December 9th, 2020 What’s New Specification to Quote feature allows users to convert a specification to a quote Intermediate page between spec to quote allows users to search and link products Link products feature increases spec to quote efficiency Sort by manufacturer feature allows user to organize their quote sections What’s Improved File upload limit […]

November 26th, 2020 What’s New Default terms & conditions on the quotation module Users will be redirected to the login page when their login token is expired You are now able to customize the quote number of your project

November 5th, 2020 What’s New Specifications in projects created on ATS spec tool and white label spec tools are visible on project tracker for manufacturer, rep agency and wholesalers with permissions What’s Improved User is now able to update the quote status of a locked quote Hover effect on project tracker menu can allow user […]

October 16th, 2020 What’s New New specification list and detail page for users to view specifications created on ATS + white label spec tool on project tracker New specification detail page include products, drawing and project information New specification list page includes columns and filter to include project name, firm creator, created and last updated […]

The Association of Independent Manufacturers’/Representatives is hosting its annual conference on October 22-23, 2020. The trade association of independent sales representatives in the plumbing, HVAC/R, kitchen/bath, waterworks, irrigation, and related industries, will be going virtual with their show this year. The Project Tracker team is excited to participate in the show as a vendor and […]

September 16th, 2020 What’s Improved Allow user to search quote products with special characters Update quote tender date and expiry date when a quote is created from a project – Icon and text color improvement to improve consistency of the user interface Login-in as search feature will allow for user search with apostrophes Office logo […]

August 11th, 2020 What’s Improved User interface improvement on the shop drawing configuration page to streamline sections being printed Validations added to valuation fields on project creation page Quote column text are wrapped to allow long content on the quote detail page to be displayed Tool tip was added to the manufacturer and category field […]

August 11th, 2020 What’s New NEW – Feature : New workflow was introduced in the cross reference tool within the quotation module to improve user experience and usability NEW – Feature : File updated dates are displayed on the attachment section of project detail page to notify the user the date that files were uploaded in projects […]

July 8th, 2020 What’s Improved Update forget password page to better direct user to checking emails after password reset What’s Fixed Resolve an issue where new quotes created using the + speed dial button from project detail page are not linked to the project Resolved an issue where country was not printed on shop drawings

July 28th, 2020 What’s New NEW – Feature : New quote edit page was introduced to improve user experience and speed on large quotes with over 200 products NEW – Feature : Speed improvement of over 40 times were seen on the quote editing page on large quotes with actions such as adding/removing a product and changing […]