June 3rd, 2020 What’s New NEW – Feature : Allow user to print quote  Dynamic quote logo position What’s Improved Updated default file/attachment upload option in project to private Update quote deletion user flow to direct user to the previous quote revision or to the quote list page if there are no previous quote revisions Updated […]

May 20th, 2020 What’s New NEW – Feature : Improved search capability to show more results on product management tool for products and packages What’s Improved Updated done by field with quote duplication, revision and requote to improve reporting Added quote deletion confirmation from the revision list to prevent users from deleting the quote by accident […]

May 5th, 2020 What’s New NEW – Feature : New region filter on tracked project widget on dashboard to allow users to filter projects by regions set for their office NEW – Feature : Regions are migrated for DMA. Region migrations with BETA clients are being panned. NEW – Feature : New region filter on project list widget […]

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 […]