Business and financial dashboard

ImprovementsNew Feature

Managing your business operations just got a whole lot easier! To help you make faster, more informed decisions, we've upgraded your business dashboard.

๐Ÿ’ธ Introducing the New Business Dashboard

These charts give you immediate access to your key business metrics, saving time and providing you with essential data to drive your business forward. They allow you to keep an eye on your financial health, track your profitability, and identify your project win rate.

Check out the new dashboard today and start making more data-driven decisions.

๐Ÿž Bug Fixes and Improvements

  • Fixed an issue with meeting scheduling in small screen resolution.

  • Fixed a bug when deleting a row of the tables in the consultation meeting note.


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

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Meeting scheduling and custom email templates

New Feature

Efficient communication is key to business operations. Weโ€™re excited to roll out the new features to boost this: meeting scheduling and customizable email templates.

๐Ÿ’โ€โ™€๏ธ Meeting Scheduling

Skip the hassle of manually arranging meetings. With Yess, you can check availability and set up client meetings directly in your projects.

๐Ÿ“ฎ Custom emails

Avoid repetitive email crafting. Yess now allows you to create and use email templates for inquiries, proposals, and more, saving you precious time.

๐Ÿž Bug fixes and improvements

  1. Product tours will not show up repetitively

  2. Updated the texture of the Yess map

  3. Updated the images of the sign-up pages

  4. You will get notified of new changelog at your Yess workspace


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. For any feature requests or bug reports, please let us know.

๐ŸŽ‰๐Ÿš€๐Ÿ”ฅ

Yess map and new home! ๐Ÿ‘‹

New FeatureImprovements

It has been a long time since our last update. We were working on some improvements and spent time for you to get the most out of Yess without effort!

Get ready for your Yess adventure, because hidden treasure is just around the corner.

๐ŸŒ Find treasure in Yess map

Havenโ€™t found Yess map yet? It is a new way of exploring Yess. Whether you're a curious explorer or a treasure-seeking pirate, a map is important. Get the most out of Yess with Yess map, and find treasures as a reward for your exploration!

No worries about missing the chance to explore and lose your reward, because you can always try again!

๐Ÿ”ฎ Home sweet home

Thereโ€™s no place like home. Check out the new 3-step onboarding and take a look around, you'll see opportunities, quotes, and cash - all at a glance on a sleek dashboard!

Your projects now pop under the workflow, so no more hide and seek. Can't wait for you to feel at home.

๐Ÿชœ Improvements you might like

  1. Added 6 more pre-built workflows and templates! No need to start from scratch!

    • Graphic Design

    • Video & Film

    • Music & Audio

    • Photography

    • Writing

    • Finance & Accounting

  2. Refreshed, user-friendly sign-up pages

    • Less boring, more joy, and a first impression that'll make you go "wow!" Try it out and let us know what you think.

  3. GNB design has been updated. Now you can use more spaces for your projects.

  4. And Yess, we fixed bugs๐Ÿž


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

๐Ÿ‘€๐Ÿ”ฅ

Automate your service workflows! ๐ŸŽ‰

New Feature

Get ready to revolutionize the way you manage your operations! This update enables you to manage multiple service workflows with automation. Letโ€™s see how it works!

New Feature: Multiple Workflows ๐Ÿ”„

  • Custom Workflows: Ever wished you could craft workflows to reflect the unique operations of different services? Wish granted! Each workflow can have its unique set of templates optimized for each service.

  • Client Experience: Now, your clients can choose the type of service they need, based on the workflows you've set up. Check out your Inquiry Form to start with!

Advanced Templates: Kickstart Your Projects with Ease ๐Ÿš€

  • Sample Templates: We've enriched our template library with samples for popular categories: branding, UI/UX design, digital marketing, web development and mobile app development. You can set up and optimize for your workflows in minutes.

Get ready to create a project management experience that's as unique as your services with Yess Multiple Workflows! ๐ŸŽ‰


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

โค๏ธ๐Ÿš€๐Ÿ‘€๐Ÿ”ฅ

Set your project currency ๐Ÿ’ฐ

Improvements

Hello Yess users! ๐Ÿ‘‹

We have a small update for you, enhancing your invoice management capabilities.

๐Ÿ’ฐ Set your project currency

Now you can set a default currency for your launched project. You can set your project currency in settings in each project.

Invoice totals and new invoices: This will apply to your total invoice amount and default currency for any new invoices created within that project. Invoice totals will be automatically calculated by the exchange rate.


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

Weekly workspace report ๐Ÿ“Š

New Feature

We're excited to announce a brand-new feature that will keep you and your team informed and on track. Say hello to the weekly workspace report!

Introducing Weekly Workspace Report ๐Ÿ—“๏ธ

  • Automated Report: Every Monday at 08:00, based on your workspace timezone, a weekly report will be sent to workspace members via email.

  • Highlights: Get a quick overview of the week's performance, including new inquiries, the sum of paid and overdue invoices, and the quote-to-cash conversion rate.

  • Invoices & Deliverable Updates: Stay informed about the week's invoices and deliverables due next week, helping you keep projects on schedule.

  • Upcoming Meetings: Be prepared for the week ahead with a list of upcoming meetings for new projects.

Our goal is to ensure you're always in the loop and equipped with the insights needed to make informed decisions. We hope our weekly report helps you better manage your projects and improve collaboration within your team.


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

๐ŸŽ‰โค๏ธ๐Ÿš€๐Ÿ”ฅ

๐Ÿค Live Chat and New Pricing Plans

New Feature

We've got some news for you! Our latest update is all about making communication between you and your clients even more seamless and efficient. Ready to find out more?


๐Ÿ™‹โ€โ™€๏ธ Live Chat for project

Say goodbye to miscommunications and delayed responses. With our live chat, you can now discuss project details, share feedback, and address concerns with your clients in real-time, making collaboration a breeze!

๐Ÿ‘€ Image Sharing

A picture is worth a thousand words. Share images directly in the chat to provide visual context, mockups, or design inspiration. Let your creativity flow without any barriers!

๐Ÿ‘‚ Chat Notifications

Get notified when your client sends a message. You can receive email notifications when new messages are sent. Never miss an important update again!

Live chat is only available on a paid plan workspace. We will keep updating amazing features on chat, so keep an eye on it!


๐Ÿ“Œ Short announcement

Our paid plan names have been changed. We believe these changes will better represent the value our product offers.

  1. Solo โ†’ Basic

  2. Studio โ†’ Pro

  3. Agency โ†’ Growth

Rest assured, there are no changes to the features or prices - it's simply a fresh coat of paint to help you choose the right plan with ease!


As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

๐Ÿ“Š New Onboarding and Dashboard

Improvements

Exciting news! We've updated our onboarding experience and dashboard to make starting with Yess easier for you.

No more empty dashboard ๐Ÿชด

We've added sample project data to dashboard, so you don't need to put in data yourself to see how dashboard would look. You can always delete sample project if you want.

New Onboarding Experience ๐Ÿ„

We've revamped our onboarding process for your quick and easy Yess onboarding, making sure that you get the most out of Yess.

If you have any feature request or found bug to report, please let us know. You can post it here.