Update to ensure iOS 26 and Artificial Intelligence compatibility.

Performance enhancements and corrections.

Enhancements to performance and user experience.

Craftsman NPH-National Plumbing and Heating Cost Book Updates:  Increased number of products and services to over 12,000 items.  Update pricing. Addition of rentals.  Enhanced iPad and Mac navigation.

Performance enhancements.

New User Guides to help initial training and installation process.  Enhancements to Cloud Sync and Spreadsheet Export.

You can now pay your invoice online via Stripe or Square

Bug Fix.

Numerous performance and user expereince enhancements.

Mac Version Added.  Also, many performance, stability and user experience enhancements.

New Cloud Sync Technology

The Cloud Sync Technology has been replaced with a new technology called Ensembles.   This is a proven technology that  dramatically enhances the reliability of our Sync.  In addition, it provides the means to sync your information between different iCloud Accounts.  Ultimately, you will be able to sync data from Mac, Web and other platforms.  This will be available in future releases.

Sync Data in Cloud AND on the Device

Business information is saved both on your device and in the Cloud.  If there is a problem with the Cloud your data is always maintained and backed up on your device.  This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.

Sync Devices on Different iCloud/Apple Accounts

Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.

Dropbox and CloudKit Sync Services

Both of these services are available to sync information between devices using different iCloud accounts.  A Dropbox free Dropbox account must be setup prior to using this service.  If the devices are using different Apple accounts then the app may need to purchased by the other users.  However, the one-time fee is a much better value than the monthly fees other apps charge.

Privileges

Privileges are used to establish different types of access to your business data when you have employees or others using your app.  Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.

Dark Mode Support

Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode .  Check it out!

New Cloud Sync Technology

The Cloud Sync Technology has been replaced with a new technology called Ensembles.   This is a proven technology that  dramatically enhances the reliability of our Sync.  In addition, it provides the means to sync your information between different iCloud Accounts.  Ultimately, you will be able to sync data from Mac, Web and other platforms.  This will be available in future releases.

Sync Data in Cloud AND on the Device

Business information is saved both on your device and in the Cloud.  If there is a problem with the Cloud your data is always maintained and backed up on your device.  This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.

Sync Devices on Different iCloud/Apple Accounts

Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.

Dropbox and CloudKit Sync Services

Both of these services are available to sync information between devices using different iCloud accounts.  A Dropbox free Dropbox account must be setup prior to using this service.  If the devices are using different Apple accounts then the app may need to purchased by the other users.  However, the one-time fee is a much better value than the monthly fees other apps charge.

Privileges

Privileges are used to establish different types of access to your business data when you have employees or others using your app.  Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.

Dark Mode Support

Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode .  Check it out!

Expanded spreadsheet and auto backup capabilities.  Enhancements to sales tax setup and processing.

Update Sales Tax Edit in Client Edit and several additional enhancements.

Enhancements & updates to More function on iPad, FAQ & Sales Tax Help.

Enhancements & improvements.  Save receipt image with expenses.  Frequently asked questions and more!

What’s New in Version 12

Profits and Expenses - InApp Purchase  (previously Profits & Reports)

Expenses & Receipts
Management of all of your business expenses and purchases.  All business expenses from rent to salaries and all of your material and product
purchases. Payment Method and Expense/Asset type is tracked for all transactions. Two credit cards, two checking accounts and cash are the possible payment types.  Supplier info has a Contact Management view to easily keep track of transaction, notes, images and more.  Text messages or emails can formatted and sent from documents library.

Accounts
Accounts is part of the Profits & Expenses, General Ledger Accounts for your app. Your app comes with a chart of
general ledger accounts. These may be edited with unique account descriptions.  Also, the monthly trend of balances in each account my be viewed or shown in a chart. App prompts at monthly-end to update current and balance forward.

Profits Dashboard
A chart of sales by day is now included in the Profits Dashboard.  Depending on device size from 5 to 12 last days with sales are displayed.

Enhancements.

Stability and performance improvements.

Craftsman Cost Books ©
We are proud to offer Craftsman Book construction cost information.  This is the  #1 info source for Construction Labor & Materials Cost Information.   NCE - National Construction Estimator includes: Man hours, labor and material costs for all construction work in residential, commercial and industrial buildings with over 15,000 unique cost items. In addition to material and labor cost the books also include a labor hours required for each unit of measure and the type of labor resource/crew needed.  You can also specify the supplier for each item, by category or individual material.

Copy to My Book - Copy commonly used items to your own cost book for faster access.

The cost of buying the Craftsman books as In-App represents a large discount from standard prices.

Projects Overview  - This is a complete cost based estimating and invoicing app for all types of building trade and allied professionals.

Project Admin Is used to specify overhead and profit percentages, taxes and payments. Financial
Summary displays total profitability and much more.

Categories and Sequencing
In addition to the traditional Labor, Parts and Supply categories you can now setup additional categories to keep track of your items.  Categories are also automatically created from the Craftsman Books.  Items can be moved between categories.  Categories may be sequenced in custom order or shown alphabetically.

Doc Images
Multiple images from the camera or photo library can be saved with the project and presented with documents including descriptions.  Images may be either printed or saved internally and the images can be easily resequenced.

View & Send Documents
New Estimates, Invoices and Cost Reports - Three different client formats at viewing time showing varying levels of detail.  Show with or without descriptions.  Three new cost reports.  Cost overview, labor report  and material report.  Access Document manger from show view.  Also, text message invoices and estimates.  Separate Terms & Conditions page for legal verbiage.  15,000 characters with signature blocks.

Performance improvements.

Enhancements & Improvements

Enhancements and Improvements.

iPhone X full Landscape and iOS 11 Support.
Enhancements & Improvements

Appointment Scheduler
Scheduler is the where you maintain all of your services appointments.  Although the underlying function and look is similar to the Calendar App there is a great deal of additional functionality offered with Schedule.  In addition the operation has been streamline to make entry faster and easier. The monthly view on the iPhone shows how many appointment are scheduled each day at a glance.

Calendar Interface - The Scheduler uses the standard Calendar app to store your appointments so you will immediately see all of the events in your devices Calendar.  There is an Admin function in the scheduler that specifies the Calendars to be shown and the default calendar for new entries.

Client Names  are accessed to speed entry and have all client information available for visit sales completion, reminders, schedule confirmations and more.  Client info can be accessed from the Contact App or entered directly into the app.

Services  - Up to five general service descriptions my be maintained with the schedule so that you can easily indicate the main service that you are planning.  The names may also be automatically inserted in reminders and schedule confirmations.  These are maintained in Scheduler Admin reached from the Admin Tab.

Next Action - These hot buttons provide a quick way to access client information and update the status of your visits,  For example: Complete Visit displays the view where the service and products are entered as well as the your payment methods.  Contact Management view.  Confirm Appointments where a message with the details of the recently added appointment is sent.

Scheduler Admin
This is where you can customize the operation of the Scheduler to fit your needs.  You can specify the specific calendars that you wish to use in your app and the beginning and ending time frame that is displayed in your Scheduler.  You can specify the typical appointment interval for time entry in minutes.

Messages and Reminders  Overview
Reminders are included with the Messages & Reminders In-App Purchase.  Reminders are used to automate the process of sending messages to clients and reminding you when to you need to follow-up on various business situations.

Client Connect In-App Users - If you had purchased Client Connect In-App the Messages & Reminders In App is activated for your use at no extra charge.

Reminder Options - Each reminder has multiple options that are used to indicate the date and type of reminder, in addition the delivery method, message for text or emails and Notes may be added.

Create Appointment Reminders
Reminders can automatically create reminders for the next days appointments.

Image Storage By Client - You can now store an unlimited number of images for each client, from the photo library to from the camera.  Images are a new option in the Contact View.

Context Help & Guides  Help  Help information is now displayed by the context you are in when you press the Help tab bar Icon.  In other words it shows the help for a page in the app that you're on.  The  complete contents is available from the upper right bar button.

Profits & Reports - PDF formats for all reports are available as to view to the screen, attach to emalils or print directly to Airprint compatible printers attached to your network.  This is an new In-App enhancements that may have been available in the last of version of your app, but is New for other apps.  The reports have subtotals and total sections for the time period specified in the Profits view Range.  There is also the ability to change the color of the color design of the reports.

Help Movies  - Many tab and entry views and movies focussed on specific topics, just tab the green film icon at the top of these views.

Navigation Enhancements  - Entry of appointment, invoice, estimate, reminder and other transactions has been streamlined by simply going to the client view when new transactions are entered.

Cloud 9 Enhancements

With the new Cloud Sync, Profits & Finance and Supply Chain InApps and countless Enhancements the app has evolved into a complete business management system.

Product and Service Cost  - Both fixed or percentage costs can be maintained for services, labor, products & parts . Costs are used to calculate gross profit for each invoice and display Gross Profit and Percentage in both entry view and the new Profits Dashboard (previously Metrics).

On Hand Quantities - Now for both products, parts and supplies.  Add receipts, track supplies and view detailed or summary supply sales, receipts and inventory reports.

Supplies & Expenses - Ability to maintain cost, usage and other information for supplies and expenses.  Maintain Supplier and On Hand quantities.  Supply and expense costs are factored in to new Profits Trans reports to calculate gross and next profits.

Supplier Admin - New ability to add both suppliers of parts and products for resale as well as suppliers of general business and overhead expenses.  Suppliers may be imported from contacts or entered directly into the app.

Gross Profit Calculation - Gross Profit for both services & products.  All product receipts and expenses are tracked to provide a full profit statement, plus margin analysis!  Daily Trends display costs and margins by day, Profits Trans analyzes each sales transaction or estimate so you can view your GP & % at a glance.  The new Dashboard provides a daily new profit picture using a prorated monthly expense budget (In App required).  Entry view displays profit and percentage as your transaction is entered

Daily Trends - Show cost, gross profit and margin percentages.

Client & Staff and other reports upgraded with summary sections showing dollar totals and quantities.

Contact Import - Using Apple’s new CN Contact technology for more reliable contact access and importing.

Spreadsheet Export - Double the number of field for both header and line transactions including all cost and expense info, staff name, status and more.  New capability to backup all of your key data bases to a spreadsheet.

Tip or Discount field selectable in Company Settings.  App can use either tip or discount.

App Design - Choose title names for services, parts & supplies fields.  Pick background color theme.

Cloud Sync:  New InApp - Automatically synchronize your information utilizing iCloud technology.  For up to five devices this In App will keep your business info inSync and available on all your devices!  A staff member may be assigned to device and all business transaction may be tracked by staff member. Sync admin shows view of all devices and the staff assignments.

Profits and Reports: New InApp - Profits provides a complete financial system that tracks all sales, purchases and expenses.  Includes Profit Admin which provides lets you set default percentage costs for products and services.  Net Profit Calc:  add a monthly fixed overhead that is prorated so a daily Net Profit can be viewed. PDF/Printer Reports Includes ALL formatted views that can be directly printed with AirPrint compatible printers or attached to emails. Report subtotals and report totals are shown and a theme designer is included.

Monthly Statements:  New InApp  -
For businesses, such as Lawncare, this is a complete monthly statement accounting system for businesses that bill for their services monthly. Work orders and payments are posted to the client’s account. Self mailer Statements,  with payment coupons, are emailed or printed monthly. Includes past due analysis and reminders, comprehensive report and much more.  Client List uses swappable cells to alternately show account detail or make a payment.  Statement process ensures integrity of your statement information.  Conversion program for existing App clients get’s you off to a fast start!