For the Case V8.21.0 Release, targeted for September 26th, we're planning the following improvements.

• Enhancements: 

  • New Operations Table - Withhold Operations Feature 

Coming Soon:

• New Operations Table User Interface - launch scheduled for September 22nd, 2025

Case V8.21.0 (Targeted for September 26th):

Withhold Operations Feature:

By toggling the line-item operations to "Withhold," those items will be marked as withheld. This action will prevent them from being exported to the DMS and will also stop them from appearing in the customer view of the estimate.

Coming Soon: 

New Operations Table User Interface (Scheduled to launch September 22nd, 2025)

We're excited to announce the launch of our new estimate creation UI. The new feature set drastically improves usability in terms of searching, adding, and editing line item operations.

Additionally, you'll have the ability to approve estimates and share estimates on behalf of customers.

Click here for a brief video demonstration & help articles