Meet Your New Favorite Features
To keep you in the loop, here’s a running list of all our updates and innovations.
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Schedule - Set a Baseline for future comparison
Take a snapshot of the current project schedule and save it as a baseline, logging the start and end dates for every item and phase. If the project timeline changes, you can compare the actual dates against the initial plan to help track and manage projects more efficiently in the future.
Learn moreSchedule - Set your workdays
When creating a Schedule, you can now set the workdays for each project. The default is Monday to Friday which can be easily updated through the actions drop down in the top right of your screen.
Learn moreTask center improvements
Tasks is now accessible in the left toolbar with a detailed list view of all of your items. Add comments for your team or clients to allow seamless communication and efficiency.
Learn moreTakeoff Navigation - Custom Keys
Use custom keyboard shortcuts to help you navigate the canvas and speed up your takeoffs.
Learn MoreClient-facing descriptions for Selection Board items
Add a description that is visible to clients for any image, file, Mood Board, or 3D floor plan on a Selections Board.
Learn MoreOrganize Items by Sections
Organize your Selections Boards by creating sections. This functionality helps you to group items together however you see fit, for example, by furniture type, product category or project area.
Learn MoreInstant Image Clipping
No need to clip images one by one. The Clipper tool automatically identifies and grabs images on a website, and populates the Clipper for you.
Learn MoreNew Tools for Image Background Editing in Mood Boards
Select from three options to edit image backgrounds: use the Manual Brush Tool for precision, the Regular Automatic Background Remover for quick removal, or the AI-powered Magic Remover for advanced editing.
Learn MoreAutomatic Email Notification with a Copy of Your Signed Estimate/Proposal
As soon as your client signs an estimate or proposal, you’ll receive an email notification including a signed copy in PDF format. You can also download a signed copy from the activity stream.
Explore MoreQuickBooks Online: New Sync Indicators
Each Estimate/Proposal, Invoice, and Purchase Order that should be connected to QuickBooks Online features a Sync Indicator next to the Document Status at the top right of the document. Green indicates that the document was successfully synced. Clicking on the indicator provides details of the sync date and a direct link to the document in QuickBooks. The indicators also show if the sync is in progress, if the document is not yet ready for sync, if it failed to sync, and more.
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