New

• Selections have been created inside leads. Now you can create selections in the lead stage without need to convert to job.
• Change Orders table has been created under the Documents in the menu. You can see all the list of change orders created in the list based on your access level.
• Job manager can be selected directly from the Jobs list by clicking on the plus button under the Manager column.
• Financial layout for jobs has been created. Jobs can be created either as fixed price or open book. In the first option (fixed price) the contract price is calculated as sum total of approved estimates and change orders. The latter takes the sum total of invoices when calculating the job total.
• Filter feature have been added to the Invoices list.

Update

• In estimates, discount dropdown has been removed and turned into the input cell
• Coordinator option from Jobs has been removed
• Badge count is displayed on the To-Do icon for overdue To-Dos in the top right of the page
• Today button has been added to the activity pop-up window to add current date without picking it from the calendar dropdown
• Materials & Services blocks inside estimates, purchase orders, invoices, change orders have been frozen enabling users to add new item while scrolling down the page
• 6 other updates

Fix

• In the Settings the dysfunction of sorting data in the columns of Cost catalog table has been fixed