Change Orders
Our most requested feature is finally completed! You can now create change orders and manage these change orders on a project. Edit the project bill of materials (BOM) in a separate change order to present potential changes, allowing you to approve these changes and merge into the BOM, or decline and ignore these changes.
Improved Reporting
We have replaced our old reporting with a new set of reports. These will be much more performative and allow you to filter by date, salesperson, and project type. View your sales that have happened or take advantage of the new sales forecast report to get a better idea of projected sales for the next months.
Item Status
Manage the status on each individual items with the new item status view on a project. You can filter, update multiple status at once, and even download as a PDF or Excel file so you can hand off to your installers. You can also update the item status on an item from the project's BOM too.
Other Improvements Worth Noting
- Making it more obvious when you have partner pricing available for a product
- Update all instances from quote item sidebar now works on labor
- Disable category labor (default labor) applied to new products