Added a guided widget wizard to the runtime document view for templates with Dynamic Image and Dropdown placeholders. The wizard surfaces the required widget interactions, tracks each step as Not Started, In Progress, Complete, or Skipped, persists progress for the document instance, and keeps the send action unavailable until all required dynamic image and dropdown inputs are completed. Also fixed an issue caused by recent backend changes where CSS loading only worked on the first page of a template, ensuring styles now load correctly across all template pages.

Overview This release includes 1 bug fix, and mobile updates for the new doc builder. Bug Fix Fixed a photo crashing issue on mobile related to Android 16. Feature You can now create invoices, run Leap Pay payments, submit GreenSky credit applications, and use the "Apply for Financing" consumer financing button in all relevant job stages not just Job Awarded. Texts from Leap System can now start whenever a text is created, rather than being triggered by Automation on the mobile app.

We've added an extra layer of security at sign-in! If your company uses multi-factor authentication (MFA), you'll now confirm your identity at login with a one-time verification code sent by text or email.

What's New in 3.57.0 We've added an extra layer of security at sign-in! If your company uses multi-factor authentication (MFA), you'll now confirm your identity at login with a one-time verification code sent by text or email.

New Features Task interfaces improved with clear hyperlink color and ability to easily change the person the task is Assigned To. Multi Page Document Scan added to mobile. Out of Sync Button now appears on existing Job’s workflow to sync it to the current workflow version. Change Orders with negative amounts can now be entered into a Job’s Financials. Bug Fixes Contacts can be imported successfully regardless of what level of contact permission is given in iOS. Referral Source will now be enforced as required within mobile app if it's configured that way for desktop.

Overview The latest release introduces the ability to add and edit Job Notes on mobile devices, enhancing user functionality on the go. Additionally, workflow stages are now displayed correctly for all users, insurance worksheet descriptions are accurately shown, and instant photo rotation now preserves the correct orientation. New Feature Job Notes can now be added and edited on mobile devices Bug Fixes Workflow Stages now appear correctly for all users Insurance Worksheet Descriptions now show as expected Instant Photo Rotation now results in the correct orientation

This release delivers several improvements to the mobile experience, streamlining key workflows and enhancing functionality across estimates, documents, commissions, and supplier deliveries. New Features Added support for Text Templates in Ad Hoc Texts on Mobile. Introduced Configurable Commission Calculations on Mobile. Added delivery photo support for supplier deliveries. Expanded delivery documentation capabilities to improve field operations and record keeping. Fixes Resolved an issue where signatures on change orders were not saving reliably, ensuring signatures are retained correctly without requiring additional actions.

The latest release introduces support for separate sessions on tablets and phones, allowing users to be logged into both devices simultaneously. Additionally, Workflow Stage Groups are now fully integrated throughout the mobile application, enhancing user navigation and task management. New Features: - Tablet and Phone Sessions now treated separately, so you can be logged in to one of each simultaneously - Workflow Stage Groups now supported throughout the mobile application

This release introduces the new "Worksheet Template" terminology in Worksheets, streamlining user experience. Additionally, the Fee Passover feature has been refined to apply correctly to specific cards and ACH payments, while Task Settings now include default checkboxes for sending emails/messages to assigned users. A contact person will also be displayed for commercial customers in the Customer Listing, and Task Automations have been fixed to function as intended. New Features: - Updated Worksheets with new “Worksheet Template” terminology instead of “Macros” - Fee Passover refined to be applicable to the correct set of cards and ACH payments - Task Settings can now have “Send Email/Message to Assigned Users” checkboxes enabled by default - Contact Person now shown for commercial customers in Customer Listing Bug Fix - Task Automations now showing as expected

General performance improvements and bug fixes.

This release introduces a new User Permission allowing users to view only the text threads they are directly involved in. Additionally, it resolves several issues, including the visibility of unit costs on worksheets, the blank "My Daily Plan" for some users, camera crashes on certain iPhones, and problems with replying to automated message threads. New Features New Text Thread Permission can limit user to only threads they’re directly involved in Bug Fixes Unit Cost in Worksheets now visible when users have the appropriate permission My Daily Plan no longer showing blank Camera on iPhone no longer periodically crashes Replies to Automated Threads now work for all users with appropriate permissions

What’s New Enhancements Reply as Leap System in existing text conversations Easier switching between mobile devices Camera Improvements Camera zoom aligned with native device camera (iOS & Android) Added shutter button support in in-app camera Fixed camera orientation and functionality issues

Bug Fix Email reply cursor now correctly appears at the beginning of the email body, resolving previous positioning issue.

Leap Pay Payment Methods Updated; LeapPay Card is been broken out into Credit Card and Debit Card as two independent payment methods

Bug Fixes: 1.  Table layouts in edit mode now display correctly when editing a record. 2.  Invoices can now be created from a document.

- Fixed Smart Table glitches on iOS so proposal text stays within the table and saves reliably. - Corrected invoice generation so all tiers from tiered worksheets are included on mobile. - Cleaned up SRS catalog items by removing confusing item codes from mobile item descriptions.

- Standard users can now update fee passover settings (no longer admin-only). - Improved the "log someone out" screen for clearer session management. - Fixed an issue where you couldn't order materials using QXO. - Fixed an issue where changes to document templates were not saved correctly. - Tapping appointment, billing, and job schedule notifications now takes you to the correct screen. - Fixed an issue where the photo screen could turn gray. - Fixed an issue where attachments could not display the job price.

- Fixed an issue where the side navigation menu would immediately close after opening, making it hard to access menu options. - Aligned mobile Fee Passover handling with web Global Settings.

You can now change your password directly in the mobile app, without needing to switch to desktop. Photo uploads now keep original filenames and load faster, especially when selecting a large number of photos from your gallery.

Enhancement Improved sorting for Photos & Files. You can now sort Photo and File directories (default: Name). The app also remembers your last selected sorting preference for future visits.

New Features Email typeahead search now supports Suppliers for faster lookup. Expanded CompanyCam photo support for a smoother mobile photo workflow. Bug Fixes Fixed an issue where the camera preview did not display correctly in landscape mode. Resolved a problem where Fee Passover values were not saving properly on invoices.

- Added a new in-app GreenSky financing workflow with plan selection, past application view, and seamless credit application submission from the Financials page. - Updated EagleView branding - Fixed a bug where some measurement attributes did not apply properly with formulas

New Features Photos now save automatically, no extra confirmation step. Edit Job Estimator in the mobile app to make changes anytime, anywhere.

This maintenance release resolves four key issues, enhancing customer management, mobile app functionality, and job management. These updates improve the app's overall stability and reliability. Bug Fixes • Fixed text sending issue for some users. • Resolved lock screen access bug. • Corrected job start date display. • Fixed button overlap on certain devices.

Fixes - Resolved an issue where uploaded files were lost during a network interruption. - Fixed the “No Selling Price” error for QXO.