Ready to take your business to the next level in 2025? We hear you! We’ve been listening to your feedback and working hard to improve your experience. This latest round of Hearth product updates enhances client management, invoicing, mobile usability, and overall performance. Here’s everything you need to know about what’s new!
Updated App Design & Client Management
Managing your clients is now easier and more intuitive than ever:
- Simplified Client Profiles: You no longer need both an email and phone number to create a profile—one is enough!
- Smarter Client Selection: Your most recent clients are now prioritized for faster access.
- New Financing Calculator: Available on both web and mobile, this tool helps you calculate payments on the go.
- Self-Service Email Updates: Admins can now update their email addresses without contacting support.
Invoicing Just Got a Major Upgrade
Our invoicing system has been overhauled with powerful new features to improve your workflow:
- Redesigned Invoice Experience: Enjoy a more intuitive interface for creating and managing invoices.
- New Line Item Support:
- Add zero-dollar items and discounts.
- Calculate tax percentages with decimal precision.
- Apply percentage-based fees easily.
- Automatic PDF Attachments: Every invoice email now includes a PDF attachment for seamless sharing.
- Streamlined Document Attachments: Easily attach relevant documents to invoices.
- Upgraded Customer Checkout Experience: A smoother, more user-friendly checkout for your clients.
- Enhanced QuickBooks Integration:
- Improved client syncing for accuracy.
- Better invoice syncing with full line item support.
- Email notifications for sync status updates.
Mobile App Enhancements
The Hearth mobile experience is now better than ever with these key improvements:
- Better Tablet & iPad Support: Enjoy a smoother experience, including an improved date picker.
- New Quote List View: Now with status filters for easier navigation.
- Quote-to-Invoice Conversion: Convert quotes into invoices seamlessly, with full line item support.
- Enhanced Mobile-Web Layout: Navigation improvements make browsing and managing tasks even easier.
- Fixed Dashboard Link Issues: Resolved stability issues for a smoother experience.
- Better Cross-Device Compatibility: A more seamless experience across tablets and mobile devices.
- Improved Touchscreen Support: Optimized for Windows devices.
Bug Fixes & Performance Improvements
We’ve resolved several reported issues to ensure a smoother experience:
- Fixed contract sending issues.
- Resolved client duplication in the scheduling workflow.
- Corrected quote total calculation errors.
- Improved handling of special characters in contracts.
- Enhanced deposit requirement handling in the new sendflow.
- Fixed various mobile app stability issues.
Share the Love, Refer a Buddy!
Know a contractor who would love using Hearth? For every referral that signs up, you earn $500! Learn more about how to refer a friend and access your referral code in the “Account” section of your Hearth dashboard!
We’re Here to Help
Your feedback helps us continue to improve Hearth. If you have any questions or suggestions, our support team is ready to assist you. Thank you for being a valued part of the Hearth community!
Still have questions? Reach out to our Support Team at 512-686-4141 or sign up for our Live Product Q&A on February 12th at 8 am CST with Hearth’s Product Marketing Manager, Taylor Manning!
