Thank you for using TopLeft! We wanted to tell you about upcoming changes we’re making to plans and pricing.

Here’s a quick summary:

• We’re renaming the plans to more clearly indicate the type of role each one is for
• Pricing on user licenses is increasing, but you can lock in the old prices with a 1, 2, or 3 year term.
• Pricing on client portal licenses is decreasing by a lot so you can use the portal across more of your customer base, and we’re starting to offer free portal licenses with manager licenses.
• We’re discontinuing legacy plans and moving customers on those plans to the new flexible licensing plan, and there’s no price change as a result of this migration.

Consistently Adding Value

We haven’t changed prices on our most commonly-used products in more than 2½ years, but we’ve been constantly adding features and making improvements. Some of those improvements include Gantt charts, customizable branding, a vastly improved ticket editing and time entry experience, assignment notifications, and showing ticket attachments.

We’ve also added new training packages and now have a dedicated customer success representative to help you make the most of your subscription.

So we can continue to help your team work more effectively in your PSA, we’ll be increasing prices on user licenses.

What's Changing

Here’s what’s going to happen through December and January:

• The Premium plan is being renamed to the Manager plan, and the monthly price is increasing from $75 to $92. Since we launched the Manager plan last year, we added Gantt charts, and now we’re including 5 client portal licenses with each manager license to help you get started improving your client communication using the portal. New prices apply January 1.
• The Standard plan will now be called the Engineer plan, and the monthly price is increasing from $30 to $37 for ConnectWise and from $27 to $34 for Autotask. New prices apply January 1.
• The Basic plan is being renamed to the Viewer plan, and the monthly price is increasing from $10 to $13. New prices apply January 1.
• The price of client portal licenses is being reduced from $27/client to $12/client, with volume discounts as low as $7/client at 50 licenses. We have some customers deploying the portal for all their clients, and we want to make this possible for all of you. This is effective immediately.
• We are discontinuing our legacy plans that required all users to use the same license, either Standard or Basic. For those still on a legacy plan, we will migrate your subscription to the new flexible plan in mid-December. This means you’ll be able to purchase licenses from multiple tiers, not just one tier. When we make this change, you’ll see some emails from our billing system but your payment method won’t be charged. In the new plan you might be in a higher-discount volume tier than the old plan, and if so you'll receive an account credit.

The prices for user licenses above are for monthly payments with no volume discounts. Prices for long-term payments and volume prices will change by the same rate. 

How to Lock In Old Pricing

We know you’ve seen price increases from many vendors this year. To help reduce the impact of our changes, we want to let you lock in the old pricing for a year. If you’re currently paying monthly, to get the old pricing until December 2024 just change your plan to annual payments prior to January 1. You’ll get the old prices for another year, and 2 months free as well! You can do this through the “Manage Subscription” tool in the administrative section of the TopLeft web app.

If you’re already paying for a 1, 2, or 3 year subscription, you can also lock in the old pricing for a full term. You can make a one-time payment and start a fresh 1, 2, or 3 year term. For example, if you’re 9 months into a 1 year term, you can pay for 9 months at the old price and your new renewal date will be in December 2024. To take advantage of this offer, just email “refresh my subscription” to sales@topleft.team.

For further savings, you can review your licensing in two ways:

1. If only managers use TopLeft and you’re not yet using Manager licenses, consider if you can replace all your Engineer or Viewer licenses with a small number of Manager licenses. (Manager users can see work assigned to anyone- even members who don’t have their own TopLeft licenses.)
2. If you subscribe to both Manager and client portal licenses, you can reduce or eliminate your paid client portal licenses because we will be offering 5 client portal licenses with each Manager license.

Thank you for your understanding, and thank you for being a TopLeft customer! We look forward to helping your teams see their work and find their flow.

If you have any questions, email sales@topleft.team.

Wim Kerkhoff
CEO

In Autotask, accounts can be set up as children of other accounts. With this setup, an employee of a parent account may need to have visibility into projects and tickets in both the parent and the child accounts.

TopLeft's client portal is a great way to get this visibility. However, previously an employee assigned to the parent account couldn't see projects or tickets in the child accounts- only in the parent account.

We have improved the visibility in TopLeft client portal, both in the built-in portal and in the CloudRadial integration. Now an employee in a parent account can see projects and tickets in both the parent and child accounts. This makes it much easier to use client portal to improve customer communication for your large accounts.

Autotask users can now use keyboard shortcuts to open the new ticket editing dialog.

Just hover your mouse cursor over a card and press the appropriate key for the editor tab you want:

• Ticket tab, press e
• Time and Notes tab, press t
• Dispatch tab, press d
• Files tab, press f

Or to open Autotask to the ticket, press a.

If you forget the shortcuts, just hover over the buttons in the button bar to see the tooltips. Or choose Help > Keyboard Shortcuts from the main menu.

Here's what we improved in the TopLeft app in October 2023.

Autotask

• We launched the new ticket editor for Autotask! Now service tickets are edited in a single pane in TopLeft. Before, each ticket editing action used a totally separate dialog. There are still a few improvements to come, including keyboard shortcuts to open Autotask or specific tabs, and using the editor for project tasks.

Bugfixes

• Fixed an issue that prevented ConnectWise member API keys from being saved the first time they were submitted.

We're making it easier and faster for Autotask customers to edit tickets and enter time on tickets. We already introduced the new editor for ConnectWise customers, and now we're launching it for Autotask.

Instead of editing tickets in many separate dialogs, all editing functions are now combined into one screen with a few tabs.

Additionally, there a few different ways to open the dialog, and repetitive tasks are streamlined. If you don't like the row of buttons on each card, you can turn this off in your personal account settings.

Let us know what you think!

This improvement will be rolled out to Autotask customers over the next few weeks. If you don't see it in your application right away, but would like to use it ASAP, email help@topleft.team and we'll move you to the front of the upgrade list.

Here's what we improved in the TopLeft app in August.

Improvements

• Improved time entry, saving your unfinished notes and improving how date inputs are managed.
• Streamlined repetitive tasks with a few buttons that reduce your clicks.
• Added a Gantt view showing tasks from multiple projects.

ConnectWise

• Added an option to hide the buttons at the bottom of tickets. This is an option in your account settings- to change it, click your name in the main menu, then click Account to see your preferences.
• Added account manager to project board filters.
• Improved how cards are updated after making changes to a ticket in the new editor. Now when you make a change, the tickets disappear from the column immediately if you changed the ticket in such a way as to move it to a different column.
• Improved how we sync data from the ConnectWise API, working around a problem related to timezone formatting.

Bugfixes

• Fixed an issue causing boards to be listed in the main menu even when they were not accessible to the user.
• Fixed an issue in the ConnectWise project ticket creation form where a validation problem could not be corrected.

Now you can manage and review multiple projects in a single Gantt chart.

The timing of projects and tasks can be changed by dragging the task bars left or right, and their duration can be changed by dragging either the left or right sides.

To open this view, go to a ticket/task board with Project swimlanes and click this button in the main menu:

You might be doing repetitive tasks in TopLeft. For example:

• If you're a dispatcher, you need to dispatch many tickets at once. You assign or schedule a technician, then change the ticket status to Ready, then close the editor.
• If you're a technician, you need to enter time or a note on many tickets throughout the day, then change the ticket status to Completed, then close the editor.

To make these tasks easier, we've introduced buttons that perform your main action (assigning or scheduling a technician, or entering time), change the ticket's status, and close the editor- all in a single click.

In the example above, the dispatch form has already been completed. Clicking Scheduled will dispatch the technician, change the ticket's status to Scheduled, and close the editor. Or instead of clicking Scheduled, clicking the arrow will show all the other statuses, and clicking one will perform all the actions and set the ticket to that status- and save the status selection so it's the default choice next time.

This applies to ConnectWise customers only for now. This feature will be available for Autotask customers when we launch the new editor (soon!).

We know nobody loves making time entries in their PSA, so at TopLeft we've tried to make the experience a little nicer than doing it in your PSA. Now we've made it a little bit better yet, with these two improvements:

1. Saving your unfinished time entries. If you make part of a time entry but need to leave it to view a different ticket, you can just close the dialog. Your time entry will be saved- the text notes, start and stop time, and other details. Just return to the ticket when you're ready to finish the time entry, and your work will be restored.
2. If you don't submit your time on the same day as the work (we know you and your team would never do this, but other teams do 😁 ), so you need to make a few entries for a prior day, the date field defaults to the day you submitted in the most recent time entry you made that day. (This is being released today, so don't worry if you haven't seen this behavior yet.)

We hope this makes time entry just a little bit nicer!

Here's what we improved in the TopLeft app in July.

Improvements

• We introduced our biggest UI change ever, a single place to edit tickets instead of having multiple places for each kind of change! This is available for ConnectWise users now and will be launched for Autotask users in August. We also added new ways to open the editor, including keyboard shortcuts to open the various tabs of the editor or to open the ticket's page in ConnectWise.

ConnectWise

• Tickets can be highlighted based on due dates using style profiles. There are new conditions for "having no due date" and for "is within the due date warning threshold in the card's column".
• When customizing colors using style profiles, colors are selected using a preview widget instead of entering HTML codes directly.

Bugfixes

• Fixed an issue on ConnectWise project boards where the account manager filtering didn't work quite right.
• Fixed an issue on Autotask ticket and task boards related to filtering on assigned technician when showing unassigned work.