This release delivers major improvements to selectors, proposals, scheduling, and overall performance. From faster tools to smarter previews and better reliability on mobile, here’s everything you need to know.
Selections Panel: Restyle & On-the-Fly Options
From the demo video:
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Color-Coded Status – Blue indicates everything is selected and OK; red flags an issue. Hovering over warnings now shows more detail.
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Prominent Warnings – Warnings are more visible at a glance.
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Simplified Toggles – Click once to make an item optional, click again to exclude, and toggle freely.
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Always-Visible Edit Button – No need to hover to edit; the button is permanently visible.
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Adhoc Selections – Pick a catalog item or create a completely new one directly within the panel for unique customer requests. Just name it, set a price, connect dimensions, and you’re done.
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Much Faster Selector Tools – Selector performance is dramatically improved, even with many linked items.
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Upgrade Modals now open instantly for quicker option management.
Quote & Proposal Preview Enhancements
As shown in the preview video:
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Moved to Proposal Tab – The proposal preview is now located under the Proposal tab and is editable by default, so you no longer need to toggle editing on.
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Client Preview in a New Window – Clicking the preview button opens a clean external window that displays exactly what the customer will see, including approval buttons and step-by-step walkthroughs.
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Improved Step-Through Navigation – Starts at zero every time, runs more smoothly, and now includes a Previous button for back-and-forth navigation.
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Streamlined Approval – Scrolling to the bottom takes you directly to approval.
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Change Order Fix – Loading a change order or generating a PDF now loads the selected change order version, not the current project.
Item List, Catalog & Library Updates
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Quick Item Creation – Use the “+” button to create new items.
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Organized Sorting – Items are now ordered by Category → Assembly → Item, each alphabetized for clarity.
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Editing Reliability – Fixed editing selector tools, add-ons, and assemblies directly from the item list.
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Field Reactivity Fixes – Ensures proper updates across fields.
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Total Price Field – Added to the item modal for easier cost visibility.
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Estimate Sheet Categories – Fixed issues with setting and creating categories from dropdown selectors.
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Labor Rate Handling – Improved autocost updates for labor rates.
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Subcontracted Item Handling – Costs now stay consistent regardless of selected cost types (materials, labor, sub).
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Vendor Creation by Email – Searches by email first (like clients) when creating vendors.
Schedule & Progress Improvements
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Start Date Behavior – Adjusting a schedule’s start date now maintains duration and updates the end date correctly.
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Linked Segments – Moving one segment now moves connected segments automatically.
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Progress Component Fixes – Components now connect instantly with progress checkboxes on the Progress page.
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Progress Page Speed – Loads significantly faster for smoother workflows.
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Optional Client Schedule Display – Choose to show the schedule to clients via Theme Settings.
Performance & Reliability
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Memory Optimization – Significant improvements reduce memory usage and prevent mobile crashes in some scenarios.
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Selector Tool Speed – Selector performance is much faster, even with heavy link usage.
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Upgrade Modals – Pop open instantly now for a seamless experience.
Authentication, Notifications & PDFs
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Simpler Password Resets – Passwords are now easier to reset, with updated fields that correctly save credentials in your browser.
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Uniform Notification Emails – Notification formatting is now consistent across the platform.
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Reply-to Fix – When a customer replies to a sent quote, their response now goes directly into your project’s chat channel.
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Quote PDF Cleanup – Improved alignment, font, and overall formatting for a more professional look.
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Address Field for New Quotes – Added to the quote modal for better client records.
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Default Upgrades Layout – Now horizontal by default instead of vertical.
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Hide Selector Box Pricing – Visibility controls let you hide selector box pricing under trait boxes for cleaner proposals.