news! Keeptab now has multi-user support for teams. Users can sign up for a regular account and invite team members to share projects, contacts, transactions, tasks and reports.
Invite multiple users to view your assets
Teams can share projects, contacts, transactions, tasks
We will soon be adding granular permissions so teams can restrict members to certain areas and actions
We are currently working on a feature to allow non-team members to share projects with clients and contractors to give them insight into progress
We have successfully integrated Facebook and Google social authentication with Keeptab. Users can now create accounts and log in securely under the protection of OAuth 2.0. For more information visit https://oauth.net/2/
Fix for special characters in passwords
Fix for mobile devices
To aid in the education of our product for new users, the team has created a self-guided tour that walks users through setting up their account. The process allows users to set up their team, create a first project and contact and even to enter a first transaction.
The tour then continues onto an educational section that explains how users can leverage Keeptab for project and contact management. We hope this will cut down the amount of support needed as giving users a self-guided way to learn our app through actually setting it up is a much better and valuable experience.
We've reworked tasks a bit to accommodate some user feedback.
Tasks can now have deadlines
Overdue tasks are highlighted
Tasks can now be organized into sub-projects, allowing you to put tasks into logical groups within a project
You can now reorder tasks
You can now assign particular contacts to tasks to keep track of who you worked with to get that task done
Tasks can now have budgets, so you can keep track of extra payments you received for project additions
We've added a new report to your dashboard that will show you a quick overview of your gross profits vs expenses. This report allows you to toggle between daily, weekly and monthly view to get a good grip on money coming in vs money going out to subcontractors etc.
In the future we will allow you to look at reports in depth based on projects and contacts
Income vs Expenses report
Project Analysis quick view
We are proud to announce a new feature that will let you search all of your projects, contacts, tasks and transactions in one shot.
Our new Awesome Search sits at the top of the site and shows instantaneous results as you type your search keywords or numeric values.
The four search types are broken down into columns allowing you to quickly jump to anywhere in your flow that you need do.
Search for numeric amounts to quickly jump to any transaction