New Feature
Add Photos to Estimates on Mobile
Estimators can now attach photos to estimates directly from their mobile device, out in the field. For users on the Standard Web Proposal beta, those photos sync automatically to Client Estimate Files on desktop — no extra steps.
Feature Enhancement
Updated Camera on Tasks
A redesigned camera with flash, zoom, landscape mode, and annotations is now available when capturing task photos in the field — faster and easier to use day to day.
Feature Enhancement
Customize Proposals on Mobile
The proposal customization controls — toggling Quantity, Item Price, and Item Total on client-facing proposals — are now live on mobile, matching what's available on the web.
New Feature
Communication History with AI summary
The redesigned Communication History view in the CRM now includes an AI-generated summary that recaps your interactions with a contact at a glance — no scrolling through every note to get up to speed.
As always, we appreciate your partnership. Please feel free to reach out with any questions or concerns that you might have. Enjoy the rest of your week!
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