Release 88 (10/25/2023)

Description: Allow Office Users to edit the header in Invoice and Estimate templates

This enhancement to the templates feature will allow office users to change the information within the header. The header can be managed for both Invoice and Estimate templates.

To make changes to the Header on Estimate template, from Settings list click Templates > choose Proposal Templates > Click three dots to edit an estimate.

Under Elements section, click three dots for Header and choose ‘Edit‘ to make the required changes.

To make changes to the Header on Invoice template, from Settings list click Templates > choose Invoice Template > Click on ‘Click to edit Customer Info‘ to make the required changes.

Description: Allow Office Users to view the open estimates/on-hold jobs associated with the customer

When an office user is scheduling/adding a new job, if an open estimate or an on-hold job is already associated with the customer they have selected, then the office user can view that open estimate or job by clicking on it.

Description: On Job Detail Report, display images that haven’t synced yet

The field employee has uploaded an image to the job using their mobile app but hasn’t synced their app yet. When the office user views the Job Detail Report, they will see an attachment that hasn’t synced yet and a message will say ‘Not yet synced from STM’. The office user won’t be able to view the attachment and they will know that their field employee hasn’t synced their mobile app yet.

Description: Display sync date and time on QuickBooks settings page