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.
- Desktop App
- Feature Update
📊 Report Update Available: Estimate by Date Report!
We’re excited to announce the launch of the new Estimate By Date report. This report allows you to:
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Filter by date range, estimate status (Submitted, Accepted, Rejected), and customer type (Residential, Commercial, or All)
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View key columns: First Name, Last Name, Company, Type, Address, Total, Sales Rep, and Estimate Status
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Download your data as PDF or CSV, and export by customer group
The report is based on the familiar “Estimate Items” format, with enhanced filtering and export options.
To access the new report, head to the Reports section and look for “Estimate Status.”
