This release includes electronic estimate acceptance, new customer financing options, faster financial workflows, a redesigned mobile experience, and clearer customer-facing documents. We also improved reports, job management, navigation, and several everyday workflows across SimplySub.
New
- 🔥 Customers can now accept estimates electronically. Send an estimate through SimplySub and let your customer review and accept it online through your very own customer portal, creating a faster and more convenient approval process.
- 🔥 You can now see your estimates the way your customers will see them using the new "View as Customer" option within the actions menu while editing an estimate.
- 🔥 Financing options can now appear directly on estimates. When a third-party financing link is configured, customers will see a “View Financing Options” link below the estimate total.
- 🔥 Invoices can now include online payment and financing buttons. Configure your payment and financing links to give customers direct access to both options from the invoice they receive.
- 🔥 Third-party financing links can now be configured in SimplySub. Add your preferred financing application URL from the financial settings and use it across customer-facing documents.
- Job expenses now include a detailed breakdown. From a job’s financial information, you can view expenses grouped by vendor and expense category for a clearer understanding of job costs.
- 🔥 Estimate and invoice line items can now be duplicated. Quickly copy an existing line item instead of entering the same information again.
- 🔥 Default customer notes can now be configured for estimates, invoices, and purchase orders. Set your preferred standard note once and automatically include it on future documents.
- 🔥 Default email messages can now be saved for estimates, invoices, and purchase orders. This reduces repetitive typing and helps keep customer communication consistent.
- 🔥 Estimates now include an audit history showing you everytime your customers view the estimate online. Additionally, when the estimate is accepted a log entry is added into the estimate, job and customer records.
Improved
- Estimate editing now includes direct links to the related customer and job. Move to the associated record without searching for it separately.
- Invoice editing now includes direct links to the related customer and job. These links appear beside the corresponding fields on the invoice.
- Customer management is easier to use on phones and tablets. The updated interface provides a more streamlined experience while working in the field.
- Safety talk categories have been reorganized. The simplified category structure makes it easier to locate the right toolbox talk.
- Dark mode has been refined for estimates and invoices. Improved contrast and more consistent colors make financial screens easier to read.
Fixed
- Job addresses now save correctly when a full state name is entered. You no longer need to use only the two-letter state abbreviation.