An Estimates report and booking discounts

New4

• NewReports

  Estimates report with acceptance tracking#

  A new Estimates report shows how many estimates were sent, accepted, declined or ignored over time, with access set by role.

• NewSales

  Add a discount at the final booking stage#

  Apply a move-level discount at the final booking stage. It shows on the opportunity, the estimate and Close Move.

• Pay period totals and an employment status filter. Payroll reports add a total for each pay period, and Process Payroll can be filtered to employees or independent contractors. Finance

• CC recipients on contracts from the opportunity. Sending a contract while closing an opportunity now has a CC field, matching the dispatch flow. Sales

Improved2

• ImprovedFinance

  Process Payroll shows each person's total#

  Process Payroll shows each employee's total payable, sorts by amount, and hides people with nothing to pay unless you choose to see them.

• Fresher Google Ads spend for Marketing Managers. Marketing Managers can open the attribution rules, and Google Ads spend refreshes automatically. Marketing

Fixed4

• Estimate CC recipients get the email. Every CC recipient on an estimate receives it. Sales

• Customer estimate acceptances are recorded. When a customer accepts an estimate, the acceptance is saved to the move and counted in reports. Sales

• Time-off requests skip false job conflicts. A team member no longer shows as assigned to work on a day they are free, which was blocking their time-off request. HR

• Updating a team member keeps their hours. Saving changes to an employee record no longer clears hours already entered. Admin