Hearth Upgrades and Bug Fixes – July 2023

upgrades - Best Contractor Estimating & Invoicing Software - Hearth

Learn about the latest product updates that help you win more jobs, improve your operations, and stay ahead of the competition. 

Do more with Client Management

There are now more ways to interact with Client Management. 

Import a large number of clients at once with our bulk import process. Effortlessly migrate existing client info with a spreadsheet of your choosing (.csv, .xls, .xlsx), follow the one screen prompts, then, a little like magic, you get all your existing contacts in one place. It’s pretty easy to use and helps you consolidate tools. We also dedupe duplicates for you.

To add a cherry on top, we’ve made it easier and faster for you to search and find the clients with improved search and sorting. Start using bulk imports now!

Spend less time and effort on invoices

Who doesn’t love less paperwork? With our Invoice Anything feature you can turn a quote, contract or financing offer into an invoice with a click of a button. an invoice from a Quote, a Contract or a Financing offer on the web or on the go with our mobile app. Create an invoice from a Quote, a Contract or a Financing offer now!

Stop wasting progress made on jobs

Contracts and quotes are crucial for creating trust and alignment between you and your customers. However, there are times you can’t finalize these documents right away. Save Draft is here to help. Gone are the days of losing progress made on quotes and contracts. Now you can pick up where you left off, from any device, on your own time, with Save Draft for contracts and quotes.

Bug fixes

We’ve wrangled and tamed up some wild critters.

  • We’ve improved The Learn Center to ease your continued learning of the Hearth tool and business best practices.
  • View your invoices and contracts quickly with our improved page download speeds.
  • More lead management on mobile – mark leads as lost from your phone.
  • Improvements to Onboarding for new customers allows you to get setup smoothly.
  • Our engineering team is launching a new mobile release process, meaning you’ll get Hearth app updates even sooner.

If you have any questions or feedback, please contact our support team. Thank you for choosing Hearth!

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