Invoice & Estimate Upgrades: PDF Exports, Custom Totals, and Streamlined Workflows
This update brings major enhancements to your billing and proposal workflows. You can now export branded PDFs for both invoices and estimates, and easily hide per-line pricing on customer-facing documents when using a custom total. We’ve also unified the editor layouts, made it seamlessly easy to convert jobs and estimates into draft invoices, and improved the accuracy of address auto-complete for routing.
Improvements
- Invoices — Export PDF from the invoice workspace (next to Preview) downloads a branded invoice; if you use a custom total, the PDF hides per-line prices like the customer email.
- Estimates — Draft and sent customer proposals: Save stays on the bar; More options opens a menu above the button with preview, Export PDF, view last sent (when available), create invoice, send or resend, and delete. Accepted and declined estimates use the same pattern (plus view job / customer when those exist).
- Invoices — With a custom total (itemized lines but invoice amount set manually), customer emails and preview hide per-line prices and only show names, quantities, and total due. The editor shows a short note under the custom total field when that mode is on.
- Invoices — Invoice editor matches the Estimates page layout (wider card, back link). Mark as paid is available on drafts too (e.g. cash or outside Stripe). Create-invoice search lists float above the dialog instead of clipping.
- Invoices — Start a draft from an estimate or a job: choose whether to include line items, then pick which fields to copy (names, descriptions, quantity, and unit price or job unit cost). Estimates use what the customer accepted (or defaults before send); jobs use your logged cost lines (rolled-up totals for packages).
- Invoices — Invoice editor layout is centered when the page uses a max width; line items show clear labels (item name, quantity, unit price, line total).
- Invoices — Create invoices for a job or a customer (toggle in the create dialog), then edit on a full invoice page: title and description, simple line items (name, quantity, price; optional description under Adjust), total from your lines or a custom amount, Preview before send, and invoice emails that list the items.
- Schedule route map — Route start address search now uses the same street suggestions as CRM (cleaner city and ZIP, less junk like county names in the wrong fields).
- Organization settings — Default route start (shop or yard) street search now reliably opens suggestions and fills city, state, and ZIP the same way as CRM.