Product Updates
From fresh features to behind-the-scenes improvements, this is where you'll find every update that makes our product faster, smarter, and better for you. Check back often — we're always building something new.
👥 Assign a Sales Person to an Estimate
- Desktop App
- Feature Update
We’ve added a new feature that gives you more control over who is responsible for each estimate.
What’s new:
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Assign or Reassign Sales Person: Office Managers, Owners, and Partners can now assign an estimate to a specific Sales Person, instead of it always being tied to the creator.
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Default Assignment for Sales: If a Sales Person creates an estimate, it will automatically be assigned to them.
- Role-Based Permissions: Only Owners, Partners, and Office Managers can change or reassign the Sales Person. Sales staff cannot assign themselves to estimates they did not create.
This update helps improve accountability, streamline follow-ups, and maintain a clear record of estimate ownership.
