Changelog

A running log of features added and significant changes.

2026-07-15 — Free tools unified auth, save-to-app, server-side drafts

Unified authentication for free tools

Free tools now authenticate against the main QuoteCore+ Supabase project. This means:

• One account everywhere — the same login works for the app and all free tools.
• Cookie-backed sessions — sign in once, stay signed in across quote-core.com and app.quote-core.com.
• Magic link sign-up — no password needed to get started. Set a password later during onboarding.
• Google OAuth — sign up or log in with Google on free tools.

The separate free-tools Supabase project has been retired.

Save to App flow

Free tool users can now save their quotes, invoices, and purchase orders directly into their QuoteCore+ workspace:

• Save to App button on all three document generators.
• Checks subscription status, quotas, and duplicate document numbers before importing.
• Creates a full editable entity (quote, invoice, or material order) in the workspace.
• Redirects to the app editor with the document ready to go.

Server-side draft persistence

Smart Component drafts from the calculators are now saved server-side instead of in browser localStorage. This fixes cross-origin issues between quote-core.com and app.quote-core.com — drafts created on the marketing site are immediately available on the app dashboard.

Smart Component → Component Library

Smart Component specs from the free calculators can be added directly to your component library with one click from the dashboard. The conversion maps waste routing, pack pricing, pitch type, and component slot requirements automatically.

Email sign-up fix

Fixed an issue where email sign-up did not send a confirmation email. The resend flow now fires correctly after account creation. Welcome emails fire at onboarding completion (not at sign-up) for both email and Google OAuth paths.

2026-07-12 — Gradient pitch input, admin quota reset, component-as-custom-line note, docs update

Gradient pitch input

Pitch fields across the app now support three input modes: degrees (°), ratio (1:X), and gradient (%). Toggle between modes with the buttons next to the pitch field — the app converts automatically.

This applies to:

• Area pitch in the quote builder and takeoff
• Component pitch in the quote builder
• Area name modal in takeoff

Trade-specific labels have been updated: trades that previously used "Slope" or "Fall / Slope" now show "Gradient" or "Fall / Gradient" to match the new input style.

Admin quota reset

Admins can now view and reset company quotas from the user profile page in the admin panel.

• Quota dashboard shows progress bars for quotes (monthly), invoices, orders, components, flashings, catalogs, and attachments with traffic-light colour coding.
• Reset monthly quotes with a required reason field — clears the company's monthly quote counter immediately.
• Non-resettable quotas (components, flashings, etc.) show lifetime counts for reference.

Component-as-custom-line note

When adding a component as a custom line in the quote editor or order editor, an info note now clarifies that the component is being added as a standalone line item — not linked to takeoff measurements. This prevents confusion when mixing measured and manually-added components.

Docs and help updates

Help documentation has been updated to cover recent features including trade calculators, free tools, takeoff improvements, the unified send pipeline, and order editor fixed quantity display.

2026-06-25 — Flashing drawing improvements, angle calculator widget, order editor hover-highlight, dashboard alerts fix

Flashing drawing system

• Change of Pitch bend direction fixed. The angle calculator now bends flashings the correct way: upper roof steeper than lower = internal angle (folds inward), upper roof flatter than lower = external angle (opens outward).
• Select All / Deselect All. "Select All" in the drawing editor no longer traps you — a "Deselect All" button appears when selection is locked, so you can exit and resume editing or save.

Angle Calculator widget (shared)

The drawing editor and the order editor now share the same angle calculator widget — a draggable floating panel that stays open after applying an angle so you can iterate quickly.

• Fixed-size with scroll. Opens at a default height with an internal scroll area. Drag the bottom-right corner to resize.
• "Apply Angle" button (renamed from "Copy Finished Angle").
• Auto-scroll to results. After clicking Calculate, the panel scrolls down so the results are always visible.
• Supports Rafter Pitch, Hip/Valley Pitch, and Change of Pitch calculations.

Order editor hover-to-highlight

In both the Line-by-Line and Component layouts, hovering a line or component in the left sidebar highlights the matching item in the order preview with an orange border — so you can quickly see which item you need to edit.

Dashboard alerts sync

The dashboard alert banner now uses the same lifecycle as the bell icon. Clearing alerts from the bell also clears the dashboard banner.

2026-06-05 — Catalog Library, Attachments, Q assistant, order layouts, and follow-ups

Catalog Library

Upload your supplier price lists as CSV files (up to 35,000 rows) and search them when building quotes or orders. Add an item from the results and it drops straight onto the line with description and price filled in.

• Multiple column maps per catalog — create named maps over the same file to use different column interpretations (e.g. retail vs. trade prices) without re-uploading.
• Available on Pro and above. Found in Resource Library > Catalogs.

Attachment Library

Upload files (PDFs, images, ZIPs — up to 50 MB each) once and reuse them across any quote or order at send time. Customers get View and Download buttons per file on their quote page.

• Template defaults — bake a default attachment into an email template so it's pre-selected every time that template is used.
• Available on Pro and above. Found in Resource Library > Attachments.

AI Assistant — Q and Guide Me

Q is the new in-app AI assistant, replacing the previous Copilot.

• Respond mode — ask Q questions about the app and get plain-language answers drawn from the help docs.
• Guide Me mode — Q walks you through tasks step by step. Switch to Guide Me on any page and Q auto-starts a walkthrough for where you are. With Highlights on, Q visually points at the exact control to use.
• The floating Q launcher appears in the bottom-right corner. Hide it temporarily with the Hide button in the panel, or turn it off completely in Account > Chat Assistant.

Material order layouts

Three layout choices are now available when creating a new material order:

• Line by Line — a priced, itemised text list with per-line show/hide/price/total controls. Uses the same line style as a customer quote. Supports custom lines, component lines, and catalog search.
• Single Column — the existing Components & Images editor, stacked.
• Double Column — Components & Images, two blocks per row.

The layout is chosen at creation and locked. Creating an order from a quote in Line by Line layout pre-populates the order with the quote's priced lines and footer.

Automated follow-ups

Schedule chase emails for any quote. Set a trigger (quote sent, customer accepted/declined, or starting now), a wait time (hours or days), and an email template. The app sends automatically at the right time.

• Safety toggle: auto-cancel the follow-up if the customer responds first (recommended for "after quote sent" chases).
• Quiet-hours option: avoid evenings and weekends.
• Manage, cancel, or send early from the Scheduled tab on the quote's Activity card.
• Available on Pro and above.

2026-05-18 - Subscription tiers and launch pricing

Major release. Subscription billing goes live with a 14-day free trial and five paid tiers.

Plans

• 14-day Trial - Free, all features unlocked with tiny caps. Once per account.
• Starter - $19/mo ($40), 25 quotes/month, 200 MB storage.
• Growth - $29/mo ($60), 50 quotes/month, 2 GB, + digital takeoff and email send.
• Professional - $39/mo ($90), 100 quotes/month, 3 GB, all features.
• Pro Plus - $59/mo ($120), 200 quotes/month, 5 GB, 3 included seats.
• Premium - coming soon, placeholder card on the billing page.

Launch discounts are auto-applied at checkout and renew at the launch price for the lifetime of the subscription.

What's now feature-gated

• Digital takeoff - Growth and above.
• Email send from inside the app - Growth and above.
• Drawings & Images drawing tool and library - Pro and above.
• Material orders - Pro and above.
• Automated follow-ups - Pro and above.
• Activity card on quotes - Growth and above.

New numeric caps

Every plan has limits on quotes per month, components, drawings & images, material orders, and storage. See Tier limits for details.

When you hit a cap, an upgrade modal appears with a "View plans" button.

Billing page rework

• New plan-grid layout with View modals showing full feature breakdowns per plan.
• Start 14-day trial button on the Trial card.
• Manage subscription button always visible when there's a Stripe customer record - opens Stripe's customer portal for plan switches, card updates, invoices, and cancellation.
• Trial countdown on the current-plan card.

Subscription lifecycle

• Statuses now drive everything: trialing, active, past_due, grace, suspended, pending_data_purge, disputed, cancellation_pending, canceled.
• Dunning cron escalates past_due → grace (day 14) → suspended (day 24) → pending_data_purge (day 75).
• Payments are sticky: a paid subscription is never overwritten by a payment failure. Only explicit plan switches change plan_code.

Stripe integration

• Stripe Checkout for new subscriptions, with auto-applied launch discount coupons.
• Customer portal handles plan switch, cancel, and card update.
• Webhook handlers maintain DB state on every Stripe event.
• Webhook events are idempotent - replaying an event won't double-fire.

Disputes

• A chargeback (bank-initiated dispute) automatically opens a support ticket on the affected account.
• Subscription status moves to disputed until the dispute closes.
• On dispute close the ticket auto-resolves.

2026-05-11 - Settings overhaul

• All settings consolidated into a single Account page with tabs (Profile, Company, Security, Notifications, Billing, Support).
• Legacy /settings subroutes redirect to the new tabbed page.

2026-05-04 - Support tickets

• New Account > Support tab. Create tickets directly from the app and view your own ticket history.
• Admin support inbox at /admin/support-tickets for the team.

2026-04-26 - Security upgrades

• Two-factor authentication (TOTP) for sign-in.
• One-time recovery codes you can print or store in a password manager.
• Security questions for account recovery when both 2FA and email access are lost.

2026-04-15 - Blank quote mode

• New Blank Quote entry mode skips the builder entirely and lets you write a custom quote line-by-line.
• Auto-confirms on first save when at least one line is present.
• Numbering uses the same sequence as manual/digital quotes.

2026-04-08 - Imperial measurement system

• Companies can pick Metric, Imperial - ft², or Imperial - Roofing Squares (RS).
• Per-quote measurement system locks at creation time.
• Flashings drawing tool now respects company unit preference (mm vs inches).

2026-03-30 - Public docs

• This help site went live with full coverage of components, quotes, templates, drawings & images, material orders, files, and account management.