SWELLEnterprise Roadmap

update recurring

update recurring

ach type

ach type

update recurring

update recurring

update multiple cards

update multiple cards

update invoice payment service

update invoice payment service

Novocall

Integration with Novocall for phone communication and as a voice call for an eventual future Swell’s chat system.

Attach forms to projects

Forms for projects right now is attach to customer only.

Sales Tax applied per Item on the Invoice

In a consolidated Invoice you can Items that do not state sales tax along with the items that do. Need to be able define the Items as taxable or not and have taxes applied accordingly

Rich Text Editing on Cards in Workboard

I would love it if the description for Cards in the Workbooks/lists could have formatting, the ability to hyperlink, etc. I plan on using this area for reference and linking to Google Docs, appointment scheduling, and other resources. It would be nice to be able to format it to just click through the link. Thank you.

Fields visible based on tags

It would be nice to assign custom fields only to certain tags, and then have those fields only show up for those tags. This would limit clutter and enable us to further customize Swell to our businesses. I currently use Solve CRM by Norada and they have this ability which we use frequently.

Request A Feature

Have something in mind that we are missing or that you would like for us to expand on?

Feature Request