Documents

• Start from a finished template instead of a blank page. The Template store has 16 ready-made templates, from quotes, sales orders and change orders to deposit requests, receipts and daily schedules. Each one shows filled in with sample data, so you see exactly what your customer will get. Click Add to library to get your own copy, then make it yours.

  • Open it with Template store in Settings > Files & docs > Templates. You need Settings for Files and Documents.

  • Stuck on a template? Help on the same page sends your question to our team.

  

• Keep one template for every job and let each document show only what applies to it. A section can appear based on the materials on the quote, the project type, the quote total and more. For example, add care instructions that print only when the quote has natural stone or quartz, and leave them off everything else. Select a section in the template editor and choose Show when… under Show this section. Fields and signatures in a hidden section don't need filling in.

  

• Previews, printouts and PDFs show real pages, so you see where each page ends before you send. Choose Letter or A4 with Default paper size in Settings > My company > General.

• Move a template to another group, for example to use a quote template as a general project document. Change its Template group in Template details, or pick the group when you copy a template.

Projects

• Every new project can start with the paperwork it always needs. Pick up to 20 document templates and 20 library files for a project type, and each new project of that type gets its own copies, ready in Files & Docs. Click Defaults next to a project type in Settings > Projects > General. You need Manage Project Settings.

  

• Download several files at once. Tick them on a project's Files & Docs tab, then choose Download selected under Bulk actions. You get one ZIP named after the project, with generated documents saved as PDFs. Tick boxes show in the table layout.

Calendars

• See how many square feet your team installed this month without adding up each day. Month calendars show the month's Tracking Metrics under the header: quantity, price and time. View totals breaks them down by person, and clicking a number shows the tasks behind it.

  • To see them, switch a calendar to Month. Totals show for the metrics turned on under Tracking Metrics on the Data Scope tab of Edit calendar.

  

• Choose which task types count toward a calendar's totals, and leave out statuses such as canceled. The tasks stay on the calendar, but your totals only count the work you plan capacity for. Set it in the same Tracking Metrics settings.

Notifications

• Project owners can hear when a task changes status, for example when an install is marked Incomplete. In Settings > Tasks > Task Types, turn on Notify the primary owner or Notify the secondary owner for a task type. Only for these statuses limits it to the ones that matter. You need Manage Task Settings.

Drawing

• Put a backsplash or other attached piece in a different package from its countertop, for example when it's installed later, without drawing it again. Select the edge and choose the Package for its attached piece, or use the piece's menu. You see it once the drawing has two or more packages.

  

Finance

• Payments from Stripe and Nuvei can go straight into your bank account again, or into a holding account until you deposit each payout. Choose under Payment Processor Clearing Account on the Connect tab of Settings > Integrations > Stripe or Nuvei. How to decide? helps you pick. You need Manage Finance Settings.

Slabsmith

• The tools for sending slabs to Horus and comparing statuses now work for Slabsmith too:

  • Add to Slabsmith on the goods receipt or in a slab's menu sends slabs you receive without typing them in again. Add Slabs to Slabsmith in the Slabsmith menu on the Inventory page sends several at once.

  • Compare Status in the same menu shows which slabs differ between the app and Slabsmith, and marks them Consumed or Broken in Slabsmith. Your Slabsmith login needs to be allowed to change slabs; How to allow it explains how.

  • You need Manage Inventory.

• Goods receipt imports from Slabsmith and Horus bring in every slab, even ones missing a measurement, and never overwrite your lot, bin or size with a blank.