Improvements: • Category Cloning - You can now clone estimates within the same category without duplicating your price guide in dashboard. Reach out to your CSM for early access! • Users can now create customers and jobs in LeapCRM directly from the SalesPro app. • Introduced a new signature workflow with saved signatures and an improved signing sequence. • Permission based views added to the credit application pipeline. All users can view loans submitted by them. Users with the ability to search for other user's estimates can view credit applications by others • Sales reps can now view their past Leap Pay payments within their Sales Pro app. Payments can also be cancelled within 25 minutes of payment from the past payments. Bug Fixes: • Fixed issues where certain text formulas would break due to identifier conflicts. • Improved consistency for dynamic fields triggered by linked values. • Text paragraph fields now expand automatically while typing. • Fixed missing titles for non-required sketch fields in PDFs. • Resolved an issue where CompanyCam images could be overwritten when adding more photos.

Bug Fixes - Implemented stability improvements to enhance overall application performance. - Resolved an issue where measurement reports were not persisting in Resources when navigating away from and returning to an estimate. Enhancements - Added a new Job Title field to the user profile, along with a corresponding placeholder. - Refined modal text for improved clarity when switching between customer estimates. - Limited credit application pipeline results to 20 records per view to deliver a smoother user experience. - Ensured the search bar in Standard View Estimates is always visible for better accessibility. - Improved the readability of notes in iOS documents and product screens by updating font size and color for greater accessibility. - Replaced the scroll-wheel Date/Time pickers with a Calendar view to make date selection more intuitive.

What’s New • Early access to FeneVision integration is here! Select accounts can now enjoy seamless quoting and document generation tailored for window and door manufacturers. • Note: This feature is part of a limited release and is not yet available to all users. • General performance enhancements and other improvements to keep things running smoothly. Have questions or want to learn more? Contact your Customer Success Manager or SalesPro Support.

• Improved the usability of live signature fields in SalesPro by enlarging the signing area and making it more visually identifiable. • Fixed an issue where users could occasionally experience a crash during live signing

This update resolves issues introduced after upgrading to iOS 26.0: - Keyboard Compatibility – Fixed an issue where external Bluetooth keyboards were not functioning properly with the app. (Note: The app works with or without a keyboard.) - Pickers – Corrected a UI issue that made selecting values in pickers difficult when using the iOS floating keyboard.

Bug fixed preventing incorrect Leap Pay account assignments to payments accepted in SalesPro app.

Improvements & Bug Fixes General • Improved sync reliability – "Refresh Price Guide" and "Refresh All Server Data" now update as expected, including recent price edits. • Crash fix – Resolved an issue where tapping Detail Line Items could cause the app to crash. • Smarter estimate names – Estimates will now automatically display the Homeowner’s Name and Estimate Date for easier tracking. Documents • Text Formulas in linked sections now work as intended. • Formulas and Dynamics are functioning correctly again. • Document thumbnails now appear in high resolution in the PDF view. Finance • Fixed an issue where the GreenSky inactive toggle wasn’t properly removing plans from the GreenSky credit application and the finance calculator. • LeapPay default payment processor toggle changes are now correctly reflected.

• The LeapPay default payment processor setting will now reflect accurately based on what is set in dashboard

• Pull to Refresh Credit App Pipeline: You can now pull down to refresh the Legacy and Universal Credit Application pipelines for real-time updates. • Improved LeapPay UX: Users without the required payment permissions will now see a clear error message earlier in the workflow and will be prevented from opening the payments form. • Other Enhancements: Includes additional minor improvements and bug fixes for overall stability.

Enhancements: • more Appointment information is transferred to the created Customer • the Deep Drill Down view now offers a Category Search • users can proceed to a UCA credit application submission even if save and sign fails • credit application scan updated to also capture co-applicant’s zip-code and address state Bug Fixes: • Detail Line Item edit "Done" button is only selectable after editing completes, preventing an app freeze • resulting an Estimate with missing required fields is no longer possible • the app now correctly honors all the Dashboard "Show In" options for Hover reports (Proposals, Contracts, Resources) • when Signatures are added to Contracts, the Next button will now properly enable/disable • the Price Guide Option price and MSRP should stay in sync when scrolling • due to a UPDF update, PDF Form pickers disappeared in Contracts: pickers now appear for contracts produced with either version of UPDF • field validation added for the SSN field in credit applications to prevent invalid entries • required fields on the credit application can no longer be bypassed by entering spaces

Improvements Enhanced the appointment result flow for Leap CRM customers to clearly display validation errors before submission, reducing confusion and rework for users. Updated how PDF forms handle picker fields Introduced an auto-sort feature for items within Deep Drill Down estimates, helping streamline estimate organization. This feature is available by request—contact support to enable it.

Improvements - Decision messages are now permanently displayed on the credit application submission page. - Removed UI validations that were preventing users from submitting default credit applications. - The credit application status will now auto-refresh while waiting in a pending state.

Improvement: • Credit application decision messages are now permanently displayed on the credit app submission page Bug Fix: • Fixed an issue where tapping on some detail line items in documents was crashing the app

Improvement - Linked Fields in PDF Forms: PDF Forms now support linked fields, allowing data entered in one field to automatically populate others. Bug Fixes - Text Cell Movement in Landscape: Fixed an issue where text cells would shift unexpectedly when using the app in landscape mode. - UCA Settings Fetch Error: Resolved a bug that caused a failure when attempting to fetch Universal Credit Application settings. - Sketch Pad Persistence: The Sketch Pad now saves properly when reopening a draft document. - Contract Information Loss: Fixed a bug where contract details were being lost after editing documents. - Green “Done” Button Issue: Resolved an issue where the green “Done” button was unresponsive after making selections in documents. - Deleted Packages Affecting Contracts: Ensured that deleted product packages no longer impact active contracts. - Back Button Disappearing: Fixed a UI issue where the back button would disappear when trying to navigate from a Terms & Conditions screen. - Dynamics Not Triggering: Addressed an issue where dynamic fields were not correctly triggering

Improvements PDF Forms now support read-only fields for enhanced document control. New setting added to hide the “Add New” button in iOS, preventing the creation of new customer records within the app. Real-time error checks and field validations have been implemented in Universal Credit Applications to improve accuracy and user experience. Real-time error and field validations added to the Universal Credit Application for an enhanced financing experience for Salesreps Future dates not allowed to be entered in the DOB to prevent invalid DOB entries in credit applicationsAge validation added to ensure all applicants are 18 or older when submitting a Universal Credit Application. Bug Fixes Resolved an issue where input fields would shift unexpectedly while completing documents. Fixed a bug that prevented thumbnails from appearing when selecting items in documents. Addressed an intermittent issue in Provia where EntryLinks weren’t sticking to the contract. Fixed an issue where Detail Line items wouldn’t appear in documents until the user scrolled to the bottom. Resolved an issue where cached field values were overriding manual entries

• Enhanced credit applications decision display for Greensky users. • Credit applications status refresh mechanism added on the pipeline page

Improvements: - Calendar events will update automatically when first connecting to the app each day - Minor UI updates to credit applications Bug Fixes - Fixed an error message when saving documents for customers created in the app - Fixed a minor issue where linked fields were not consistently updating

Revert to 2.27.0

Bug Fixes • Significantly improved performance when linking documents to estimates • Fixed an issue requiring users to resubmit the Occupation field for Foundation credit in Universal Credit Applications • Resolved an issue causing upcharges to display incorrectly • Signature app note now correctly appears when signing documents

Improvements • Improved Customer Search (beta): Find customers more efficiently with enhanced accuracy, delivering the results you expect. For early access, reach out to our Support team! • Enhanced PDF Contracts: Now supports image placement annotations for better customization. • Foundation Finance Upgrade: Integrated with the latest Foundation Finance API for improved reliability. • Aqua Finance Update: Deprecated plans have been removed for a cleaner, more efficient experience. • Universal Credit Application Enhancements: Added email validation to prevent invalid addresses & implemented ID expiration checks for an improved user experience. • Fortiva Integration: Now available within the Universal Credit App. • Credit Applications Pipeline: A new Status Refresh button has been added for real-time updates. Bug Fixes • Remote Signatures: Now properly render in PDF contracts for Leap Secure Sign and DocuSign. • Formula-Linked Fields: Now populate correctly in results. • Document Management: Resolved issues with saving and opening documents. • Up-Charges in Estimates: Unavailable up-charge message now displays correctly and numeric keypad remains visible when entering up-charge quantities. • User Interface: Various UI improvements for a smoother experience.

Backed out 2.26.0 changes

Improvements • Improved Customer Search: Find customers more efficiently with enhanced accuracy, delivering the results you expect. • Enhanced PDF Contracts: Now supports image placement annotations for better customization. • Foundation Finance Upgrade: Integrated with the latest Foundation Finance API for improved reliability. • Aqua Finance Update: Deprecated plans have been removed for a cleaner, more efficient experience. • Universal Credit Application Enhancements: • Added email validation to prevent invalid addresses. • Implemented ID expiration checks for an improved user experience. • Fortiva Integration: Now available within the Universal Credit App. • Credit Applications Pipeline: A new Status Refresh button has been added for real-time updates. Bug Fixes • Remote Signatures: Now properly render in PDF contracts for Leap Secure Sign and DocuSign. • Formula-Linked Fields: Now populate correctly in results. • Document Management: Resolved issues with saving and opening documents. • Up-Charges in Estimates: - Unavailable up-charge messages now display correctly. - Numeric keypad remains visible when entering up-charge quantities. • User Interface: Various UI improvements for a smoother experience.

Improvements • When selecting a customer from today's appointments, users will now be notified if a recent estimate exists for that customer. • Added a formula function to identify values within a specified range, enhancing price guide flexibility. • Added alerts for invalid ID card issue dates in Universal Credit and Service Credit apps. • Added income age criteria alerts in Universal Credit and Aqua Credit apps.

Bug Fixed for Universal Credit Application and Legacy Credit Application: • Users/Companies wanting to opt out of the UCA will only see the legacy credit application features

Improvements • Scan Feature now available in Universal Credit Application - Scan your ID card to auto-populate fields in the Credit Application • New Lender added to the Universal Credit Application - Lendkey Bug Fixes • Fixed an issue with blinking thumbnails when adding items to an estimate • Fixed an issue with LSS duplicating required initial fields if they were submitted after signature capture. • Fixed an intermittent issue where some documents weren't saving. • Minor UI fixes