What's New

QuoTrak Changelog

What changed in the app each month, newest first. The same summaries you'll find under Help & Support → What's New once you're signed in.

Latest: November 2026

Each month is a summary of what reached the app that month. The current month grows as new updates go out.

November 2026

Payments on your own Stripe account

  • NewOnline payments now go straight to your own Stripe account, and you can connect one you already have. Your customers see your business at checkout and on their card statement. Stripe takes its standard fee from each payment, QuoTrak adds none, and refunds and disputes are handled in your Stripe dashboard. If you'd connected Stripe before, reconnect in Settings. Before you connect, Settings asks you to confirm it's your own business's account and that you'll only bill real work.
  • NewSet a target margin in Settings, or a different one for a single quote. Margins are colored against it everywhere: green at or above it, amber below, red under half of it or when a job loses money. A quote that falls short tells you how much to raise the price.
  • NewMore emails to you: when a customer pays online, when your Pro payment fails (with the date to fix it by), three days before your trial ends, when a quote or invoice can't be delivered to your customer, and when your password or email address changes.
  • NewTwo optional automatic emails to your customers (Pro): a reminder before an invoice is due, and one follow-up on a quote they haven't answered. Find them in Settings under Notifications.
  • NewA promo code box at checkout when you sign up for Pro.
  • NewMatch your taxes to QuickBooks or Xero (Pro): on the QuickBooks or Xero page, pick the tax code each of your taxes goes as, including taxes you charge together like GST and PST. Taxed quotes and invoices then come to the same total there. If a rate differs, it shows both and can switch QuoTrak to theirs. QuickBooks companies outside the US, which need a tax code on every line, can now send quotes and invoices with tax off too: pick the code for No tax there (QuickBooks used to refuse them).
  • ImprovedPDFs are much smaller, often around 6 MB down to under 1 MB, so they send faster and open quicker on a phone. The logos in emails and invoices are lighter too, so emails show up complete sooner, and the app opens faster after your first visit.
  • ImprovedAny plan can now type a one-off cost on a quote line to see its margin. The Cost Report PDF, and your logo, brand color and PDF footer for new accounts, are now part of Pro. Recurring quotes and invoices pause when Pro ends and pick back up when you upgrade.
  • ImprovedThe setup form asks for your business address, and your country sets your currency and timezone. "Send a copy to myself" now starts ticked, and emailed payment receipts come with the receipt attached as a PDF. QuoTrak uses American spelling throughout. Help & Support's guides and Ask AI were rewritten to match the app.
  • ImprovedEasier to use with a screen reader or a keyboard: every button, switch, dropdown and field now says what it is, and pinch-to-zoom works on Android phones.
  • ImprovedChange orders on a project now show which quote or invoice each item was attached to, with a link to it, and attached items stop counting as pending on the project's Overview. On the quote or invoice, and on its PDF, they sit under a Change order heading, so your customer can see they're extra to the original work.
  • ImprovedWall Framer lists the size, rough opening and header of every door and window under the drawing, and the field tools say clearly that they're for reference only.
  • FixedOnline payments: they now charge in your currency instead of always US dollars, pay links no longer stop working after 24 hours, a customer can't pay an old amount after you change the invoice, automatic charges take only what's owed and never charge twice, and partly paid invoices can get a payment link.
  • FixedInvoice PDFs show the deposit that was actually paid. If you added work to an invoice after its deposit was paid, the PDF used to show a bigger deposit worked out from the new total (the balance owing was right). Invoice PDFs attached to automatic emails also show a paid deposit as paid.
  • FixedWall Framer rough openings and door heights are the right size, and several field tool reference charts were corrected, including concrete bag coverage. If you cut from a saved wall plan with a door or window, check it again.
  • FixedProjects no longer count labor twice once your crew logs hours, and converting a project's quote puts the invoice on the project, so its invoiced and paid totals include it. Recording a payment on a milestone invoice marks the milestone paid. Your currency shows the same way everywhere. Discounts and taxes are rounded to the cent before they're added up, so the amounts on a quote or invoice always add up to its total (some totals with a percentage discount and tax were a cent off).
  • FixedXero: sending a new invoice or quote can no longer change one already in Xero with the same number. It isn't sent, and QuoTrak says how to fix the number. Sending a quote to Xero again now updates it instead of failing. Quotes and invoices with tax off reach Xero with no tax (Xero used to add its own), and ones with tax on reach QuickBooks and Xero as taxable, at their rates. If their total comes out different from QuoTrak's, the push and the sync log say so, so you can check the tax there.
  • FixedAlso: a payment receipt's "Send me a copy" goes to your reply-to email from Settings, like quotes and invoices, automatic recurring invoice emails include the PDF again, deleting your account cancels Pro and then confirms it's done, Settings can no longer wipe your saved business details, your zoom setting sticks, field workers get their owner's plan, the Import & Export page works on Pro, imported quotes and invoices keep their own tax rate when you switch tax off and back on, a project's attach list no longer offers recurring invoices that wouldn't show on it, customers opening a shared photo link see the photos, a deposit can be marked as received (or a new deposit invoice made) after voiding the first one, new quotes, invoices and payments are dated in your own time zone instead of tomorrow's date in the evening, partly paid invoices that go past due now get their automatic overdue reminders and show as overdue, to-do reminders count the days in your own time zone, a new crew member goes straight to their jobs once they've chosen a password, a quote that adds up to less than $0 can't be turned into an invoice (it says why), sending a support ticket no longer shows an error (and reaches us), and the Terms and Privacy links on the sign-up pages open the right pages.

October 2026

A simpler start and cleaner emails

  • NewNew accounts start with a one-minute welcome form. Pick your trade and your cost catalog fills with typical labor and material rates for it. The setup guide is a short checklist that ticks itself off, and the walkthrough is 8 steps from quote to payment.
  • NewBuilt a quote or invoice in the free generator on quotrak.com? Sign up from there and it's waiting in your account, with the customer created for you.
  • NewProjects: assign or change a project's customer from the project page, and turn change orders into a new quote or invoice in one step.
  • NewQuote, invoice and change order lines can have a negative price, for a discount or credit on its own line. An invoice's total can't go below $0.
  • NewWhat's New in Help & Support.
  • ImprovedEvery email has a fresh look. Customer emails show your logo and business name with a stripe in your accent color, overdue reminders greet the customer by name, and everything has more room on phones.
  • ImprovedPro is priced in US dollars: $15 a month or $144 a year. Existing subscribers keep their price and currency.
  • FixedReceipts say your business received the payment, deposit receipts no longer say "Paid in Full", replies to overdue reminders reach your reply-to address, and unsubscribe links work.
  • FixedChanging a parent invoice's discount or tax updates its unsent deposit, balance and milestone invoices, and they show the discount as its own line. The guided tour no longer gets stuck, and line item editing is smoother.

September 2026

  • FixedPDFs no longer cut a line item off at the bottom of a page, and group headings stay with their first item.
  • FixedDeleting an invoice also deletes its deposit, balance and milestone invoices, so no overdue reminders go out for them.

August 2026

  • FixedTax registration numbers on quotes and invoices always match what's in your settings.

July 2026

Payment plans reworked

  • NewSetting a deposit or progress payments on an invoice creates the deposit, balance and milestone invoices as drafts straight away, with the balance owing shown on the parent.
  • NewAdd a line item directly inside a group on quotes and invoices.
  • NewEdit to-do labels right on the dashboard.
  • ImprovedDeposit, balance and milestone invoices show the full scope of work. Ones you've already sent or been paid for no longer change when the parent is edited.
  • ImprovedLine items save automatically as you type, so changes aren't lost.
  • ImprovedLine item cost badges show profit and margin together, plus the total cost per line.
  • ImprovedPDFs show the customer's address and each group's total.
  • FixedYou're no longer signed out unexpectedly when coming back to a QuoTrak tab.

June 2026

Change orders, PDF import and field tools

  • NewChange orders on projects.
  • NewImport invoices from PDF files (Pro).
  • NewCapture receipts and add them to a project's actual costs.
  • NewStair Stringer layout tool in Field Tools.
  • NewChoose what hour notification emails arrive, in your own time zone.
  • ImprovedInfo tips explain how totals, margins and other calculations are worked out.
  • FixedDraft invoices are no longer marked overdue, and reminders only go out on the daily schedule.

May 2026

Projects, calendar and field work

  • NewProjects (Pro): group quotes, invoices and costs for each job.
  • NewCalendar view of your active projects.
  • NewField section: jobsite photos with GPS location, time logging and a field worker role for your crew.
  • NewSelect, edit and export photos in bulk, and share photo reports.
  • NewXero integration: push quotes and invoices to Xero.
  • NewSet your own labor rate in Settings → Profile.
  • ImprovedQuickBooks sync status is shown in your quote and invoice lists.
  • ImprovedYou're prompted to mark an invoice as sent before exporting its PDF, so the payment link is never missed.
  • ImprovedCreate a customer on the spot when using a template.

April 2026

QuoTrak launches

  • NewQuotes and invoices with customers, a products and services catalog, a cost catalog and templates.
  • NewCustomer and internal PDFs, with your logo, colors and terms.
  • NewAccept online payments through Stripe payment links.
  • NewDeposits and progress payments (milestone billing) on invoices.
  • NewRecurring invoices.
  • NewDiscounts on quotes and invoices.
  • NewLine item groups with color tags.
  • NewIntegrations: QuickBooks, Google Sheets live sync and Zapier.
  • NewFile attachments on customer profiles (Pro).
  • NewReferrals: invite a contractor and get a free month.
  • NewAI assistant in Help & Support.