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) - June 26, 2019

Staff List Page Updates

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - April 24, 2019

Updates to Adding and Editing Payments

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - April 3, 2019

Inventory Management Improvements

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Feb. 21, 2019

New Composite Sales Tax Feature

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Jan. 24, 2019

Improvements to Jobs, Customer and Contact Lists

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - March 14, 2019

QuickBooks Improvements

Written by Rochelle
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 Rochelle
Updated over a week ago

Release Notes (Web App) - Nov. 14, 2018

Recurring Jobs Update, Reporting Enhancements, Staff Permissions Around Pricing Visibility

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Oct. 24, 2018

Easier Management of Estimates, Longer Item Descriptions

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Oct. 3, 2018

Calendar Improvements, Preventing Overbooking

Written by Rochelle
Updated over a week ago

Release Notes (Mobile) - Sept. 28, 2018

Uploading Photos to Estimates and Jobs, Payment Receipts

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Sept. 12, 2018

Sending a Copy of a Receipt, Staff Selection Pane

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Aug. 28, 2018

Payment Receipts, Prioritizing Jobs, Assigning Due Dates

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Aug. 1, 2018

Improvements to Jobs, Customers and Scheduling pages

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - July 17, 2018

Low Inventory Level Notifications

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - June 21, 2018

Price List and Calendar Enhancements

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - May 30, 2018

Updates to Price List

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - May 2, 2018

Enable Staff to See Rates on Jobs

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - April 12, 2018

Overdue Invoices and PO Numbers

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - March 22, 2018

Estimates for Similar Jobs

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Feb. 22, 2018

"PAID" Stamp on Invoices

Written by Rochelle
Updated over a week ago

Release Notes (Mobile) - Feb. 15, 2018

Uploading Photos to Estimates

Written by Rochelle
Updated over a week ago

Release Notes (Web App) - Jan. 31, 2018

Uploading Photos and Attaching Files to Estimates

Written by Rochelle
Updated over a week ago

Attach Photos to Estimates (mobile app)

Attach a photo from your mobile device to your estimates

Written by Shannon Vick
Updated over a week ago

Search by Item Description (mobile app)

Add items to estimates, jobs, and invoices by searching descriptions

Written by Shannon Vick
Updated over a week ago

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 Shannon Vick
Updated over a week ago

Copy an Estimate

Duplicate an existing estimate to save time

Written by Shannon Vick
Updated over a week ago

Attaching Files to an Email

Attach files when sending emails from mHelpDesk

Written by Shannon Vick
Updated over a week ago

Preview photo file attachments

Confirm details about your photos prior to download

Written by Shannon Vick
Updated over a week ago

Search for Service Location

Change location of a Job using search

Written by Shannon Vick
Updated over a week ago