Once confirmers are named, cost and margin show only to people with the order cost right, on screens, prints and exports, long-piece savings included.
The quotation with drawings now carries the header, product and footer pages chosen on the order, and a Sales setting picks what the Print button prints.
Phone survey cards and search rows show the site address, and a city search finds the site city. Bookings count only the items that need measuring.
A new CRM opportunity card asks for the customer contact, so every deal has someone to call. One CRM setting brings the Company field back.
Each user can choose a modern or classic menu and view style, with simpler phone screens and a probability ring on CRM opportunities.
Design Pilot will propose or replace window designs on any editable quotation, price them at once, and keep replaced designs restorable for 30 days.
Every portal page and the survey measuring app now follow dark mode, with a light setting for installers working in bright sun.
Items without a code get the floor code and a running number with no gaps, and repeated codes become C1 and C1 (2).
Rejecting a survey now requires a reason, which reaches the surveyor in their own language and shows on the job in the field app.
Survey counts now sit inside the Control Tower, and every card opens exactly the records behind its number.
Before: Surveys had a separate dashboard.
When a surveyor submits a survey, the app offers to settle the items left open, so the office receives it with no loose ends.
The field app supports more Bluetooth laser meters, reads their units correctly and reconnects by itself. Each item records which meter measured it.
All survey settings, including the Technical Manager, now sit on one Settings page. Switches that did nothing are gone.
Before: Settings were split across two places.
Surveyors check in on site with one press and keep measuring without signal. Work is saved on the phone and sent when the connection returns.
Before: A dropped connection could lose work.
A revised survey now replaces the earlier quantities on the order instead of adding to them, and posted measurements stay locked.
Before: Revisions added on top.
Field Portal moved to the top bar and Reporting now holds both technical and survey reports, so everything is one click from the top.
A profile's weight per metre now lives only in the product's standard Weight field, so cut lists, material summaries and quotations all use the same value.
Before: The weight could be typed twice and disagree.
