New

• Now, refund operation within a lead is made as per invoice
• QuickBooks and Google calendar setup guidelines for admins have been to the relevant integration pages under the Settings menu
• Overdue option has been added to the Scheduled activities block to show uncompleted activities despite due date in the Overview tab inside jobs
• Default Financial layout field has been added to the Company Settings page under the Settings menu to manage whether a company executes fixed price or open book projects.
• Filter feature has been created for Purchase Orders and Change Orders under the Documents menu. You can filter both tables via the Filter button over the tables.
• Coordinator option has been created for jobs. When you convert lead to job you’ll also have option to choose a user coordinator for the job. Additionally, the user who converts a lead to job is selected as manager by default. This feature is aimed at to give the user access to job which he/she will work with.
• Other new features

Update

• Project details and Comments in leads and jobs have been separated into two blocks
• Project description now can be edited via double click on the description
• Lead qualification is now way easier and fancier than before. Just click on the face icons on the Project details section inside a lead to qualify accordingly
• Now corresponding group name for each line item is shown when searching for a line item to add to the estimates, invoices, purchase orders and change orders. Additionally, you can search line items as per their groups.
• Prices of line items are shown in the Cost catalog table (Items) under the Settings menu. Now you can change item prices without needing to open items for edit. Also, variations and their prices are shown in the table.
• Customer’s name is shown in the comment notification under Interactions block in the Summary page
• Print and Add note buttons are placed inside 3-dots button for each row in the Scope of Work tab inside jobs
• Customers’ past records now can be accessed through Customer history placed for each customer in the Customers table
• Other UI and visual updates