We are constantly adding new updates to improve your experience.
Now you can ensure clarity and build trust with your customers using our new legal agreements feature. Outline terms clearly and protect both parties before the project begins. Customers can view the agreement directly on the estimate page and sign the estimate once they’re ready. It’s a smooth, professional process that keeps projects running confidently from start to finish.
You can now schedule site visits, making it easier to see the work firsthand and build trust with your customers. Instead of relying only on photos or descriptions, you can visit the job site, take accurate measurements, and provide reliable estimates on the spot. From your dashboard, it’s simple to book, manage, and track these visits, ensuring you stay organized while giving customers the personal touch that helps win more jobs.
We added the ability to save estimates for later, giving you more flexibility when customers aren’t ready to commit. Instead of starting over, you can store a detailed estimate for any project and return to it when the timing is right. From your dashboard, it’s easy to access, review, and send when the customer is ready to move forward. This way, nothing gets lost, and you can keep your projects organized without duplicating work.
We introduced this feature to make things easier and more flexible for both you and your customers. Now, you can list optional packages or add-ons right on the estimate, so customers can see everything in one place and choose what they want. With just a quick toggle, they can toggle the optional service on and it’ll be added to the estimate automatically, total balance included. It’s a simple, no-pressure way to offer more and even upsell.
We added this feature to let you send up to three estimates at once because we know how valuable it is to give customers options. Whether it’s a basic, standard, or premium package, showing different levels side by side helps customers make informed decisions and often encourages them to choose higher-value services. It’s a simple, effective way to upsell without being pushy, while making the entire experience feel more personalized and professional.
A key feature has been added! Now you can easily keep track of all your leads in one spot, so you never miss a potential customer. No more switching between emails, spreadsheets, or notes. You’ll see every lead clearly laid out on a single page with their status. It’s a simple way to stay organized, follow up on time, and make sure no opportunities slip by.
We created this feature to simplify the entire process of handling project changes. Now, instead of creating new estimates, you can easily create change orders with customer approval built in. Once the customer accepts, the system automatically updates the price, contract, and invoice, no extra steps or manual edits required. This ensures everything stays consistent, accurate, and transparent between you and your customer, while also saving you time and reducing errors.
A new feature has been added, requested by a customer. Now you can store all your job-related documents like files, notes, photos, and plans in one secure location. No more searching through emails or different folders. Everything is organized and easy to access, so you can quickly find what you need at any point during the project.
We just added a new feature called Tasks. If a job needs extra attention or has multiple steps, you can now add a to-do list to keep everything organized and on track. This checklist helps you stay on top of what needs to be done whether it's following up with the customer, ordering materials, or scheduling additional services.
A new feature is in! Now, customers can easily request changes directly through the estimate no more emails, phone calls, or extra steps. They can suggest updates like adding or removing services, changing quantities, or asking questions. All feedback is captured right away, so you can review and make updates quickly.
