What we shipped, lately
New features, fixes and small improvements, every few weeks. Most of them started as a request from a customer.
Automations are here
Set a rule once and Tandem does the follow-up for you. Chase late invoices, reorder stock when it runs low and keep the team posted, without anyone having to remember.
Automation
When an invoice is 3 days overdue
Email a friendly reminderText the clientNotify Cassy in Finance- NewRule builder with triggers for invoices, quotes, jobs and stock levels.
- NewAutomatic reorders from your saved suppliers when stock drops below a minimum.
- ImprovedReminder emails now include a pay-now link and the original invoice PDF.
Quote templates and e-signatures
Save a template for each type of job and send a full quote in a couple of clicks. Clients can accept and sign from their phone.
Quote Q-1042
Kitchen refit
SignedLabour, 3 days$1,860Materials$2,240Total$4,100- NewQuote templates with saved line items, notes and terms.
- NewE-signatures on accepted quotes, with a signed PDF for your records.
- FixedTotals on quotes with mixed tax rates could round down by one cent.
Reporting, rebuilt
The revenue dashboard loads in under a second now, even with years of data. Compare any two periods and export a clean file for your accountant.
- ImprovedRevenue, year on year, with filters by client, team member and job type.
- NewOne-click CSV and PDF exports for any report.
- FixedWeekly totals now respect your business time zone.
Two-way sync with Bookkeep.ai
Payments recorded in Bookkeep.ai now show up in Tandem within a minute, and invoice changes flow back the other way.
- ImprovedInvoices, payments and credit notes sync in both directions.
- ImprovedClearer sync log, with a retry button for anything that did not go through.
- FixedDuplicate contacts when a client was renamed in both apps.
Team roles and permissions
Give each person the access they need and nothing more. Finance sees the money, operations sees the jobs, and you see everything.
Team
Roles
AdminCassy
Finance
EditorRavi
Operations
ViewerJanine
HR
- NewAdmin, Editor and Viewer roles, with per-area access for money, jobs and people.
- ImprovedActivity log now shows who changed what, and when.
A faster calendar on your phone
The shared calendar opens twice as fast on mobile, and dragging a job to a new day finally feels right on a small screen.
- ImprovedWeek view loads in half the time on iOS and Android.
- ImprovedDrag and drop jobs between days and team members.
- FixedAll-day events no longer appear twice in exported calendars.
