Product updates

Version 25.1.1 Jan 30, 2025

New!

You can now associate sub-customers with customers, making it easier to manage work for large businesses and franchises.
The billing address can now be changed on an invoice for more precise sales tax calculation.

Version 25.1.15 Jan 15, 2025

New!

Invoices now support setting due dates to ‘On Receipt’, providing extra flexibility.
Job Type is now prominently displayed throughout the app for quick reference.

Version 24.12.24 Dec 24, 2024

New!

You can now change the customer and job associated with certain Estimates and Invoices.
Estimates can now be set to ‘Canceled’ status to help keep your projects up to date.

Improvements and bug fixes

Reworked Estimate, Invoice and Purchase Order details blocks to better present relevant information.
Introduced additional checks and warnings for Estimate, Invoice and Purchase Order status changes to streamline workflows and prevent unintentional actions.
Improved synchronization with Quickbooks Online.

Version 24.11.21 Nov 21, 2024

New!

Cinderpay switched to a new payment gateway: payments are now faster and more reliable.
Tasks is now a single hub to track and manage tasks for you and your employees.
Dashboard has a reworked Tasks widget to help plan your workday more efficiently.
It’s easier for your customers to accept Estimates: fewer clicks, more deals landed.

Improvements and bug fixes

Added the ability to resend invitation emails for new users.
Fixed a bug that could result in discrepancies when converting Estimates to Invoices.
Fixed an issue with Address Line 1 sometimes not autofilling correctly.

Version 24.10.2 Oct 2, 2024

New!

Added filters, enhanced sorting options, and implemented a feature showing which job asset is linked to each file in Files & Docs.
Accepted POs can now automatically sync to Job costs.
Updated Estimates and Invoices lists, including bulk actions, additional sorting options and other improvements.

Improvements and bug fixes

Fixed a bug that allowed inactive customers and items to be imported from QuickBooks during synchronization.

Version 3.17.0 Jan 15, 2025

New!

Completely redesigned Task screens for a smoother experience.
Invoices now support setting due dates to ‘On Receipt’, providing extra flexibility.
Job Type is now prominently displayed throughout the app for quick reference.

Improvements and bug fixes:

Offline sync and error handling is now easier to navigate.
Improved UI responsiveness for font scaling and accessibility settings.
Fixed a number of minor bugs across Jobs and Customers.

Version 3.16.1 Nov 21, 2024

New!

Redesigned Dashboard for a clearer overview of your day.
Enjoy smoother workflows with redesigned screens for creating Jobs and Contacts.
Tasks are now more powerful! Keep them private, assign them to teammates, or star them for quick access.

Improvements and bug fixes:

Various improvements to navigation and search.
Resolved an issue where Address Line 1 sometimes didn’t autofill correctly.
Fixed a bug affecting the phone number input field (iOS only).
Fixed a number of minor bugs across Jobs, Estimates, Invoices, and Appointments.

Version 3.15.1 Oct 2, 2024

Improvements and bug fixes:

Updates to the layout of the Estimates, Invoices, and Purchase Orders screens.
New approach to notifying customers when creating appointments.
More improvements to offline sync.
We fixed the issue where users were sometimes not assigned during appointment creation.

Support Docs
Video Tutorials
Lesson 2: Job notes

Lesson 2: Job notes

Before embarking on your journey, take the time to research your destination. This includes understanding the local culture, customs, and laws, as well as identifying top attractions, restaurants, and accommodations. Doing so will help you navigate your destination with confidence and avoid any cultural faux pas.

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Tip: Can’t find the invite email? Check spam or promotions folders, and ensure the email address is correct. For any issues, head over to our Help Center or Contact Us for additional support.

Suggested

Lesson 1: The Job Profile

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