September 30, 2019 What’s new? NEW – Feature : The delete confirmation has been added to the removal of the contact to prevent the user from accidentally deleting his contacts. What’s improved? We’ve improved the contact search feature to allow user to search for contacts by email, organization name and first/last name. We’ve improved the search […]

April 21st, 2020 What’s Improved Optimized user flow between quotation and project tracking modules Improved user experience while editing product, section, terms and conditions notes  Quote duplication, revision and requotes will include architect and engineer contact information from the original quote Printing of price columns set in quote template will have two decimals places, dollar […]

August 12, 2019 What’s new? NEW – Feature : Users are now allowed to search for contacts by organization. NEW – Feature : The product description is now displayed when searching for products in the quote module. NEW – Feature : Users are now allowed to give permission on the quote list (only quotes from the same office […]

August 22, 2019 What’s new? NEW – Feature : Users are now allowed to self serve modules to create a new product and packages. NEW – Feature : Users are now allowed to search by Quote number & name on the quote list page. NEW – Feature : Users are now allowed to search by project name on […]

October 22, 2019 What’s new? NEW – Integration : Users are now allowed to integrate Project Tracker with Hubspot. NEW – Feature : Users are now allowed to filter tasks on their dashboard through a task widget (filters include status, requester, assignee, due date). NEW – Feature: Users are now allowed to filter quotes on the quote list […]

November 13, 2019 What’s improved? Users are allowed to filter projects on the project list by building type, bid date, project phase and others. Users are now allowed to use arrow key to view product list after product search during quote building. Users are now allowed to set visibility of  contacts on the project detail […]

November 27, 2019 What’s new? NEW – Customer Support : We integrated a Live chat feature for customer support. What’s improved? Users are now allowed to view and search through a list of products and packages. Users are now allowed to make edits to existing products and packages in terms of product number, manufacturer, category, and […]

December 10, 2019  What’s new? NEW – Feature : We integrated a “Shop Drawing” feature Allow users to upload specification sheets to products within a quote in order to generate and download shop drawing submittals A history feature was included to allow users to view previously downloaded shop drawings NEW – Feature : We integrated a feature […]

January 15th, 2020 What’s New NEW- Feature: All products will be displayed when a customer without any brands is selected (rep agency) What’s Improved Global search on the dashboard has been removed to avoid confusion to users Hide download list on the dashboard widget until the feature is ready for release Products without specification sheets will […]

February 18th, 2020 What’s New  NEW – Feature: Quote print will now be created in PDF format instead of docx NEW – Feature: Split quote print format will be created in PDF format instead of docx What’s Improved Subtasks within task will be ordered Allow user to add and edit city, province, country and postal code to […]