Shipping weekly
What’s new.
Real changes, in plain language — no internal codenames, no marketing spin. Newest first.
Assign recurring jobs and consolidate their billing
Recurring service schedules can now be assigned to a team member, marked no-charge for a one-off freebie, and rolled up across multiple schedules into a single invoice.
Automated follow-ups for leads and clients
Build a sequence that sends a message, waits, and moves a lead forward on its own — pause one anytime without losing its place, and watch how each one is performing.
Choose how each recurring service gets billed
Bill a recurring service per completed visit, or roll every visit in a month into one invoice — your call, per schedule.
Completed visits can turn straight into an invoice
Mark a scheduled visit complete and QuoteHQ can invoice it automatically — no need to build the invoice by hand afterward.
Pay by check, right on the invoice
Clients can now see mail-a-check instructions on their hosted invoice, alongside card and bank transfer.
Custom invoice number prefixes
Give your invoice numbers your own prefix, so they match the numbering you already use elsewhere.
A daily heads-up when something needs a look
QuoteHQ now watches the money side of your account and emails you a daily summary if anything needs your attention.
Bank transfer instructions on every invoice
Add your bank transfer details directly to an invoice, so a client without a card on file can still pay you.
Choose who an invoice goes to, then send it in one click
Pick exactly which contact should receive an invoice, preview it, and send — all from one screen.
Recurring visits that generate their own schedule
Weekly and biweekly service schedules now generate their own visits automatically, so a skipped week doesn't throw off your billing.
Record cash and check payments
Log a cash or check payment against an invoice yourself, and reverse it if you need to.