Handoff Construction Estimator

- Track project budget health at a glance — On track, At risk, or Over budget - Add expenses directly from the Budget tab with amount, vendor, and attachments - Set up automatic follow-up reminders for proposals and invoices - Record a Meeting is now a Pro feature - Get started faster with onboarding example projects: Bathroom Remodel, Deck Build, or Custom Home Build - Fixed address lookup to find more valid US addresses

- Track project budget health at a glance — On track, At risk, or Over budget - Add expenses directly from the Budget tab with amount, vendor, and attachments - Set up automatic follow-up reminders for proposals and invoices - Record a Meeting is now a Pro feature - Get started faster with onboarding example projects: Bathroom Remodel, Deck Build, or Custom Home Build - Fixed address lookup to find more valid US addresses

- Launch your projects faster than ever with major under-the-hood performance optimizations and smoother navigation. - Build your team earlier by accessing full team management features even while you’re on a trial. - Organize and share your work with a new built-in print option for documents and smarter search across your projects. - Track payments with confidence using a redesigned invoice table that clearly separates schedules, invoices, and payments.

- Notifications Inbox (Beta): Centralize your project alerts to track and manage every update in one organized view. - Refine AI with Preferences (Beta): Personalize your AI assistant by setting custom instructions for tailored estimates and proposals. - Customize Itemized Invoices: Take control of your billing by manually adding sections and items for more detailed client reporting.

- Search chat history effortlessly with new full-text search and keyword highlighting for all your conversations. - Summarize your notifications with an AI-powered "last 24 hours" tool accessible directly from your inbox (Beta). - Customize proposal layouts and pricing details with new settings to control exactly what your clients see (Beta). - Redesign document templates using custom subtypes and new management tools for faster, consistent reporting (Beta).

- Record meetings with automatic speaker identification to capture every voice clearly - Add business and company names to your contacts for better organization - Invite teammates using just an email or phone number - Restore deleted estimates directly from chat when you need them back - Date separators and timestamps in chat make it easier to find past conversations - New template examples help you get started faster with common project types - Improved table editing in documents for a smoother workflow - Support for 3-decimal tax precision for more accurate calculations - Enhanced QuickBooks permissions and user management - Improved chat loading and reliability across the app - Fixed contact imports for large batches - Various bug fixes for mobile editing, invoices, and overall stability

- Launch Project Client Portal (Beta): Enable a branded space for clients to view updates, approve invoices, and message you directly. - Introduce Daily Logs (Beta): Create and share progress reports with integrated weather, photo attachments, and team @mentions. - Enhance Project Scheduling (Beta): Manage timelines with a new Gantt chart, calendar views, and instant estimate-to-schedule conversion. - Streamline AI Document Tools: Generate invoices or logs faster by selecting multiple project files for AI to process at once. - Improve Signature Workflows: Add signature requirements to documents and track real-time status as clients sign or decline.

- Enhance Client Portal (Beta): Polish the portal experience with rich content previews, skeleton loading states, refined shared items UI, and the ability to remove documents from the portal. - Improve Daily Logs (Beta): Improve daily log entries with better formatting and proper handling of deleted user references. - Upgrade Project Scheduling (Beta): Add a global schedule calendar view with item categorization and desktop reordering support. - Redesign Document Signature Sharing: Streamline the share flow for document signatures with a cleaner, more intuitive design. - Add File Preview Actions: Download files directly from the desktop preview and rename images or files without leaving the preview dialog. - Improve AI Chat Experience: Persist streaming cards, fix file context when switching projects, and add smoother loading transitions. - Fix Stability issues and other bug fixes.

- Created a better scheduling experience with improved project schedules and smoother navigation. - Implemented file sharing by link, email, SMS, and client portal, with improved shared-file previews. - Added a new Appearance setting with System, Light, and Dark modes. - Improved client portal cards, kanban status actions, daily log layout, invoice details, and proposal previews. - Fixed permission flows, upload edge cases, mobile schedule issues, notification prompts appearing too early.

• Filter and sort projects by status or assignee • Connect ABC Supply and pick your ship-to location (Beta) • Send automatic follow-up reminders on proposals and invoices (Beta) • Review and approve AI-matched expenses on the Budget tab (Beta) • Upload receipts and let AI match line items to your budget (Beta) • Match AI estimates to Ferguson, ABC Supply, and Home Depot Pro Xtra (Beta) • Manage bank accounts from Payment settings after onboarding (Beta)

• Pause or resume follow-up reminders on individual documents (Beta) • Track job expenses with tax — review and bulk-match receipts from your phone (Beta) • Upload multiple files at once for AI blueprint takeoffs (Beta) • Set up Financial Management permissions for your team (Beta) • Improved payments onboarding with better error handling (Beta) • Bug fixes and stability improvements

• Get AI-powered follow-up reminders to stay on top of open proposals (rolling out to Pro users) • Browse and add products from MyLowe's Pro Rewards directly in estimates (Beta) • Experience a smoother app with improved keyboard handling and fewer tap issues throughout • View clearer AI takeoff status and progress with a redesigned intro and tracking UI (Beta)

- Set up follow-up reminders when sharing to the Client Portal - AI Takeoffs now available on more plans with credit-based access - Chat with your AI assistant about takeoff files - Budget tab visible on all plans with upgrade prompt - Faster AI responses - Bug fixes and dark mode polish

- Download multiple project files as a single zip - View Follow-up Reminders on any plan — upgrade to Pro to send them - Open blueprints and PDFs faster with native mobile rendering - Run AI takeoffs on projects of any size — 3,000 sq ft limit removed - Ask the AI assistant questions about your specific takeoff results - Smoothed bottom sheet gestures, scrolling, and keyboard behavior

- Snap a receipt to autofill expense details with AI - Choose Spanish in Settings for full app translation (Beta) - Improved AI takeoffs for windows, doors & roof framing - Pro plans: buy additional takeoff credits - Connect an extra bank account for payments - Fixed invoice PDF totals and payment history - Fixed QuickBooks sync creating duplicate documents

- Add Cost Codes to classify estimate line items and track job costs - Watch AI blueprint takeoffs replay step by step in real time - Upload multi-receipt files — Handoff splits them into separate records - See full phases in the cross-project schedule with drag-to-reorder - Prevent over-recording on manual invoice payments; auto-mark as paid - Get instant feedback on uploaded files the AI is still processing - More of the app now in Spanish (Beta)

- Customize project statuses — rename, reorder & color-code your board - Schedule: date changes cascade to dependent phases automatically - Sync project expenses to QuickBooks - Export estimates as CSV - Improved PDF image rendering in documents

• Track crew time with GPS clock-in/out (Beta) • Customize your project board statuses (Pro/Scale) • Add discounts & contingency to estimates • Assign teammates before they accept your invite • Interactive charts in AI chat • Vendor portal for subcontractors (Beta) • AI reads your docs to build estimates • Percentage invoices hold their exact dollar amount • Delete invoices from the list • Tablets gets the full desktop layout

• Track crew time with GPS clock-in/out (Beta) • Customize your project board statuses (Pro/Scale) • Add discounts & contingency to estimates • Assign teammates before they accept your invite • Interactive charts in AI chat • Vendor portal for subcontractors (Beta) • AI reads your docs to build estimates • Percentage invoices hold their exact dollar amount • Delete invoices from the list • Tablets gets the full desktop layout

- Build client proposals with drag-and-drop content blocks (Beta) - Track crew time: clock in/out, approve timesheets, see who's on the clock (Beta) - Sync your project schedule with Google Calendar (Beta) - Send proposals to multiple recipients, each with their own signature - View and export blueprint takeoffs as PDF - Share project files securely with vendors and subcontractors (Beta) - Live proposal updates — clients see changes within seconds