July 2026 Updates

🆕 Edit Partially Paid Invoices – Invoices in Partially Paid and Paid states can now be edited. Additionally, custom fields, Estimate Date, and Expiry Date remain editable even after an estimate has been converted into an invoice.

🆕 All-Day Scheduling – Added support for creating all-day schedule entries on Jobs, making it easier to manage full-day assignments.

🆕 Multi-User Time Off – Added support for creating and managing time-off requests for multiple users in a single operation.

🆕 Approval Workflow for Contract Renewals – Contract renewals now automatically trigger the configured approval workflow, ensuring renewed contracts follow the required approval process.

🆕 Purchase Tax Support – Added product-level purchase tax configuration, which is automatically applied during Product Inward and Purchase Order workflows.

🆕 Page-Level Acknowledgements – Added page-level acknowledgement support in Proposal Layouts with live preview, PDF generation, and signature validation.

🆕 Quote Sent Date – Introduced a new Sent Date field for Quotes, enabling improved listings, reporting, and automated follow-up reminder workflows.

🆕 Follow-Up Reminders Based on Sent Date – Automated follow-up reminders can now be configured based on the date a Quote or Estimate was sent to the customer.

🆕 Developer Hub Permission – Added a dedicated role-based permission to control access to the Developer Hub.

🆕 Show Deposit Toggle in Proposal Layouts – Introduced a configurable deposit visibility toggle in the Proposal Layout Builder, allowing deposits to be shown or hidden in both the Proposal PDF and the public proposal page.

🆕 Bid Engine Measurement Upload – Added support for uploading measurement files generated by Bid Engine.

🆕 Pitch Gauge Measurement Upload – Added support for manually uploading Pitch Gauge measurement XML files.

🆕 CPQ Template Reordering – Proposal and CPQ template options can now be reordered, providing greater flexibility when configuring proposals.

🆕 Negative Totals in Estimates – Estimates and Quotes now support negative total values, enabling advanced pricing adjustments and credit scenarios.

⭐ Commission Listing Enhancements – Commission listing APIs now include the current Job Status and associated Job Category in both listing and metadata responses.

⭐ AR Aging Statistics Filters – Added Customer, Due Date, and Aging Period filters to the AR Aging Statistics API for more flexible reporting.

⭐ Proposal Layout Improvements – Proposal PDFs now display addon quantities based on visibility settings, include approved quote line items within accepted options, and provide improved image cropping and resizing in the layout editor.

⭐ Automatic Customer Detail Synchronization – Customer information updates are now automatically synchronized across Estimates, Invoices, Jobs, Requests, Projects, Contracts, and Assets.

⭐ Highest Price Validation for Product Inward – Added support for enforcing configurable maximum purchase price limits during Product Inward.

⭐ Contract Reminder Improvements – Contract reminders are now sent even when a contract template has not been configured.

⭐ Automatic Proposal PDF Attachment – Proposal PDFs are now automatically attached to Quotes after a proposal is accepted by the customer. (Applicable only for Layout Templates.)

⭐ Signature Handling on Layout Changes – Estimate updates now automatically preserve and apply signatures when the Proposal Layout Template is changed.

⭐ Activity Tracking Enhancements – Added activity log entries for comment actions and user update operations to improve audit visibility.

⭐ Note Activity & Offline Archival Improvements – Updated activity messages for note-related actions and improved offline archival handling.

⭐ Material Request & Purchase Order Counts – Jobs now maintain Material Request and Purchase Order counts to improve reporting performance.

⭐ Measurement Validation Improvements – Prevented duplicate measurement token names within a category and introduced internal measurement status tracking.

⭐ Update Job API Enhancements – Added support for removing all Service Tasks when updating a Job Category.

⭐ Finance Statistics Improvements – Updated Job and Project Finance Statistics APIs to correctly calculate and include surcharge amounts.

⭐ Bulk Quote Color Updates – Added a bulk API for updating color options across multiple Quotes.

⭐ SRS Supplier Integration Enhancements – Delivered multiple API improvements and workflow enhancements for SRS supplier integrations.

⭐ Purchase Order & Work Order Enhancements – Added multiple improvements and API updates across Purchase Orders and Work Orders.

🐞 Document API Fixes – Resolved multiple stability and correctness issues across the Document APIs.

🐞 PDF Generation Improvements – Fixed multiple PDF generation and rendering issues to improve document stability and reliability.

🐞 Timelog Update Fixes – Fixed issues affecting Timelog updates to ensure accurate time tracking.

🐞 Duplicate Asset Prevention – Prevented duplicate Asset creation during Job creation and update operations.

🐞 Receivables Fixes – Corrected receivables calculations for invoices marked as BAD_DEBT and ARCHIVED during bulk actions.

🐞 Customer Portal PDF Fixes – Resolved Estimate and Invoice PDF rendering issues within the Customer Portal.