System Updates (January 2026)

January updates focused on clarity, control, and communication, especially around customer-facing experiences and financial visibility.

Statements Just Got Smarter

You can now send full customer statements, not just invoices.

What’s new:

• “Send Statement” button
• Customizable email messaging
• Flexible timing for sending

Payment Notifications and Daily Summary

You now have better visibility into incoming payments.

New options:

• Notification for each payment received
• Daily summary of all payments

All settings are controlled in Notification Settings.

Customer Portal: More Control

You now have more control over what customers see in the portal.

New settings:

• Invoices are added to the portal as soon as the bid is accepted. Now, you can turn invoice visibility off
• Set the portal default to on or off for new customers. You can still adjust settings per customer.

Expanded Product Descriptions

Product descriptions now support up to 2,000 characters.

Benefits:

• More detailed scope of work
• Fewer customer questions
• Less need for manual notes

Acknowledgments Display Update

We improved how Acknowledgments appear during contract signing.

What changed:

• Fixed display issue on the bid acceptance page
• Acknowledgment titles are now visible to homeowners

Where it applies:

• New and in-progress bids: updated everywhere
• Previously finalized bids: updated on the acceptance page only

Recommended action:
Review your Acknowledgments to ensure they are customer-ready:
Company Profile → Terms & Conditions