- On the dashboard, filter the won column to just show for the current month, quarter, or year
- Improvements to the Create Opportunity form
- Added Lead Source as a option on an opportunity, so you can track and report on lead source
- Accounts are now labeled as Clients and have types (person or business)
- Added the total below the quote location/system for better summarizing
- Include labor in the Total Sell column on your quote for better estimating
- Added the ability to add labor line item to a package
- Labor Summary section in the quote location/system and viewed overall on a proposal to review your labor types
- Download Proposal instead of print - by downloading your proposal instead print allows us to better format more consistently your proposal document. Don't worry, you can always print after downloading :)
- Find and Replace approved items on a change order
- Better plan view location drawings with guidance
