Update: March 2021

Features

Complex taxes now show a breakdown for each tax type on the estimate tab of the project
You can now send a quote by SMS, when there is a valid phone number
When adding an assembly to a quote, you will now see a list of optional items/assemblies at the top that you can remove at the time of adding it to a quote (the dimension confirmation modal), making adding an assembly more like a wizard. The required dimensions will then be filtered based on what you chose to remove. When closing the window, the selections are confirmed and the removals are made.
International phone number are now properly formatted and displayed in the native format
Numbers and currency is now formatted according to the user’s locale instead of as per the locale of the company
A short link originating from https://ccert.cc/ is now the link that is received by consumers when they receive a quote with an encrypted code that takes them to their secure login and to their proposal
You can now add an existing saved item as a variation to a selection item
The approve button on a proposal now says “Review terms and approve..”
Registrations now require phone verification, they must put in their phone number, they receive a code, and then enter it to continue
Onboarding tutorial is disabled on mobile, and they are prompted to return on desktop device
Fee items can now draw on global variables regardless of where they are located in the quote. For example a fee item can be in an assembly, inside an assembly, inside an assembly, and now calculate its fee based on the total price of a quote. See Adding a fee based on cost, price, profit, weight or hours to review the variables available.
Subscription management is now live, including the ability to subscribe, cancel, change their plan.
Improved and simplified the preview editing page, making it more viewable on different sized screens
To save a presentation you now must explicitly save it, it no longer auto saves. When changes are detected the save button will become visible.
Inviting users by email is the new way and quicker way of adding users to your company as an admin. It sends the user an email inviting them to your company’s workspace. They get a secure link to login, and then are prompted to change their password. When they enter the company workspace they will be prompted to accept terms and conditions, and confirm personal details.
New users are prompted to confirm their personal details, like their name, address and phone number when signing in.
You can now view the usages for labor rates. You can open any labor rate and see a list of all the items that are using that labor rate.
When registering, the users now see the same experience for setting their markup/margin as an existing company does in their estimating settings page
When importing items, it will make smart guesses about the unit of measure, for example knowing to convert synonyms like ‘sqft’, ‘sq.ft’ to ‘ft2’ or ‘cuyd’, ‘cubic yard' or ‘cyd’ to ‘yd3’ which are the actual/official unit types.
When importing items it will now search for the item type by name, so you no longer need to have the actual numeric ID.
When importing items it now searches for the labor rate by name, without need for the actual numeric ID.
When importing items, you can now import advanced fields like purchase unit of measure, purchase quantity per unit, wastage, minimum quantity, minimum labor cost, minimum materials cost, static labor cost, and static material cost.
When importing clients, it will now search for the user by name for the owner/assignee of that client or lead.
Phone number received from the API now return fully qualified in E.164 format with the country code, and omitted leading national zero, for example north american phone numbers are now returned as a string ‘+15555555555’ and an international number where nationally they would write ‘021333343’ will now be returned as ‘+2721333343’ with the country code leading.
New page headings were introduced to the top of important pages as a marketing and support feature, to help guide users to relevant support document or to seek help from us directly if they have trouble, as well as to introduce the feature.
Improved the look of the presentation and added condensed single line items when there is no description, picture or attributes.
Added full-sized cover letter to presentation that pops up when the user logs in.
Dimensions can now be safely deleted without setting values to 0 because the data for dimensions is now retained inside the quote and can therefore be used out-of-scope as well as when the dimension no longer exists in the database.
The unique prefix code for companies custom dimensions is now a shorter 2-5 characters and an underscore, instead of the long ones we had before.
Super users can now manage global dimensions from the super dimensions page, and when they save a dimension it will be un-prefixed.
Super users can now manage labor rates form the super labor rates page
The flag that makes an item or assembly optional is now saved by the containing assembly or quote. Because it is contextual, you can now save the parent assembly and even after the item is updated, and fresh loaded in the assembly, it will still show as optional. You must save the parent assembly after marking an item as optional.
You can now see item and assembly usages. Open the assembly and go to the ‘usages’ tab, or open a cost type/item and scroll to the bottom to see the assemblies that have that item or assembly inside of them.
Items and assemblies list is now improved with a count of how many usages are found for that item, as well as indicating whether it is a global item or company scoped item.
There is now a dropdown menu on the super items page to allow you to filter items for different companies, or global, to improve onboarding.
Super users (only) can now create an item in draft mode that won’t be accessible to anyone who isn’t a super user. Then you can change it to ‘Published’ and then it will become available. This is to improve editing global assemblies without fear of publishing something that isn’t ready.
Added icons to indicate whether an item has labor or materials cost factors.
Improved dimensions table to show a preview of the dimension badge.
Super companies list now sorting by most recent by default
Labor rates now sorting by custom first, global second in company scope
Dimensions now sorting by custom first, global second in company scope
Groups were previously introduced that allow you to filter the pipeline based on groups of users, for example teams or locations.
Allowed certain things, like phone numbers, emails and names be selected and copied to clipboard.
Added one-click copy to clipboard for phone numbers and emails like on the sidebar in the quote page.

Performance improvements

Registration is now 250% faster
Change propagation is now 33% faster/more efficient in a quote context after making a change
Reduced the bulk of quote data overhead by an average of 22%
Adding users is now 150% faster

Bug fixes

Fixed when saving an assembly from the quote context, in some cases it would unset the category, which had the effect of moving the item to the root ‘category’ of the items list from the items and assemblies page.
Fixed error with dragging items from the items and assemblies page from inside a category to the root category that prevented it from working.
Improved selection modal so when selecting files, templates the buttons work and appear correctly.
Data received from the API server now does not transform numeric-like fields into numbers so to avoid omitting leading zeros in phone numbers and postal codes. Previously a zip code of ‘01234’ would be retrieved as only ‘1234’, and an international phone number of ‘021334424’ would return as ‘21334424’. Now the correct string value is returned, with leading zeros.
Made item names full length in the proposal so if it is a long named item
Fixed issue with saving and applying user roles.
Fixed issue with individually retracting permissions to users granted by roles.
The labor rate usages count is now more accurate and will be updated whenever an item that uses it is created or modified.
Fixed an issue with report totals being out of line with content columns.
Fixed an issue with the total item price displaying while editing an item from the items and assemblies page.
Fixed an issue where the ‘remove’ button was not showing on optional condensed one-line items in the presentation.
Fixed issue with clients sending invoices in some situations.
Fixed issue with saving itemized pricing on the quote-level from presentation settings.
Fixed off center estimate on initial load when there are no items in it.
Fixed issue on tables scrolling with items at the top disappearing when there was a large header or filter row above the content rows.