Release notes
What changed, and where to find it
Every change a customer can notice, newest first. Each entry says which plans have it and where it sits in the product. What is planned is on the roadmap.
Chat with groups and a record, and a help centre
Help & Guides now contains a full set of written guides covering getting started, quotes, jobs, the phone app, invoices and CIS, health and safety, and your account. Each guide walks through the relevant screens step by step with a screenshot of each one. The help chat draws its answers from these same guides. Limits: The chat will only answer from the guides once the new chat is live. Reactive maintenance, the housing modules, planning, fleet, and custom forms do not have their own guides yet.
- Account and billing
- Jobs
- Health and safety
- Site app
- Solo
- Core
- Pro
- Enterprise
Onboarding and chat improvements
Your Onboarding page now shows the two-week timeline, the names of your onboarding specialist and your account manager, and the five envelopes in your pack. You can upload files to each envelope directly from your account and they are read straight away. The reminder email takes you back to the same page. Limits: Your Onboarding is available to customers on a managed onboarding plan; everyone else uses the Getting Started page. Files can only be added through the web app, not the mobile apps.
- Account and billing
- Jobs
- Solo
- Core
- Pro
- Enterprise
Referral credits and affiliates
You can now refer another business to Estimark from Settings, then Refer a Business. Share your personal link or enter their name and email address and Estimark sends the invitation on your behalf. When the business you introduced pays their first invoice, you both receive a credit that is applied to your next invoice automatically. The page shows everyone you have referred, credits that have been applied, and any credit still outstanding. Limits: Credit is applied when the business you introduced pays their first invoice, not when they sign up. It is set against your invoices only and is not paid as cash, and any unused credit lapses after a year.
- Account and billing
- Solo
- Core
- Pro
- Enterprise
A status page, a shorter demo booking, and session replay
There is now a status page that shows whether Estimark is working, what is being looked into, and any maintenance planned. It is linked from the website footer, the support page and the app's sidebar, and it stays up even when Estimark does not.
- Account and billing
- Jobs
- Solo
- Core
- Pro
- Enterprise
A status page, release notes and a roadmap
You can see whether Estimark is working at status.estimark.co.uk: each part of the product, the last 90 days of availability, anything being looked into, and any planned works. It is hosted separately from Estimark, so it stays up even if Estimark does not. You can subscribe by email or by feed to be told when something changes. Linked from the website footer, the support page and System status in the app sidebar.
- Account and billing
- Solo
- Core
- Pro
- Enterprise
Public tenders matched to your company every morning
You now get an email each morning listing the public sector construction tenders published the day before that fit the trades and regions on your company profile, with the buyer, the value, the closing date and a link to each notice. Every email has a one-click link to stop them. Companies with nothing on their profile are matched on the region of their own postcode, so it is worth filling in your trades to sharpen it. Limits: Notices come from Find a Tender, Contracts Finder, Public Contracts Scotland and Sell2Wales. Northern Ireland notices arrive through Find a Tender; eTendersNI itself is not read.
- Reporting
- Solo
- Core
- Pro
- Enterprise
Annual sign-up waits for your bank
If your bank asked you to approve an annual payment in your banking app, sign-up carried on as though it had been paid and the subscription later lapsed. Sign-up now opens the bank's approval step and waits for the answer before it says you are in. Settings, then Billing.
- Account and billing
- Quotes
- Solo
- Core
- Pro
- Enterprise
Live chat on the website
You can talk to a person from any page on estimark.co.uk, Monday to Friday, 9am to 3pm UK time. The person who answers is the same person who answers the phone.
- Account and billing
- Solo
- Core
- Pro
- Enterprise
Chat on the job, and before and after photos
Every job has its own chat, so the office and the people on site talk in one place that stays with the job rather than in a group message nobody can find later. Open a job, then Chat. In the iPhone app, open the job.
- Jobs
- Site app
- Client portal
- Solo
- Core
- Pro
- Enterprise
The iPhone app is on the App Store
Estimark for iPhone and iPad is on the App Store. Photos, snags, diary, timesheets and the site file, working with no signal and sending when you are back in range. The Android app is on Google Play. Both sign in with the same account as the web app.
- Site app
- Solo
- Core
- Pro
- Enterprise
Estimark 1.0
One record from quote to warranty, the same on a phone on site and a laptop in the office. Quotes and estimates from your own price book, jobs with photos, diary and snags, CIS verification and statements, payment applications and invoices, RAMS and site safety, a client portal, and connections to Xero, QuickBooks and Sage Business Cloud. Start a free trial at estimark.co.uk.
- Estimating
- Quotes
- Jobs
- Site app
- CIS
- Payments and invoicing
- Health and safety
- HR
- Procurement
- Client portal
- Integrations
- Housing
- Reporting
- Account and billing
- Solo
- Core
- Pro
- Enterprise
By email
Hear about each release
One email per release, in plain words. Confirm from your inbox; unsubscribe with one click. Customers get a monthly round-up as part of their account and need not sign up here.
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Estimating · Jobs · Invoicing · CIS · H&S · Reactive maintenance