What's New in EZcontractPRO

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