On January 30th, 2022 we will be releasing version 9.7.
Behind the scenes we have been doing a ton of work to re-write and upgrade ServiceBox with the newest technologies to make the system even more performant, scalable and stable.
This release contains many of these improvements. It also contains one big piece of functionality:
Quote Templates
You will now be able to activate a Quote Template feature in your Features tab. This will allow you to set up a list of quote items and inventory items that can be used as a standard when creating a quote. When adding items and inventory, you can select whether quotes using this template will grab the latest pricing or you can set the pricing in the template to fix it for the specific template.