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📧 Improved Email Delivery for Invoices & Warranty Certificates

Invoice emails and Warranty Certificate emails have now been migrated to our newer email delivery system.

Why this matters

Some customers previously reported situations where bids and appointment emails delivered successfully, but invoice emails did not. This update improves reliability and reduces the risk of emails being blocked or sent to spam folders.

No action is required from users for this update.

🔒 New Email Verification Requirement for Primary Users

New primary users will now be required to verify their email address before creating leads or customers inside the software.

Why this matters

This additional security step helps protect the integrity of Contractor Accelerator’s email system and helps prevent misuse that could impact overall email deliverability for all users.

What users need to do

New primary users should check their inbox after signup and complete the email verification step before using the system.

🧾 Invoice Sent Dates Added to Project History

The Project History tab will now properly display invoice sent activity within the project timeline.

Where to find it

• Open any Project
• Navigate to the History tab

This provides better visibility into invoice communication history for office staff and management teams.

📊 Customer Portal Links Added to Exported Reports

Customer and Project table exports now include Customer Portal links.

Where to find it

• Navigate to the Customers table or Projects table
• Use the Filters and Export options

Why this matters

These portal links can now be used in:

• Marketing follow-ups
• Payment reminders
• Mail merges
• Customer communication campaigns

This makes it easier to direct customers straight to their portal or payment options.

💳 ACH Funding Failure Notification Preferences

Primary users can now manage ACH funding failure notification settings directly within User Profile settings.

Where to find it

• Click your Profile Icon
• Open User Profile
• Navigate to Notification Preferences

📬 Additional Payment Email Recipients

A new “Additional Email Recipients” setting is being added for payment-related emails.

Why this matters

This allows outside accounting team members, bookkeepers, or others without a Contractor Accelerator login to receive payment-related notifications automatically.

Where to find it

• Navigate to Company Profile
• Open Payment Settings

Please note that accounting teams may still require access to CardPointe or Copilot depending on your payment workflow and reporting needs.

👀 More updates are already in development and will continue rolling out over the next several weeks. Our system designer and development team have been BUSY, and we can’t wait to show you what’s next.

🚀 COMING SOON

📅 Watch the replay of the calendar sneak peek session recorded May 14th

🚨 Mark your calendar for June 2nd at 2:00 PM CST to learn more about what’s next. 

We’ve got a LOT more coming than originally planned, and you’re going to want to see this one live.