Quotes can now be created and managed directly in the mobile app
Create a new quote by tapping new quick add icon on home screen
Add line items, pictures and labels with a few taps
Easily send the quote to the customer right on the spot
A new section in the app called "My Quotes" has been added. In this section, technicians can view and edit any quote that has been assigned to them (quotes they create are automatically assigned to them)
Office staff can assign or un-assign technicians from any quote on web
Pictures and captions can be added to line items on quotes
Add and edit them on both web and mobile app
Customers can view pics and captions in quotes they are sent
Control taxes for specific products, services and line items
Set whether you want to tax any products and services you create by default with the toggles in settings (the products toggle also controls whether chemicals automatically added to route stop invoices are taxed)
You can change the default tax setting for any individual product or service in the products & services section
You can now see and change the tax setting for every line item on a one time job, invoice or quote (both in app and on web)
Invoice status section now exists at company level
View all invoices by status company wide for any date range in Reports section
See which invoices still need to be sent to customers at a glance
Other Improvements
Invoices and Quotes sent to customers now have a greatly improved look and feel. (mobile optimization improved as well)
The dollar amount displayed beneath the invoice categories of "awaiting payment" and "past due" now shows the sum of the balance due instead of the sum of the invoice totals
Default date ranges on job status, quote status and invoice status categories has been changed from 7 days to 30 days.
Fixed a rare bug involving route stops not showing the correct dates in some specific cases
Status markers on scheduling map now also update in real time without requiring a page refresh
Profit report no longer includes any data from one time job invoices. Only route stop invoices.