What's New
Estimates, invoices, and inventory lists now share a consistent send and sharing experience. For each document type, you can:
- Send with one click: Pick a recipient (contact, team member, or free-form email), optionally attach PDF or spreadsheet, and send.
- Control access: Set expiry dates (90 days, 30 days, or never) and revoke links at any time.
- Track delivery: Monitor delivery status in real-time — see when emails were delivered, opened, and reviewed.
- View full history: Each send has its own card showing recipient, timestamp, expiry, and status rail (Sent → Delivered → Viewed).
Inventory Sharing
Inventory lists now support the full sharing suite. Clients view inventory in a secure portal with:
- Gallery view: Full-screen lightbox for browsing photos, filtering by work area or trade category, and searching line-item descriptions.
- Export options: Download the inventory list as XLSX or PDF. PDFs render your branding and include only items marked visible-to-client.
- Per-item controls: Each line and photo can be toggled hidden-from-client, and settings are frozen in the shared snapshot so clients always see what you intended.
UX Refinements
- Estimate sends: Status header now covers all live states (sent, approved, rejected, awaiting approval, generating, draft) with contextual guidance so you always know the next step.
- Consistent design: Icons, spacing, and interaction patterns are consistent across estimates, invoices, and inventory sheets.
- PDF personalization: Prominent "Personalize & preview the PDF" button in each send sheet, with a card-style affordance that makes editing clear.