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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Invoice Codes Generated Upon Invoice Creation
Now an invoice code will be generated when you create an invoice, so you can reference the invoice with team members, clients, and bookkeepers, even before issuing it.
Learn MoreTime and Expense Custom Date Filter
Now you can view your time and expenses for a specific time period, using the custom date filter.
Learn MoreNew Home Screen Navigation
We reorganized your home screen and tabs so you can get to work even faster. Easily see what's new with projects, leads, finances, and tasks, and quickly access help for any questions you have.
Explore MoreProject Tracker Export Improvements
Now you have the option to export the original product name in your excel and FFE reports, or use a client facing name. You can also export images in your excel report instead of only the image URL. When you export an excel, the columns will be in the same order and match what was included in the project tracker. New "Order Status" and "Order Date" fields let you easily track product details and stay on top of your orders.
Learn MoreCopy and Paste From Excel to Houzz Pro
If you have a list or spreadsheet of your line items, you can easily move them into Houzz Pro estimates and invoices by copying and pasting them.
Learn MoreRight Click to Adjust Line Items
Now you can right click on an estimate, proposal, and invoice line item to access more actions. Right clicking on a line item will allow you to duplicate a line item, add a line item above or below an existing item, convert items into documents, move items between groups (and even create a new categories for them), reorder items, collapse groups, and more.
Learn MoreRoom Planner Improvements
We've continued to make the Room Planner even more useful for you! Now it's even easier to resize items on your Room Plan using the arrow on the bottom right of each image. You can also see everytime a client views a Room Plan in the activity stream, and you'll receive an email the first time they view it. Exporting tear sheets are even more comprehensive, including products and services, images, mood boards and floor plans. You can quickly navigate between rooms in the same project without needing to go back to the room plans list.
Explore MoreAdd clipped products directly to a Room Plan
Now you can choose to add clipped products directly to a Room Plan.
Learn MoreExport the Payments Report
You can now export the Payments Report as an Excel spreadsheet by clicking the Export button on the top right of the report.
Learn MoreProfile Video Center
Now you can create more types of videos on your profile to highlight all of your great work, including team introductions, tips and tricks, and user reviews.
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