Major Updates
1. Integrated Google Street View for easier site assessment during design.
2. Added project tag function to support users to customize the project to meet the standard, in order to achieve the demand of efficient management.
Users can manage tags themselves and add up to 25 tags.
3. Added a new Team Notifications section in Settings to manage automated email notifications sent to your team, where you can select recipients for the Proposal Acceptance Notification and control whether each recipient receives it when a homeowner signs a proposal.
Set Recipients & Turn on the toggle
The selected recipients will receive the Proposal Acceptance Notification when a homeowner signs a proposal.
Minor Updates
1. Added roof adjustment tutorial videos to the 3D Roof workspace.
2. Support displaying Trading Name in online Proposal, Proposal PDF, and Emily Smart Quote, while ensuring Invoice PDF continues to display the Company Name to comply with regulatory requirements.
3. Move Payment Details and Financing settings in Quote → Payment & Finance from Project-level configuration to Option-level configuration.