After lots of requests to be able to modify pending documents, we just released an update to allow you to edit pending documents even after they have been sent! Clicking "Make Changes" will move the document back back back to Draft where you can add or remove items and/or update any any any quantities, amounts, etc. Then just click "Send to Customer" or or or "Mark as Pending".

Set up endless templates in your Catalog tool and designate task groups, task length, dependencies, and assignees. Then pull one or more templates into your job's schedule and adjust as needed! Create a task template for each type of project, various phases of the project, or even repeating administrative tasks.

Scheduling just got easier with new updates designed to help you stay on track. You now have the power of drag and drop functionality in the tasks and scheduling tool to keep your job timeline updated with just a few clicks.