You can now automatically display the Paid watermark on your PDF invoices to better identify paid invoices.

In your invoice settings, under Invoice Content, enable the Paid watermark to show when invoice is paid.

Here is an example of the Paid watermark added to your paid invoices:

When creating a new contact, a search window is now available, just like elsewhere in Plannit. This improvement helps prevent the creation of duplicate contacts.

Your customers can now specify a different service address from the main address when submitting a quote request.

A new window is now available when editing recurrences. It provides a summary of the current recurrence and highlights the latest changes in the history.

Save clicks! From a visit tile, you can now take or add a photo in a single click. The photo will be added to the Work Order / Visit.

When using the quick add button for a Work Order / Visit in a Job, you can now choose to notify your customer at the time of creation.

Après l’ajout du filtre de factures dans les sections Job et Contact l’an dernier, un nouveau filtre pour les soumissions est maintenant disponible.

We have added new statuses to events to improve tracking. The available statuses are: Not Started, In Progress, and Completed.

A new option is now available in the date filters: Last week

Two new columns, Profit $ and Profit %, are now available in your Products and Services grid.

You can now adjust your prices in bulk in your Products and Services catalog using three new options: Selling Price, Cost Price, and Profit %.

This new feature allows you to quickly update multiple products in a single action.

Here are the available options in detail:

Selling Price

Cost Price

Profit %

We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.