New

• A new internal menu was added to the left side of the lead details page to establish a standard view of leads as in jobs. Each section on the menu shows indicators of how much data there is inside.
• Invoices created for leads. This will reduce the number of operations in the system for small businesses, in order to quickly create invoices right after selling leads without a need to convert them to jobs.
• Payments are created for leads. The same case in invoices also applies here. No need to convert a lead into a job. Just create invoices and record payments inside leads.
• Work order generation from invoice. This new feature is the analog of Scope of Work in jobs and exists only in lead invoices. A work order can be printed via the Print work order button on the invoice preview page or the View Work Order option under the blue Options button on the Invoice details page.
• Jobs are shown as references for refunds in the Payments list.
• Estimates can be searched in the general search field on the layout. Results can be fetched through customer names, lead and job names, estimate names, and code.
• Invoices can be searched in the general search field on the layout. Results can be fetched through customer names, lead and job names, invoice names, and code
• The customer’s response to the email sent via software when sending out any document (estimate, invoice, change order. selection, or purchase order) is redirected to the email address of the creator of the document. For invoices, the receiver will be the representative.
• Manually editing the contract price. A New Contract Price field has been added to the Edit Job (formerly Edit Project) window in order to change the contract price of the job manually. Following the manual edit, the automatic contract price calculation will become invalid. To return the automatic calculation, the figure in the manual edit needs to be deleted.
• Estimates added inside jobs. You can now create and manage estimates inside jobs without going back to the lead page.
• Create a new trade partner from the New Purchase Order window.
• Edit unit cost of cost lines inside the Rate input in invoice details page without opening the edit cost line modal through a double tap
• Edit unit cost of cost lines inside the Rate input in the purchase order details page without opening the edit cost line modal through a double tap
• Showing the balance for each invoice in the main Invoice table
• Manually manageable statuses are added for activities inside the job. The status of the activity also can be changed from the activity modal in the dropdown list.

Update