Product Updates: February 2026

We've been busy building features to help you estimate faster, get paid easier, and keep clients in the loop.

AI Photo Upload for Scope & Estimating

Users can upload photos of site conditions or design inspiration. The system automatically extracts scope details, converting visual references into estimating data.

Purchase Orders with Bill Sync

Create purchase orders directly within the platform, pulling items from estimates. Once approved, generate bills from POs without duplicating data entry.

Custom Cost Codes

Standardize cost categorization across documents by uploading custom codes matching existing business structure.

Document Engagement Tracking

Records when clients view estimates, change orders, and invoices, displaying specific dates and times for follow-up.

GC Signatures for Estimates

Digital signature capability for general contractors to sign estimates before distribution.

Contact Info Controls on Estimates

Toggle between displaying business details or sender's personal contact information on estimate documents.

Budget-Linked Invoicing & Bills

Invoices and bills now link to entire budget categories rather than individual line items.

Estimate Version History & Automatic Markup Settings

Access previous estimate versions, print, download as CSV, or revert changes. Markup preferences auto-apply upon saving.