New Feature

Táve 3.0 Early Access Now Available to All Existing Users

January 29, 2012 New Feature

This is a quick note for our Táve 2 users: You probably noticed a large Táve 3.0 Early Access banner on the left side of the application. Clicking on the banner will take you to the 3.0 migration website, where you’ll be able to configure a preview migration or go live with the new version. [...]

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Táve 3.0 Preview: Client Access in Beta 5

October 24, 2011 New Feature

With our final and largest beta being readied for release to our beta testers, today’s 3.0 preview post will be longer than usual as Beta 5 covers a lot of ground. Beta 5 is all about the client facing items. Proposals, questionnaires, invoices, and contact forms are all added or recreated with this release. Client [...]

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Beta 5 update and 3.0 Previews

October 3, 2011 New Feature

When we began work on Beta 5, our final beta, in early August, we were aiming for a 2 month release schedule. It appears we’ll be pretty close to that goal as we’re now down to 10 points for this iteration in our project plan (our points are averaging about one day). Beta 5 is [...]

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Táve 3.0 Preview: New Product Editor

July 22, 2011 New Feature

In our previous Táve 3.0 preview series post, we looked at the new workflow system. Moving the workflow into its own section meant we could clean up and simplify the product editor, which had always been a bit of a challenge for new users to really jump into. Now all the work to create when ordered [...]

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Táve 3.0 Preview: Workflow

June 14, 2011 New Feature

Táve has always had a versatile product-based workflow, and with Táve 3.0 Beta 4 we’re taking that to a whole new level. First, we’ve moved the workflow from the product editor into its own editor. This has the advantage of letting you re-use and manage the same workflow across multiple products much easier than before. Then we [...]

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Táve 3.0 Preview: Quick Response Templates

April 25, 2011 New Feature

This week’s “Beta 3″ takes sending email, a top requested feature that’s new in 3.0, even further by letting you create message templates complete with an expanded collection of dynamic placeholders. These placeholders go well beyond what’s available in Táve 2 (as part of the contract editor) and are much easier to use. In this [...]

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Táve 3.0 Preview: File Management

March 22, 2011 New Feature

Continuing our Táve 3.0 Preview series, this week we look into the new file and attachment management features in Táve 3.0. In Táve 2.9, you have to upload a new copy of a file every time you attach it to a job or client profile. This can eat up your space quickly if you’re adding [...]

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Táve 3.0 Preview: Proposal Editor

March 4, 2011 New Feature

We have another segment in our Táve 3.0 preview series here on the blog. Today we are sharing the Proposal Editor. This is a new addition which works a bit differently from 2.9′s method of inviting the client to their Client Access Portal. It is very powerful and adds many new features such as emailing recipients, [...]

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Táve 3.0 Preview: Live Quote Editor

February 18, 2011 New Feature

In continuing our Táve 3.0 preview series now that we’re in beta, I’d like to share one of the most powerful new features in Táve 3.0: the Live Quote Editor! (We shared these screenshots in the members-only section of our Helpdesk last month, but the feature is important enough, and exciting enough, that I wanted to [...]

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Táve 3.0 Preview: Questionnaire Editor

February 12, 2011 New Feature

As part of our Táve 3.0 preview series during the beta, I’m excited to show off a feature that I absolutely LOVE and can’t wait to use in my day to day business life…. Questionnaires! This long-awaited feature is, in my opinion, the best new feature of Táve 3.0. It’s just awesome! You can create [...]

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