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Customers can accept and decline estimates again

Customers can accept or decline estimates again, AI estimates finish calculating, and Partners & Referrals can be turned on without Sales Pipeline.

v2.90.0

Improved4

  • Turn on Partners & Referrals by itself. The Partners & Referrals add-on no longer needs Sales Pipeline turned on first. Company settings

  • Close Moves opens to all locations. The Close Moves page starts with all locations selected, so you can review moves across the company right away. Dispatch

  • HR sees Review Collection on Reports. For HR users, the Reports page shows the Review Collection report only, without the reports they do not use. HR

  • Security improvements. We tightened security across the app. Everywhere

Fixed4

  • Customers can accept or decline estimates. Accepting or declining an estimate works again. Sales

  • AI estimates finish calculating. Automated estimates on the Opportunity page complete instead of calculating forever. Sales

  • Review Payroll opens for new companies. The Review Payroll page loads for newly created companies instead of showing an error. Finance