1.Void Invoices instead of deleting - JPD 1002

  • Invoices now support a Void process instead of deletion.

  • Includes:

    • Voided Date

    • Voided By

    • Updated reporting and aging behavior

  • Maintains a complete audit trail.

2.Bid Worksheet Pricing Stays in Sync - JPD 308

  • Adjusting a line’s total price on the Bid Worksheet now automatically recalculates and updates the unit price (and vice versa, based on quantity). This keeps pricing and margins consistent whether you adjust at the line or group level.

3.Control whether templates use current item costs - JPD 1055

  • When you build bids from templates, you now have a clear, permission‑controlled option to use up‑to‑date costs.

  • A new “Use Current Costs” toggle is available when building bids from templates. This toggle appears on:

    • Add Bid

    • Clone Bid

    • Bid Worksheet → Actions → Import Template

  • When enabled:

    • Items use current material and labor costs from item records.

    • Bid margin is recalculated accordingly.

    • A note is added to the Bid indicating the template used and that costs were updated.

  • This allows flexibility to either preserve template pricing or use up-to-date costs.

4.Standard crews now listed in logical order - JPD 1134

  • Standard Crews are now displayed in alphabetical/numerical order when adding from the Crews & Scheduling tab on a Job.

  • Ordering matches System Configuration → Standard Crews, making it faster to find the right crew.

5.Consistent ordering from Bid → Job → Documents → Invoices - JPD 1126

  • Item groupings and display order are now consistent across the workflow:

    • Job Processing matches the original Bid

    • Job Documents maintain this order

    • Invoice Documents now also follow Bid Groups and Display Order

6.Material report now reflects Job quantities - JPD 1118

  • The Projected Material Report now uses quantities from the Job instead of the Bid.

  • Provides more accurate material planning after bid-stage adjustments.

7.Thickness/R-value now carries to invoices - JPD 1117

  • For single foam item setups, the Description with thickness/R-value now carries through to Invoices.

  • Matches what is shown on Job Documents.

8. Clearer Add Items Options on PO’s - JPD 1063

  • Button labels have been simplified:

    • Purchase Orders / Job Orders: “Add Item”

    • Stock Orders: “Add Additional Items”

9. PO Status Updates When New Items are Added - JPD 1076

  • If a PO is in All Arrived status and a new item is added, it automatically updates to Partial Arrived.

10. New eSignature Control Settings - JPD 1133

  • Two organization-level settings can be forced and lock:

    • Send for eSign = Yes

    • Attach Proposal PDF = Yes

  • Settings can be configured for all users independently.

For any inquiries or further clarification regarding these updates, please contact your JobPro Support Team.

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