Summary

• Teams can build and run custom exports with fewer steps.

• Repair list quote requests are more guided and easier to manage.

• Drafts and scheduling flows are smoother and more reliable.

• Report access and client guidance are clearer and more consistent.

• Services can be marked so they are never booked as the primary service online or in the scheduler, reducing mistaken standalone bookings.

New Features

Data Exports

• What changed: A full report export workspace is now available with saved reports and run history.

• Before: Exports required extra steps and were harder to reuse.

• Now: Reports can be created, saved, edited, and run from one place.

  

• Why it matters: Teams can pull the exact data they need without rebuilding reports each time.

Repair List Quote Requests with Thumbtack!

• What changed: Repair list quoting now supports category-based requests, guided questions, and clearer status signals.

• Before: Requests were manual and only let you using entered providers

• Now: Categories guide the request flow and make it easier to see what has been submitted. The tumbtack flow matches the categories with professionals directly. This beta version is a powerful step for the quote request feature.

• Why it matters: Teams can move from repair lists to quote requests faster with fewer missed items.

“Cannot Be Primary" flag on services

• What changed: A new setting lets you mark specific services so they cannot be chosen as the primary service when booking.

• Before: Any service could be selected as the primary service in online search and in the scheduler, so add-ons or follow-up services were sometimes booked as standalones by mistake.

• Now: Services marked with this setting no longer appear as primary options in online booking or in the scheduler; they can only be added as add-ons or secondary services.

  • 

• Why it matters: You control which services are offered as main offerings versus add-ons, so customers and staff cannot accidentally book the wrong thing as the primary service.

Drafts in Scheduling

• What changed: Draft quotes can be saved, resumed, and managed directly in scheduling.

  • Save Draft

    

• Before: Drafts were easier to lose and harder to resume.

• Now: Drafts are visible in the scheduler on reload

• Why it matters: Teams can pause and resume work without re-entering details.

Merge Contacts

• What changed: A full merge flow helps combine duplicate contacts with side by side comparisons.

• Before: Duplicate contacts were harder to clean up and verify.

• Now: Merge options and history are visible during the process.

  • Merge contacts

    

  • Search for contact to merge with

    

  • Select the contact you would like to merge with and move on to compare the information

    

  • Choose which values you would like to use in your merged contact profile and then you can finalize the details and merge.

    
    

• Why it matters: Teams can keep records clean without manual cleanup.

Worklist Unconfirmed Orders

• What changed: Unconfirmed orders now appear as a dedicated worklist view.

• Before: Unconfirmed work was harder to find quickly.

• Now: The worklist surfaces unconfirmed items directly.
  

  

• Why it matters: Teams can follow up faster and reduce missed confirmations.

Improvements

Invoice Flag Access

• What changed: Jobs marked for invoicing have clearer access rules for reports.

• Before: Report access could feel inconsistent for invoiced jobs.

• Now: Access follows the invoicing path more predictably.

• Why it matters: Clients see the right next step without confusion.

Report Lock Guidance

• What changed: Locked report screens now explain what to do next.

• Before: Locked reports were less clear about next steps.

• Now: Guidance is clearer and more consistent across report views.

  

• Why it matters: Clients can unblock themselves without extra support.

Quote Lead ID Tracking

• What changed: Lead tracking is built into the quote screen with safer removal.

• Before: Lead details were harder to set or remove during quoting.

• Now: Lead details are easier to manage with confirmation prompts.

• Why it matters: Teams keep marketing attribution intact with fewer mistakes.

Office Staff Email Alerts

• What changed: Email delivery issues trigger a group alert for office staff.

• Before: Delivery failures could be easy to miss.

• Now: The office team gets a clear notification when a message fails.

  

• Why it matters: Follow up happens faster and fewer messages are lost.

Required equipment details in quotes

• What changed: Quotes now include more detail about required equipment.

• Before: Some quote details were missing or incomplete.

• Now: Requests include clearer equipment needs.

• Why it matters: Providers receive better context and can respond more accurately.

Bug Fixes

Merge contacts page access restored

• What changed: The merge contacts page now loads correctly on staging.

• Before: The page returned a not found screen.

• Now: The page loads as expected.

• Why it matters: Teams can complete merges without detours.

Client report list clean up

• What changed: The client report list hides internal or incomplete reports.

• Before: Clients could see reports that were not ready for them.

• Now: Only completed, client ready reports appear.

• Why it matters: Clients see only the right reports.