December 16, 2020
- Custom descriptions for invoice items
- Account settings API endpoint
December 2, 2020
- Improved job type search on quote list
- Location merge via API
November 19, 2020
- Invoice Link
- Invoice payment tracking
- Invoicing workflow for external systems
October 27, 2020
- Customizable ad-hoc item type
- Improved due date handling when adding jobs
- Invoice opportunities improvements
September 29, 2020
- Invoice draft status
- Initial invoice status account setting
September 15, 2020
- Invoice due dates and payment terms
- BETA - new invoice page
- Sage Intacct integration office support
August 25, 2020
- Office-specific remit to addresses on invoices
August 11, 2020
- Invoice office assignments
- User default warehouses
July 28, 2020
- Invoice terms and conditions
- Invoice service line search improvements
July 21, 2020
- "Line Item Type with Detail" invoice visibility level
- Additional item types added: material, equipment, subcontractor, general conditions
- Additional brand information on invoices
June 16, 2020
- Additional options when assigning services to jobs
- Emailed invoice improvements
June 2, 2020
- "Summarize by Item Type" option added to quotes
- Invoice visibility levels available on field invoices
- My Company page now shows user and technician counts
- User list export
- Warnings added when editing and sending processed invoices
- Improved customer purchase order handling
- Job office assignments suggest location's office
- Invoice API improvements
May 19, 2020
- Account-wide preference for location taxability
- Handle recurring invoices when deactivating a service contract
May 7, 2020
- Automatic contract selection on quote creation
- Job item list improvements
April 29, 2020
- Service contract invoice notes
- Invoice "Send by Email" history
- Job item export updates
April 9, 2020
- Added invoice visibility levels: line items with prices, line items with grand total only, grand total only, and summarize by line item type
- Default invoice visibility option added to account settings
March 31, 2020
- Search invoice list for recurring invoices
- Contract selection improvements
March 17, 2020
- Bulk send quotes and Service Links to specific contact types
- Send quotes and Service Links to existing contacts
- More flexible estimated durations for services
March 3, 2020
- Improved handling of deficiency fixes
- Additional job item search fields
February 5, 2020
January 28, 2020
- Deactivating service contract can cancel associated jobs, quotes, and services
January 7, 2020
- Service Request API improvements
- Performance improvements for recurring invoices contract selector dropdown
- Performance improvements for job, appointment, and deficiency APIs