Hearth Upgrades and Bug Fixes – April 2023

upgrades - Best Contractor Estimating & Invoicing Software - Hearth

We’re excited to announce the latest updates to Hearth, which include new features, bug fixes, and much more:

Project Loans by LendKey

We’re excited to introduce a new financing option with lower APRs called Project Loans. With Project Loans, homeowners can’t take the money to a different contractor, ensuring that you receive the business you deserve. You’ll even be paid out directly if their application is approved. Apply here

Lead Management

Leads Capture Beta is now available to all Pro and Elite plans.

Lead Management on Hearth

The new Lead Capture features in Hearth make it easy to manage new leads from from capture to close:

  • Create customizable landing pages with lead capture form
  • Easy to share a link with monthly financing options on social media, your website, with a QR code, and more
  • Never miss a lead with instant notifications and email autoresponders
  • Close leads faster with a 1-click lead-to-quote feature
  • Keep track of statuses with all your leads in one place

Try it out now

Mobile app updates

Download the latest version of our mobile app for iOS and Android with great updates such as:

  • View and save Quote drafts
  • View and edit Contract templates
  • Unique warnings to prevent overwriting existing client data
  • Improved Client management – find client data by workflow
  • Leads Capture Beta – Add and manage Leads

Bug fixes

As part of our commitment to providing the best possible service, we have made it a priority to address and fix any bugs or issues that may have been causing problems, including:

  • Quotes PDF download — bug fix for content not formatting correctly
  • Ability to save drafts for Quotes and Contracts has been added
  • Quotes are no longer duplicated for some users
  • Fixed the issue for users that were unable to send Contracts
  • We made it easier to enter an address if autocomplete isn’t found
  • Fixed the formatting issue for scope of work and notes added to Quotes and Invoices

Signup for Scheduling Jobs beta

Stay on top of all your jobs and tasks with the Hearth Calendar

  • Add new jobs and schedule appointments
  • Stay on top of client communication
  • Share the schedule with your team to keep everyone informed

Go to Scheduling Beta signup

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

Get Started Today