Releases are dated by the day they reached production. Versions are the release date; a second release on the same day gets a suffix.
Emails that warn you in time
· 2026.11.04.4
NewIf your Pro payment fails, QuoTrak now emails you right away with the date to fix it by, and again if your account moves to Free. Before, it could change plans without telling you.
NewYou'll get a reminder three days before your Pro trial ends.
NewIf a quote, invoice, reminder or receipt can't be delivered to your customer, QuoTrak emails you and notes it in your Activity page, so you can fix the address and send it again.
NewYou'll get an email whenever your password changes, and at your old address when someone asks to change your account's email, so you can act if it wasn't you.
FixedResetting your password now cancels any email address change that's still waiting to be confirmed.
FixedThe Upgrade to Pro button in the "Automations paused" email now opens your billing settings. It used to lead to a page that doesn't exist.
2026.11.04.3
ImprovedEvery plan can now type a one-off cost on a quote line, so you can see your margin without building a catalog first. Saving costs to your catalog for reuse is still part of Pro.
ImprovedHelp & Support now has a simple question mark icon, in the sidebar and at the top of the page.
2026.11.04.2
NewGet an email as soon as a customer pays an invoice online. It's on by default, and you can turn it off in Settings under Notifications.
ImprovedThe Cost Report PDF is now part of Pro, as the pricing page has always listed it. The customer PDF and live margin on your quotes stay free.
ImprovedThe Ask AI assistant in Help & Support has been rewritten to match QuoTrak as it is today, and it knows which plan you're on.
ImprovedThe guides in Help & Support have been rewritten to match the app, with new sections for projects, field tools, your team, integrations and getting paid online.
ImprovedThe Coming soon list is gone from the Integrations page. Stripe, QuickBooks Online, Xero, Zapier and Google Sheets are the integrations QuoTrak offers.
ImprovedYour logo, brand color and a custom PDF footer are now part of Pro for new accounts. If you had a QuoTrak account before today, nothing changes for you: your logo and color stay on your documents.
FixedField workers now get whatever their account owner's plan includes. They could be asked to upgrade even when the owner was on Pro.
ImprovedWhen a Pro plan or trial ends, recurring quotes and invoices now pause instead of creating new drafts, and pick back up when you upgrade.
2026.11.04
ImprovedThe margin bar on a quote now runs from 0% to 100%, so a 50% margin fills half the bar and the marker sits right on your target. Changing the target only moves the marker, instead of making the same margin look different.
ImprovedWhen you email a quote or invoice, "Send a copy to myself" now starts ticked. The PDF lands in your own inbox, so your customer's reply can join the same conversation with the quote or invoice right there. You can untick it for any send.
2026.11.03
ImprovedThe Stair Stringer, Wall Framer and Reference charts now say clearly that they're for reference only, and to check your local code. Copied cut lists include the same reminder.
NewCheckout now has a promo code box, so you can use a discount code when you sign up for Pro.
ImprovedWall Framer now lists the door or window size, rough opening and header for every opening, right under the drawing. Each opening has a number on the drawing that matches the list, so the numbers are there however narrow the door or long the wall.
FixedYour zoom setting now sticks. QuoTrak used to go back to its normal size when you reloaded or reopened the page, even though the zoom control still showed your saved size.
2026.11.02
ImprovedQuoTrak now uses American spelling, like labor, check, color and catalog, on its screens, PDFs and emails. Anything you've already saved keeps the name you gave it, and importing starter costs again won't add duplicates of the ones you have.
Field Tools corrections
· 2026.11.01.6
FixedWall Framer rough openings are now the right size. The jack studs used to sit inside the opening, so a 36" door got only 35" of clear space and the header came out 3" short. If you've cut from a saved wall plan with a door or window, check it again.
FixedWall Framer door openings are no longer 1½" too tall, and window sill heights now measure from the floor as labelled.
ImprovedWall Framer now lists a rough sill for each window, and warns you if an opening runs off the wall, overlaps another or doesn't fit under the top plates.
FixedCorrected Field Tools reference charts: concrete bag coverage (it was off by 10 times), gravel coverage per ton, drywall screws and tape, and ice and water shield rolls.
FixedThe drywall calculator now estimates 1 lb of screws per 200 sq ft instead of 500, and the unit converter gives exact results, so 2,000 lb is 1 ton instead of 0.999999.
2026.11.01.5
FixedThe dollar scale on a project's Quoted vs actual chart no longer repeats itself. Amounts now read like $650 or $2.5k instead of rounding to the same label twice.
FixedThe QuickBooks and Xero descriptions on the Integrations page now match how they work: you push invoices and quotes yourself, one at a time or in a batch. Nothing is sent automatically.
2026.11.01.4
NewGive a quote its own target margin. In the quote's Internal Workshop, click Change next to the target to set one for that job, or Use default to go back to the target in Settings. The quote's line items and its colour in the quotes list follow it, and duplicated or recurring copies keep it.
Target margin
· 2026.11.01.3
NewSet a target margin in Settings → Quote Template (30% to start). The Internal Workshop shows a bar with your target marked, and when a quote falls short it tells you how much to raise the price to hit it.
ImprovedMargins are coloured against your target everywhere: green at or above it, amber below it, and red under half of it or when a job loses money. That covers line item profit, the quotes list, and quoted and actual margin on projects.
FixedQuoTrak could clear your saved business details (name, logo, contact details and document settings) when it filled in your timezone automatically. Saves now only change what you edited, and Settings can't be saved before it has finished loading.
2026.11.01.2
FixedProjects no longer count labour twice. Once your crew clocks time on a job, the hours they log replace the labour copied in from the quote, so actual cost and margin are right. The quote's labour stays on the Costs tab, greyed out, so you can compare. Labour you add by hand, materials and fees still count as before.
FixedRecording a payment on a milestone invoice now marks that milestone Paid in the Payment Plan. It used to keep saying "Invoiced" unless the customer paid online. Deleting the payment sets it back.
2026.11.01
ImprovedIn the Payment Plan card, "Progress Payments" is now called "Milestones", to match the milestone invoices it creates. The tabs and the "3 of 3" count also stay on one line instead of wrapping.
Clearer emails
· 2026.10.31.5
FixedPayment receipts now say your business received the customer's payment. They used to read as if the payment came from you.
FixedDeposit receipts no longer say "Paid in Full" or that the customer's account is settled while the main invoice still has a balance.
FixedWhen a customer replies to an overdue payment reminder, the reply now goes to your reply-to address, the same as quotes, invoices and receipts.
ImprovedOverdue payment reminders use your accent colour instead of red, greet the customer by name and show what the invoice is for.
ImprovedEmails from QuoTrak to you (reminders, sign-in and support emails) have a fresh look that matches quotrak.com, with buttons that take you straight to the right page.
ImprovedQuotes, invoices, receipts and reminders you email to customers have a cleaner header: your logo and business name side by side, with a stripe in your accent colour.
FixedUnsubscribe links in QuoTrak's reminder and recurring-document emails now work.
ImprovedThe email a new field worker gets when you add them to your team now looks like the rest of QuoTrak's emails.
ImprovedAll of these emails have more room for the text on phones.
2026.10.31.4
FixedRemoving the sample data at the end of the walkthrough no longer un-ticks the setup checklist items you'd already done.
A simpler start for new accounts
· 2026.10.31.3
NewNew accounts start with a one-minute welcome form: your business name, trade, phone, email and logo. Pick your trade and your cost catalogue fills with typical labour and material rates for it.
ImprovedThe setup guide is now one short checklist: business details, your first quote, sending it, getting paid, and (on Pro) card payments. Items tick themselves off as you do them, however you get there.
Improved"Show me" on a checklist item walks you through it on screen. The full walkthrough is now 8 steps from quote to payment instead of 21, and you can stop it any time.
ImprovedThe sample customer uses your own email address, so quotes and invoices you send in the walkthrough land in your inbox and you see exactly what a customer gets.
FixedThe guided tour could stop recognising that you'd finished a step (most often "Save settings"), leaving you unable to move on.
2026.10.31.2
ImprovedPro is now priced in US dollars: $15 a month, or $144 a year ($12 a month). If you already subscribe, nothing changes: your plan keeps its current price and currency.
2026.10.31
NewBuilt a quote or invoice in the free generator on quotrak.com? Sign up from there and it's waiting in your account: line items, costs, tax, discount, deposit and terms, with the customer created for you.
2026.10.28.5
NewYou can assign or change a project's customer from the project page: click the customer next to the project name, pick one, or create a new customer. Change orders and new quotes or invoices made from a project use this customer.
2026.10.28.4
NewWhen attaching change orders to a quote or invoice, you can now pick New quote or New invoice. QuoTrak creates a draft for the project's customer, adds it to the project and attaches the change orders in one step.
2026.10.28.3
ImprovedQuote and change order line items can have a negative price too, so you can add a discount or credit as its own line. Before, only invoices allowed it.
2026.10.28.2
FixedCreating a new line item from Add Line Item, including one you save to your catalog, now closes the window once the item is added. Before, it went back to the Add Line Item search.
2026.10.28
FixedThe Saving/Saved note on a quote or invoice line item now shows in the item's title bar, with "Saved" as an easy-to-spot green badge. Before, it popped up between the title and the description and pushed the page down while you were typing.
2026.10.26.2
NewWhat's New in Help & Support: see what changed in each QuoTrak update.
2026.10.26
FixedChanging a parent invoice's discount or tax now updates its unsent deposit, balance and milestone invoices straight away. Before, they only updated when a line item changed.
2026.10.23
NewInvoice line items can have a negative price, so you can add a discount or credit as its own line.
ImprovedAn invoice's total can't go below $0. If a change would do that, QuoTrak tells you why and keeps the invoice as it was.
FixedDeposit, balance and milestone invoices show the parent invoice's discount as its own line, instead of folding it into "Less: deposit already invoiced".
2026.09.29
FixedQuote and invoice PDFs no longer cut off a line item at the bottom of a page. Items that don't fit move to the next page whole.
FixedGroup headings on PDFs stay on the same page as their first item.
2026.09.27
FixedDeleting an invoice also deletes its deposit, balance and milestone invoices, so you no longer get overdue reminders for invoices that were deleted.
2026.08.05
FixedTax registration numbers on quotes and invoices always match what's in your settings.
Payment plans reworked
· 2026.07
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.
Change orders, PDF import and field tools
· 2026.06
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.
Projects, calendar and field work
· 2026.05
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.
QuoTrak launches
· 2026.04
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.