We launched, you responded — here's what's new.

These changes enhance estimate presentation, improve line item clarity, and restore features you've been requesting.
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📝 Personalized Estimate Experience

• Redesigned estimate header: We've made the total less prominent so customers can focus on your offerings before seeing the price.
• Customer name highlight: Estimates now emphasize the customer's name, creating a more personal, custom-tailored feel.
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🚀 Line Item Improvements

• Mobile-friendly titles: Line item names now show more text before cutting off.
• Clearer Recommended Tag: New color makes suggested items stand out.
• Formatted descriptions: Bullets, spacing, and numbers now display as written.
• Cleaner tax display: Tax is shown only below the total, not per item.
• Simpler property headers: When grouped by property, only the address shows—no more redundant names—keeping things cleaner for customers.
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✅ Restored Features

• PDF attachments now visible in the Customer Portal
• Custom Fields support has returned to estimates
• Support for all currencies in Customer Portal
  
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Your feedback directly shapes what we build — thank you for helping us make Copilot better!