PW-19290 - Resolved an issue where user-uploaded product images in .tif or .heic formats were not processing correctly.

AI Proposal Builder Updates

PW-20703 - Updated the history section to use “Payment Request” wording.

PW-20422 - Resolved an issue where state sales tax was not appearing or saving on proposals.

Dealers can now set different default messages for invoices and payment requests. The correct message is automatically applied based on the type of message being sent.

PW-20756 - Addressed an issue where some users were prompted to connect to QuickBooks even without a payment processor.

Pinch-to-zoom is now supported on Android devices when viewing invoices in the client portal, improving readability for mobile users.

Cover Page and About Us have been split into separate sections. These, along with the Project Description and Project Terms, are now individually collapsible.

PW-20560 - Fixed an issue where proposals did not refresh after moving an item.

"Retainer Invoice" has been renamed back to “Payment Request” across the platform, including in invoices, proposals, summary pages, detail views, section headers, pop-up windows, form fields, and side navigation. Here's a video on why we made this change.

Labels in the QuickBooks Online integration settings have been updated for clarity following the renaming of Retainer Invoices back to Payment Requests. This includes menu items, section headers, and supporting tooltips.

Invoice email templates now dynamically adjust their language to reflect whether the document is a Payment Request or a Standard Invoice, ensuring clients receive consistent, accurate terminology.

The label in the invoice email pop-up window has been updated from “Set as Default for Invoices” to “Set as Default for Invoices & Payment Requests” to reflect that the default message applies to both.

The Client Detail label “Additional Recipients (Invoices)” now reads “Additional Recipients (Invoices & Payment Requests)”.

PW-20592 - Fixed an issue where downloaded invoices and client PDFs did not show the project balance.

Dealers can now control whether items are added to their QuickBooks Online Products and Services library when pushing proposals or invoices from Portal. Those not tracking inventory or needing item-level reporting can turn this off for a more streamlined push.

Improved Zoho Books behavior to restore deleted quotes when updating a proposal, or create a new quote if restoration isn’t possible.

PW-20402 - Resolved an issue where the iPoint integration button was displayed unnecessarily. It has been removed, and the QuickBooks Desktop button now reads “Download Connector.”

Product release years now appear for reference in italics next to short descriptions on Catalog results and item detail pages. They’re hidden from Proposals and client views to prevent customer confusion.

The Catalog search interface has been simplified by removing redundant headers and consolidating results into a single view.

PW-20306 - Fixed a data issue that caused multiple Catalog items to display the wrong brand, such as Episode, Strong, and Quickset showing as Control4. All affected items have been restored to their correct original brands.

The Areas and Items header now hides as you scroll down and reappears when you scroll back up.

To maintain consistency across sections, the client name has been removed from the Proposal header. When a client is assigned, their name will now appear in the side navigation, replacing “Client Info.”

Archived proposals are now displayed in a dedicated "Archived" section on the client detail page.

To improve performance on large Proposals, area descriptions now load only when expanded. This reduces initial load times.

PW-20609 - Fixed an issue where the "Review and Submit" button and related functionality weren’t available until the page was refreshed.

PW-20565 - Fixed an issue where the client search would endlessly spin when trying to add an existing client to a Proposal.

PW-20468 - Fixed an issue where the “Revert” button on PDF downloads wasn’t functioning properly when triggered from Proposal events.

Customers who encounter declined payments now see a clear error message directly on the Invoice page. All original payment options remain available, allowing users to retry immediately. Meanwhile, dealers can still edit unpaid Invoices or log manual payments as needed.

PW-19293 - Fixed a display issue where the Copy Client Link tooltip moved to the top left corner after pressing the Escape key.

PW-19283 - Fixed an alignment issue in Proposal History where long client replies caused the status text to shift.

PW-20454 - Fixed an issue where users were unable to add additional recipients during proposal submission.

PW-20175 - Fixed an issue where area names could not be edited in the iOS app.

PW-20164 - Fixed an issue where manually changing a proposal’s status to Submitted did not create a version entry in the Proposal History.

PW-20334 - Fixed an issue where invoices pushed to QuickBooks required a page refresh in order to display the integration icon. The QuickBooks icon now appears immediately and the event is logged in Invoice History.

PW-20450 - Fixed an issue where the invoice status did not update after submission without refreshing the page.

PW-20254 - Fixed an issue where the suggested payment amount was incorrect when generating a new invoice from a proposal.

The QuickBooks Invoice Integration Settings now include separate configuration sections for Retainer Invoices and Standard Invoices, allowing dealers to manage each type independently.

PW-20474 - Fixed an issue where the liability account for Retainer Invoices was not mapped to the correct account category in QuickBooks.

PW-20331 - Fixed an issue where users encountered authentication errors when attempting to connect Zapier integrations.

Short Descriptions in Proposals and Invoices now support multi-line editing and display. The updated editor includes better visibility, "Revert to Catalog Value," and "Set as Company Default" options. Wrapped text appears cleanly in both dealer and client views with improved spacing and styling.

The Proposal PDF (client and invoice versions) now mirrors the updated financial summary logic shown in the app. This includes clearer tax labeling, more accurate display of taxable vs. tax-exempt items, and better handling of parts discounts and tax overrides.

Standard Invoices now support Client Description and Internal Notes (Hidden) fields. Client descriptions appear in the client view; internal notes remain visible only to the dealer team.

The Auto Create Invoice setting is now separate from the Proposal Acceptance milestone in payment schedules. Dealers can now control whether invoices are auto-created upon proposal acceptance. This behavior can also be set as a company default.

PW-20290 - The Email & Submit pop-up window for Proposals and Invoices now always pulls in the most up-to-date client email, includes additional recipients saved to the contact record, and no longer requires a page refresh to reflect recent updates.

When pushed to QuickBooks, Zoho, or the Public API, parts discounts on Proposals are now split into taxable and tax-exempt values. External systems will now match the proposal’s financial summary by generating separate line items for each discount type.

The “Add Internal / Installer Notes” link now reads “Add Internal / Installer Notes (Hidden)” to make it clear that these notes are not visible to customers.

In Client View, the Tax Rate Breakdown now includes all item types labeled as “Exempt” (e.g., “Labor, Exempt”) rather than hiding them.

PW-20208 - Resolved an issue where users who had permissions to create orders were getting an Invalid Permission error when trying to create an order directly from a proposal.

PW-20202 - Fixed issue that was preventing declined invoice notifications from being generated.

PW-20052 - Addressed an issue where proposals could not be deleted on mobile.

PW-19874 - Fixed an issue on mobile where Payment Request verbiage was still being used even with Invoices enabled.

Updated the button in Settings under Invoices from “Connect Payment Processor” to “Connect Your Payment Processor” to clarify the action.

For dealers without a connected processor, a “Connect Your Payment Processor” button now appears in the Invoice Detail and Review & Submit pages. Making it easier to enable online payments.

Updated designs for line items in compact view for improved readability

Hide MSRP, profit, notes, and tags in compact view.

Updated client view so when options are not yet selected, the green "Accept Proposal" button now reads "Choose Proposal Options". "Accept Proposal" button is now enabled only after all options are selected in the client view.

Replaced the green dot in the side navigation, which represented Options available in that area, with green "2/3 Options Available" text displayed under the area name.

Removed the confirmation prompt when client is selecting area options.

PW-20025 – Fixed an issue where the Refresh Pricing button did not pull the latest pricing.

PW-20051 – Corrected an issue where labor displayed as $0 on proposal CSV downloads when combined pricing was enabled.

PW-19804 – Resolved an issue where the page jumped slightly after selecting an area option.

PW-20124 – Fixed a display issue where "_" character in proposal names appeared incorrectly on PDFs.

PW-20126 – Corrected missing fee, sell price, quantity, and total on proposal PDFs when using the simple layout.

PW-20136 – Fixed an issue where the submit pop-up window did not populate the client’s email or default CC emails.

PW-20176 – When you refresh pricing in a proposal, you now see a confirmation message showing exactly how many items were updated, so you know your costs and MSRPs are current.

PW-20190 – Resolved an issue where project description and internal notes were removed after refreshing a proposal.

PW-20117 – Fixed an issue in AI Prompts where AI options appeared for an area even when no AI had been assigned to it.

When creating an invoice for a client, Portal now prompts to check for outstanding proposal payment schedules.

Added invoice type prefix (Standard, Retainer) to invoice numbers on mobile.

Changed Email and Submit to Review and Submit on invoices for mobile.

Removed default payment schedule for new accounts.

Replaced the email address in the company section of invoices with License # (when available).

PW-20154 – Fixed an issue where resending invoices reset their status to submitted/viewed and re-enabled payment, even if already paid.

PW-20081 – Fixed an issue that prevented editing invoice line items when the quantity was set to zero.

PW-20082 – You can now use fractional quantities (like 1.5 or 0.25) in standard invoices.

Extended QuickBooks Online integration to support both standard and retainer invoices.

PW-20129 – Fixed retainer invoice customer setup in QuickBooks Online to ensure correct customer creation.
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Financial summaries now separate taxable and tax-exempt items into distinct sections, making it easier to understand how tax is applied.

Modified Financial Summary to handle parts discounts by applying proportionately to taxable and tax exempt parts.

Introduced a new Compact View for Proposals. This feature is available by request.
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Added a new "Add Discount" button in the Financial Summary section. We no longer show "Additional Parts Discount" as a line item unless a discount has been added.

The "Email & Submit" pop-up window now saves additional recipients to the contact record for future use.

PW-19577 Resolved an issue where Payment Schedule was showing dollar amounts for each Payment when Options had not yet been chosen. PDF will now show only Payment Schedule percentages, where applicable, for each payment when Options have not been chosen (and the total for the project is not yet known).

PW-19831 - Updates to Sales Tax calculation hierarchy. Tax Exemptions apply first at the global Proposal level, and then at the item level. Items in the Catalog (Products, Labor, Fees) can be marked as default taxable or tax exempt. You can override the default Catalog tax setting per line item on a Proposal. The tax settings for each line item on the proposal are used for Sales Tax calculation based on the Proposal's Tax Setting in the financial summary. For example, if you have taxable labor line items on a Proposal, but your Proposal Sales Tax settings do not tax Labor, then all of those Labor line items will be tax exempt. We also added clarity in the form of a description below Sales Tax in the Financial Summary that explains the current Sales Tax settings for that proposal.

PW-20086 – Resolved an issue where fees were not showing taxable status in new proposals.

Renamed “Items” to “Item” in invoice detail headers for better clarity and consistency.

Updated “Invoice Message” label on Invoices to “Payment Instructions / Message”.

PW-19577 – Resolved an issue where PDFs incorrectly displayed dollar amounts instead of percentages for unselected proposal options in payment schedules.

PW-19852 – Clarified ACH micro-deposit messaging to indicate delivery within 1–2 business days.

PW-20065 – Added a confirmation email for manually recorded payments. Includes invoice details and PDF, with an option to disable.

PW-20111 – Resolved a display issue where Stripe ACH errors were not being shown.

PW-20125 – Fixed a QuickBooks Online issue that was preventing some invoices from being created.

Added a smart button for Salesforce with correct icon placement in the Client Detail view.

Catalog sections (Favorites, Company Approved) now remain grouped when filters are applied.

Adjusted the catalog UI so result headers are better aligned with content.

PW-19771 – Resolved an issue where Favorites didn’t display company-approved items when filters were active.

Attachments can now be added directly to proposal line items using the new “+ Add Attachment” button.

Increased the QTY input field size and added dynamic font scaling to improve readability for large numbers in proposal line items.

Attachments on Items on Proposals now load collapsed by default, keeping the interface cleaner until expanded.

When submitting a proposal, users are now alerted if it includes items that are not Company Approved.

PW-20015 – Fixed an issue that intermittently prevented proposals from linking correctly to retainer invoices. (In Beta)

Users can now edit the retainer invoice line item name.

Applied consistent default names and descriptions to invoice line items created from payment schedules, proposal detail view, and invoice summary view.

Added a “Copy Link” option to the three-dot menu on invoice detail pages.

Updated invoice email section labels from “Client” to “Deliver to” for consistency with proposal language.

Updated the email interface for proposals and invoices to use “+ Add Recipient” instead of “+Add Cc,” since emails are sent individually.

Added a “Download PDF” option to the three-dot menu on invoice detail pages.

PW-19955 – Fixed an error where an empty state alert displayed after removing a client from a draft invoice.

PW-19945 – Resolved an issue where the Item Type column was missing from the client view of Standard Invoices.

Added a “Re-import QuickBooks Contact” option on client detail views to sync updated data.

PW-19916 – Fixed a QuickBooks integration error where a required LinkedTxn parameter was missing.

PW-19753 – Resolved an issue where deals created from Portal weren’t appearing in Zoho, resulting in empty or broken links. (In Beta)

Approved Item functionality is now available for Premium plans and higher.

New permission controls let admins manage who can edit and manage approved items.

Catalog search improvements designed around searching model numbers.

Increased the history in the “Recent Activity” window from 10 to 25 events, making it easier to track changes.

Selecting area options is now done directly within the area section.

Added a second submission warning that flags proposals containing any non-company-approved items.

PW-19792 – Resolved an issue where tax rates didn’t update correctly when the proposal address changed to a new state.

PW-19793 – Fixed an issue where invoices generated from proposals incorrectly used the client’s primary address instead of the default billing address.

PW-19798 – Sales tax is now clearly broken out by parts, labor, and fees—no more single blended rate.

For accounts syncing invoices with QuickBooks Online, Portal now checks if the client exists in QBO before pushing. If not, users are guided to create the client first.

After a successful QBO sync, invoices now display a smart button that links directly to the corresponding QBO invoice.

PW-19795 – Resolved an issue where TaxJar rates weren’t updating in real time when changing sales tax locations on invoices.

PW-19858 – Fixed a problem where changing an invoice date caused the due date field to fail to load.

PW-19668 – Resolved a formatting issue in payment confirmation emails where the client’s name appeared twice.

Renamed the “Profit Warning” section in Settings to “Submission Warnings.” You can now toggle alerts for proposals below your defined profit margin.

Renamed the “Contact” section to “Details” in People

Cleaned up Client Detail pages to remove duplicates of the Client name.

Updated titles in pop-up windows to display “Edit Contact” instead of “Edit Client.”

Moved description text for the “Notes” and “Locations” sections in Client Detail pages inline with section headings to improve readability.

The “Email & Submit” pop-up window in proposals has been updated to match the newer experience introduced in invoices.

Dealers can now choose the current option for the customer directly from the three-dot menu in the Area header.

Users are now able to include approved changed orders in the Proposal PDF, CSV, and Invoice PDF downloads.

PW-19777 – Fixed an issue preventing users from saving new or edited parts on proposals.

PW-19777 – Fixed an issue where adding new parts to the catalog or editing existing parts would fail with an error.

PW-19759 – Fixed an issue where clients paying invoices with credit cards through Square did not see a credit card number field, blocking payment completion.

PW-19779 – Fixed an issue where retainer invoices did not include credit card convenience fees in the total amount.

Zoho (Preparing for Beta test)

Updated the QuickBooks Online integration settings for invoices, making configuration options more clear.

Added a new pop-up window to check for a linked QuickBooks client before creating a retainer invoice from a proposal.

Added a new three-dot menu in the Areas & Items header for collapsing or expanding all sections and rearrange areas.

A confirmation message now appears when expanding all areas in large proposals, letting you know it may impact browser performance.

The “+ Add Area” text has been replaced with a button for visual consistency.

PW-19645 – Resolved an issue where CSV downloads failed in Safari and Firefox, showing an API error instead of downloading.

PW-19567 – Resolved an issue where videos uploaded via the AI Proposal Builder couldn’t be played after upload.

Attachments on Company Approved items now display an “Approved” badge on the Catalog Item Detail page.

Discontinued items now include a badge in tile and in list views, and the item detail page shows a banner with replacements when available.

When creating a retainer invoice from a proposal, Portal now checks if the client exists in QuickBooks and prompts users with a “Set up Client in QuickBooks” screen if missing.

QuickBooks Online settings have been updated with clearer toggles to manage invoice syncing behavior.

Users can now save invoice email message as a preferred default from within the email editor.

You can now search QuickBooks Online contacts directly within Portal.

The Simply Reliable integration card now includes a “Proposals” tag and revised text clarifying that proposals can be pushed to Simply Reliable.

PW-19637 – Resolved a syncing error where tax-exempt proposals in Zoho returned a “Tax Exemption ID does not belong to the Item level” message.