2.2.2
2021-07-13
Various bug fixes.
2.1
2020-12-10
Custom items have been added! You can now add and edit custom items, like you can in the web app. We added a search bar for labor items. Finally, we added convenient ‘Add Part’ and ‘Add Labor’ buttons to the bottom of the screen on proposal areas.
2.0.1
2020-02-14
Bug fixes as reported by users since our last major 2.0 release
2.0
2020-01-23
Version 2.0! - Our largest overhaul of the app since it was first released. We made improvements to usability in almost every area, including the annoying proposal list page, which required you to log out and back in frequently.
1.9.2
2019-12-03
Small adjustments to accommodate upcoming web release.
1.9.1
2019-10-17
You'll now be able to contact your clients directly from the people module
Additionally we fixed an issue that was causing states to not load properly when entering an address
1.9
2019-10-15
- We fixed the issues with proposal lists.
- You can edit parts now.
- We added the ability to create and modify contacts in the People module.
- You can call your customers right from the app, instead of copying and pasting the phone number
1.8.2
2019-08-28
Bug fixes and performance improvements.
1.8.1
2019-06-06
This release fixes an issue with loading proposals & the catalog.
1.8
2019-05-15
Bug fixes & UI tweaks.
1.7
2019-03-22
fixes & tweaks
1.6
2019-03-04
Our "People" module is live on Portal.io!
"People" is the best parts of your favorite customer management tool that allows dealers to quickly create, search, and organize client, employee, and contractor information and addresses.
Currently on this version of the iOS app, you can only view and attach contacts to a proposal, but we anticipate full functionality in a future update as we continue to implement features.
1.5
2018-11-09
Bug fixes & improvements
1.4
2018-07-25
Bug fixes & tweaks
1.3.2
2018-03-24
Bug fixes & tweaks
1.3.1
2018-02-21
Picture this: you're out 'in da club', Jay-Z approaches you talking about a sweet new audio system he needs installed in his shark tank for his mansion in Fiji. Kanye is coming to visit soon and it has to be ready by then, so Jay needs the proposal asap. You pull out the Portal iOS app to build the bid right there on the spot while you're sipping your Cognac, but you're shook because you don't want him to see your dealer costs. Then you remember…oh snap…your favorite Portal Pals just released CLIENT MOOOOOODE!!!!!!! That allows you to create bids in front of your customers without seeing any of your dealer costs.
While you're building the proposal, he mentions Beyonce wants a particular item that you know you're not authorized for. You can't tell him no, but wait a second…it's available through Portal Select! Now you can get the item with free shipping within 3 business days and it's guaranteed in stock, baby. You swipe right on the item to add it to the proposal, show him the bid, he accepts it, and you've processed the order for the parts. Everything is on its way and you take out your Portal rewards card for the next round of dranks.
Oh, also, we fixed some bugs.
1.3
2018-02-21
Picture this: you're out 'in da club', Jay-Z approaches you talking about a sweet new audio system he needs installed in his shark tank for his mansion in Fiji. Kanye is coming to visit soon and it has to be ready by then, so Jay needs the proposal asap. You pull out the Portal iOS app to build the bid right there on the spot while your sipping your Cognac, but you're shook because you don't want him to see your dealer costs. Then you remember…oh snap…your favorite Portal Pals just released CLIENT MOOOOOODE!!!!!!! That allows you to create bids in front of your customers without seeing any of your dealer costs.
While you're building the proposal, he mentions Beyonce wants a particular item that you know you're not authorized for. You can't tell him no, but wait a second…it's available through Portal Select! Now you can get the item with free shipping within 3 business days and it's guaranteed in stock, baby. You swipe right on the item to add it to the proposal, show him the bid, he accepts it, and you've processed the order for the parts. Everything is on its way and you take out your Portal rewards card for the next round of dranks.
Oh, also, we fixed some bugs.
1.2.3
2017-08-12
Every QA person has the heart of a developer, on their desk. Enjoy these bug fixes xoxo
1.2.2
2017-07-12
The product profit total is now accurately calculating on the proposal
1.2.1
2017-06-19
Update to improve searching speed within the catalog
1.1
2017-05-19
We’ve refreshed the design of the proposal and order detail screens to improve hierarchy, and make it easier to quickly find what you need.
1.0.3
2017-04-15
Proposals:
- You can now change your default sell price for an item in the catalog.
- A 'negative' button has been added to the keyboard to allow adding negative quantity items to a proposal.
- Added the ability to CC more than one person before submitting a proposal.
- Added the ability to adjust the order of parts within a proposal's room.
Orders:
- You can now edit the PO REF# for orders.
General Improvements:
- Improved filter button in the catalog.
- Modified text on price search to specify that it is just for searching MSRP.
- Bug fixes.
1.0.2
2017-02-08
The major updates in this release are:
• The ability to clone a room from one proposal to another
• A new confirmation page to review your orders before they are sent
• Ability to edit the PO reference on an order
• Bug fixes, including the "authorized only" filter crash
Enjoy!
1.0.1
2016-12-22
This update includes new features, such as the ability to simply "swipe results" to add to proposals and orders, tap on product images to view full screen full res, adjust the order of parts in a proposal room, plus many other fixes and improvements. Enjoy!
FEATURES:
• Add "Favorites" section to search results.
• Show full-screen, rotatable gallery when tapping on a part image.
• Add "in stock", "authorized" filters.
• Allow decimal tax rate entry for proposals.
• Swipe part search result table cell left to add to proposal, right to add to order.
• Show bottom notification banner instead of giant confirmation HUD after adding an item to a proposal or an order.
• New switches in proposal details "Client View Settings" screen.
• Show client details when tapping on a proposal's client's name, with a "Remove From Proposal" button.
• The default supplier now appears at the top of the supplier picker.
• Reorder parts in a room.
FIXES
• Accept fractional quantities of labor items.
• Fix room description truncation to single line while typing.
• Never truncate room description in room detail screen.
• Fix crash in add to proposal screen when sell price is zero.