Managing and Creating App Stack

Overview

App Stack is a curated bundle of software applications tailored for specific client needs, industries, or service levels. Instead of selecting individual apps for every new client, App Stacks allow you to standardize your service offerings, streamline the onboarding process, and maintain consistent pricing for implementation and support fees.

1. Navigating the App Stack Dashboard

The App Stack section is divided into three primary tabs:

App Stacks: View, search, and manage your active and archived bundles.
Approved Apps: A directory of all individual applications available for use in your stacks.
Settings: Configure default plans and global configurations for new clients.

Note: Use Test Mode (toggle in the top right) to view sample data or practice creating stacks without affecting your live environment.

2. How to Create a New App Stack

There are two ways to build a stack: starting from scratch or using a pre-defined template.

Step 1: Initiation

Navigate to the App Stacks tab.
Click the pink Create App Stack button.
Choose your path:
- Create From Scratch: For a fully custom bundle.
- Use Template: Select from popular stacks like E-commerce/Retail or Professional Services.

Step 2: App Stack Details

Fill in the following required information:

App Stack Name: A descriptive name (e.g., "FinSync" or "Legal Starter").
Annual Turnover & No. of Employees: Define the target client size for this stack.
Tag for App Stack: Add a visual label for easy filtering.
Select Apps: Check the boxes for the applications you want to include in this bundle.

Step 3: Review & Pricing

On the Review App Details screen, you must configure the financial and operational details for each selected app:

One-Time Implementation Charge: The fee to set up the app.
Monthly Support Fee: The recurring cost for managing the app.
Preferred Payer: Indicate if the client or the firm pays for the subscription.
Recommendation: Add notes on why this app is suggested for this stack.

Click Save to finalize the stack.

3. Managing Approved Apps

Before an app can be added to a stack, it must be in your Approved Apps list.

Adding New Apps

Go to the Approved Apps tab.
Click Add New Apps.
Select the desired software from the searchable list and click Select.

Editing App Details

To ensure your App Stacks reflect accurate pricing:

Click View Details on any app card.
Click Add Details (or edit existing ones).
Update the Margin/Month, Preferred Payer, and standard Implementation Charges. These values will act as defaults when you pull this app into a new stack.

4. Bulk Actions & Management

If you need to manage multiple apps at once within the Approved Apps tab:

Use the Bulk Action button.
Select multiple apps to either Remove them from your approved list or use them to Create an App Stack directly from the selection.

If you need further assistance, please contact our dedicated customer support team at support@appventory.com, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.