See what's changed across all versions
You can now add images with notes to quotes and proposals, and customers receive each one as a PDF with their email. Sending a quote also takes one less step.
The Send step of a quote review now has an Attachments section. Add an image with a name and notes, and the customer receives it as a PDF attached to the quote email. Click a thumbnail to edit an attachment, or the x to delete it.
Anything you add when sending a proposal is saved to every quote in it. The form tells you how many attachments are already on those quotes, so you don't add them twice, and the customer only gets one copy of each identical attachment.
The Pricing step has been removed from the quote review, so it now starts on the PDF preview.
Everyone can now add a profile photo, quotes show who created them, stock transactions can be corrected after the fact, and admins get a new Analytics Dashboard.
Open the user menu and choose "Profile" to upload your own photo. It shows up next to your name on quotes, comments, and in the user menu. Without a photo, your initials are shown instead.
The quotes table has a new "Created By" column, and every quote shows who created it and when at the top of its Details section, so you always know who to ask about it.
Narrow the quotes table to quotes created by one or more teammates, or flip on "Created by me" to see only your own.
Converting a quote into a job now fills in the quantity, sets the priority to Hard Deadline when the quote has a due date, and selects job steps based on the equipment used on the quote. Each piece of equipment's job step can be set from the Equipment settings.
When you complete a job, the email form now fills in the contact from the quote, including their email, name, and greeting.
Quotes created from a template now bring over everything on each line, including material, equipment, and labor selections and QTY options, with totals calculated correctly. Templates also show who created them.
Quote and proposal emails no longer attach PDFs, so customers review and approve through the link in the email. A PDF can still be downloaded from a link under the review button, or next to each quote in a proposal email.
Internal quote approved and rejected emails now show the quote number, customer, and title right in the subject line, list the contact and who quoted it, and are copied to whoever created the quote. Rejected emails also include the contact's email and phone so you can follow up quickly.
Quotes now keep a full revision history behind the scenes, customers can be placed on hold, inventory checks focus on what you actually stock, and automated follow-ups are back on track.
Every change to a quote, its lines, or its costs is now recorded automatically as a revision. This replaces the old "Revised" status — quotes no longer switch to "Revised" when edited, and existing revised quotes have been migrated over.
Toggle a customer "On Hold" right from the customers table. Any quote for an on-hold customer shows a warning banner so nobody moves work forward without checking first.
Just like quotes, proposals can now be sent with CC email addresses so everyone who needs a copy gets one.
The automatic 48 hour, 30 day, and 50 day quote follow-up and reminder emails are working again and going out on schedule.
The order completed email now lists our hours of operation so customers know when they can come pick up their order.
The "Rollback to jobs in comp table" action is now available on every job table, not just the job tracker.
The job details pop-up now has buttons to open the job ticket or the quote the job came from, so you can jump straight to either without leaving the tracker.
Mark which materials are meant to be kept in stock. Material and product inventory checks now list kept-in-stock items at the top, with everything else grouped separately below.
When only one roll of a material is left in stock, the inventory check asks for the percentage remaining, giving a more accurate picture of how much material is actually on hand.
Quotes are no longer locked once sent or approved, a new outsourced jobs table keeps outsourced work visible, and quoting picks up a few quality-of-life upgrades.
Quotes can be edited even after they've been sent or approved — locking has been removed entirely. Editing a sent or approved quote automatically marks it "Revised" so everyone knows it no longer matches what the customer last saw.
A new "Revised" status appears on the quote whenever a line, cost, or price is changed after the quote was sent or approved, giving you a clear signal to re-send before the customer acts on outdated numbers.
Jobs marked as outsourced now have their own dedicated table, making it easy to track work that's out of house separately from jobs running through production.
When generating multiple quantity options on a quote line, sliders for labor hours, composition hours, and cut time can now be toggled off in favor of typing an exact number — handy for jobs that fall outside the slider's normal range.
Add CC email addresses when sending a quote — pick from the customer's existing contacts or type in any address — so the right people are looped in without leaving the app.
The label print job step and all related code have been removed, simplifying job setup for shops that don't run label reels.
Jobs and invoices can now be billed to a specific contact instead of always defaulting to the main customer account, giving CSRs and Billing more control over who receives the invoice.
When reviewing quotes or proposals, customers will be asked if they "need" an optional line. This will give us a record of the customers saying "yes" to something like a rush fee. When marking quotes as approved manually from the application you will also be asked to select whether an optional line is needed or not needed.
When creating or editing a job, choose whether it should be billed to the customer directly or to one of their contacts. If a contact is marked as billing directly, they will be selected automatically.
Mark a customer contact as billing directly from the Contacts tab. That contact will then be pre-selected as the "Bill To" on new jobs for that customer.
Contacts who bill separately from their customer can now have their own QuickBooks name, terms, sales rep, and default PO number, kept apart from the customer's QuickBooks info.
This minor update automates quote follow-ups end-to-end, and rounds out several quality-of-life improvements across quoting, job tickets, and invoicing.
Quotes now trigger an automatic follow-up email 48 hours after they are sent, so no lead goes cold waiting on a reply.
A second follow-up goes out automatically at the 30 day mark, nudging customers who have not yet made a decision on their quote.
A final reminder goes out around day 50 to let customers know their quote is about to expire, prompting them to act before it lapses.
Duplicate a line item on a quote in a single click instead of re-entering it from scratch. Ideal for quotes with several similar items.
Unit price can now be edited directly on a quote line, giving you more control to fine-tune pricing without rebuilding the line.
Line costs on the job ticket are now formatted for easier scanning, cutting down on mistakes when reviewing pricing at a glance.
Finishing notes are now trimmed to a set length wherever they are displayed, keeping job tickets and tracker views clean even when a note runs long.
View and print a job ticket straight from the completed jobs page, so you can pull a copy after the fact without digging back through production.
The "job completed" notification has been removed to cut down on noise, keeping the notification bar focused on what actually needs your attention.
Invoices are now automatically marked as billed once they are exported to your accounting software, so statuses stay accurate without manual updates.
The invoices table now opens with a default filter applied, so you land on the most relevant invoices right away.
Add a PO number to a quote or job and it now stays in sync between the two automatically — no more updating it twice when a quote converts to a job.
This release introduces a complete quoting workflow, tighter job integration, and a more streamlined user experience across the platform.
Create detailed quotes with line items, labor, equipment, and custom costs.
Save time by reusing predefined quote structures. Templates let you standardize common jobs and quickly spin up new quotes with consistent pricing and structure.
Quickly replicate existing quotes to create new ones. Perfect for repeat work or making small adjustments without starting from scratch.
Turn approved quotes directly into jobs. No more double entry — your quote data flows seamlessly into production.
Jobs can still be created independently when no quote exists, giving you flexibility for internal or ad-hoc work.
Get notified when a quote is approved so your team can act immediately and move work into production without delays.
Easily view and manage jobs directly from the comp jobs view, giving visibilty to jobs that are not in production yet.
A new settings section under the user menu consolidates all important configuration for quotes and jobs.
Customers can now have multiple contacts, addresses, and branches. This makes it easier to manage complex clients with multiple locations and points of contact.
Use the @ symbol while typing notes to access a search bar of all users on the application, select the user the note applies to and that user will get a notification of your note. For example Mason might @JordanAnderson to let him know they are waiting on material for a specific job.
The job tracker is now condensed to be easier to check on mobile devices, displaying consolidated information. Need to access more information? Simply click on the job and a pop-up will appear with all the job details.
Clicking on a job in the tracker will now have a pop-up appear with all the information relating to the job. Print intent history, job timeline, notes, customer, and other job details will all appear on this pop-up.
Any notes added to a job before the job ticket is printed will have the note appear on the ticket.