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What's New
Learn our latest features and enhancements and access our Release Notes
32 articles in this collection
Written by
Ian Keith
and
Mike Bempah
New Design Enhancements for Estimates and Invoices (Web App)
Improving the design and functionality of the Estimate and Invoice Lists and Edit screens
Written by
Ian Keith
Updated over a week ago
Release Notes - Web App
Release Notes (Web App) - June 26, 2019
Staff List Page Updates
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - April 24, 2019
Updates to Adding and Editing Payments
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - April 3, 2019
Inventory Management Improvements
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Feb. 21, 2019
New Composite Sales Tax Feature
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Jan. 24, 2019
Improvements to Jobs, Customer and Contact Lists
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - March 14, 2019
QuickBooks Improvements
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Dec. 5, 2018
Settings Page Update and Enhancements to Exporting, Reporting and Customer Equipment
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Nov. 14, 2018
Recurring Jobs Update, Reporting Enhancements, Staff Permissions Around Pricing Visibility
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Oct. 24, 2018
Easier Management of Estimates, Longer Item Descriptions
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Oct. 3, 2018
Calendar Improvements, Preventing Overbooking
Written by
Mike Bempah
Updated over a week ago
Release Notes (Mobile) - Sept. 28, 2018
Uploading Photos to Estimates and Jobs, Payment Receipts
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Sept. 12, 2018
Sending a Copy of a Receipt, Staff Selection Pane
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Aug. 28, 2018
Payment Receipts, Prioritizing Jobs, Assigning Due Dates
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Aug. 1, 2018
Improvements to Jobs, Customers and Scheduling pages
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - July 17, 2018
Low Inventory Level Notifications
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - June 21, 2018
Price List and Calendar Enhancements
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - May 30, 2018
Updates to Price List
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - May 2, 2018
Enable Staff to See Rates on Jobs
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - April 12, 2018
Overdue Invoices and PO Numbers
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - March 22, 2018
Estimates for Similar Jobs
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Feb. 22, 2018
"PAID" Stamp on Invoices
Written by
Mike Bempah
Updated over a week ago
Release Notes (Mobile) - Feb. 15, 2018
Uploading Photos to Estimates
Written by
Mike Bempah
Updated over a week ago
Release Notes (Web App) - Jan. 31, 2018
Uploading Photos and Attaching Files to Estimates
Written by
Mike Bempah
Updated over a week ago
Release Notes - Mobile App
Attach Photos to Estimates (mobile app)
Attach a photo from your mobile device to your estimates
Written by
Mike Bempah
Updated over a week ago
Search by Item Description (mobile app)
Add items to estimates, jobs, and invoices by searching descriptions
Written by
Mike Bempah
Updated over a week ago
Enhancements and Improvements
Composite Sales Taxes
Create a Sales Tax Item that combines multiple Standard Taxes into a single line item.
Written by
Ian Keith
Updated over a week ago
Text or Email Mobile App Link
Written by
Mike Bempah
Updated over a week ago
Copy an Estimate
Duplicate an existing estimate to save time
Written by
Mike Bempah
Updated over a week ago
Attaching Files to an Email
Attach files when sending emails from mHelpDesk
Written by
Mike Bempah
Updated over a week ago
Preview photo file attachments
Confirm details about your photos prior to download
Written by
Mike Bempah
Updated over a week ago
Search for Service Location
Change location of a Job using search
Written by
Mike Bempah
Updated over a week ago