Products

• In Custom Field Settings, options for custom field values can now be deleted.
  
  

  

Finance

• Payments and credit memos are now automatically applied to invoices. The current logic applies deposits and credit memos from the project first.

Reports

• You can now manage report access in bulk. Just go to the Reports page and click the icon for the section you want to edit.

  

  
  

• You can quickly copy and paste groups or users, making it easy to set up access for all reports exactly how you want.
  
  

  

• The Quote Performance report is live—check out this first version! It’s a valuable tool for sales, showing metrics such as average decline/acceptance time for quotes, quote creation volume by user, and more.
  
  

  

  
  

• We’ll continue to improve this based on your feedback—next steps include making the numbers clickable to view the specific quotes and adding export functionality.

• Added the All Tasks report. This is just the first simple version—though already powerful. The main purpose is to export tasks with all their data into a spreadsheet, so you can create any business report based on tasks.
  For example: SF by installers over the last week, percentage of service calls vs installs, average template-to-install time, installs per zip code and more.

• Custom Views now support:

  • Filtering quotes based on their creation time.

  • Displaying when a quote was created.

  • Since multiple quotes may exist for a project (e.g. to represent alternatives), the system considers the most recent quote.