Upgraded Estimates, Job Costing, Communications Hub & CRM Service Areas

New features

• Estimates — customer add-ons — Mark a line as an add-on so it is not part of the base proposal total until the customer selects it. Add-ons still use your estimate target margin or markup when “Use estimate default pricing” is on, or your custom margin/retail when it is off. On won or declined estimates, the Line items section shows whether each add-on was included when the customer responded.
• Jobs — Job workspace costs: On the full Job workspace (after you save the job), log actual costs with the same catalog items and packages as Estimates: the + beside the description searches items and saved packages (like the quote line builder). Package rows roll up inner costs; Edit package lines opens the line editor, and Back returns you to the job. A costs & profit snapshot shows current (logged) cost, invoiced total, profit to date, and—when the job is linked to an estimate with cost on file—expected cost and expected profit.
• CRM — Property service areas: On the add/edit property page, you can add one or more service areas on satellite imagery: name each area, add a note, place and drag points, and close the shape for area (click the first point again while adding, or use Close shape). Pick length in feet or yards and area in square feet or acres. Length and area update as you edit. The satellite map sits on a light background that matches the dashboard. New properties can include drawn areas—they save right after the address is saved.
• Communications: New org tab to pick a customer and see their emails and texts in one place—including automated invoices, estimates, receipts, and job reminders when they’re linked to that customer. Send a professional branded email with a live preview, or text them from the same page (when texting is set up for your org). Open a customer from CRM using the link at the top.

Improvements

• Estimates — Quote toolbar (Draft / Sent): Save, preview, send, and delete stay on one row on small screens (scroll horizontally if needed) so status and actions are not split awkwardly.
• Estimates — Embedded packages: Opening Edit package lines no longer triggers stray Line not found saves. There is no Delete on that embedded package screen—remove the package from the parent quote instead. Conflicting deletes show a short, readable message instead of a technical failure.
• Estimates — autosave: Quick edits no longer “snap back” when you change another field right away; line saves debounce briefly, and pending line saves flush before the line list reloads (e.g. pricing) or when you open a different estimate.
• Estimates — Package / parent: Edit package and Back switch cleanly—no orphan embedded-package banner while loading, no flash of the wrong title (workspace state now tracks the estimate being rendered before the form sync runs).
• Catalog: The Catalog tab uses Packages (internal reusable line bundles you drop into quotes), Items, and All. Search, sort, and create from the list; editing a package uses the same quote workspace, with Back returning to Catalog. Customer-facing quotes and the Estimates list stay separate—only real proposals appear there, not internal packages.
• Estimates — Add from catalog: The + beside the custom line opens a search under the description field (full width) for catalog items and packages, with Add package to insert a saved bundle; catalog lines follow your estimate’s margin/markup defaults. The description field avoids browser autofill covering results. Kits are not offered in this picker.
• Schedule: Dragging a job that’s already on the grid to another day or crew row updates immediately—same start time as before (or date-only if it had no time). The time picker still appears when you drag from Unassigned or Unscheduled so you can set or skip a start time before placing.
• Estimates — Line order: Rows reflow while you drag; dropping without changing order does not show “Line order updated” or hit the server; slots flip a bit sooner (less vertical travel than before).
• Estimates — Catalog: Adding a catalog row to the estimate shows Adding… with a spinner on Add to estimate (and the quick-add Save & add button), locks the add modal while the request runs, then a success message names the item you added.
• Estimates: Autosave when you leave a field in Adjust (e.g. quantity) updates the line in place without tearing down the panel—no flicker or double open/close.
• Estimates: Autosave for pricing settings (target margin, markup mode, or “itemized prices” for the customer) updates line prices without flashing the line list spinner and without collapsing an open Adjust panel.
• Estimate requests — Lead source links: In Organization settings (when estimate requests are on), open Track where each estimate request came from to pick or create a CRM tag and get a link for that source. The address ends with a random code—not your tag name. New leads still become customers as usual; they get the tag only when the code is valid and the tag still exists.
• CRM — Tags: Add tag opens a compact panel: search, a scrollable list of your tags (tap Add on a row to put it on this customer; Added shows tags already on them), + for a short new tag screen with ← All tags to go back, and Edit on each row to rename or recolor that tag for the whole org.
• Addresses: When you type a street address, the suggestion list opens directly under that field (not tucked below apt/suite). If the map data doesn’t include a city but does include a ZIP, picking a suggestion fills the usual USPS-style city for that ZIP (so street lines aren’t mistaken for the city).
• CRM — Add/edit property: City, state, and ZIP are always on the form under street address (no separate “expand” step).

Bug fixes

• Estimates — Remove package: Removing the package line from a quote cleans up the linked package in the background when nothing else points at it, so orphaned bundles don’t linger.
• Estimates — Package line items on proposal: Show line items on customer proposal on the parent quote and Show itemized prices inside Edit package stay in sync; going Back from a package waits for saves to finish so the checkbox doesn’t flip wrong.
• Estimates — Drafts: Preview customer page appears on draft quotes again so you can open what the customer will see before you send.
• CRM — Property full-page edit: Saving property details keeps you on the edit page (no jump back to the CRM tab). New property still returns to CRM after save.
• CRM — Properties: Optional name and apt/suite stay blank when empty—they no longer save or show the literal text “None,” and the map geocoder ignores that bad value so the pin can center on the street address.
• Estimates: Pricing hints under “Pricing & proposal” stay on screen on smaller viewports; long helper text wraps instead of running past the edge.
• Catalog / Services — Open package: Opening an internal service from the list works again (it was incorrectly “not found” when the package had no customer tied to it).
• Estimates — Add line (+): The catalog/service picker keeps a full max height (not squished when you’re lower on the page); the results list uses that space. Search is friendlier to typos and matches item names, costs, and category names (including custom category titles).
• Estimates — New draft from a lead: When you create an estimate from an estimate request, the customer field looks like the usual search box but is filled in, disabled, and greyed so it’s obvious you can’t change it; the hint text matches that flow.
• Estimates — Services on a proposal: Adding a reusable service to a quote creates a copy of that package (nested line items) so future edits to the catalog service don’t change past estimates. On the workspace, Package rows have Edit package to open that copy; Back returns to the parent quote. Customer proposal, accept page, and estimate email show the package title and description with indented line items inside (including nested packages).
• Catalog — New service: The New service dialog no longer shows the customer search block—only title and description for an internal package.