Global search and template copying
Search finds moves by customer name, a wizard copies templates between locations, and estimate PDFs get a new layout.
v1.278.0
New2
- NewEverywhere
Search moves by customer name#
Global search in the top bar finds moves by customer name or company as well as by move number, and shows each move's date and addresses. Open the results page to see every match.
- NewAdmin
Copy templates from one location to another#
A step-by-step wizard copies estimate settings, estimate and campaign emails, contract templates, review emails and system templates between locations. Start it from Migrate Templates on the Locations list, or choose Copy Templates From when you add a location.
Improved1
- ImprovedSales
A cleaner estimate PDF#
Estimate PDFs have a new layout with an accent color on the header, line items and totals, and address blocks that stay together on one page.