Release guide
Close the loop, from quote to paid
The last release turned the app into something a whole company runs on. This one finishes the circle. You can invoice a finished job and get paid, put appointments and estimate visits on a calendar, and let routing order a crew's day by drive time. And you can build the estimate that starts it all from the web, not just the phone.
Read a section, then go do the thing. Every step below uses the exact words on the screen.
Start here
What is new at a glance
Four things landed in this release.
- Invoicing. Turn a completed job into a real invoice, send it, and get paid. On the web for now.
- Appointments. A calendar that holds appointments and estimate visits, not just production days.
- Routing.A crew's day can now be ordered by real drive time with one tap.
- Estimating on the web. Build and send an estimate from the dashboard, plus faster line entry everywhere.
Get paid
Invoice a finished job
When a job is done, turn it into a real invoice from one web queue, send it, and mark it paid when the money comes in.
Issue an invoice
- Open Invoices in the web dashboard.
- Ready to invoice lists every completed job that has a customer, is priced, and has a positive total. Pick the ones you want.
- Review the invoice date and the due date.
- Issue one invoice per job.
A completed job that is not ready shows under Needs attention with the concrete blocker, like an unpriced line or a missing customer, so you know exactly what to fix.
Send it, and get paid
Send the invoice and your customer opens it online and downloads a PDF. You mark it paid when the money lands. Made a mistake? Void it with a reason and reissue through the same Ready-to-invoice flow. The original record and its number stay in history, nothing is ever deleted.
Worth knowing
Creating an invoice makes real financial records. It never just flips a boolean on the job, so your books and the app agree.
Invoicing lives on the web in this release. If you run the office side from a browser, that is where it is.
Plan the day
Appointments and estimate visits
Your calendar now holds more than production days. A Schedule screen carries appointments and estimate visits alongside scheduled jobs.
Book an estimate visit and it lands on your board as a Lead. Accept it and it flows straight into a draft estimate, with the customer and the site already filled in. Reschedule, cancel, or unbook from the same screen. Personal blocks keep time on the calendar that is not a job at all.
Worth knowing
A lead is not a job yet, so it stays off the Jobs list until you turn it into a draft. It is the front of the pipeline, made visible.
Available on the web.
Order the drive
Routing goes live
The route controls that were visible but off now order a crew's day by real drive time.
Tap Optimize now and the stops reorder for the shortest route, or set the order by hand when you know the day better than the map does. Set your yard as the start and the end of the day under Operations in Organization settings, so the route begins and finishes where the truck actually does.
Both the crew's route and your owner route read from the same plan.
Worth knowing
Turn by turn still hands off to Apple Maps or Google Maps through Directions. This orders the day. It does not track anyone, and there is no live position feed.
Office side
Estimating from the web
Build and send the estimate that starts every job from the dashboard, and add lines faster everywhere.
Pick a customer and a property, add your service lines, and send the proposal, all from a full screen with a keyboard in front of you. It is the same estimate your customer accepts online and the same job that flows through scheduling and invoicing.
- Every place you add a service now has a searchable picker. Type a few letters and jump to the line instead of scrolling your whole catalog.
- A quick quantity line, a service with a quantity and a price, is now a few taps right in the mobile estimate grid.
Honest
What is coming next
Listed so you know what is being built and what is not.
- Invoicing on mobile. The invoice flow is web first in this release. Doing it from the phone comes next.
- Dollars on top of hours. Time tracking records hours today. Labor rates, and what a job cost against what it sold for, come after.
- Online payment. Today you send the invoice and record the payment yourself. Taking the payment on the invoice page is the next step.
No dates are being promised on any of these. If one of them matters more than the others for how you actually run jobs, say so and it moves up.
Looking for the running list of smaller changes? Read the changelog.