Message and Task Centers. Distributors and partners can send messages with attachments, contractors get an in-app inbox with unread notifications, and teams can manage message email preferences.

JB Warranties became a first-class quoting workflow. Teams can connect JB Warranties, configure warranty strategy, match catalog items, show warranties in quote and presentation flows, and create post-sale registration follow-up tasks.

Presentation editing got more flexible. Contractors can crop and reposition images, use adaptive 1-4 image layouts, add per-slide logo overlays, navigate scroll-mode presentations by section, and use longer bullet text in select layouts.

More quote controls for sales teams. Teams can use manual financing rules, per-quote margin overrides, internal quote notes, required loss reasons, extra won-quote notification recipients, and a new 7-day quote expiration option.

System templates and matchups are smarter. Template SEER2 ranges can follow available AHRI data, heat pump + coil AHRI rows are handled more accurately, selected AHRI matchups are preserved during equipment edits, and quote simulator cards now show equipment prices and cleaner matchup metadata.

Broader equipment support. SetSale now includes boiler equipment, 17.5-ton sizing, more flexible custom equipment selection, and better handling for wildcard, hyphenated, CK40, VCKIT, and related model-number patterns.

Better integration workflows. ServiceTitan-linked quotes now have a manual Sync now option with guarded status, ServiceTitan attribution errors are easier to surface, and Palmetto setup includes clearer guidance for existing Palmetto customers.

Load calculation and pricing settings polish. Missing EDS weather inputs now point users to the right advanced fields, tax rates can retain three decimal places, and price-driver validation messages are localized.

Mobile and homeowner experience polish. Pricing cards behave better on mobile and iPad, pricing-only presentations restored the contact button, distributor inventory badges open on tap, quote-share SMS messages now clarify that replies are not monitored, and newsletter preferences can be managed from account settings.

Fixed quote generation and pricing failures tied to AHRI lookup, system size matching, selected equipment resolution, and unresolvable additional equipment.

Fixed generated quote feature text so it no longer invents or swaps equipment brands, including unbranded equipment and sister-brand edge cases.

Fixed missing translations across load calculations, price drivers, and related settings flows.

Fixed customer search crashes with non-Latin characters and login-page loading in restricted Safari environments.

Fixed quote activity, email, image, and presentation issues including closed-quote follow-up previews, email colors, thermostat images, manufacturer logo aspect ratios, mobile presentation scrolling, and presentation audio error handling.

Fixed Palmetto, ServiceTitan, and equipment-mapping edge cases so setup, syncing, and stored matchup details behave more predictably.