Today we rolled out two very often requested features which should make your life with Cashboard that much easier.

Copy estimate Agreement and Intro Text

Lots of customers have been asking for the ability to use “boiler plate” text for their estimates.

We decided to roll out this feature in a little more flexible manner. You can now quickly and easily copy previously existing Intro and Agreement Text between estimates.

Copy tasks between projects and estimates

Similarly, it’s been a real nuisance to recreate estimates with similar tasks…no more.

Now you can copy tasks from existing estimates or projects. Imported tasks take on the default billing rate for the new project automatically.

Enjoy, and let us know how you like these new updates!