We’re excited to announce the latest updates to our platform! This release introduces major improvements to mobile usability, estimating tools, presentation options, communication workflows, and financial integrations.
Mobile App – Now Live on iOS & Android
Our mobile apps are officially available on both iOS and Android!
Enjoy a cleaner, more intuitive interface that enhances navigation and overall usability.
Highlights:
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Easily create proposals, manage projects, and stay productive while on the go.
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The refreshed design provides a smoother, more accessible experience across devices.
Estimating Enhancements
We’ve simplified the upgrade workflow to make estimating faster and more intuitive.
Key Improvements:
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List View for Upgrades: You can now view upgrades in a spreadsheet-style list view for better clarity and comparison.
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Dual Display Modes: Base items can be viewed in both card and list formats, making it easier to compare them with their corresponding upgrades.
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Streamlined Interface: Navigate and edit selections effortlessly, whether you prefer a visual or data-centric view.
Presentation Options
We’ve expanded flexibility in how options are displayed during client presentations.
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You can now choose to show all selector tool options at once, giving clients a full overview.
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By default, the system still uses the progressive reveal method, showing only relevant options based on prior selections — ideal for a focused and guided customer experience.
Improved Notifications & Communication
Transparency in project communication just got better.
What’s New:
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Comprehensive Project Chat Logs: All user and homeowner activity is now captured within each project’s chat, providing a detailed communication history.
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Email Tracking: Notifications now include alerts for proposal and invoice deliveries, as well as when a homeowner/client opens the email.
QuickBooks Integration Upgrades
Financial management just became even more seamless.
New Automations:
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Automatic Expense Syncing: Expenses created in the platform now automatically sync to QuickBooks.
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Bill Payment Sync: When an expense is marked as paid, it automatically syncs to QuickBooks as a Bill Payment, reducing manual entry and reconciliation time.
