PW-21846 - Fixed an issue where combined pricing in the catalog was not applying to Custom Items unless it was also enabled in the proposal view. Combined pricing now works consistently.

PW-21831 - Resolved an issue where deleting an item in a proposal caused all expanded sections to collapse.

ACH payments processed through QuickBooks will now display a Processing status when initiated instead of being marked as Paid immediately. The system checks QuickBooks twice daily for updates and marks invoices as Paid only after the ACH transaction is fully completed; returned payments are marked as Declined.

PW-21829 - Issue resolved where changing the Deliver To email on an invoice or payment request resets your custom email message. Your custom message now stays when updating the recipient.

PW-20566 - The options to delete or clone custom items are now available on mobile browsers, bringing mobile functionality in line with desktop.

PW-21369 - Fixed an issue where installer notes were not showing on the Installer PDF downloads.

Proposal areas without items now display a cleaner layout with no item headers or bottom totals, keeping the focus on the content instead of empty pricing sections.

Proposal statuses can now all be changed directly from the proposal list. If a selected status requires additional steps, you are redirected into the proposal to complete them. Statuses with no additional requirements update immediately from the list view.

PW-21870 - Fixed an issue in Proposal Client View where item type subtotals in the Financial Summary were not adjusted when Highlight Changes was enabled.

PW-21794 - Proposal areas with options now handle empty options more clearly. When an option has no items, the items header and area total remain visible along with a clear empty state message, so clients understand nothing is missing.

PW-21869 - Resolved an issue where deleting items on a proposal when creating a change order did not retain item nesting or combined pricing.

PW-21800 - Fixed an issue where the area options segmented control on proposals could break or misalign during interaction.

PW-21801 - Parts headers now display at a consistent height across proposals.

PW-21898 - Fixed an issue where attachments on larger proposals were not appearing until after a browser refresh.

Invoices already pushed to QuickBooks Online now automatically update when a convenience fee is added, keeping invoice totals in sync without manual adjustments.

PW-21877 - Resolved an issue where credit card fees on change orders were not displayed on the proposal after payment.

PW-21833 - Fixed an issue where date filters were causing an error when searching in the People section.

Updated catalog search behavior so that when My Favorites is selected, only categories that contain favorited items are returned.

The Project Description section now opens by default when creating a new proposal, making it easier to remember and update this required content.

The Preview screen now mirrors the Client view exactly, including options highlighted in the sidebar, the Request Changes and Accept buttons in the header, and a Preview badge for clarity. Interactive buttons appear functional but are disabled in this mode.

Updated the email notification for attempted views on disabled proposals to use clearer language. The notification now states “Attempted view on a disabled proposal” instead of implying the proposal was viewed.

PW-21844 - Fixed an issue where the AI Proposal Builder was not adding items to proposal areas.

Updated the icon for the secondary View action on the smart button to use the correct “link out” icon instead of the “update” icon.

The invoice history entry displayed “Request Submitted” instead of “Invoice Submitted.” This has been updated.

When invoices with convenience fees are paid, the fee now appears as the last item in the item list for clearer presentation.

In the iOS app, updated the main navigation label from Payments to Invoices.

PW-21781 - Clicking a QuickBooks error on the invoice summary page now opens the integration error modal before entering the push flow, consistent with the invoice detail and proposal views.

PW-21866 - Fixed an issue where invoices were syncing to QuickBooks even when the integration service was not enabled.

Updated the QuickBooks payment credit card form to include Zip Code and Country fields. This information is now passed to QuickBooks for address verification, improving transaction success rates.

PW-21788 - Fixed an issue where items created with inventory tracking enabled were not being created correctly in Zoho.

Dealers can now skip the "Set Up Customer in QuickBooks" screen when submitting proposals, invoices, or payment requests when the integration is set to create payment records and the customer hasn’t been mapped yet.

PW-21528 - Fixed an issue where the client description wasn’t displaying when expanding all areas in a proposal.

PW-21624 - Fixed an issue where invoice due dates were incorrectly changing to match the email notification date.

PW-21673 - Credit card fees now appear correctly on PDF downloads for payment requests.

PW-21692 - Resolved an issue where billing addresses were disappearing on payment requests after updating item pricing.

If a payment is completed in Portal but the client hasn’t been matched in QuickBooks, the QuickBooks status button now shows a red error state to alert you.

The QuickBooks icon on invoices will now only show success if a QuickBooks invoice has been created. For payments, a history event with a link to QuickBooks is added instead.

You can now view error details and retry failed QuickBooks payment records directly from the status icon on invoices and payment requests.

QuickBooks status icons now follow a standardized system: red and yellow states with unified tooltips and clearer next steps.

If an invoice has a QuickBooks warning or error, the secondary button now shows “View Invoice in QuickBooks,” giving you access to the linked record without restarting the sync.

PW-21358 - Fixed an issue in Safari where pasting into text editors would cause errors.

The area selection when adding items has been redesigned for clarity. Each area now appears on its own line with a separate quantity field, making it easier to make precise edits. Divider lines also visually separate each area to reduce confusion.

When you add a new attachment to a group, the group now opens automatically so you can instantly confirm placement.

When dragging an item into an attachment group, hold for a moment and the group will auto-expand, helping you drop it in the right spot.

Double-clicking an area’s expand/collapse icon now toggles all areas open or closed.

The same shortcut works for attachments: double-click to expand or collapse all at once within an area.

PW-21603 - Fixed an issue where Labor Items were not being added to AI-generated proposals.

PW-21599 - Resolved an issue that caused Systems sections to be duplicated on proposals.

PW-21532 - Fixed an issue where accessory items weren’t including supplier costs in proposals.

PW-20808 - Fixed an issue where client search didn’t return relevant results when adding a client to a proposal.

PW-21547 - Fixed an issue that caused errors when enabling automatic invoice syncing to QuickBooks Online.