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Resources/What’s new

Release notes

What’s new in ECHOPS

What we shipped, week by week, newest first. If a page on this site describes it, it’s in ECHOPS today. What’s coming is marked as coming.

November 2026

Takeoffs from plans, purchase orders, supplier price sheets, client selections and QuickBooks Online

  • Takeoffs from plans. Add a plan to a quote, set the scale, and measure lengths, areas and counts with a waste percent. Add to quote puts the quantities on the quote’s lines, and sending again updates the same lines. Takeoff marks never show on what the client sees.
  • Purchase orders. Pick a job’s order lines for one supplier and send a numbered PO as a PDF, with where it ships and when it’s needed. The supplier confirms from a link, and the lines are marked ordered with the PO number. Each supplier and branch can have its own order email.
  • Supplier price sheets and live prices. Import a supplier’s own price sheet (CSV or Excel) into your catalog: match the columns, review new and changed prices, and keep a price history. Update to current prices brings a draft quote up to date. Store search with Home Depot and Google Shopping now works on the electrical, appliance hookup, paint, flooring and tile steps too.
  • Product photos on quotes. A line whose Price Book item or catalog product has a photo shows it on the client’s quote, the PDF and the portal. Hide or replace the photo on any line, or turn photos off for the whole company.
  • Client selections. After the sale, post choices with photos and prices against an allowance or an included option. The client picks in their portal, you approve, and approved picks that change the price go on a draft change order.
  • Now live: QuickBooks Online. Intuit approved ECHOPS. An owner or admin connects your QuickBooks Online company from Accounting → QuickBooks, checks the mapping and picks a start date. From then on, clients, jobs, invoices, payments and job costs go to your books on their own within minutes, and a payment recorded in QuickBooks marks its invoice paid in ECHOPS. On every plan; QuickBooks Online only, not Desktop.
  • Now live: Google Calendar and Gmail. Google finished reviewing ECHOPS, so each person can connect their own Google Calendar (appointments go out, busy times come back in) and send email from their own Gmail. Reading your Gmail inbox inside ECHOPS follows after Google’s security review; Outlook’s inbox works today.
  • Contact support. Write to the ECHOPS team from inside the app, from your person menu or the How-to Guide. We answer by email.

October 2026

Job schedules and budgets, AI voice agent, Handoff, online payments, Google Maps routes and service plans

  • Job schedules. Each project gets its own schedule: tasks and milestones on a chart, each starting after the tasks it follows, the critical path, a saved plan and templates. Clients see what’s coming up on their portal, and subs see their dates.
  • Job budgets. Each job’s budget from its signed quotes against what it has cost, by materials, subs, crew, fees and other, with signed change orders added and overruns flagged.
  • AI voice agent. An add-on that answers your business line on every call, missed calls or after hours. It books estimates, takes messages and puts callers through to your team: $49/mo with 300 minutes a month.
  • Unlimited files. Every plan now keeps unlimited files and photos on your deals and projects.
  • Handoff and Warranty & completion. Each sold job gets a Handoff page: the spec sheet from the signed quotes, the pre-start questions and the materials, checked off before work starts. Finished jobs move to Warranty & completion, where the certificate is made, sent, signed and countersigned.
  • Reports with charts. Sales, profit, materials and labor as charts you can click to filter, with CSV downloads.
  • Filter & sort with saved views. Quick picks, a date range, your own conditions and two sorts on the boards, saved as views.
  • Make it realistic. Turn a drawing page on a quote into a photo, with the layout kept as drawn.
  • Online payments on invoices. Connect your own Stripe account, and clients pay invoice links by card, Apple Pay, Google Pay or bank transfer (ACH). Invoices have lines, and reminders go out by themselves.
  • Social posting. Draft, approve and schedule posts to Facebook, Instagram and Google Business Profile.
  • Google Maps routes and Street View. Day routes with live traffic on Google Maps, and Street View of each job site.
  • Job quotes and service plans. Quick jobs with Good, Better and Best options signed on the spot, and recurring service plans billed per visit or monthly.
  • Crews and hours. Crews on a drag-and-drop schedule, and the hours each job took.
  • ECHO’s morning message. On workday mornings, ECHO sends each person their day in their own ECHO chat. In team chats, it answers when someone writes @echo.
  • Now live. Outlook calendar sync and Google Local Services leads. Google Calendar and Facebook and Instagram lead ads follow once Google and Meta finish their reviews.

Week of October 12, 2026

Your own trial, e-signatures and portals for clients and crews

  • Start a free trial on your own. Enter your email, confirm it, name your company, and you’re in your new workspace. 14 days, no credit card.
  • Sign any PDF. Up to six signers, in order or all at once, with signature, initials, date, text and checkbox fields. Sign by link, in person or in the app, and the signed PDF carries a signing certificate. Contracts, retainers and warranties take co-signers, and reminders go out by themselves.
  • Client and crew portals. Clients and crews sign in with an emailed link or 6-digit code. Clients follow the project stages you set up (the kitchen and bath default has five), updates, payments, signed documents, photos, appointments and video calls, and message your team. Crews see the scope, change orders, the payments on their sheet, materials without prices, the spec sheet and photos, in English or Spanish.
  • Quotes and documents. Drawings with markup on quotes, change orders and documents. Contracts, design retainers, spec and countertop sheets and warranties, with signing and initials. Lender financing on a quote, the quote assistant, store search, and cabinet lines filled from your design program’s report.
  • The AI design studio and a shower designer with a photoreal render.
  • Production. A map of your jobs, a route planner and the driver’s day sent to chat. AI reads supplier confirmations and packing slips, proof-of-delivery photos, and old service tickets imported from a spreadsheet.
  • Automations. Pause any built-in one, or write your own rules (notify, email, signed webhook, survey) with a test run and a log of every run.
  • Money and reports. Several companies or locations in one workspace, a check register read from a photo, payment schedules per job, Sales and profit reports, and past jobs imported into the archive.
  • Everyday tools. Alerts on phone and desktop, Install app, search across the workspace, Undo, departments and permissions, appointment types with intake questions, online booking with the client’s own reschedule link, a How-to Guide for every section, Price Book CSV import with a preview of every row, and a cleaner, lighter look.

Week of October 5, 2026

Estimates, production, payroll and the AI assistant (now ECHO)

  • On-site estimates for kitchens and bathrooms, with photos and a layout drawing drawn to scale that exports to DXF.
  • Send and sign quotes online. The client reviews the quote link, picks an option and signs. You see when they open it.
  • Projects from every won deal, with change orders, orders and deliveries, sub cost sheets and service calls.
  • Text and Phone pages for your business number, with recordings, call summaries and your own greetings.
  • Customers and team. Contacts, review requests, feedback surveys, training and one place for documents.
  • Accounting and reports. Invoices from the payment plan, change orders that bill themselves, payments recorded by hand, expenses with receipts, and profit per job.
  • Payroll and commissions. Time sheets, time off, commissions and pay runs exported as a CSV for your payroll provider.
  • The AI assistant (now named ECHO). Answers from your records and Knowledge Base with sources, drafts you send yourself, and changes that wait for your Confirm. Plus the activity feed and Knowledge Base.
  • Settings and profile. Your logo and details on quotes, team emails, sending leads to your CRM, the activity log, CSV data export, and your own signature and time zone.

Week of September 28, 2026

The foundation: leads, deals, quotes, calendar and chat

  • Leads and deals. A Leads board with follow-up steps, a Deals board, a quote builder on your own price book with options and payment plans, and a Quotes board.
  • Calendar. Book, drag to move and assign estimates.
  • Team chat. A team channel, group chats, direct messages and a chat for every deal.
  • Video meetings with knocking and AI minutes.
  • The Overview, your workspace’s home: the week, to-dos and suggestions.
  • Secure from day one. Sign-in without passwords, passkeys and a second step, each company’s data kept apart, and website forms that go straight to your Leads board.

Status

Just switched on, and what’s coming

Live

QuickBooks Online

Clients, jobs, invoices, payments and job costs go to your QuickBooks Online books on their own, and payments recorded in QuickBooks come back to their invoices.

Coming

Facebook and Instagram lead ads

Lead-ad forms go straight to your Leads board once Meta finishes its app review.

Live

Google Calendar and Gmail

Each person connects their own Google Calendar and sends email from their own Gmail. Outlook works too.

Coming

iPhone app

On the way. Until then, ECHOPS works in your phone’s browser and from your home screen. More.

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