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Platform Refresh Changelog

Written by Nate H

This year, we’re rolling out a complete Platform Refresh to help you get more done, faster. Expect smoother mobile workflows, simpler navigation, and new ways to tailor the experience to how you work best.

You can refer to this Help Article as the source of truth for updates as they roll out. Sign up for our early access program if you’re interested in getting first access to new updates.


Estimates Release 1

Feature / Update Name: New Header Design in Estimate Details

Release Stage: All (Alpha → GA)

Release Date (GA date): Apr 7, 2026

What’s changed:

  • Street view & property info moved from the Customer section, now pinned to the top of the screen.

  • The Estimate name now includes the Customer name and is added to the top of the page, underneath the Street view.

  • Present, Send, Approve, and Copy to job actions moved from the top of the screen to underneath the Estimate name.


Estimates Release 2

Feature / Update Name: New Header Design in Estimate Details

Release Stage: All (Alpha → GA)

Release Date (GA date): Jun 2, 2026

What’s changed:

  • Tab-based organization: Estimates now feature separate tabs organized by information type, so Pros can jump directly to what they need instead of scrolling a single long page.

  • Improved option management: All estimate options live in a dedicated Options tab, making it easier to manage multi-option estimates and the line items, notes, attachments, and checklists within each one.

  • New toolbar: A persistent toolbar puts time tracking, status updates, and other critical actions front and center, so Pros in the field can take action fast without hunting for controls.

Tabs

Options

Toolbar (OMW, Start, Finish)


Jobs Release 1

Feature / Update Name: New Header Design in Estimate Details

Release Stage: All (Alpha →GA)

Release Date (GA date): Apr 7, 2026

What’s changed:

  • Street view & property info moved from the Customer section to the top of the screen.

  • Job name now includes Customer name and is added to the top of the page.


Jobs Release 2

Feature / Update Name: Improved Usability of Job Details

Release Stage: All (Alpha →GA)

Release Date (GA date): Jun 2, 2026

What’s changed:

  • Tab-based organization: Jobs now features separate tabs organized by information type, so Pros can jump directly to what they need instead of scrolling a single long page.

  • New toolbar: A persistent toolbar puts time tracking, status updates, and other critical actions front and center, so Pros in the field can take action fast without hunting for controls.

  • Improved UI: All features on every tab more clearly present the information that Pros need, so they don’t have to waste time understanding what’s going on with a Job.

Tabs


Need help or have questions?

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