Release 88 (October 25, 2023)

Release 88 lets you edit the header in invoice and estimate templates and shows a customer's open estimates and on-hold jobs when scheduling.

Edit the header in invoice and estimate templates

Office users can now change the header information in both invoice and estimate templates.

• Estimate template: in Settings, click Templates > Proposal Templates, and click the three dots to edit an estimate template. Under Elements, click the three dots for Header and choose Edit.

  

  

• Invoice template: in Settings, click Templates > Invoice Template, then click Click to edit Customer Info.

  

View a customer's open estimates and on-hold jobs

When you schedule or add a new job, if the customer you select already has an open estimate or an on-hold job, you can click it to view it.