About EchoBid: Estimating + CRM
EchoBid is a contractor estimating, CRM, and invoicing system built for service businesses that want profitable, organized jobs. Capture leads from your website. Turn them into structured projects. Create estimates...
EchoBid is a contractor estimating, CRM, and invoicing system built for service businesses that want profitable, organized jobs. Capture leads from your website. Turn them into structured projects. Create estimates on-site (even by voice) - including paint-specific estimates with new Paint Mode. Get automatic reminders to follow up on leads, estimates, and invoices - with built-in email and text templates. Document the work with photo reports and punch lists. Invoice cleanly and get paid. Everything stays tied to the project - from first contact to final payment. No spreadsheets. No double entry. No disconnected tools. Designed for painters, handymen, landscapers, and trade professionals who need estimating, CRM, project management, and invoicing inside one structured workflow. Create your first estimate free. No payment required. KEY FEATURES On-Site Estimating - Create professional contractor estimates in seconds and send them before leaving the jobsite. Paint Mode - Build paint estimates fast with interior/exterior presets, paint-specific line items, and voice commands made for painting jobs. Lead Capture & Project Setup - Embed a contact form on your website and convert new leads directly into organized projects. Follow-Up & CRM - Never lose track of a lead, estimate, or invoice. Get automatic reminders and follow up fast with reusable email and text templates. Client Portal with Approvals & Payments - Clients review estimates, approve work, view documentation, and pay invoices online. Photo Reports & Documentation - Capture before-and-after photos, track job progress, and protect your work with clear records. Punch Lists & Scope Control - Define scope, assign tasks, and ensure nothing gets missed. Scheduling & Calendar Integration - Sync with Google Calendar to manage walkthroughs, estimates, and job dates. Team & Subcontractor Access - Add team members or subcontractors to your plan and keep everyone operating inside the same system. WHY CONTRACTORS CHOOSE ECHOBID . Contractor estimating app built for the field . Built-in CRM keeps leads, estimates, and invoices moving . Paint Mode for faster, more accurate paint estimates . Clean workflow from first contact to final payment . Designed for painters, handymen, landscapers, and small trade companies EchoBid is a structured estimating and CRM system for service businesses that want clarity, organization, and profitable jobs. Download EchoBid and run your service company with a system. Terms of Service: https://echobid.ai/terms-of-service Privacy Policy: https://echobid.ai/privacy-policy
Version History New: Automated client follow-ups and event reminders 2026.08.29 Aug 28 New: cleaner workspace cards, option menus, status badges, and rebuilt settings layout. New: stronger lead funnel with paste contact details, better contact forms, estimate scheduling, and Google Calendar sync. New: production workflow upgrades for project status, work orders, subcontractor handoff, scheduling, checklists, and external project pages. New: Paint Mode improvements, bulk interior areas, product packages, pricing profiles, and better estimate materials. Improved: invoice finalize/mark-paid actions, Stripe paid handling, onboarding, notifications, loading, and bug fixes. 2026.07.27 Jul 28 New: Redesigned workspace with a cleaner, lighter mobile experience across dashboard, clients, projects, estimates, invoices, and settings. New: Guided project workflow now helps move jobs from lead to estimate, approval, work order, schedule, invoice, and review. New: Integrated calendar updates with crew scheduling, native events, Google Calendar defaults, and better project scheduling. New: Team, crew, subcontractor, workflow, reminder, and Paint Mode pricing settings have been rebuilt and organized. Also: improved onboarding, loading states, permissions, offline support, safe-area layout, communication tools, and bug fixes. 2026.07.13 Jul 14 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you. New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices. Stripe Connect and invoicing improvements. Smoother onboarding, sign-up, and mobile fixes. 2026.06.18 Jun 18 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you. New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices. Stripe Connect and invoicing improvements. Smoother onboarding, sign-up, and mobile fixes. 2026.06.15 Jun 16 • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment. • Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking. • Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving. • Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls. • Better field tools — improved photo capture and reports, maps, search, filters, and event cards. • Smoother setup — refined onboarding, account creation, billing, settings, and profile management. • Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online Update - onboarding flow — faster, clearer path to your first estimate Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment update: trade-based setup now loads what you need to start estimating immediately fix: simplified account setup and improved estimating clarity add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan. UPDATE: Enhanced system-focused messaging and overall app experience. UPDATE: Streamlined subcontractor collaboration and seat management. FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy add: real-time feedback during common workflows update: project creation flow update: onboarding experience update: client data synchronization to ensure a single source of truth update: project approval behavior when an estimate is approved fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy add: real-time feedback during common workflows update: project creation flow update: onboarding experience update: client data synchronization to ensure a single source of truth update: project approval behavior when an estimate is approved fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard New: Email template bracket replacement (e.g., client_name auto-fills with client data) Fix: Event location not populating correctly for project-based events Fix: Event-related performance issues and multiple event bugs Updated: Event details panel behavior and overall event handling Updated: Category filtering logic to narrow results correctly when selecting multiple categories Updated: Calendar integration authentication flow for clarity and ease of use Updated: Onboarding setup flow Updated: User interface design (minor refinements) Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support New: Create projects directly from a client or lead New: Manual lead entry Updated: Navigation layout for faster access Updated: Client view now shows all related projects Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats New: Affiliate program tools Updated: Smoother invoice finalization Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas New: Upload images to photo report Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion • Added deep link support for smoother navigation • Improved overall performance and stability • Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging • Streamlined communication between contractors and subs • Enhanced Client Portal experience • General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience. • NEW: Project Organization • NEW: Photo Diagnostics • NEW: Teams - Multiple Users • NEW: Subcontracting • NEW: Invoicing - Include processing fees • NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding NEW: Review preferences Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
Previous Versions
Here you can find the changelog of EchoBid: Estimating + CRM since it was posted on our website on 2026-02-13 20:03:36.
The latest version is 2026.08.29 and it was updated on 2026-10-07 02:02:23. See below the changes in each version.
EchoBid: Estimating + CRM version 2026.08.29
Updated At: 2026-09-10
Changes: Version History New: Automated client follow-ups and event reminders 2026.08.29 Aug 28 New: cleaner workspace cards, option menus, status badges, and rebuilt settings layout.
New: stronger lead funnel with paste contact details, better contact forms, estimate scheduling, and Google Calendar sync.
New: production workflow upgrades for project status, work orders, subcontractor handoff, scheduling, checklists, and external project pages.
New: Paint Mode improvements, bulk interior areas, product packages, pricing profiles, and better estimate materials.
Improved: invoice finalize/mark-paid actions, Stripe paid handling, onboarding, notifications, loading, and bug fixes. 2026.07.27 Jul 28 New: Redesigned workspace with a cleaner, lighter mobile experience across dashboard, clients, projects, estimates, invoices, and settings.
New: Guided project workflow now helps move jobs from lead to estimate, approval, work order, schedule, invoice, and review.
New: Integrated calendar updates with crew scheduling, native events, Google Calendar defaults, and better project scheduling.
New: Team, crew, subcontractor, workflow, reminder, and Paint Mode pricing settings have been rebuilt and organized.
Also: improved onboarding, loading states, permissions, offline support, safe-area layout, communication tools, and bug fixes. 2026.07.13 Jul 14 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.18 Jun 18 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.15 Jun 16 • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment.
• Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking.
• Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving.
• Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls.
• Better field tools — improved photo capture and reports, maps, search, filters, and event cards.
• Smoother setup — refined onboarding, account creation, billing, settings, and profile management.
• Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online
Update - onboarding flow — faster, clearer path to your first estimate
Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard
New: Email template bracket replacement (e.g., client_name auto-fills with client data)
Fix: Event location not populating correctly for project-based events
Fix: Event-related performance issues and multiple event bugs
Updated: Event details panel behavior and overall event handling
Updated: Category filtering logic to narrow results correctly when selecting multiple categories
Updated: Calendar integration authentication flow for clarity and ease of use
Updated: Onboarding setup flow
Updated: User interface design (minor refinements)
Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support
New: Create projects directly from a client or lead
New: Manual lead entry
Updated: Navigation layout for faster access
Updated: Client view now shows all related projects
Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats
New: Affiliate program tools
Updated: Smoother invoice finalization
Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas
New: Upload images to photo report
Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion
• Added deep link support for smoother navigation
• Improved overall performance and stability
• Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging
• Streamlined communication between contractors and subs
• Enhanced Client Portal experience
• General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience.
• NEW: Project Organization
• NEW: Photo Diagnostics
• NEW: Teams - Multiple Users
• NEW: Subcontracting
• NEW: Invoicing - Include processing fees
• NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding
NEW: Review preferences
Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
EchoBid: Estimating + CRM version 2026.08.29
Updated At: 2026-09-03
Changes: Version History New: Automated client follow-ups and event reminders 2026.08.29 6d ago New: cleaner workspace cards, option menus, status badges, and rebuilt settings layout.
New: stronger lead funnel with paste contact details, better contact forms, estimate scheduling, and Google Calendar sync.
New: production workflow upgrades for project status, work orders, subcontractor handoff, scheduling, checklists, and external project pages.
New: Paint Mode improvements, bulk interior areas, product packages, pricing profiles, and better estimate materials.
Improved: invoice finalize/mark-paid actions, Stripe paid handling, onboarding, notifications, loading, and bug fixes. 2026.07.27 Jul 28 New: Redesigned workspace with a cleaner, lighter mobile experience across dashboard, clients, projects, estimates, invoices, and settings.
New: Guided project workflow now helps move jobs from lead to estimate, approval, work order, schedule, invoice, and review.
New: Integrated calendar updates with crew scheduling, native events, Google Calendar defaults, and better project scheduling.
New: Team, crew, subcontractor, workflow, reminder, and Paint Mode pricing settings have been rebuilt and organized.
Also: improved onboarding, loading states, permissions, offline support, safe-area layout, communication tools, and bug fixes. 2026.07.13 Jul 14 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.18 Jun 18 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.15 Jun 16 • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment.
• Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking.
• Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving.
• Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls.
• Better field tools — improved photo capture and reports, maps, search, filters, and event cards.
• Smoother setup — refined onboarding, account creation, billing, settings, and profile management.
• Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online
Update - onboarding flow — faster, clearer path to your first estimate
Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard
New: Email template bracket replacement (e.g., client_name auto-fills with client data)
Fix: Event location not populating correctly for project-based events
Fix: Event-related performance issues and multiple event bugs
Updated: Event details panel behavior and overall event handling
Updated: Category filtering logic to narrow results correctly when selecting multiple categories
Updated: Calendar integration authentication flow for clarity and ease of use
Updated: Onboarding setup flow
Updated: User interface design (minor refinements)
Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support
New: Create projects directly from a client or lead
New: Manual lead entry
Updated: Navigation layout for faster access
Updated: Client view now shows all related projects
Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats
New: Affiliate program tools
Updated: Smoother invoice finalization
Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas
New: Upload images to photo report
Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion
• Added deep link support for smoother navigation
• Improved overall performance and stability
• Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging
• Streamlined communication between contractors and subs
• Enhanced Client Portal experience
• General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience.
• NEW: Project Organization
• NEW: Photo Diagnostics
• NEW: Teams - Multiple Users
• NEW: Subcontracting
• NEW: Invoicing - Include processing fees
• NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding
NEW: Review preferences
Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
EchoBid: Estimating + CRM version 2026.07.27
Updated At: 2026-08-21
Changes: Version History New: cleaner workspace cards, option menus, status badges, and rebuilt settings layout.
New: stronger lead funnel with paste contact details, better contact forms, estimate scheduling, and Google Calendar sync.
New: production workflow upgrades for project status, work orders, subcontractor handoff, scheduling, checklists, and external project pages.
New: Paint Mode improvements, bulk interior areas, product packages, pricing profiles, and better estimate materials.
Improved: invoice finalize/mark-paid actions, Stripe paid handling, onboarding, notifications, loading, and bug fixes. 2026.07.27 Jul 28 New: Redesigned workspace with a cleaner, lighter mobile experience across dashboard, clients, projects, estimates, invoices, and settings.
New: Guided project workflow now helps move jobs from lead to estimate, approval, work order, schedule, invoice, and review.
New: Integrated calendar updates with crew scheduling, native events, Google Calendar defaults, and better project scheduling.
New: Team, crew, subcontractor, workflow, reminder, and Paint Mode pricing settings have been rebuilt and organized.
Also: improved onboarding, loading states, permissions, offline support, safe-area layout, communication tools, and bug fixes. 2026.07.13 Jul 14 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.18 Jun 18 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.15 Jun 16 • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment.
• Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking.
• Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving.
• Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls.
• Better field tools — improved photo capture and reports, maps, search, filters, and event cards.
• Smoother setup — refined onboarding, account creation, billing, settings, and profile management.
• Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online
Update - onboarding flow — faster, clearer path to your first estimate
Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard
New: Email template bracket replacement (e.g., client_name auto-fills with client data)
Fix: Event location not populating correctly for project-based events
Fix: Event-related performance issues and multiple event bugs
Updated: Event details panel behavior and overall event handling
Updated: Category filtering logic to narrow results correctly when selecting multiple categories
Updated: Calendar integration authentication flow for clarity and ease of use
Updated: Onboarding setup flow
Updated: User interface design (minor refinements)
Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support
New: Create projects directly from a client or lead
New: Manual lead entry
Updated: Navigation layout for faster access
Updated: Client view now shows all related projects
Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats
New: Affiliate program tools
Updated: Smoother invoice finalization
Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas
New: Upload images to photo report
Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion
• Added deep link support for smoother navigation
• Improved overall performance and stability
• Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging
• Streamlined communication between contractors and subs
• Enhanced Client Portal experience
• General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience.
• NEW: Project Organization
• NEW: Photo Diagnostics
• NEW: Teams - Multiple Users
• NEW: Subcontracting
• NEW: Invoicing - Include processing fees
• NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding
NEW: Review preferences
Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
EchoBid: Estimating + CRM version 2026.07.13
Updated At: 2026-07-24
Changes: Version History New: Redesigned workspace with a cleaner, lighter mobile experience across dashboard, clients, projects, estimates, invoices, and settings.
New: Guided project workflow now helps move jobs from lead to estimate, approval, work order, schedule, invoice, and review.
New: Integrated calendar updates with crew scheduling, native events, Google Calendar defaults, and better project scheduling.
New: Team, crew, subcontractor, workflow, reminder, and Paint Mode pricing settings have been rebuilt and organized.
Also: improved onboarding, loading states, permissions, offline support, safe-area layout, communication tools, and bug fixes. 2026.07.13 Jul 14 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.18 Jun 18 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.15 Jun 16 • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment.
• Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking.
• Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving.
• Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls.
• Better field tools — improved photo capture and reports, maps, search, filters, and event cards.
• Smoother setup — refined onboarding, account creation, billing, settings, and profile management.
• Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online
Update - onboarding flow — faster, clearer path to your first estimate
Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard
New: Email template bracket replacement (e.g., client_name auto-fills with client data)
Fix: Event location not populating correctly for project-based events
Fix: Event-related performance issues and multiple event bugs
Updated: Event details panel behavior and overall event handling
Updated: Category filtering logic to narrow results correctly when selecting multiple categories
Updated: Calendar integration authentication flow for clarity and ease of use
Updated: Onboarding setup flow
Updated: User interface design (minor refinements)
Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support
New: Create projects directly from a client or lead
New: Manual lead entry
Updated: Navigation layout for faster access
Updated: Client view now shows all related projects
Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats
New: Affiliate program tools
Updated: Smoother invoice finalization
Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas
New: Upload images to photo report
Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion
• Added deep link support for smoother navigation
• Improved overall performance and stability
• Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging
• Streamlined communication between contractors and subs
• Enhanced Client Portal experience
• General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience.
• NEW: Project Organization
• NEW: Photo Diagnostics
• NEW: Teams - Multiple Users
• NEW: Subcontracting
• NEW: Invoicing - Include processing fees
• NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding
NEW: Review preferences
Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
EchoBid: Estimating + CRM version 2026.06.18
Updated At: 2026-07-07
Changes: Version History New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.18 Jun 18 New: Paint Mode — interior/exterior presets, paint-specific line items, and faster area setup. Voice commands now build paint estimates for you.
New: Follow-up reminders and reusable email/text templates to stay on top of leads, estimates, and invoices.
Stripe Connect and invoicing improvements.
Smoother onboarding, sign-up, and mobile fixes. 2026.06.15 Jun 16 • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment.
• Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking.
• Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving.
• Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls.
• Better field tools — improved photo capture and reports, maps, search, filters, and event cards.
• Smoother setup — refined onboarding, account creation, billing, settings, and profile management.
• Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online
Update - onboarding flow — faster, clearer path to your first estimate
Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard
New: Email template bracket replacement (e.g., client_name auto-fills with client data)
Fix: Event location not populating correctly for project-based events
Fix: Event-related performance issues and multiple event bugs
Updated: Event details panel behavior and overall event handling
Updated: Category filtering logic to narrow results correctly when selecting multiple categories
Updated: Calendar integration authentication flow for clarity and ease of use
Updated: Onboarding setup flow
Updated: User interface design (minor refinements)
Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support
New: Create projects directly from a client or lead
New: Manual lead entry
Updated: Navigation layout for faster access
Updated: Client view now shows all related projects
Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats
New: Affiliate program tools
Updated: Smoother invoice finalization
Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas
New: Upload images to photo report
Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion
• Added deep link support for smoother navigation
• Improved overall performance and stability
• Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging
• Streamlined communication between contractors and subs
• Enhanced Client Portal experience
• General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience.
• NEW: Project Organization
• NEW: Photo Diagnostics
• NEW: Teams - Multiple Users
• NEW: Subcontracting
• NEW: Invoicing - Include processing fees
• NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding
NEW: Review preferences
Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
EchoBid: Estimating + CRM version 2026.05.13
Updated At: 2026-06-02
Changes: Version History • Rebuilt dashboard and project workspace — faster navigation, cleaner layouts, and a more focused workflow from lead to payment.
• Expanded voice commands — create estimates, task lists, photo reports, events, and project details just by speaking.
• Stay on track — new reminders, task lists, follow-ups, and calendar preferences keep projects moving.
• Sharper core screens — redesigned estimates, invoices, clients, contacts, and project views with better controls.
• Better field tools — improved photo capture and reports, maps, search, filters, and event cards.
• Smoother setup — refined onboarding, account creation, billing, settings, and profile management.
• Performance and polish — countless speed improvements and bug fixes throughout the app. 2026.05.13 May 14 New - Improved offline mode — keep working without connection, with better sync when back online
Update - onboarding flow — faster, clearer path to your first estimate
Update - Minor fixes and performance improvements 2026.04.22 Apr 22 update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience 2026.03.19 Mar 19 NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes. 2026.03.04 Mar 6 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing 2026.02.13 Feb 14 add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices 2026.02.04 Feb 5 New: Today’s events section on the dashboard
New: Email template bracket replacement (e.g., client_name auto-fills with client data)
Fix: Event location not populating correctly for project-based events
Fix: Event-related performance issues and multiple event bugs
Updated: Event details panel behavior and overall event handling
Updated: Category filtering logic to narrow results correctly when selecting multiple categories
Updated: Calendar integration authentication flow for clarity and ease of use
Updated: Onboarding setup flow
Updated: User interface design (minor refinements)
Updated: AI function-calling accuracy and reliability 2026.01.16 Jan 19 New: Event details panel with attendee/invitee support
New: Create projects directly from a client or lead
New: Manual lead entry
Updated: Navigation layout for faster access
Updated: Client view now shows all related projects
Updated: General UI polish and consistency improvements 2025.12.01 12/02/2025 New: Expanded dashboard stats
New: Affiliate program tools
Updated: Smoother invoice finalization
Updated: Lead-to-contact workflow 2025.11.14 11/14/2025 New: Voice Command for Areas
New: Upload images to photo report
Fix: Bugs and improve performance 2025.08.27 08/28/2025 • Fixed bug preventing photo report deletion
• Added deep link support for smoother navigation
• Improved overall performance and stability
• Enhanced Google Calendar integration for better syncing 2025.07.14 07/15/2025 • Improved subcontractor invites and messaging
• Streamlined communication between contractors and subs
• Enhanced Client Portal experience
• General UI and workflow improvements 2025.07.01 07/02/2025 We’ve added lead tracking with a new contact form, improved onboarding, enhanced the free trial, introduced address-based project formatting, added project events with better calendar integration, updated estimates with customizable areas, and made overall UI improvements and bug fixes. 2025.06.19 06/20/2025 EchoBid (formerly TradeBox) got a complete overhaul to improve project management and user experience.
• NEW: Project Organization
• NEW: Photo Diagnostics
• NEW: Teams - Multiple Users
• NEW: Subcontracting
• NEW: Invoicing - Include processing fees
• NEW: Updated Design 2025.02.18 02/19/2025 NEW: Product and labor onboarding
NEW: Review preferences
Fix: Bugs that effect performance 1.1 09/12/2023 1.0 09/11/2023
EchoBid: Estimating + CRM version 2026.03.19
Updated At: 2026-03-19
Changes: update: improved onboarding to clearly show the full workflow from lead to payment
update: trade-based setup now loads what you need to start estimating immediately
fix: simplified account setup and improved estimating clarity
add: better lead capture and improved client portal experience
EchoBid: Estimating + CRM version 2026.03.04
Updated At: 2026-03-06
Changes: NEW: Subcontractor Seats — assign a seat to a subcontractor so they can submit photo reports and communicate within your system. Larger subcontractor teams require their own plan.
UPDATE: Enhanced system-focused messaging and overall app experience.
UPDATE: Streamlined subcontractor collaboration and seat management.
FIX: Performance improvements and minor UI fixes.
EchoBid: Estimating + CRM version 2026.02.13
Updated At: 2026-02-14
Changes: add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices, invoice contact syncing
EchoBid: Estimating + CRM version 2026.02.04
Updated At: 2026-02-05
Changes: add: enhanced voice command responses with improved interactivity and accuracy
add: real-time feedback during common workflows
update: project creation flow
update: onboarding experience
update: client data synchronization to ensure a single source of truth
update: project approval behavior when an estimate is approved
fix: PDF export reliability and formatting issues for estimates and invoices
