We’ve released a new set of updates designed to improve customer communication, increase payment speed, and give you stronger reporting visibility inside Contractor Accelerator.

Below is a detailed breakdown of each update, including where to find it and how to turn it on (if applicable).

In addition, we invite you to watch the Live walk through on Social Media. 

💰 Bulk Product Updates

You can now update products in bulk by:

• Increasing/decreasing pricing by percentage
• Increasing/decreasing pricing by a flat dollar amount
• Updating filtered product groups
• Automatically updating volume discount pricing

How to Perform a Bulk Update

1. Go to Products
2. Use Filters if applicable
3. Click the Table Settings icon (three lines with a gear) in the top right of the table.
4. Toggle on the Bulk Update option 
5. For longer lists, scroll to the bottom of the table and adjust the Rows per page setting to show and edit more results at once.
6. Click the checkboxes for the products you want to include in the update. (Note: updates are per page and cannot be done across multiple page views at this time) 
7. Click the Bulk Action button at the top of the page
8. Select to update Categories, Units or Pricing

• For pricing, please follow the prompt suggested on-screen to download a backup of your products first.
• Then, select either Percentage or Dollar Adjustment, an increase or decrease, and the numeric amount.
• Click Preview Changes to review your edits before applying them. 
• OR click the advanced pricing option to edit each product one at a time within a consolidated table view. 

Important

If a product includes component pricing, you will receive a warning. Component pricing must be updated in the Components area. 

Volume pricing will be updated, and the system will show you a preview of the new amounts for each row. Please click the info bubble to better understand how the amounts were calculated. 

📅 Appointment Confirmations Inside the Customer Portal

Customers can now confirm Evaluation and Installation appointments directly inside the Customer Portal. When an appointment is created, the user can select the "Notify customer of appointment" checkmark to send the customer an email confirmation. If the customer was notified of an appointment, it will be visabile in the Customer Portal. Customers can now add the appointment to their own calendar and confirm the appointment with you at the click of a button. 

When a customer clicks Confirm:

• The Scheduling tab updates automatically to reflect the customer confirmation status and time stamp
• The Project table reflects the confirmation for easy sorting, filtering, and reporting
• The assigned internal user receives an in-app notification and an email notification

This helps reduce no-shows and improves scheduling visibility.

Important

The customer must have received the appointment notification email in order to confirm through the portal.

💳 Statements Now Include a “Pay Now” Button

When sending a Statement from the Billing tab, customers will now see a Pay Now button directly on the statement.

This button:

• Takes the customer to your Contractor Accelerator payment page
• Automatically pre-fills their contact information
• Applies the remaining balance due

Requirements

• You must be enrolled in Contractor Accelerator Payments (CC/ACH)

Where to Find It

1. Go to Project
2. Click Billing
3. Send a Statement

Edit the Statement Email Template

To customize the email that sends with statements:

1. Go to Company Profile
2. Select Emails
3. Locate the Statement Email Template
4. Edit as desired using the instructions in our Email Help Center article. 

✍️ Installation Complete Email (Optional)

You can now automatically send an email when an Installation Appointment is marked "complete".

This email can be used to thank the homeowner, invite them to give your company an honest review, tell them they can still access their Customer Portal to view their warranty certificates, bids, and evenpay their final invoice (if applicable). This is a great final step to professionally close out the project with your customer. 

Important

This email will only be sent if:

• The customer was notified of the installation appointment
• The installation appointment was marked complete in the system

Default Setting

This feature is defaulted to OFF for current customers

To Turn It On:

1. Go to Company Profile
2. Click Company Settings
3. Select Emails
4. Click Edit
5. Locate Installation Complete Email
6. Toggle ON
7. Review and save. 

🌐 Customer Portal Enhancements

If you have not enabled the Customer Portal yet, now is the time to take another look. It provides a simple, secure way to centralize communication with your homeowners.

There is no login required. Customers simply click their secure link and access their project information instantly.

Inside the portal, they only see items that have already been sent to them, such as bids, invoices, statements, warranties, and project files. It simply organizes what you’ve already shared into one convenient location.

With the latest updates, the Customer Portal is more powerful and more useful than ever. We strongly encourage you to begin using this feature.

User Photo & Bio Now Visible

Your team member's photo and bio now display inside the Customer Portal.

To update your profile:

1. Go to the User Settings Icon in the upper right corner
2. Click Profile (NOTE - This is not the same as the Company Profile) 
3. Click Edit
4. Update your photo and bio by following the onscreenprompts or visit the User Help Center article linked here. 

Note: Primary Users can edit the team's profile photo and user name in the Company Profile under the User section. 

Send a Dedicated Customer Portal Email

You can now send a standalone email that includes only the Customer Portal link.

Previously, the portal link was included inside other emails. Now you can send just the portal access link by clicking Send Portal inside the customer record.

To Enable the Portal: 

1. Open the Customer Record
2. Click Edit
3. Check the Customer Portal Box
4. Click save
5. Click Send Portal

To edit the email template:

1. Go to Company Profile
2. Select Emails
3. Locate the Customer Portal Email Template and follow the Email Help Center article to update your email. 

Share PDFs & Videos in the Portal

You can now upload:

• PDF files
• Videos
• Photos

These will display inside the Customer Portal under the project when you have chosen to make them visable to the customer. You can do this from the upload screen, from the table view and now you can also make this update from the Gallery view as well. 

To upload:

1. Open the Project
2. Navigate to the Project Overview page
3. Add files to the Uploaded Files Section
4. Toggle the visible to customer setting to on. (via the gallery, table or during the upload process) 
5. Click save

Property Filter for Multi-Property Customers

Customers with multiple properties can now filter by property inside the portal for better visibility.

No setup required. You will see this filter in the upper right corner of any customer with multiple properties. 

Warranties Now Visible in the Portal

Any warranty sent to the customer will now automatically appear inside their Customer Portal.

No additional setup required. Note only warranty certificates that have already been sent to the customer will show in the customer portal. 

🔔 Control Who Can Mark Invoices as Paid

We now have a setting that allows you to restrict the ability to mark invoices as paid to Primary Users only.

If you would like this enabled for your account, please contact our Support Team, and we will turn it on for you.

🧩 Additional Email Recipients – Accepted Bids Only

You can now configure additional recipients to receive accepted bid notifications only, without being copied on all other system emails. Primary users can set this up under the Company Profile in Company Settings under the Email section. Simply add the email you would like to be copied on any accepted bid emails and click save. 

📊 Project Table & Filtering Enhancements

We’ve added new searchable and filterable fields in the Project table.

New filters include:

• Has Install Appointment
• First Install Appointment Date
• Last Install Appointment Date
• First Bid Sent Date
• Last Bid Sent Date

These fields allow you to:

• Identify stale bids
• Filter projects without install appointments
• Measure salesperson performance
• Bulk close outdated projects

How to Use Filters

1. Go to CRM and click Projects to view the projects table. 
2. Click the funnel icon inside the search bar to find Filters
3. Select desired criteria and apply filters
4. Click the lined gear icon in the upper right corner of the table to turn on Bulk Actions. From there, select the items you want to update, click Bulk Actions, select an option from the list, and follow the on-screen prompts to complete the update. 

🆔 Customer & Property Reference IDs

Customers and Properties now have unique Reference IDs (similar to Project and Bid IDs).

These appear in:

• Customer table
• Property table
• Search results

You can search by these IDs in the global search bar.

Reference IDs are generated in numerical order starting at 1000. 
 

📝 Notes Styling Update

Pinned notes now display with a yellow background for improved visibility.

This is a visual update only.

• No functionality changed
• Customers do not see internal notes

Notes also now display:

• Created timestamp
• Updated timestamp
• Correct chronological sorting based on updates.