Features & Development Roadmap

smartOFFICE Online Improvements and Bug Fixes

• Updated Category drop down list on add products and edit product pages
• Field Plan users now have access to advanced search on manage work orders page
• Need to Order page updated to load faster
• Need to Order page updated to now show proposal number, prospect name, and proposal name in drop down list
• Proposal Deliver/Return page manufacturer and phase drop down menu bug fixed
• Time stamp update on work order notes – now includes date and time of note
• Time stamp bug -was showing UTC time – now showing browser time – fixed
• “Roles” added to start up of a new trial or subscription
• Bug Fixes

Released: March 26, 2023

New Features smartOFFICE Mobile Version 5.4.01

• New Feature: Attachment Update The user may now add videos, images, and files to NOTES.
• Download Visio Viewer for iOS and open designMACHINE files on your iPhone
• NOTE tab added to CONTACTS

Released: October 27, 2022

smartOFFICE Online Improvements and Bug Fixes

• Add files to notes, including videos, images, control system files, and more
• QR code Labels
• Added inventory instances with the ability add serial numbers and Mac addresses
• Improved product import to allow for previously parsed characters
• Introduced the “SERVICES” tab. Now there is a “Products” tab and a “Services” tab
• Improved the User Privileges page for a better user experience
• Bug Fixes

Released: February 27, 2023

New Features smartOFFICE Mobile Version 5.4.01

• New Feature: Attachment Update The user may now add videos, images, and files to NOTES.
• Download Visio Viewer for iOS and open designMACHINE files on your iPhone
• NOTE tab added to CONTACTS

Released: October 27, 2022

smartOFFICE Online Improvements and Bug Fixes

• Renamed Approve Time page to Time Management
• Updated alignment and layout of My Time and Time Management pages
• Updated Time Tracking browser display
• Added descriptors to Time Management pages
• Added Payment under New menu while on Manage Reports page
• Bug Fixes

Released: October 21, 2022

New Features smartOFFICE Mobile Version 5.4.01

• New Feature: Attachment Update The user may now add videos, images, and files to NOTES.
• Download Visio Viewer for iOS and open designMACHINE files on your iPhone
• NOTE tab added to CONTACTS

Released: October 27, 2022

smartOFFICE Online Improvements and Bug Fixes

• Updated custom date range search in Manage Reports section
• Added support for multi-day appointments
• Fixed Show/Hide accessory bug
• Fixed issue with applying an older payment to an invoice

Released: September 27, 2022

smartOFFICE Online Improvements and Bug Fixes

• Fixed Add Task button disappearing on Work Order Page
• Fixed Need to Order Page issue where the PO had to be searched for after saving
• Fixed Need to Order issue where new items could not be added to an existing PO

Released: September 10, 2022

New Features smartOFFICE Mobile Version 5.3.10

• Database rewrite of how time tracking operates to make it simpler and more flexible
• Improved time allocation charts
• Improved the ability to edit time spans
• All new UI for time tracking functions
• Immediate sync when starting or stopping any time span such as office, travel, and work orders
• Removed “+” from today screen.
• Removed “+” from side menu.
• Removed payroll time – concept and description change for process.
• Added unspecified time type.
• Action buttons UI change.
• Color coded  times as per type in today, history and review pages.
• Restricted future times.
• Showing total time for day on history and review times.
• Time Card Screen:
  • Time Period options change.
  • Showing total time for period.
  • Review and Submit time UI changes.
  • Time Period graph changes.
  • TimeSpan Delete Option.
• Bug fixes

Released: September 5 2022

smartOFFICE Online Improvements and Bug Fixes

• All new UI for time tracking functions
• Added time tracking to drop down at upper right of browser
• Completely new UI and UX for time tracking
• Introduction of “Time Spans” and the removal of “Timer” concept
• New pages: MY TIME (for employees) and APPROVE TIME (for admins and managers)
• Improved pie and bar charts
• Added individual pie and bar charts to MY TIME and APPROVE TIME page
• Improved Time Tracking Reports
• Added links to view start and stop gps location
• Added new search features for time tracking pages
• Improved editing for time spans
• Bug fixes

Released: September 5 2022

New Features smartOFFICE Mobile Version 5.3.8

SYNC UPDATES

• Immediate sync upon a clock in or clock out event
• Immediate sync when a note is saved
• New initial sync routine for faster start up

Released: June 8 2022

smartOFFICE Online Improvements and Bug Fixes

• Fixed issue in Proposal Reports where long proposal names would not appear properly causing search issues
• Fixed duplicate timer issue
• Removed spellcheck from proposal setup – this will be added back when the new spellcheck is implemented
• All new QuickBooks code with better error correction

Released: June 8 2022

New Features smartOFFICE Mobile Version 5.3.6

• Added Pause and Resume for syncing
• Bug Fixes
• UI improvements

Released: May 10 2022

smartOFFICE Online Improvements and Bug Fixes

• Added Full Text Search, Advanced Search, Column Header Sorting to Manage Contacts, Proposals, Invoices, and Work Orders

Released: May 6 2022

New Features smartOFFICE Mobile Version 5.3.5

• Offline capability through local database with syncing
• Added Contacts
• UI improvements

smartOFFICE Online Improvements and Bug Fixes

• Fixed notes not displaying on the Proposal Details page
• Fixed notes not displaying at the line item level on Edit; Work Order, Edit Invoice, Purchase Order

Released: March 6 2022

New Features

• Created new subscription billing section
• Created new subscription plans

Improvements and Bug Fixes

• Rebuilt entire Notes section
• Fixed bug where Time tracking was not accessible on the Manage Reports page
• Fixed an issue where products were not being added on the Add Products page

Released: January 20 2022

New Features

• Welcome Process – This is a process to easily help new trials and companies get started even faster than before
• Contact import template can now be downloaded from My Account and Settings – Contacts – Import
• Product import template can now be downloaded from My Account and Settings – Products – Import
• Added a link to new designMACHINE video training in the information pop-up located next to the plan name in My Account and Settings – Billing

Improvements and Bug Fixes

• Updated the smartPRENEUR Academy link under the Help menu to go to our new video training
• New Zealand is now automatically selected as the country in zeroSETUP if New Zealand is set in My Account and Settings
• Fixed an issue that was preventing the deletion of addresses from Contacts in certain cases
• Fixed an issue where some fields had incorrect data in the Proposal Line Item when dragging and dropping from My Favorites on Add Products
• Fixed an issue where saving would cause some products to be randomly removed
• Fixed an issue where accepting a Digital Proposal was not displaying the Digital Invoice
• Fixed an issue where the attached PDF Purchase Order was not displaying properly when emailed
• Fixed an issue where the list of states available for New Zealand were incorrect
• Fixed an issue with the user privileges for cost
• Fixed an issue where a new contact could not immediately be edited after adding to the contact list

Released: December 12 2020

New Features

• The contact name can now be selected in the project menu to go directly to the contact’s details

Improvements and Bug Fixes

• Updated the Proposal Excel export to include room hierarchy
• Fixed an issue where deleted products displayed as accessories in Manage Products
• Fixed an issue where changing a contact’s address would incorrectly change the address on work orders when the contact had more than one address
• Fixed alignment issues on Proposal Details – Line Items – Work Order and Invoicing tabs
• Fixed alignment issues on Proposal Details – Line Items when set as an Option
• Fixed an issue where a negative percentage could not be set as a modifier override
• Fixed an issue where uploaded room images were not resizing properly on the printed and digital proposal
• Fixed an issue where room background color set in My Account and Settings for a proposal template was not being set on Print Setup
• Fixed an issue where Tax Group would not display on Proposal Settings when Class was not set
• Fixed an issue where Labor Breakout on the summary page of the proposal was not in the set order from My Account and Settings

Released: August 1 2020

New Features

• Bulk Scaling – This feature allows you to scale up or down marked accessories by percentage
• Corrected quantity columns on Proposal Details. The columns are unit quantity, extended quantity, and combined quantity
• The contact name can now be selected in the project menu to redirect to the contact’s information
• Store Card has been added as a payment method
• Rooms can now be edited on Proposal Add Products
• Accessories are now indented and highlighted on Proposal Details

Improvements and Bug Fixes

• Digital Invoices now have a link to download the PDF version of the invoice
• Accepting a Digital Proposal now creates a note
• Modifier Override now automatically enters the percent character
• Fixed an issue where accepting a Digital Proposal did not lock and set the proposal as accepted
• Fixed an issue where Digital Invoices would not display if available payment options were not set in My Account and Settings
• Fixed an issue where the unit type drop down menu would not display if a unit was previously set
• Fixed an issue where Modifier Override would not save
• Fixed an issue where the Invoice footer would not print when printing directly from pop-up
• Fixed an issue where cost would display when the user privilege was not activated

Released: July 14 2020

New Features

• Advance Search is now available for Manage Purchase Orders. Advance Search includes start date, from date, vendor name, purchase order number, status, receive status, client name, class, created by, payment terms, manufacturer, model number, and warehouse.

Improvements and Bug Fixes

• Improved the Product Import pop-up
• Fixed an issue where Sales Plan subscribers did not have access to refresh all line items on Proposal Details
• Fixed an issue where newly added line items on Add Products were being removed when saving
• Fixed an issue where package accessories were not being hidden when hide accessories was set on Print Setup
• Fixed an issue with adding a lot of line items on Proposal quickSPEC

Released: June 7 2020

Improvements and Bug Fixes

• Fixed an issue where room and additional sort summary totals were not including accessories’ pricing

Released: May 18 2020

New Features

• Added new smartTAG Extended Selling Material and Labor. This smartTAG combines the material selling and labor selling to show the installed price

Improvements and Bug Fixes

• Fixed several minor bugs with Time Tracking including Timers displaying an hour ahead
• Fixed proposal line item pricing smart tags not displaying the correct values when additional sort is set on the proposal template
• Fixed several bugs with saving proposal line items on Add Products
• Fixed speed issues on Proposal Details
• Fixed the issue where new proposals were not always displaying on manage proposals
• Fixed the issue where Always Hide Package Parent check box was not displaying when creating a new package

Released: May 11 2020

New Features

• Added Margin to the main action button on Manage Products. Now multiple products can be selected and set to the same margin

Improvements and Bug Fixes

• Fixed an issue where labor changes while mass editing on Manage Products was not saving the changes
• Work Order created in the mobile app now display under the note tab when selecting a contact on Manage Contacts

Released: April 12 2020

Improvements and Bug Fixes

• Fixed an issue that caused timers created in mobile app to not display in the browser
• Fixed an issue that caused the modifier green plus to not add a new line
• Fixed an issue that blocked packages from being able to be deleted via mass delete
• Fixed an issue that caused project summary to not display correct totals when multiple proposals are selected
• Fixed an issue that blocked the changing of staff person on an existing work order appointment
• Fixed an issue that caused notes created for stock to not show on manage notes
• Fixed an issue that caused the note icon to not display on stock level – history

Released: April 4 2020

Improvements and Bug Fixes

• Fixed an issue that was causing Invoices to not print when the status was set to Open or Closed
• Fixed an issue that caused timers to be off by an hour in Time Tracking – Approve Timers
• Fixed an issue that was blocking multiple timers from being approved at the same time
• Fixed an issue that caused material override to not function correctly for packages in a proposal

Released: March 28 2020

New Features

• Added Print menu selection to action menus on Manage Purchase Orders
• Added Print menu selection to action menus on Manage Invoices
• Added Print menu selection to action menus on Manage Work Orders

Improvements and Bug Fixes

• Rearranged the menu selections for all action menus on Manage Contacts, Manage Purchase Orders, Manage Invoices, and Manage Work Orders
• Improved the Import Contact pop-up and import process. NOTE: Only import a XLS or XLSX file. CSV file is not recommended for import
• Updated the Contact Export to include Salutation, Address 2, Address 3, and County for all exported addresses
• Fixed an issue that was not saving accessories when adding packages with choice on Proposal quickSPEC

Released: March 21 2020

New Features

• Added Invoice Status
• Added Payment Status

Improvements and Bug Fixes

• Welcome Screen changes to make getting started in smartOFFICE easier than ever for trial users
• Updated Personalize page to require all address fields
• Fixed an issue where timers breaks were not being excluded from duration
• Fixed an issue where proposals were not displaying on Home page
• Fixed an issue where proposals were not displaying under project on Manage Projects
• Moved Class to My Account and Settings – General Settings
• Updated Invoice Payment Terms to match QuickBooks payment terms

Released: March 14 2020

New Features

• Several new QuickBooks accounts have been added to My Account and Settings – Integrated Applications – QuickBooks Settings. Click ‘Refresh Accounts’ button to automatically set all accounts
• Products can now have specific accounts set based on item type. Edit a single item or mass edit multiple products, expand Accounts, and set item type in order to assign the accounts

Improvements and Bug Fixes

• Setting Role and Calendar Email is fixed for Trial Users
• Setting Salesperson on Proposal Settings is fixed for Trial Users
• Work Order Appointment Staff drop down is fixed for Trial Users
• Fixed an issue where the last user’s email was displaying for Calendar Email when adding a new user

Released: February 22 2020

New Features

• Add Unit Type as a smarttag for Work Order Template

Improvements and Bug Fixes

• Updated tabs on Approve Timers to include GPS Location
• Fixed an issue with Hide Package when selecting Additional Sort on Proposal Template
• Fixed an issue with refreshing Packages with Hide Package not selected
• Fixed an issue with duplicate proposals not having digital proposal checked
• Updated Change Order naming convention to have Proposal number instead of Project number
• Fixed an issue where balance would display as 0 for Progress Invoices
• Fixed an issue where the total would display as 0 for Progress Invoices on Manage > Invoices
• Fixed an issue with sorting column on Manage Products

Released: February 10 2020

New Features

• Added the ability to opt-in/opt-out of calendar invites by editing user on My Account and Settings – Users
• Added the ability to enter email for calendar invites
• Added unit type smarttag to Work Order template

Improvements and Bug Fixes

• Fixed an issue with sorting products on Manage Products
• Fixed an issue where chat button was not displaying on Manage Reports

Released: January 26 2020

New Features

• Creating a progress invoice from proposal details for payment terms now goes directly to Edit Invoice
• Printed Work Order now includes product description

Improvements and Bug Fixes

• Work Order calendar appointments now includes tasks and work order URL
• Fixed an issue with bullet points on the proposal template
• Appointment times on Manage Work Orders now follows the time formatting setting
• Fixed formatting on Purchase Order Receive-Return
• Added Status back to Manage Work Orders
• Work Order appointment staff drop down list now only shows active users
• Removed TRX.io settings
• Removed Google Calendar settings from Edit User
• Fixed a bug where the proposal was not being set to accepted upon digital acceptance
• Blocked Sales Plan users from being able to ‘Add Task’ on Edit Work Order – Core Plan and higher may edit work orders

Released: January 19 2020

New Features

• QuickBooks Desktop Integration is now available. Proposals, Purchase Orders, Invoices, and Payments can now be posted.
• QuickBooks Online now has the ability to have Purchase Orders, Invoices, and Payments posted.
• Added the ability to search QB number on Manage Invoices
• Added Calendar Invites for Work Order Appointments. Adding, editing, or deleting an appointment will now send a calendar invite to the assigned user. This feature works with all calendars (iCal, Google Calendar, Microsoft 365)
• Added County to Contact address

Improvements and Bug Fixes

• Updated Manage Work Orders to show appointments for each work order
• Removed Beta from Time Tracking
• Relabeled the buttons on Print Setup for Digital and PDF displaying
• Removed Google Integration
• Business Plan users with user type User can now have access to Inventory
• Fixed display bugs with currency
• PDF Invoices can now have Terms and Conditions
• Sales Plan users now have access to view Work Orders

Released: January 11 2020

New Features

• Added Preferred Vendor. Individually or Mass Edit products on Manage Products to set Preferred Vendor. Contacts set as vendor will display in the drop down list for Preferred Vendor.

Improvements and Bug Fixes

• Fixed an issue where the note icon was not displaying on Manage Invoices
• Fixed an issue where acceptance details were displaying on Digital Proposals when Show Acceptance was disabled
• Updated Welcome Screen layout, wording, and buttons

Released: November 30 2019

New Features

• Added Current tab to Time Tracking – Approve Timers. This allows Admins to see all timers that have not been submitted
• Added GPS Location to timers. NOTE: GPS Location will be about 15 minutes off from actual location for timers that are started in browser. This will be fixed in a future release. Timers started in mobile app have an accurate GPS Location
• Added ability to add notes on Waiting For Approval and Rejected tabs
• Added ability to delete timers on Waiting For Approval and Rejected tabs
• Added ability to delete timers on My Timers
• Added ability to delete timers on Edit Work Order
• Added ability to add timers on History tab
• Added credit card images for Digital Invoices
• Added Terms and Conditions for Invoices. NOTE: Terms and Conditions will only display for Digital Invoices. PDF Invoices will have this feature in a future release

Improvements and Bug Fixes

• Fixed an issue with Add User
• Removed unused settings for Time Tracking
• Added the ability to upload an image of dealer certificate on Zero Setup
• Manage – Products defaults to Zero Setup when there are zero company products
• Fixed formatting of Welcome Screen
• Fixed an issue where Field Plan users did not have the ability to add contacts when the user privilege was set correctly
• Fixed Hours alignment on Time Tracking screens
• Fixed the layout on Time Card screen

Released: November 23 2019

New Features

• Time Tracking – My Time Card
• Time Tracking – My Timers
• Payroll and Work Order timers can now be started, paused, stopped, and submitted
• Hide Package – The package parent can now be set to always be hidden on Digital and PDF proposals

Improvements and Bug Fixes

• Fixed an issue where extra user privileges were showing when editing a Field Plan user
• Fixed an issue where Manage > Work Orders was not displaying for Field Plan users
• Fixed an issue where Roles was not displaying in My Account and Settings
• Fixed an issue where Stock Levels was displaying in the action menu of products for plans that do not have access to inventory
• Fixed an issue where the labor type row was not completely highlighted when hovering over on Proposal > Details – Labor Details
• Fixed an issue where Export Contacts on Manage > Contacts was displaying for Field Plan users

Released: October 5 2019

New Features

• Proposal – Field Request report
• Invoice – Sales Tax report
• Time Tracking – Pay Period report
• Time Tracking – Detailed Pay Period report
• New Field Plans added

Improvements and Bug Fixes

• Updated wording for plans in Buy Now and Add Subscription
• Fixed an issue where user privileges were not automatically set for Trial users
• Fixed an issue where warehouse was not automatically added for new accounts

Released: August 24 2019

New Features

• Time Tracking (Beta) has been released
• Manage > Time Tracking. Business Plan Admins can accept or reject timers that have been submitted from the mobile app
• Time Tracking settings have been added to My Account and Settings

Improvements and Bug Fixes

• Blocked caret symbol from Payment Terms name
• Blocked adding accessories to a product if the same product is an accessory of an accessory

Released: August 5 2019

Improvements and Bug Fixes

• Removed Online tab from within smartOFFICE. Zero Setup, located on Manage > Products, should be used to import products.

Released: July 27 2019

Improvements and Bug Fixes

• Fixed several issues with sorting Proposal Line Items on Add Products
• Fixed an issue where accessories were not saving when packages were added and edited on Add Products
• Fixed an issue where some Proposal Line Items would not display on Add Products

Released: July 26 2019

Improvements and Bug Fixes

• Fixed an issue where quantity displayed as zero for Proposal Line Items with a decimal amount

Released: July 19 2019

Improvements and Bug Fixes

• Updated Help menu to include smartPRENEUR ACADEMY
• Added Self Guided Training to Welcome page
• Added ability to upload PDF for Dealer Verification for Zero Setup
• Fixed Display Override for Accessories in a Package
• Fixed resizing browser button display issue for Digital Invoices
• Increased the size of Description when editing/adding task on Edit Work Order
• Fixed display issue of Action menu on Proposal Details and Stock Levels
• Reordered columns on Proposal Details – Request and Purchasing for easier readability
• Improved Pull From Stock entry on Proposal Details – Purchasing

Released: June 16 2019

Improvements and Bug Fixes

• Edit Purchase Order – cost can now be edited separately when there are multiple of the same product
• Purchase Order Status and Purchase Order Receive Status are now updating and saving properly on Manage > Purchase Orders, Edit Purchase Order, and Purchase Order – Receive-Return
• Changing proposals on Proposal Details now automatically shows the correct Proposal Line Items under Request and Purchasing tabs
• Fixed an issue on Proposal > Details that caused individual Payment Terms to be listed multiple times
• The Proposal Line Item description now displays while cursor is over the line item on Request and Purchasing tabs
• Fixed the smart tag [***Proposal Ref***] on Work Order template
• Fixed Action > Receive on Manage > Purchase Order in Safari
• Fixed header and footer display issue for Digital Proposals
• Renamed Proposal > Print Setup page from Reports to Print Setup
• Proposal Number displays on browser tab for Digital Proposals
• Packages with Material Override – Add package to proposal, edit package, save package, and save proposal. Additional fix will be included in Version 3.0.603

Released: May 15 2019

New Features

• Trial Subscribers now have access to Inventory

New Features

• Personalize your smartOFFICE wizard. This allows new subscribers to easily add company information, logo, tax group, and connect email

Improvements and Bug Fixes

• Improved Google Calendar integration to only add relevant emails automatically to sharing
• Fixed tabbing throughout smartOFFICE
• Fixed an issue where country and state would randomly change
• Fixed mass delete on Manage > Products
• Fixed Payment button on Edit Invoice
• Fixed an issue where line items could be deleted under Request and Purchasing tab on Proposal Details for locked proposals
• Fixed an issue where decimals could not be entered for inventory values
• Fixed an issue where line items were incorrectly listed multiple times on Need To Order under a selected Purchase Order

Released: April 13 2019

New Features

• Proposal line items may now be unrequested by entering a negative number on Proposal > Details – Request tab

Improvements and Bug Fixes

• Filtering out the same model number when adding accessories
• Fixed the plus button to add accessories
• Removed automatic state selecting for State in My Account and Settings – Company Information
• Expanded the Tax Group drop down on Proposal Details to allow more room for longer names
• Moved the image to the left of the check box when selecting choice accessories on Proposal > quickSPEC
• Fixed an issue with the unlock/lock button on Proposal Details when multiple proposals and/or change orders are selected
• Fixed an issue where default warehouse was not being selected when creating a new proposal
• Fixed the format of the buttons on Proposal Sharing pop-up

Released: March 16 2019

New Features

• Added the ability to add a package as an accessory
• Proposal Sharing now sends directly from subscriber’s linked email
• Proposal Sharing email now includes a PDF version of the proposal

Improvements and Bug Fixes

• Updated the Google Play button on Welcome Screen with the URL to download the Android app
• Fixed an issue on Need To Order where some vendors could not be selected if there was a vendor with a similar name
• Fixed an issue on Stock Levels where clicking learn could cause the page to freeze
• Fixed an issue where the selected warehouse would change on Proposal Details after returning from Purchase Order Receive-Return
• Fixed an issue where mass delete was not removing line items on Proposal Details
• Added Deliver-Return button to the bottom of Proposal Details

Released: March 10 2019

New Features

• The first version of INVENTORY has been released!
  • Business Edition subscribers can:
    • Access Stock Levels from Manage > Inventory > Stock Levels
    • Request products on Proposal > Details – Line Items – Request tab
    • Request products from stock on Proposal > Details – Line Items – Request
    • Order products from Manage > Inventory > Need to Order for full inventory process or Order products from Proposal > Details – Line Items – Purchasing for simple inventory process
    • Receive products by clicking the ‘Receive-Return’ button on Edit Purchase Order
    • Deliver products from Proposal > Deliver-Return or clicking ‘Deliver-Return’ button on Proposal > Details
    • Deliver products from line items invoices by clicking the ‘Deliver-Return’ button on Edit Invoice
    • UPC codes can be scanned to receive, deliver, return, and update stock levels
    • History can be viewed for individual inventory by clicking the action button to the right of the product on new inventory screens
    • Multiple warehouses can be added in My Account and Settings – Inventory
• New welcome page
  • Simplified startup for new subscribers

Improvements and Bug Fixes

• Fixed an issue where line items invoices would display as a blank page after initial creation
• Reordered Request, Purchasing, Work Orders, and Invoicing tabs on Proposal > Details for better process
• Removed Need To Order tab on Edit Purchase Order (Need To Order is now part of inventory)
• Added the ability to lock and unlock a single selected proposal or change order on Proposal > Details
• Fixed packages not saving new sort of accessories on Proposal > Add Products
• Fixed an issue where mass delete would not remove multiple line items on Proposal > Details
• Improved button locations on Edit Purchase Order for better userability
• Removed the information button next to the choice check boxes under Accessories when editing an assembly or package
• Improved the search on Proposal > Details – Line Items

Released: February 27 2019

Improvements and Bug Fixes

• Salesperson list during the proposal wizard process is now sorted alphabetically
• Salesperson list now contains all users including field edition users
• Fixed the select all check box on Manage Products
• Fixed a bug where some line items would not display during Project Summary view on Proposal Details
• A note is now created after emailing a Purchase Order
• Special characters are now being blocked from being added to Labor Type names

Released: November 19 2018

Improvements and Bug Fixes

• Credit Card payments can now be manually applied to invoices using New > Payment or Add Payment
• Trial users now have access to Manage > Reports

Released: November 19 2018

New Features

• Added Lead ID to Proposal Wizard and Proposal Settings
• Added Proposal smart tag for Lead Id
• Added Proposal smart tag for Created By
• Added Vendor Sku
• Added Proposal and Purchase Order smart tag for Vendor Sku
• Added Vendor Sku to CSV export for Purchase Orders
• Added the ability to email a PDF for Purchase Orders
• Added the ability to email a PDF for Invoices
• Added the ability to sort on Manage Products by clicking any of the column headers
• Added the ability to hide Option Summary on Proposal Print Setup

Improvements and Bug Fixes

• Fixed a bug with Import Contacts
• Fixed a bug with the yellow highlight on Proposal Quickspecs
• Increased and changed the color of Proposal Total on Add Products and Quickspecs
• Cursor automatically goes to new room field on Proposal Settings after clicking green add button

Released: November 3 2018

New Features

• Added Title Headers to all pages
• Added Image and Category to Company Products on Add Products
• Replaced Created by with Salesperson on Manage Proposals
• Added Client to Manage Purchase Orders
• Added Selected Proposal as an option on Manage Reports. This will automatically fill in the Proposal Number of the current proposal
• Added the ability to sort Notes on Manage Notes. Click column header to sort
• Added Import Contacts button on Manage Contacts (There is a known issue where the import will always Add New and Update Existing. These check boxes will be working in the near future)

Improvements and Bug Fixes

• Updated QuickBooks Online API
• Updated Selected Contact – Work Order tab to allow the full Description to display
• Improved Drag and Drop on Proposal Add Products
• Updated Notes pop-up: More images display at the top, images can be downloaded, clicking image displays full image, and removed alert after uploading image
• Updated image size to a larger size when clicking on an assembly choice image on Quickspecs
• Fixed an issue where Notes were not displaying on Manage Work Orders
• Fixed an issue where Sales Edition Monthly users were not able to access Manage Notes
• Fixed an issue where the search on Manage Proposals was not working due to an issue with user privileges
• Fixed an issue where Tax Group would not be set on Proposal Settings when a Proposal in the same Project had a previously deleted Tax Group
• Fixed several issues with Refresh on Proposal Details
• Fixed an issue where the select all check box was not working in the Invoice tab on Proposal Details
• Fixed an issue on Quickspecs where the question mark would not always change to a check mark after selecting choices
• Fixed an issue where Select Contact – Create New Project and Create New Proposal buttons were not working due to an issue with user privileges
• Fixed an issue where hovering over a Company Product on Add Products was displaying the Model Number instead of the Selling

Released: 16 October 2018

New Features

• Manage > Reports. Business Edition users now have the ability to print reports
• Product by Room without Cost (Proposal Report)
• Product by Room with Pricing (Proposal Report)
• Product by Taxable with Pricing (Proposal Report)
• BOM with Pricing (Proposal Report)
• BOM (Proposal Report)
• Add images to Notes
• Additional Image Sizes on Proposal Templates. Images are scaled to the following sizes: Smaller: 20px x 20px, Small: 40px by 40px, Medium: 50px x 50px, Large: 80px x 80px, Larger 100px x 100px, Extra Large: 150px x 150px, Extra Extra Large: 200px x 200px, and Gigantic: 300px x 300px

Improvements and Bug Fixes

• Fixed several issues with ‘Refresh all items from product database’ button on Proposal > Details
• Fixed an issue where MSRP was not added to proposal line item when product was added
• Fixed an issue where right click and action button would stop working after copying and pasting several times on Proposal > Add Products
• Fixed an issue where the timestamp in proposal note was incorrect
• Fixed an issue where the select all and action – delete button would not remove selected line items on Proposal > Details
• Fixed an issue where options check box was being selected for all line items when clicking select all on Proposal > Details
• Fixed an issue where modifiers were not being rounded properly on Proposal > Details

Released: 19 August 2018

Improvements and Bug Fixes

• Fixed an issue where some subscribers’s clients would incorrectly receive an error message when accepting a Digital Proposal
• Fixed an issue where the details of a change order line item could be from the product database instead of the the original proposal
• Fixed several issues on Proposal > Add Products that would cause assembly, accessories, and line items to be removed before or after saving
• Improved refreshing from product database when in a proposal
• Fixed an issue where the parent item of a Package could incorrectly be added to a Purchase Order or Work Order from Proposal > Details
• Fixed a display issue with the check all boxes when adding accessories to a package or assembly

Released: 14 July 2018

Improvements and Bug Fixes

• Fixed an issue where users could accidentally delete products on Manage > Products by checking products under Company Products tab, clicking on Packages tab, checking packages, and then using the main Action – Delete button
• Fixed an issue where accessories were removed from Proposal > Add Products when moving an assembly from one room to another
• Fixed an issue where the Export Invoice button was not displaying on the Edit Invoice page for Invoices with the status Paid
• Updated the Export Product button label on Manage > Products to be labeled “Export Products” to make it clear that all products will export

Released: 21 June 2018

New Features

• Purchase Order CSV Export
• Invoice CSV Export
• Contact CSV Export
• Product CSV Export

Improvements and Bug Fixes

• Significantly increased the speed of importing products when using Zero Setup
• Fixed an issue where the Action button would not display for user type ‘User’
• Fixed an issue where Project could not be selected on Manage > Projects
• Text and Format changes for Labor Details on Proposal > Details
• Added an additional sheet to the Export Proposal Excel file to list all line items
• Updated Column Names with friendly names in Export Proposal Excel file.

Released: 16 June 2018

Improvements and Bug Fixes

• Improved loading speed when expanding Payment Terms and Labor Details on Proposal > Details
• Fixed Portal products not displaying under Portal tab

Released: 3 June 2018

New Features

• ZERO SETUP is now automated. Your data is loaded in a matter in minutes.
• ZERO SETUP is now a tab on the Manage > Products page
• Proposal Sharing. Locked proposals can now be shared from one smartOFFICE account to another smartOFFICE account
• Room Images may now be deleted
• Added product image on Manage > Products. Click the image icon to automatically search for the product image.
• The invoice number now displays next to the payment term on Proposal > Details after creating a progress invoice. Click invoice number to be directed to the Edit Invoice page
• Added New Invoice smart tags for Payment, Balance, Invoice Status, and Proposal Name to the smart tag list for Invoice template
• Proposal Note is now created when a proposal is sent via email
• Invoice Note is now created when a Digital Invoice is sent

Improvements and Bug Fixes

• More information now displays on the right hand side after clicking a contact on Manage > Contacts
• Added totals for calculated hours and calculated dollars to Labor Details section of Proposal > Details
• Added product images to the select accessories pop-up for choices on Proposal > Quickspec
• Check mark now displays after selecting choice accessories on Proposal > Quickspec
• Fixed a bug that was preventing a new designMACHINE activation code to be added in Billing upon renewal
• Fixed a bug where salesperson would not automatically be set when creating a proposal when logged in as a Trial user
• Expanded the room drop down list to allow more text to be visible during proposal creation
• Updated text throughout the proposal pages to replace ‘Section’ with ‘Room’ and ‘Proposal Template’ with ‘Section Hierarchy’
• ‘Previous’ and ‘Submit’ buttons in the proposal wizard are now fixed to the bottom of the page to limit scrolling when a lot of rooms are added
• ‘Proposal Total’ and ‘Item Count’ are now fixed to the top of the page on Proposal > Add Products
• Reordered ‘Tax Item’ and ‘Tax Group’ in My Account and Settings
• Fixed alignment of Cost and Selling in My Account and Settings – Products – Labor Settings
• Fixed an issue where example product images were not displaying in Trials
• Fixed alignment issues on Manage > Products
• Moved ‘Total Hours’ on Edit Work Order page
• Amount field for Payment Terms now updates automatically after entering a percentage
• Fixed a bug where a decimal could not be entered in new payment terms on Proposal > Details
• Fixed a bug where $ in payment term name would create a zero dollar invoice when creating progress invoice
• Fixed a rounding error when applying a manual payment to multiple invoices
• Fixed a bug where some subscribers’ customers would receive an error message upon accepting a Digital Proposal

Released: 26 May 2018

Improvements and Bug Fixes

• Fixed an issue where the Labor Total for a package was incorrect in Edit Company Product
• Fixed several issues with Font Settings not saving for Proposal Templates
• Added the ability to search using Address, Phone Number, and Email Address on Manage Contacts
• Added an ‘Add User’ button to Users section of My Account and Settings
• Added Acceptance Date, Acceptance IP Address, and Acceptance Email Address to Proposal Settings for when a Digital Proposal is accepted
• Added UPC Code and Custom Fields to Export Proposal Excel
• Added Simply Reliable, Inc’s updated Privacy Policy and Terms and Conditions to General Settings section of My Account and Settings

Released: 15 February 2018

Improvements and Bug Fixes

• Fixed an issue where accounts in smartOFFICE that only had designMACHINE could not purchase additional plans
• Added an Invite button for Client Gateways to the Edit Contact pop-up. Edit a contact that has not signed up for your Client Gateways account. Enter their email address in the Client Gateways Email field. Click the Invite button. This will check the Client Gateway Access check box and email your customer. The email will prompt them to go to your Client Gateways and create their login
• Disabled the ability to delete or rename Labor Types because this causes duplicate labor hours. Please contact support if you need to delete or rename a Labor Type
• Fixed an issue where proposal and change order names were listed twice in the Project Menu on Proposal > Add Products
• Changed the formatting of the Expand and Collapse buttons on Proposal > Add Products
• Fixed an issue where a new address added to a contact and marked as Bill To was not the address that displayed on Manage > Contacts
• Changed the formatting of the column headers when using the green plus button on Proposal > Add Products in order to easily differentiate between adding a product as an Option or Proposal Line Item
• Fixed an issue where using multi-edit two times in a row with the same products would not update the data
• Fixed an issue where deleted packages would still display
• Fixed an issue where checking one or more packages and using Action > Delete would remove all packages
• Added Select All check boxes to the Add Accessories section
• Fixed an issue where the Confirm Password field displayed asterisks even though a password was not entered when adding a new user
• Removed ‘Email Setting’ from Global Settings. Email is now setup under My Profile.
• Renamed the ‘Add Product’ button to ‘Add New Product’ on Edit Purchase Order in order to differentiate between the Add Products section and adding a one time only product
• Fixed an issue where the confirmation pop-up after saving Company Settings would not close after clicking OK

Released: 2 January 2018

Improvements and Bug Fixes

• Fixed an issue where an accessory attached to a Portal product would remain in the original section when dragging the assembly to another section
• DesignMACHINE activation codes are now updated on Billing when plans with DesignMACHINE are renewed
• Added Expand/Collapse buttons on Proposal > Add Products
• Fixed an issue where the quantity of multi-layered accessories would revert back to the original quantity when previously changed to a different quantity.
• Fixed an issue where multi-edit would remove labor hours when only updating the manufacturer name
• Fixed an issue where the prompt to save or leave would display after the loading bar when trying to generate a proposal before saving
• Fixed an issue where the balance on Manage > Payments was incorrect when partial payments of less than 1 were applied to invoices
• Fixed an issue where the wrong currency and format was incorrect on Edit Invoice
• Fixed an issue where Google Contact Import would not import all contacts from the selected list

Released: 20 December 2017

Improvements and Bug Fixes

• Fixed an issue where the tax was not being calculated for one time only Invoice Line Items
• Fixed an issue where Packages set as an Option would sometimes break proposal generation
• Fixed an issue where Cancelled Subscriptions could not be repurchased
• Digital Proposals can no longer be accepted multiple times when clicking on the Digital Proposal link after the proposal has already been accepted
• Fixed an issue where the Yes button was not functioning in the Cancel pop-up on Proposal Details
• Fixed an issue were the page would flicker upon saving
• Fixed an issue where some users were not able to use the manual setup process for Email
• Proposals no longer need to be generated before using the Proposal Email feature
• Fixed an issue where Product Images were removed when using the Multi Edit feature on Manage Products
• Fixed an issue where Work Order appointments were added at the wrong time during the week before Daylight Savings Time.

Released: 26 Novemeber 2017

Improvements and Bug Fixes

• Fixed an issue where the tax and payment terms on the generated proposal did not match the tax and payment terms on Proposal Details
• Fixed an issue where the modifier amount was not exported properly when using Proposal Export

Released: 16 Novemeber 2017

Primary New Features

• New > Payment
  • Ability to enter a Cash Payment
  • Ability to enter a Check Payment and Check Number
• Email Digital Invoice
• Added to Edit Invoice
  • Status
  • Check Number
  • Payment button
  • Email button
• Manage > Payments
  • View Payments
  • Search Payments
• Braintree Integration
• Proposal > Email
  • Email Digital Proposal
  • Email Store Revision
  • Email Standard Proposal
• Client Gateways
  • Edit or Copy Company Domain in Company Information
• Added to Edit Contact
  • Ability to give contact access to Client Gateways
  • Ability to set username for contact
  • Ability to set password for contact
• Auto Invoice
  • Set default Auto Invoice in My Account and Settings – Proposals – Payment Terms – Edit Payment Term
  • Set Auto Invoice per proposal in Proposal > Details – Payment Terms
• Tracking of Digital Proposal
• Tracking of Digital Invoice
• Digital Invoice Receipt

Improvements and Bug Fixes

• Notes are now sorted from Newest to Oldest
• Portal Integration
  • Set taxable setting when Portal item is added to a proposal
  • Fixed an issue where Portal items were added as a blank line item
  • Fixed various bugs
• Fixed an issue where time change in Google Calendar did not update Work Order
• Fixed Billing section
• Fixed an issue where adding a new user caused the page to not load properly
• Fixed an issue where Field Edition users could edit company information
• Fixed an issue where a 0.00 Invoice was created when invoicing payment terms from a Proposal and Change Order
• Fixed Work Orders from breaking when Labor name contains an apostrophe.

Released: 31August2017

Primary New Features

• Digital Proposals
• Proposal Options
• Mobile Apps
  • Available here:
• Proposal Revisions
• New combined My Account and Settings Page
• Added transaction list and Print Receipt function
• New My Profile Section
• Quickbooks integration with new locales – Australia, UK, Canada, Rest of World
• Improved Google integration
• New Email Settings
• Products (BOM) section on Work Orders

Improvements and Bug Fixes

• Updated logos and branding throughout
• Reduced margins (specifically bottom margin) on Add Products and Quickspec
• Edit Project Name while creating Proposal
• Improved New Project workflow
• Improved speed and navigation on Proposal > Preview
• Complete rewrite of saving a proposal – fixes several bugs with Add Products and Qucikspec pages.
  • Resolved Sort Order Issues
  • Resolved Manual Sort issues
  • Resolved issues moving items from one room to another
  • Resolved issues duplicating sections
  • Add > Edit > Save issues
  • Items being removed unexpectedly
  • Deleted items returning
  • Better handling of Accessories
  • Improved handling of COs
  • Fixed issue where product would show 2x in one section
  • MUCH faster
• Complete rewrite of Work Orders
  • Proposal > WO more reliable
  • WO assignments on Details page more accurate
  • More reliable saving
  • More reliable editing of tasks
  • Fixed bug in total hours
  • Fixed labor bug in rare cases with duplicate products
  • MUCH faster
• Improved integration with QBO
  • New posting process
  • Better Error reporting
  • Configurable Inventory Start Date
  • Added HyperLink to jump to posted proposals
• New process to buy, upgrade, downgrade and cancel subscriptions
  • New Thank You page for purchases
  • Easier more intuitive process
  • Cancel – Repurchase now possible
  • Active/Inactive replaces Blocked
  • Showing Canceled/expired plans
  • Easier entering of Credit Card info
  • More secure credit card process (managed completely by Braintree now)
  • Fixed a bug where the wrong price would show for subscriptions
  • Added ability to add team members when signing up for a trial
• Auto-enter State and Country when editing company info
• Fixed bug in User Priv > Proposals > Admin not preventing unlocking the proposal in some cases
• Fixed an issue with assembly/package pricing
• Fixed bug with [***Asterix***] smarttag
• ReOrdered Proposal > Action menu (Delete moved to bottom)
• Fixed a bug when editing multiple products at one time
• Improved list of staff to exclude inactive employees
• Fixed bug where Google Drive message could not be dismissed
• Fixed bug on Proposal > Quickspec not showing Save button in rare cases
• Minor formatting and type-o fix on PO settings
• Several User Privilege fixes
• Fixed bug where % symbol was not displaying on invoices
• Improved Invoice templates for Progress invoices
• Fixed bug creating products after editing multiple products
• Fixed some display issues on Manage > Products
• Fixed bug in multiple delete function
• Fixed display issue on Proposal > Quickspec
• Fixed issue with Accepted date on proposal not being set properly
• Fixed bug with alternated currency symbol on invoices

Released: 06MAY2017

• Added a new section to the Invoice Template for Progress Invoices
• Added the following SmartTags to the Invoice Template: Customer Salutation, Customer First Name, Customer Last Name, Customer Company Name, Payment Term Material Percentage, Payment Term Labor Percentage, Payment Term Description, and Payment Term Amount
• Add the ability to edit custom fields on Invoices.
• Added the following SmartTags to the Proposal Template: Additional Sort Summary, Customer Salutation, Customer First Name, Customer Last Name, and Customer Company Name
• Added Add Page Break after “Section Name” to the Proposal Template
• Added Title Header to the Proposal Template
• Added a Column Header section to the Proposal Template
• Added a confirmation to delete Project on Manage > Contacts > Project Tab
• Add the ability to adjust the QTY of Accessories when using the Add button on Proposal > Add Products
• Fixed Note not getting saved for PO Custom Product
• Fixed Payment Term % not showing properly when pervious Payment Term was Time and material
• Fixed the saving of Proposal Template Settings when new or overwrite existing is used on Proposal > Print Setup
• Fixed Refresh of Line Item when some labor hours are empty
• Fixed error in Refresh Line Items from Product Database
• Fixed error in Adding Prompt Accessories to Line Items
• Fixed Saving Changes of Line Items added from Online Product to Company Items
• Fixed error in copying Line Items when duplicating sections
• Fixed an issue where a deleted WO Line Item would be added back to the Work Order after adding another task and saving
• Fixed Purchase Order quantity parse for 1000 or more quantity
• Fixed Line Items not displaying on Proposal > Details
• Fixed Package Item quantity on New Invoice
• Bug Fixes for Multi Edit on Manage > Products
• Various bug fixes and improvements
• https://www.youtube.com/watch?v=mSGQl1LklTg

• Added the ability to edit more than one company product at a time
• Added Action Menu for Multi-edit and Delete

• Add the ability to delete more than one company product at a time
• Add the ability to delete more than one package at a time
• Fixed an issue where Allow Override and Include Line Items could not be checked when editing or adding a modifier in Company Settings
• A system proposal template is now auto selected when a default custom proposal template is not set in Company Settings
• Fixed an issue where all default settings were not set when an account is created
• Changed the way QuickBooks Online Sync start date works
• Fixed an issue where created by name would run together
• Fixed the alignment of columns on Proposal > Details
• Fixed an issue where a NULL currency setting would break Manage > Proposals and Manage > Projects

• Fixed an issue where Accepted Date was not being set automatically

• • Need to Order
  • Custom Fields

• • Contacts

• Products
• New and Improved Online Tab
• Improved Proposal Editing
• Improved Action Menus
• Improved User Privileges
• Speed enhancements
• Back button now retains selections and searches
• Improvements to the My Account page
• Fixed a bug when downloading a Proposal PDF
• Better French Translation
• Improved handling of notes on printed report
• Allow trials to add additional users more easily
• Fixed bug with proposal header formating

• Added notes to just about everything
• Added multiple views of notes and the ability to see related notes from anywhere in the system
• Added Manage Notes screen to see the most recent activity for all notes
• Greatly improved the stability and speed of adding products to proposals
• Reorganized all Manage screens
• Added Searching of Invoices on Manage > Invoice screen
• Added Searching of Work Orders on Manage > Work Orders screen
• Added Searching of Purchase Orders on Manage > Purchase Orders screen
• Improved searching for Proposals on Manage > Proposals screen
• Improved searching for Projects on Manage > Projects screen
• Improved handling of large projects
• Completely new HTML editor for proposal templates, Scope of Work and Terms & Conditions
• Add Paste from Word feature to Scope of Work and Terms and Conditions editors to make formatting of these sections much easier
• Fixed an issue Refreshing all Items from the Product database
• Added new language: English (UK)
• Added price and description to items on Quickspec screen
• Fixed an issue of uploading report to google drive
• Added more fonts to the lists on the print setup page
• Fixed several issues with drag and dropping a product
• Improved the import process
• Improved the new numbering conventions for Proposals, Projects, Invoices, Work Orders, POs and COs
• Fixed several bugs with printing a WO
• Added button to renumber existing Proposals, Projects, Invoices, Work Orders, POs and COs
• Fixed issues related to viewing a WO that is assigned to you even if you do not have Core Edition
• Fixed an issue with user privileges on WOs
• Added status of Cancelled to Work Orders
• Added ability to edit the work order template
• Added new date system for all entities
• Fixed a bug with not being able to delete notes
• Fixed a display issue on the Proposal > Details screen in a locked proposal
• Improved ability to add items to CO from Details screen. You can now select multiple items and add them all to the same CO
• Fixed a bug with exporting a proposal to Excel
• Fixed a bug with proposal numbers not showing on the Manage > Proposals screen
• Fixed the order of items on the Work Order when using Proposal Sort
• Removed requirement for note to have both a subject and note
• Fixed a bug with proposal date not getting set causing smarttags to show improperly on the printed proposal
• New feature to persist formatting of tasks and the description on a work order.
• Fixed several issues with billing and canceling of plans
• Added related Notes to the Work Order printout
• Fixed an issue with the formatting of a proposal when no header section is selected
• Improved saving proposal templates. Section Summary settings will no longer be lost
• Improved data design for better tracking and logging of changes.
• Improved functionality of import screen
• Improved viewing of deleted items on Details screen
• Improved stability of Proposal > Preview screen
• Added Select All button to Project menu.

• Here are the areas of emphasis in this build.

• Packages – The packages and assemblies have been merged in to one functionality that incorporates all of the features of both and adds a few new features. All of your existing packages have been migrated
• New Manage Screens – Mange Invoices, Purchase Orders, Proposals and Work Orders
• The ability to adjust margin on multiple items at one time – You can now selectively adjust margin on many items in a proposal. The Refresh from Product Database works the same way.
• Associations Tab in Product Detail – We have added an associations view in the product detail so you can see all related assemblies, packages and Quickspecs.
• Work Order Room List – the Work order task list has been improved

• Below is a more complete list of the bug fixes and improvements in this build.

• Lock Icon in Project menu is not showing in some pages.
• Added one extra option “View Scope of Work” to the Proposal > Action menu on the WO screen.
• In work order page, show section name in task grid.
• When generating report for Work Order, show the task/product with no room assigned at the top of the task list, not under any proposal section.
• While adding new task in Work Order Screen, we need to show a dropdown in the popup having all the proposal section. and the task will be added in the selected section.
• When editing a task, we restricted to change section.
• [Bug Fix] In manage product, after adding package with accessories, package grid goes blank.
• [Bug Fix] Case when the same field edition user if you add two different appointments on the same work order screen.
• [Bug Fix] Case when two appointments are added to the calendar when contact has two addresses
• [Bug Fix] Clicking add package results in add company product as title
• [Bug Fix] Margin does not get updated when value pricing values are added in add company product in product page
• [Bug Fix] There is a issue with the work order count in the home page for Field Edition user.
• [Bug Fix] When we add a package by clicking on + button its not alerting for prompted accessories
• [Bug Fix] When redirect to WO page from Manage contact page, we have contact selected in WO page, but proposals for that contact not populated
• [Bug Fix] Same work order showing multiple times. This happens when multiple appointments are added on same work order for same FE User.
• [Bug Fix] Enable/Disable state of “Use Proposal Sort” checkbox in Work Order page is not working in expected ways.
• [Bug Fix] When creating a new CO from the “Select Change Order” popup, CO created with blank name.
• [Bug Fix] Page is going blank when we click on Print or Preview of a proposal from New WO page
• [Bug Fix] While creating a new proposal from manage contact page, newly created proposal becomes a change order.
• [Bug Fix] In Details page, we could not search inside package.
• [Bug Fix] Lock button in Proposal Settings page did not work properly after you click the save
• Highlight note when clicking on the note icon in WO page.
• Add/Delete functionality for notes in WO page.
• Contact list is now filtered by Created By User on home screen.
• Modified the Show Labor Breakout, Show Labor Hours, Show Labor Subtotal check boxes if Show Installed Price is checked
• New Proposal tab added on New purchase order screen to create purchase order from proposal line items
• [Bug Fix] On the invoice where a column for Unit Selling and Extended Selling in the labor item does not add up
• [Bug Fix] Rounding the decimal places on the labor tab.
• [Bug Fix] Better rounding of labor in invoices
• Add a New button to new Associations section
• [Bug Fix] The sales person field on the New Invoice screen is not sorted alphabetically.
• [Bug Fix] NaN is coming on invoice report after all labor line items have been deleted
• New functionality added to show all company labor types at the time of editing an item on new invoice page
• [Bug Fix] Include labor should be disabled on progress invoices. It is not relevant
• [Bug Fix] If you edit an existing PO the Created by field is overwritten so it looks like you created the PO but didn’t
• [Bug Fix] Fixed French language issue
• [Bug Fix] Language is not getting changed immediately
• [Bug Fix] Fixed showing Labor hours of product on Details Page when multiple proposals are selected
• [Bug Fix] Fixed copying new company labor to proposal when adding a new Product
• [Bug Fix] Company Logo not getting displayed on Default templates if png is used
• Package and Assembly upgrades and migration
• [Bug Fix] Unable to create PO when change order is selected
• Improved adding New Company Labor Type to proposal
• [Bug Fix] Fix Labor Selling Total is getting reverted after few seconds or chaging any override details
• [Bug Fix] Labor Override is not getting saved properly in some situations
• Details Page Optimization for Line Items.
• [Bug Fix] Fix discount getting applied for all users when subscribing a plan
• [Bug Fix] Improved menu inconsistency and project menu issue in details screen
• Removed phone number formatting in Add/Edit Contact popup – It was preventing copy paste and not correct in all situations.
• [Bug Fix] Fixed creating new contact on New Proposal page on Firefox browser
• Implementing Manage Projects/proposals/Invoices/Purchase Orders/Work Orders in manage contact page

• Improved Copy Past functionality on the Add products screen
• Fixed another issue where modifiers were missing
• Reogranized the Proposal settings screen and removed duplicate entries
• Improved the way that items are deleted on the Add Products screen
• Various other bug fixes and improvements

• Known issues (We are working as quickly as possible to fix these):

• • There is still a minor issue with logging in. You may see this if you:

• • Login without checking the remember me option

• • Close the browser without logging in

• • Then open the browser and go back to the login page.

• Upon logging in you will be prompted to end the other session
• Packages (legacy packages) and Change Orders are incompatible – We will finish the conversion of legacy packages to new packages next week.
• Once a proposal is locked you cannot change the status
• Printing and Previewing of proposals only works with one Proposal/CO at a time. Printing a summary view will be part of the next release
• Refresh all on the Details screen will refresh even if the proposal is locked

• Fixed a bug where modifiers would be removed from the proposal in some situations.
• Fixed a bug where the T&C and SoW would be duplicated.
• Fixed a display issue where the T&C and SoW fields on the Settings screen would appear empty.

• Add advanced product searching – You can now filter the results by the field matched
• Fixed and issue where the print template was not able to be selected.
• Fixed an issue were trial users had limited functionality

• Release Notes! (But I guess you knew that already or you would not be reading this)
• Change Orders!
• Projects! You can now group proposals together
• Locking proposals – Manually or automatically when creating invoices, PO’s or WO’s
• Redesigned many screens to make them work better on all screen sizes (More to come!)
• Added more context menus to make navigation easier on all devices
• Improved Smart Accessories – Choice and more display options add to make them even smarter
• Copy and paste items between sections on the add products page
• Improved options when generating a pdf of the proposal – Child only view for packages and containers
• Better login policy
• No more logging out randomly
• Remember me feature added for login
• Fixed bug in saving proposal payment terms and modifiers
• Improved handling of hierarchies – Now much more user friendly to copy hierarchy from one proposal to another
• Fixed product favorites – Now editing favorites will update the whole company
• Better saving of proposal templates
• Added product text smarttag to PO templates
• Better default templates for invoices and PO’s
• Sub-filtering of searches to make finding the right product easier – You can now find by Manufacturer, Category, Model Number or Description
• Edit the address types after contact is saved
• Fixed proposal reference on Invoices
• Standardized naming and buttons
• Alphabetize salespeople in lists
• Advanced product searching