🗺️ ROADMAP

What's Coming to StackOMS

Our public roadmap — planned features, work in progress, and ideas we’re exploring. Transparency is how we build trust.

In Progress

These features are actively being built for the next release.

🔧 IN PROGRESS Q2 2026

WhatsApp Reminder Integration

Send outstanding balance reminders via WhatsApp Business API in addition to email. Supports message templates, delivery status tracking, and per-client opt-out.

  • Connect WhatsApp Business API credentials in Settings
  • Template-based messages with firm name, client name and amount
  • Per-client opt-in/opt-out toggle
  • Delivery status: Sent / Delivered / Read
🔧 IN PROGRESS Q2 2026

Custom Task Statuses

Define your own task statuses beyond the built-in Pending / WIP / Review / Done pipeline. Useful for firms that have unique workflow stages.

  • Add unlimited custom statuses with custom color
  • Reorder statuses via drag-and-drop
  • Per-service status configurations
  • Status Board respects custom statuses

Planned

Confirmed features scheduled for upcoming versions.

📅 PLANNED Q3 2026

Client Portal

A read-only portal where clients can log in and see their tasks, invoices and outstanding balances — without accessing the WP admin.

  • Separate login page for clients
  • View own tasks, invoices and receipts
  • Download invoice PDFs
  • Branded with your firm logo and colours
📅 PLANNED Q3 2026

Email-to-Task Conversion

Forward a client email to your StackOMS address and it automatically creates a task with the email body as notes.

  • Catch-all inbox with unique per-firm address
  • Email body and attachments saved to task notes
  • Auto-assign based on From address match to crew member
  • Sends confirmation reply to the original sender
📅 PLANNED Q4 2026

Recurring Invoice Automation

Set up invoices to generate automatically on a schedule (monthly / quarterly / annually) based on service subscriptions.

  • Link recurring service tasks to invoice templates
  • Auto-draft invoices on schedule
  • Review and approve before sending
  • Full audit log of auto-generated invoices

Under Consideration

Ideas we’re evaluating — vote with your feedback at Contact.

📱

Mobile App

A native iOS + Android app for on-the-go task management and approval. PWA Mode

🤖

AI Task Suggestions

Auto-suggest task due dates and priorities based on historical completion patterns.

🔗

Tally / Zoho Integration

Two-way sync of invoices and receipts with popular accounting software.

📊

Custom Reports Builder

Drag-and-drop builder for custom analytics reports with chart export.

🌐

Multi-language Support

UI translation support — starting with Hindi and Gujarati.

⏱️

Timer-based Billing

Start/stop timers on tasks to auto-calculate billable hours for invoicing.

Shape the Roadmap

Tell us what matters most to your firm. Every piece of feedback directly influences what we build next.