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Improvement
a year ago

🚀 Streamlined Improvements

We’ve rolled out a set of small but impactful updates to make your day-to-day work smoother and more efficient:

🔧 Key Improvements

  • Flexible Site Creation
    You can now configure whether the ‘Client’ field is mandatory when adding a new site. To use this go to Settings > Preferences > Sites > 'Customer on Site' dropdown and choose between 'Required' or 'Optional'.
  • Quotes – New Status Filter
    A new filter lets you quickly find quotes in Draft, Sent, or Viewed status—making it easier to focus on the quotes that need your attention.
  • Enhanced Site Panels
    A new search field has been added to the Site panels across all modules for faster navigation.

✅ These incremental updates are designed to save time, reduce friction, and keep your workflow moving smoothly.

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