Afloat Product Roadmap
What's live today, what's coming next, and what's on the horizon for Afloat — the business operations platform for Singapore SMBs.
Live today
- Quotations and Sales Orders — Professional PDF-ready quotes with line items, GST, and one-click invoice conversion.
- Invoicing and Payment Tracking — Draft-to-paid workflow with partial payment recording, progress bars, and AR ageing.
- Deposit Invoice Generation — Issue a 30% (or any %) deposit invoice directly from a quotation.
- Delivery Orders and Handover Documents — Generate delivery orders from accepted quotes.
- Contracts Management — Token-based, retainer, and annual contract types with expiry alerts.
- CRM — Company profiles, contacts, win/loss tracking, and total spending per customer.
- Service Reports — Field service documentation linked to quotes and contracts.
- Operating Costs and P&L — Track monthly vendor costs and view net profit against revenue.
- AI Business Insights Chatbot — Ask plain-English questions about your pipeline, revenue, and customers.
- Invoice Email Delivery with PDF — Send professional invoices directly to customers via email.
- Multi-tenant Architecture — Each business gets its own isolated database. ISO27001, PDPA, and SOC2 aligned.
- Admin Portal — Full platform management including tenant monitoring, billing, and password resets.
Coming soon
- Automated Invoice Reminders — Scheduled email reminders every 3 days after an invoice becomes overdue.
- Balance Invoice Generation — After a deposit invoice is paid, issue the balance invoice in one click.
On the horizon
- WhatsApp Notifications — Send service reports, invoices, and reminders via WhatsApp.
- Vendor and Purchase Order Management — Track supplier POs and link them to jobs.
- Customer Portal — Let customers view and approve quotations, download invoices, and sign contracts online.
- Recurring Invoices — Auto-generate monthly invoices for retainer contracts.
- Multi-Currency and Multi-Language — Support for USD, MYR, and other ASEAN currencies.
- Xero / QuickBooks Integration — Push invoices and payments to your accounting system.