What just shipped, what we're building right now, and what's next. Updated continuously — feature requests welcome at support@projectbreeze.io.
Live in production. Already in your account if you're on Pro or Enterprise.
Tenants link their own standalone Stripe account via OAuth — no platform-managed Express accounts mixing customer payments with platform license revenue. Each tenant owns their full dashboard.stripe.com view; payouts route straight to their bank.
May 2026
One invoice per signed quote (not one per stage), with a payment_schedule snapshot driving the customer-portal timeline. Record Payment dialog tags every check / cash / Zelle / card payment with the stage it satisfies. Auto receipts + auto paid-in-full statements when the project closes.
May 2026
Good/Better/Best quotes (Happy/Happier/Happiest on Happy Roof) editable in one dialog with a bulk-add row that pushes a single line item into every selected tier at once. Drag-to-reorder line items inside the per-quote editor.
May 2026
Signed quotes stay locked — change orders open a new draft (CO-XXXXX numbering) tied back to the original via metadata. Customer + accountant both see the audit chain.
May 2026
Full claim lifecycle from filed → settled. Adjuster contact, ACV/RCV, deductible, recoverable depreciation, mortgagee endorsement, and a per-claim supplement workflow with status tracking and approved-amount reconciliation.
May 2026
Reps now get true Hold (with hold music), multi-line conferencing, and one-click cold transfer to any teammate or external number. Conference-mode rollout per-org so you opt in when ready.
May 2026
Outbound messages route through your registered Messaging Service for guaranteed AT&T deliverability. Twilio's Opt-Out Manager auto-handles STOP/HELP. STOP/UNSUBSCRIBE keywords also tracked locally for TCPA defense.
May 2026
Immutable per-event trail (granted / revoked / help / reconfirm) with source, IP, user-agent. The trail you'd hand a lawyer if a contact ever claims they never opted in.
May 2026
Closed four gaps: outbound recordings now link to call_logs, inbound calls update status (completed/missed/voicemail), voicemail audio attaches to the call row, and the org's actual phone number replaces the hardcoded default in multi-tenant logs.
May 2026
Type 10+ digits in the softphone dial pad and it resolves to a known contact in real time. Unknown numbers expose an inline 'save as contact' form so reps can capture the lead before placing the call.
May 2026
Combine-duplicates toggle collapses same-name+phone contacts into a single row showing all their addresses. One-click 'Merge N records' from the row's overflow menu. Ungrouped view surfaces possible-duplicate hints inline.
May 2026
Google Places autocomplete on CSR intake, contact creation, and the quote wizard. Pick an address, city/state/zip auto-fill.
May 2026
Team chat survives Realtime hiccups via auth-token refresh, status logging, optimistic send, and a 15-second polling fallback so messages always land within ≤15s even if the WebSocket is degraded.
May 2026
Per-contact data export across every related table in a single JSON. Right-to-forget anonymizes the contact and redacts message bodies + call notes while keeping financial records intact for tax retention.
May 2026
Live dedupe matcher, save-progress with 7-day localStorage drafts, expanded decision-maker section, multi-select roof materials, leak Other / insurance free text, adjuster scheduled follow-up, promo code, referral source.
May 2026
Actively being built. Wiring or external dependency only — feature is staged in code.
Order EagleView or HOVER reports from inside Breeze with one click. Status updates, parsed measurements auto-populate the quote wizard. Foundation is shipped; live API call goes live once your account credentials are wired.
Live as soon as your provider account is set up
Send branded transactional emails (quotes, invoices, follow-ups) from your domain. Inbound replies land back in the unified inbox alongside SMS and calls. Wiring kicks off as soon as DNS records propagate.
Awaiting DNS propagation
On the docket. Want one prioritized? Email us — we move on customer signal.
Drop a carrier's Xactimate estimate file into a claim and the line items become editable supplement candidates automatically.
Next quarter
Field-crew-grade mobile experience: offline photo upload, push notifications for new leads / inbound calls, camera-first workflow.
Next quarter
Submit shingle samples to ITEL and pull match results back into the claim record without leaving Breeze.
Soon
Architecture supports it today (audit log, RLS, signed webhooks, no hardcoded secrets). Certification observation period kicking off — unlocks enterprise / franchise / PE-backed multi-state buyers.
Q3 2026
AI executive agent for storm restoration: drafts supplement language, references ITEL/Xactimate output, flags items the carrier is likely to deny based on cause-of-loss patterns.
Following Xactimate import
Multi-crew dispatch view, weather overlays, conflict detection, and SMS reminders for upcoming installs.
Q3 2026