We want to keep you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered.

Bookmark this page and check back regularly.

Streamlining Invoices with Opportunity Fields!

Streamlining Invoices with Opportunity Fields!

Published on: 10/03/2025

Easily pull Opportunity Custom Values into your invoices and estimates with the new auto-population feature. Learn how to use custom fields in the "Terms & Notes" section, automate invoice creation through workflows, and reduce manual data entry.

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Simplify Invoicing with New Estimate Features!

Simplify Invoicing with New Estimate Features!

Published on: 13/01/2025

Discover how to streamline invoicing by automating invoice creation after estimate acceptance. Learn how to enable direct payments, simplifying your workflow and ensuring a smoother payment process for clients.

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