Sharing & Collaboration
Estimate history
A person-first change history on every estimate: who changed what, day by day. It also prints as a quiet appendix on the export.
Every change to an estimate is recorded — and readable. Open History from the estimate's menu to see the story of the job.
Reading the history
Entries are grouped by day and written person-first: "Alex removed 2 items from Kitchen," "Jordan changed the status to Completed." Filter chips narrow to the kind of change you're looking for, and older days load as you scroll.
This is the answer to "who touched this?" on a team estimate — no more reconstructing it from memory.
History on the export
The change history also prints as a quiet appendix on the exported document. For carriers and TPAs that care about estimate integrity, the paper trail is already attached.
History vs. undo
Undo changes the estimate — it walks your edits back. History documents it — including the undos. Undoing something doesn't erase it from the record.