SalesPro, formerly Leap

Improvements • Improved Email Address Validation: Added stronger email address validation when editing customer information and sending contracts, helping catch invalid or incorrectly formatted addresses before they are saved or a send is attempted. • Cloned Category Grouping in Documents: Added support for grouping products by cloned category in linked document sections, helping keep items from separate categories organized rather than combined together. • Improved Siro Recording Names: SalesPro recordings sent to Siro now include customer and estimate context in the recording name, making recordings easier to identify and find without opening them individually. Bugs • Fixed Siro Prompts for Accounts Without Siro Enabled: Fixed an issue where users could see Siro microphone and location access prompts even when Siro was not enabled for their company account. • Fixed Required Field Indicators in Custom Documents: Fixed an issue where sections marked as required in Documents were not displaying as required within the app, which could cause reps to miss required information. • Fixed Document Order Sync Between Dashboard and iOS: Fixed an issue where document order set in Dashboard wasn't reflected on iOS. • Fixed Partial Measurements Prompt on Category Cloning: Fixed an issue where the partial measurements prompt appeared when cloning a category even if the original category wasn't sourced from EagleView or Hover. The prompt now only appears when applicable. • Fixed Linked Fields Not Persisting to Results: Fixed issue where linked field values were not populating in result report after saving an estimate and coming back to it later. • Fixed Duplicate Siro Recordings: Fixed an issue where starting a Siro recording from SalesPro could create multiple recording files in Siro. Each recording session now creates a single recording as expected. • Fixed Co-Buyer Signature Requirements: Fixed an issue where Co-Buyer signature fields could remain required when no spouse was associated with the customer if the spouse name placeholder included additional text or labeling. • Fixed Currency Formula Rounding Error: Fixed an issue where currency formulas were rounding "0.5" down instead of following standard rounding conventions.