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Filter the TalleFlow Calendar by one or more inventory items or kits to quickly see which projects reserve that equipment, without opening events one by one. Why it matters Businesses with multiple units of the same equipment need a faster way to answer questions like “Which proj

Overview A unified inbox inside TalleFlow where you can read, reply to, and manage all client emails without bouncing between Gmail, Outlook, and your CRM. Every conversation lives right next to the contact, project, and booking it belongs to. The problem Right now client communi

Problem Right now your business has one email signature, and everyone on your team shares it. Only owners and admins can edit it, and the name, title and photo come from whoever saved it last. So your team members end up sending emails signed with someone else's details, with no

Need: Configurable expiration defaults across document types with inheritance and batch lockout controls. Key requirements: Inheritance model: global defaults → document type override → per-document override Per-type expiration rules for brochures, proposals, contracts, invoices

Need: Better control over custom field organization, naming, and display across user roles. Key requirements: Rename tabs/headers in event/project views Group fields by function (sales vs logistics vs marketing) Reorder fields within tabs Remove character limits on text fields Dr

Need: Richer package/add-on catalog with active/inactive states, dual naming (client-facing vs internal), categories, photos, and financial config. Key requirements: Active/inactive toggle for packages and add-ons Client-facing vs internal name for each item Categories for catalo

Need: Bulk update utilities for evolving taxonomies and data standardization across historical records. Key requirements: Bulk re-associate add-ons from old variants to canonical items Mass update event/client types when taxonomy evolves Multi-event bulk field updates (no record-

Need: Check availability of constrained items before building invoices, plus printable pick lists for ops. Key requirements: Availability check for constrained items (e.g. robots) without creating an invoice first Printable equipment pick lists using merge tags for packages, kits

Need: Automations that read attributes (status, event type, location, client type) to route workflows automatically. Key requirements: Attribute-based routing for automated workflows Status taxonomy: booked, lost, pending, leads Financial event status to exclude non-financial clo

Need: Auto-calculated expenses per event from packages/items (COGS), travel costs from venue data, plus QuickBooks sync. Key requirements: Auto-calculated COGS per event (consumables + labor) Per-package/item preset costs with equipment kit-based costs Travel expense auto-calc fr