Painting Contractor Estimates

Enhancements & update to More function on iPad.

Correct Sales Tax Edit in Client Edit and other minor corrections.

Expanded spreadsheet and auto backup capabilities. Enhancements to sales tax setup and processing.

New Cloud Sync Technology The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases. Sync Data in Cloud AND on the Device Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced. Sync Devices on Different iCloud/Apple Accounts Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account. Dropbox and CloudKit Sync Services Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge. Privileges Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work. For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates. Dark Mode Support Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!

New Cloud Sync Technology The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases. Sync Data in Cloud AND on the Device Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced. Sync Devices on Different iCloud/Apple Accounts Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account. Dropbox and CloudKit Sync Services Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge. Privileges Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work. For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates. Dark Mode Support Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!

Mac Desktop version NOW Available! Also stability & performance enhancements.

Minor enhancements to navigation and ease of use.

Version 15 Enhancements: New Mac Version enhancements. Help Update for text and image sizes. UI Improvement. Scheduler Update for date format and repeat events Date Entry views have been simplified and enhanced. Equipment and Tree Updates (for specific apps) GPS Coordinates. Reminder Update for entry format. Expenses Update for Image capture. Expenses added to Data Export Spreadsheet. Enhancements to Dark Mode views. Cloud Sync Admin and Help Updates to simplify install.

Performance enhancements & minor corrections.

Performance enhancements & minor corrections.

Support for Metric Units. New User Guides to help initial training and installation process. Enhancements to Cloud Sync and Spreadsheet Export.

Updates for iOS 18.

Update to ensure iOS 26 and Artificial Intelligence compatibility.

Improved Navigation and More!

Version 8.2 Highlights We Hope all of the new enhancements and features will improve your operation, save you time & make you money! New Functions: Estimate Processing: Draft, Emailed and Accepted Status. Signature Capture for Estimates and Work Orders. Contact management: Add notes and comments. Phone, email, text, map directly from App. Multiple Line Descriptions for Service & Product Items Units of Measure and Rates for Items: EA, SQ FT, HR etc. Add Logos to Invoices and Estimates. Sales taxes: multiple rate support. Entry Enhancements: Invoice Status: Open, Partial, Emailed, Paid. Create Jobs automatically from Calendar. New clients Added without entering into Contacts. Terms & conditions for Estimate & Invoice. New items Added on-the-fly from entry view. Add images from camera or album to transaction. Copy invoice and copy estimates. Financial Additions: Multiple and Split Payment Processing. Open AR Reports and Inquiries. Download Data for Spreadsheets. Reports and Inquiries with Day and Month Section Headings. Metrics Summary View by Day, Week, Month, etc. New Reports: By Client, Daily Detail, Monthly Summary. Trend Reports for Daily Time Periods. General: Portrait support for iPad - iPhone 6 & 6P Landscape. Improved navigation and use of Action Sheets. Dynamic Type - Font Size adjustment from Settings. International Currency Support Extensive Help and Documentation with screen shots.

New In-App Purchases Client Connect Connect with your clients with both email and text messages saved in your library. Design and save the message that include client info and your company info with unique subject, salutations, closing and text bodies. For example: service reminders, thank you notes and business promotions. Automatically record send messages with other client notes. Document Manager Document Design & Delivery - Change document field names on invoice and estimate documents, change formats easily with unique design for invoices and estimates. Use your local language and terms. Document Delivery - Print Documents in Batches and Queue emails to be sent, automatically record delivery date. Auto Service Repetitive Services entry and automatic weekly release for Lawncare, maintenance and other service providers - Track Crews, Staff & Stops. End days of week, start and ending dates, crew and stop. Track number and amount of services. Auto Create generates service orders for any day of the week. Also a hold/suspend option. Spreadsheet Download Download your financial info In a Spreadsheet format. Select a range of dates and download both summary and detail invoice transactions. Attached to an email, these CSV’s (comma separated values) can then be viewed with a spreadsheet program on your desktop. Trend Report - Daily Totals Enhanced Client Info - First & Last, Company International Date Display Design Start View Buttons Section Headings, A,B,C… Taxes on Labor & Services Starting Invoice/Estimate Number Edit Calendar Days Shown Edit Transaction Date Edit Invoice/Estimate Header Info New Field Work Address or Desc on Document Customize Invoice & Estimate Email Msg Refreshed Visual Elements Staff or Crew - iCloud Readiness Assign orders and transactions to people, routes of crews. Add name and address info. Identify a default for use with New Client and New Transactions Query or Report by Person/Crew/Route, etc.

Painting Cloud Enhancements: Labor & Material Estimates: Add any labor or supply item to create estimates without the need for line descriptions and dimension information. Specify exact labor and material items with descriptions, notes and costs. Calc Estimates - Previously, all estimates were this type. Note all features below pertain to Calc Estimates. When a new estimate is created there is a prompts for which type you desire. Calc Helpers - Four standard calc helpers for Flat, Hourly, Surface and Square labor types. Line Calc Helpers - Now each line in your estimate can use a different calc helper. Work Dimension Options - There are now three measurements options. Material Description by estimate and line. Use an material item setup to indicate a specific brand, sheen and color of your material. Estimate & Invoice Format Options - There are three different view/print formats now. Profit Amount and Percentage Display - Gross profits amounts and percentages are displayed as an estimate is entered and modified providing the ability to view the job profitability when labor or material amounts are changed Cloud 9 Enhancements With the new Cloud Sync, Profits & Finance and Supply Chain InApps and countless Enhancements the app has evolved into a complete business management system. Product and Service Cost - Both fixed or percentage costs can be maintained for services, labor, products & parts . Costs are used to calculate gross profit for each invoice and display Gross Profit and Percentage in both entry view and the new Profits Dashboard (previously Metrics). On Hand Quantities - Now for both products, parts and supplies. Add receipts, track supplies and view detailed or summary supply sales, receipts and inventory reports. Supplies & Expenses - Ability to maintain cost, usage and other information for supplies and expenses. Maintain Supplier and On Hand quantities. Supply and expense costs are factored in to new Profits Trans reports to calculate gross and next profits. Supplier Admin - New ability to add both suppliers of parts and products for resale as well as suppliers of general business and overhead expenses. Suppliers may be imported from contacts or entered into the app. Gross Profit Calculation - Gross Profit for both services & products. All product receipts and expenses are tracked to provide a full profit statement, plus margin analysis! Daily Trends display costs and margins by day, Profits Trans analyzes each sales transaction or estimate so you can view your GP & % at a glance. The new Dashboard provides a daily new profit picture using a prorated monthly expense budget (In App required). Entry view displays profit and percentage as your transaction is entered Daily Trends - Show cost, gross profit and margin percentages. Client & Staff and other reports upgraded with summary sections showing dollar totals and quantities. Contact Import - Using Apple’s new CN Contact technology for more reliable contact access and importing. Spreadsheet Export - Double the number of field for both header and line transactions including all cost and expense info, staff name, status and more. Backup all of your key data bases to a spreadsheet. Tip or Discount field selectable in Company Settings. App can use either tip or discount. App Design - Choose title names for services, parts & supplies fields. Pick background color theme. Cloud Sync: New InApp - Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! A staff member may be assigned to device and all business transaction may be tracked by staff member. Profits and Reports: New InApp - PDF/Printer Reports Includes ALL formatted views that can be directly printed with AirPrint compatible printers or attached to emails. Report subtotals and report totals are shown and a theme designer is included.