Enhanced Estimates, Route-Based Scheduling, and UI Upgrades

New features

• Estimates: We've retired "quotes" and replaced them with Estimates across the entire platform. Whether you are sending a proposal to a customer or viewing them in your dashboard, they are now consistently called estimates.

Improvements

• Estimates: After you send, you can still edit the title, description, and customer total from the same workspace. Use Preview customer page to open a new tab and see the proposal as customers see it before you send (or anytime on a draft or sent estimate). View last sent opens the HTML stored when the estimate was last emailed (send or resend), so you can match what went out. Show itemized prices now lines up reliably on the customer proposal when you turn it on.

• Organization dashboard: On larger screens the left module sidebar now starts in the compact icon rail (your choice is still saved if you expand it).

• Estimates — catalog: Your org has catalog categories (Material, Labor, and Equipment are always there; you can add more, rename any, and delete custom ones that are not in use). Pick a category when saving a line to the catalog or creating a new catalog item; a + next to the category field adds a new category quickly. The Catalog browser is a slide-over panel (vertical CATALOG tab on the right) with more space to search and tap Add on items.

• Estimates: Reorder lines on a draft or sent estimate by dragging the grip control on each row (the order is what customers see when itemized prices are on). The page scrolls when you drag near the top or bottom. Remove shows a clear Removing… state on the button and dims the row until the line is gone.

• Estimates: Line items use a clearer layout on phones (Adjust / Remove side by side). Inline line editor spacing is improved for Save as catalog item. Under the line list, the add line row keeps labeled columns and horizontal scroll on small screens (without a redundant “Custom line” label). Scout AI sits above the job title when you start a new estimate from a request. You can leave the draft amount blank until pricing is ready. Save, Send to customer, and Delete use a clearer action layout, including on phones.

• Estimates: Requests are on the Estimates page (top filter next to Drafts, Sent, and the rest)—same expandable list as before. Invoices is now just invoices and recurring so billing is easier to find.

• Estimates — draft totals: Customer total is clearly either from line items or a custom amount—pick one mode and the screen matches. Your changes save automatically (with a quick “Auto-saved” note); Save is still there when you want it.

• CRM — customer detail: Customer details (type, name, status, save, delete) is a dropdown-style section under the title—closed by default so the pane stays light; open it when you need to edit. Add/edit contact, property, property notes, and tags still open as compact panels under the button you tapped—similar to Adjust on estimates.

• CRM — add customer: The add customer page keeps a clearer full-page layout (spacing, section labels, optional expandable rows) for the larger create flow.

• Jobs: Viewing and editing a job now uses the Job workspace, a full page with a clear Back control, instead of a pop-up on the jobs list. Add job opens the same workspace. Expenses, invoices, and milestones still open as panels on top of that page.

• Jobs — schedule: The workspace uses a simple service day plus an optional start time (helpful for routed weekly work). End time and duration are no longer part of this form; saving a job clears any old end time on the backend.

• Schedule: The board is week-only (navigate by week). Jobs show stop numbers for each day and crew row so visit order is obvious. Drag cards up or down within the same day and row to reorder stops; adding a job to a day appends it to the end of that route. Optional start time on a card is only for reminders and display—not for sort order. Customer text reminders only send when a job has that optional start time; date-only jobs skip timed texts. Busy days grow with the list of jobs; the calendar scrolls when needed. Jobs to schedule sits under the calendar and gets a fair share of height with a working scrollable list.

• Schedule — jobs to schedule: Choose This week or All weeks (defaults to this week, matching the grid). Switch Unassigned vs Unscheduled with clear toggles (defaults to unassigned).

• Jobs: When creating or editing a job, set an optional target week with a simple date control (any day in the week—we save the full week). This lines up with the schedule and future recurring work.

• Jobs: The jobs list has Search (job title, customer, or description) plus scroll to load more so long lists stay fast.

• Schedule quick look: Still read-only (who, where, when, and description, with call, text, and email where available). Open job workspace is the editor; Back returns you to the schedule when you started from there.

Bug fixes

• Estimates: The vertical Catalog tab on the right stays above the sticky profit summary bar when they overlap.

• Estimates: Preview customer page and the customer accept view list itemized lines as names and prices only—no separate kit name tags (kit components still appear as their own lines).

• Estimates: Opening the Catalog slide-over no longer lets the profit summary bar (internal cost / customer total) cover the catalog.

• Estimates: Adjust line waits until you leave the fields (or use Save line) instead of saving while you type. Customer estimate emails list itemized lines as name and price in order, without extra kit badges in that list. Send estimate emails now include the same proposal line items you see in customer preview. Kit parts on an estimate show a small kit tag next to the component name (not the kit name inside the title). Catalog items (not kits) can be edited or removed from search; the kit editor’s quick-add form matches the main catalog form.

• Jobs — target week: Saving an optional target week on a job now sticks reliably (same Monday normalization as the rest of scheduling; bad values surface a clear error instead of being ignored).

• Schedule — jobs to schedule: Unscheduled jobs only show when All weeks is selected (the This week filter does not apply to that pool).

• Schedule — jobs to schedule: Unassigned now means jobs that still need a service day (nothing on the grid yet). After you place a job on a day—even on the Unassigned row—it stays off the list after refresh, so you do not see the same job in the sidebar and on the board.