What's New in EZcontractPRO

Sub-property selection on new projects, rename projects from the client page, modernized invoice category reorder, and category dropdown improvements.

• Sub-Property (Location) Selection — When starting a new project from an existing client, a Location dropdown now appears if that client has sub-properties, so you can attach the project to a specific location instead of the parent account
• Rename Project from Client Page — New Rename badge next to Hub on every project row in the client view; one click opens the rename page with the right project preloaded
• Modernized Invoice Reorder Page — The "Move" / reorder categories page on invoices and quotes now uses the same drag-and-drop UI as the estimate side
• Move to Category Shows Full Library — On line item Advanced Options, the "Move to Category" dropdown now lists every category in your workflow, not just the ones already on this document
• Duplicate Category Names Collapsed — Categories sharing a name now show as a single entry in the move-to dropdown, preferring the section already on the document when one exists
• AI Save No Longer Creates Duplicates — Saving AI-suggested categories on an invoice now reuses an existing category with the same name instead of inserting a new copy, preventing dropdown clutter on repeated runs
• Fixed broken Move link on the invoice category page (was returning 404)
• Fixed sub-properties with NULL status being filtered out of the new-project Location dropdown

New Client Financial Snapshot — see invoiced, paid, expenses, and net income at a glance on every client page.

• Client Financial Snapshot — New summary strip on the client page showing invoiced, paid, outstanding, and job expenses, with a net income total at the bottom (Essentials tier and up)
• Period Filter — Toggle the snapshot between Year-to-Date, Last 12 Months, and All Time without leaving the page
• Per-Property Financials — Each sub-property under a client now shows its own invoiced / paid / expenses line for quick comparison
• Figures pulled from invoices (invoiced amount), job payments (actual money received), and job expenses (costs) — so paid numbers reflect reality, not just what was billed
• Discounts Now Reflected on Project Account Page — Estimate discounts now display in the Project Summary breakdown and are correctly applied to grand total, profitability, and net profit calculations on the account page

Major Voice Mode enhancements with improved AI generation and UX refinements.

• Voice Mode AI Generation Overhaul — Upgraded to GPT-4.1 model with comprehensive prompt matching the AI Assistant quality
• Multi-Item Category Generation — AI now generates 2-4 detailed line items per category instead of single items
• Enhanced Description Quality — Professional, contractor-grade descriptions with specific details and measurements
• Generating Indicator — Visual feedback with spinning loader and elapsed time counter during AI generation
• Improved Row Highlighting — Brighter hover effect on line items for easier editing
• Section Summary Cards — Estimate summary now shows clickable cards for each section with totals (current section highlighted)
• Auto-Focus on Section Modal — "Add Section" modal now auto-focuses the name input field
• Chat Log Improvements — Text wrapping instead of horizontal scroll for better readability
• Section totals exclude discounts (discounts apply to whole project only)

Improved navigation with badge-style breadcrumbs and invoice workflow enhancements.

• Badge-Style Breadcrumbs — New intuitive navigation with labeled badges (Client, Project, Estimate #, Invoice #) across all pages
• Streamlined Navigation — Removed redundant "Clients" link from breadcrumbs for cleaner hierarchy
• Invoice Discount Cards — Card-based discount selection with auto-save on invoice options page
• Invoice Status Bar — Discount now displays in invoice summary bar (matching estimate behavior)
• Auto-Save Date Settings — Invoice date and expiration settings save automatically on change
• Consistent breadcrumb styling with home icon button and chevron separators
• Dark mode support for all new breadcrumb components

Voice-powered estimate building and mobile-friendly line item editing.

• Conversational AI (Realtime API) — Build estimates by voice using OpenAI's Realtime API. Walk through a job site and speak line items naturally
• Mobile Line Item Editor — Fully responsive design for estimate and invoice line items with touch-friendly slide-up edit panel
• AI Value Scan Improvements — Smarter scanning with limits (max 40% of items), excludes summary categories, prioritizes high-value items
• Unified AI Button Design — Consistent purple/black gradient theme across all AI features
• Streamlined action buttons on estimate editor (smaller, cleaner)
• Welcome modal "Don't show again" option for marketing pages

AI-powered receipt scanning and employee expense tracking for mobile expense entry.

• AI Receipt Scanning — Snap a photo of any receipt and AI extracts vendor, date, amount, and suggests expense category
• Employee Expense Link Assignment — Assign mobile expense links to specific employees or subcontractors for accountability
• Automatic Email Notification — Employees receive their expense link via email with QR code and setup instructions
• Expense Submission Tracking — See who submitted each expense when using employee-assigned links
• Job Category Selection — Tie expenses to specific estimate categories for better job costing reports
• Additional Terms Section — New section for supplementary terms and conditions on estimates
• AI Description Generator — Generate professional line item descriptions from custom item text
• Expense type dropdown now filtered to project categories only, sorted by user preference
• Improved "Add to Home Screen" instructions with platform-specific icons
• Manage Links page now shows assignment status (Company or Employee name)
• 3 New Tutorial Videos — Added to help section for onboarding and feature guidance

Google Calendar integration with real-time two-way sync.

• Google Calendar Two-Way Sync — Connect your Google Calendar for seamless synchronization with EZcontractPRO
• Real-Time Updates — Changes made in Google Calendar automatically sync back to your schedule
• Automatic Event Creation — Scheduled visits in EZcontractPRO instantly appear in your Google Calendar
• Drag-and-Drop Rescheduling — Move events in either app and both stay in sync
• Webhook Integration — Real-time push notifications for instant synchronization
• Calendar Selection — Choose which Google Calendar to sync with your business
• Easy Connect/Disconnect — Manage your Google Calendar connection from Settings

Work scheduling calendar and estimate workflow improvements.

• Calendar & Scheduling — Full work scheduling calendar with day/week/month views powered by FullCalendar.js
• Visit Management — Schedule visits tied to customers, projects, and estimates with drag-and-drop rescheduling
• Status Workflow — Track visits through scheduled → confirmed → in progress → completed states
• Ready to Bill Integration — Completed visits appear on dashboard for quick invoicing
• Estimate Locking — Activated estimates are now properly locked with clear guidance on how to proceed (change orders, billing, or revert)
• Discount Display — Estimate breakdown now shows discounts in summary bars
• Invoice Improvements — Consistent formatting across invoice views with prominent Amount Due section and "Paid in Full" stamp
• Vendor Management — New vendor list page and edit functionality for purchase orders
• Schedule modal improvements with clearer button labels (Confirm Visit, Cancel Visit, Delete Visit)
• Breadcrumb navigation improvements across project and account pages
• Multi-tenant data isolation fixes for invoice and payment queries

Complete recurring billing system for service-based contractors.

• Recurring Service Agreements — New estimate type for ongoing services (landscaping, pool service, cleaning, etc.)
• Auto-Invoice Generation — Daily cron creates invoices for due agreements
• Dashboard Approval Workflow — Batch approve, skip, or send recurring invoices from dashboard
• Service Billing Settings — Per-visit, weekly, monthly, or flat billing with customizable due dates
• Agreement Management — Pause, resume, view history, and track invoice statistics
• Toast notifications for better user feedback
• Print view shows "Service Agreement" with billing table for recurring estimates

• Simplified Line Entry Mode — Toggle between detailed (Action/Measurement/Item dropdowns) and simplified (Qty + Description) modes
• Inline Photo Upload — Add photos directly when creating line items
• Auto-select on focus for numeric fields (Qty, Price, Markup)
• Trade-based defaults for entry mode preference
• Template category button renamed for clarity

• Pro Plus Tier — New subscription tier with Purchase Orders and Priority Support
• Purchase Order System — Create, track, and manage POs with vendor autocomplete and smart item suggestions
• Redesigned packages page with modern styling
• Priority support for Pro Plus members (4-hour response time)
• AI features moved to Pro tier (package 3+)

• Performance optimizations
• Output formatting improvements
• UI/UX polish across estimate and proposal views