Changelog

🆕 You can now create, view and manage invoices!
🆕 Invoice PDF customization + viewer
🆕 Ability to create, view and manage estimates!
🆕 Estimate PDF customization + Viewer
🆕 You can create, view and manage purchase orders!
🆕 PO PDF customization + Viewer
🆕 Client-view for invoices and estimates
🆕 Launched the Pro Directory with 18 pros listed and verified!

🆕 Added 6 new interactive calculators
1: Lumens
2: Crown Molding
3: Countertops
4: Cost-Plus Vs. Margin
5: Flooring
6: Rug Size Guide

🆕 Added 11 new resources in the vault
1: Digital File Folder Structure
2: Expense Categorization
3: Annual Business Review
4: CEU + Professional Development.
5: Trade Show Checklist
6: Pricing Psychology
7: Aging in Place Design
8: Sustainable Design Checklist
9: Trim + Millwork Selection
10: VA task Delegation
11: Mood Board Best Practices.

🆕 Updated Knowledgebase for invoices, estimates and PO’s.
🆕 Launched the pro directory! Phase 2 begins with contacting them directly.

⬆️ WIP still in progress with an update coming soon!
⬆️ Quickbooks and indemaPay break ground.

// Key:
✅ FIX
⬆️ UPDATE
🆕 NEW

✅ An issue where the active projects were not showing on dashboard.
✅ Web clipper error when trying to clip products.
✅ Web clipper defaulting products to being a "sub" product of something.
✅ Replaced the link for manage subscription to the subscription portal.

⬆️ In the process of implementing 5 Canadian tax brackets in add project screen.
⬆️ Invoices, Estimates, PO's still in the works. Fixing a major security issue.
⬆️ WIP list view is almost complete. Finishing up back-end implementation.
⬆️ New project workflows page at QA, pushing to live soon.

🆕 Added 4 more resources to the vault.

1. Photography Shot List

2. Design Presentation Checklist

3. Site Visit Checklist

4. Client Red Flag Playbook

// Key:
✅ FIX
⬆️ UPDATE
🆕 NEW

✅ Fixed a small UI bug on the vendor main page for the URL and key icons.
✅ Timestamp in client and vendor notes was showing military time.
✅ Sidepanel in some spots shows behind the header and footer.
✅ Product change log was showing oldest first. Changed to newest entry first.
✅ Attach PDF to clipped product was not showing in the right-click menu.
✅ Project Avatar was not showing the correct color that was selected when creating project.
✅ Had to refresh the page to delete a service + activity type if you just deleted one already.
✅ Some users were not able to upload member images.
✅ Products > Group by room header was scrolling left and right when should have been stationary.

⬆️ Removed video and email icon from vendor and client record.
⬆️ Sub items can not be changed to a different project.
⬆️ Hid the notifications settings, this is not complete yet and have to refactor.

// Key:
✅ FIX
⬆️ UPDATE
🆕 NEW

✅ Product clipper not loading on click.
✅ Where new users were not able to do anything. Account appeared locked.
✅ Tag in products was not able to be selected.
✅ Timelog entries were not being saved into the Timelog page.
✅ Sub products had a “undefined” value in tax% making it where user can’t add tax.
✅ Users were not able to edit or add a product description. Had to edit in order to do so.
✅ Vendors were not populating from the clipper to the system correctly.
✅ Variance when grouped by room was not showing a correct type such as negative or positive variance.

⬆️ In vendor record we removed the birthday and language items
⬆️ Made an update to the version sequencing.

// Key:
✅ FIX
⬆️ UPDATE
🆕 NEW

✅ Users were not able to edit the unit type. It kept defaulting to "Each" when changing.
✅ An issue where when saving a new product status, a white screen would show.
✅ An issue where the timer while activated, would reset when you go to a new page.
✅ An issue where you were not able to add credit on a clients account.

// Key:
✅ FIX
⬆️ UPDATE
🆕 NEW

✅ When clicking the action icon for a project the screen went white.
✅ When creating a project, only 1 member would show when adding members.
✅ Where uploading a PDF to a product from the main page was not working.
✅ When adding a product the QTY field was defaulted "0" causing calculation confusion.
✅ Where you were not able to edit the "Lead time" field on products.
✅ Where task was required to be selected when tracking or manually logging time.
✅ When editing a financial data point in product, you were not able to delete the "0"
✅ On page load for dashboard, a weird green box error was showing for tasks.
✅ Employees not syncing with the parent account correctly.
✅ An issue where employee's were not seen as active accounts.
✅ An issue where you were not able to create a Label in contacts.

⬆️ Production Server migration completed.

[NOTE]: We removed financials sections as invoices/estimates/PO's are being re-developed.

// Key:
✅ FIX
⬆️ UPDATE
🆕 NEW