Roadmap & Changelog

Building the future of lawn care software

YardQuote is actively and transparently improving, shaped by real contractor feedback. See what we've shipped, what we're building now, and what's coming next across YardQuote PRO, Team, and Portal.

22
Completed
Shipped features
5
Active improvements
In progress + partially released
55
Planned
On the roadmap

In Progress

1

Actively being designed, built, or tested.

Reliability, Performance, and Consistent Loading

In Progress

Improve existing workflows without replacing working data or hiding records during background refreshes.

HighPhase 0YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Partially Released

4

Released with more improvements underway.

Simplified Navigation and Personalized App Modes

Partially Released

Group related tools into a small number of workspaces while letting each role hide unused modules.

HighPhase 1YardQuote ProYardQuote Team
Updated September 2026

Progressive Quote Editor and Advanced Options

Partially Released

Keep everyday quoting short while making labor, materials, equipment, and margin controls available on demand.

HighPhase 1YardQuote Pro
Updated September 2026

Reusable Templates and Guided Follow-Up Setup

Partially Released

Improve reusable content now and connect it to the execution engine when that later work is released.

HighPhase 1YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Time Tracking and Payroll Preparation

Partially Released

Track hours, compensation, reimbursements, and estimated payroll without claiming payroll processing or tax filing.

Track employee hours, compensation, reimbursements, and estimated payroll totals. Payroll processing and tax filing are not currently provided by YardQuote.

HighPhase 2YardQuote ProYardQuote Team
Updated September 2026

Researching

8

Evaluating approaches before committing to a build.

Offline Field Work and Conflict-Safe Sync

Researching

Validate offline storage and synchronization before promising fully offline field operation.

HighPhase 2YardQuote ProYardQuote Team
Updated September 2026

Weather-Aware Work Planning

Researching

Help contractors review weather risks without automatically changing commitments or applying treatment advice.

HighPhase 2YardQuote ProYardQuote Team
Updated September 2026

Accounting Integration and Export Foundation

Researching

Assess QuickBooks Online first, with reconciliation and explicit ownership rules for synced records.

MediumPhase 3YardQuote Pro
Updated September 2026

Fleet, Mileage, and Telematics Connections

Researching

Begin with vehicle records and evaluate provider-based tracking before promising live fleet visibility.

MediumPhase 4YardQuote ProYardQuote Team
Updated September 2026

Enterprise Identity and Account Provisioning

Researching

Validate SSO, automated provisioning, and organizational access requirements against the platform's actual capabilities.

MediumPhase 5YardQuote Pro
Updated September 2026

Embedded Payroll Processing

Researching

Evaluate a qualified payroll partner for pay runs and filings rather than building tax processing in-house.

Long TermPhase 6YardQuote ProYardQuote Team
Updated September 2026

Automatic Aerial Property Measurement

Researching

Assess licensed imagery and measurement services before promising automatic mowable-area estimates.

Long TermPhase 6YardQuote Pro
Updated September 2026

Predictive Pricing and Business Assistance

Researching

Test recommendations against real outcome data rather than producing authoritative-looking guesses.

Long TermPhase 6YardQuote Pro
Updated September 2026

Planned

42

Confirmed and on the roadmap for a future release.

Company Isolation and Permission Hardening

Planned

Protect each company, employee, and customer with server-enforced access rules, not only hidden navigation.

HighPhase 0YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Subscription Entitlements and Transparent Usage

Planned

Use one trusted plan and usage model across web, iOS, Android, and companion experiences.

HighPhase 0YardQuote Pro
Updated September 2026

Connected Customer-to-Payment Records

Planned

Keep leads, properties, quotes, jobs, visits, invoices, and payments connected through stable identifiers.

HighPhase 0YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Release Testing, Backups, and Operational Monitoring

Planned

Make deployments reversible and distinguish a visible page from a tested, usable feature.

HighPhase 0YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Shared Service Catalog and Protected Custom Services

Planned

Improve service discovery and expand reusable templates without overwriting company-specific work.

HighPhase 1YardQuote Pro
Updated September 2026

Consistent Service Formulas and Cost-Based Pricing

Planned

Use clear units, contractor-controlled costs, and transparent adjustments rather than unexplained generic price ranges.

HighPhase 1YardQuote Pro
Updated September 2026

Location-Based Pricing Transparency and Overrides

Planned

Make the local-pricing advantage explainable and distinguish sourced benchmarks from contractor-defined assumptions.

HighPhase 1YardQuote Pro
Updated September 2026

Unified Quotes, Proposals, and Customer Approvals

Planned

Present estimates and quotes in one workspace while preserving their existing data and business differences.

HighPhase 1YardQuote ProYardQuote Portal
Updated September 2026

Client and Property Workspace

Planned

Give every customer and property one complete history instead of disconnected screens.

HighPhase 1YardQuote ProYardQuote Portal
Updated September 2026

Onboarding, Imports, Help, and Data Portability

Planned

Get a contractor to a first useful quote without requiring a full company setup.

HighPhase 1YardQuote Pro
Updated September 2026

Advanced Recurring Service Management

Planned

Keep recurring contracts, scheduled visits, skipped work, and billing rules consistent.

HighPhase 2YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Scheduling, Capacity, and Dispatch

Planned

Plan jobs around crew availability, time windows, equipment, and realistic travel time.

HighPhase 2YardQuote ProYardQuote Team
Updated September 2026

Routing and Territory Improvements

Planned

Improve existing route planning while controlling paid mapping and optimization usage.

HighPhase 2YardQuote ProYardQuote Team
Updated September 2026

Job Execution, Photos, Forms, and Quality Checks

Planned

Put field instructions, proof of work, materials used, and completion details in one job workspace.

HighPhase 2YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Field-First Team and Contractor Mobile Experience

Planned

Give field users the next job and the next action rather than the owner's entire administration interface.

HighPhase 2YardQuote ProYardQuote Team
Updated September 2026

Client Portal Self-Service Improvements

Planned

Make it easy for customers to review work, approve quotes, pay invoices, and request service.

HighPhase 2YardQuote PortalYardQuote Pro
Updated September 2026

Unified Inbox and Dependable Notifications

Planned

Connect service requests, conversations, reminders, and delivery status to the correct customer and job.

HighPhase 2YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Manual Payment Recording and Reconciliation

Planned

Clearly distinguish recording an external payment from charging a saved payment method.

MediumPhase 3YardQuote Pro
Updated September 2026

Invoicing, Deposits, Progress Billing, and Collections

Planned

Improve the entire invoice lifecycle while keeping paid history and customer balances reliable.

MediumPhase 3YardQuote ProYardQuote Portal
Updated September 2026

Expense and Receipt Management

Planned

Capture spending against jobs, vendors, crews, and categories so actual costs can be reviewed.

MediumPhase 3YardQuote ProYardQuote Team
Updated September 2026

Actual Job Costing and Profitability

Planned

Compare quoted assumptions with actual labor, material, equipment, subcontractor, and overhead costs.

MediumPhase 3YardQuote Pro
Updated September 2026

Automation Rules, Approvals, and Execution History

Planned

Connect proven workflows with explicit triggers, conditions, actions, and predictable usage.

MediumPhase 3YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Lead Pipeline, Sales Tasks, and Commissions

Planned

Track new opportunities through follow-up and quote acceptance without creating a second customer database.

MediumPhase 3YardQuote Pro
Updated September 2026

Online Request Forms and Controlled Booking

Planned

Provide embeddable intake and booking tools that respect service areas, capacity, and contractor review.

MediumPhase 3YardQuote ProYardQuote Portal
Updated September 2026

Customer Retention, Campaigns, Referrals, and Reviews

Planned

Grow repeat business with consent-aware seasonal communication and fair review requests.

MediumPhase 3YardQuote ProYardQuote Portal
Updated September 2026

Role-Based Dashboards and Business Reporting

Planned

Keep daily decisions visible and move deep analysis into focused reports.

MediumPhase 3YardQuote Pro
Updated September 2026

Saved Payment Methods and Authorized Recurring Collection

Planned

Use processor-managed payment methods and explicit customer authorization for future collections.

MediumPhase 3YardQuote ProYardQuote Portal
Updated September 2026

AI Writing and Assisted Estimate Preparation

Planned

Add optional assistance to existing tasks rather than another crowded top-level AI module.

MediumPhase 3YardQuote Pro
Updated September 2026

Inventory, Purchasing, and Vendor Management

Planned

Connect materials, suppliers, purchase orders, receipts, and job usage in one operational workflow.

MediumPhase 4YardQuote ProYardQuote Team
Updated September 2026

Equipment and Preventive Maintenance

Planned

Track shared tools and machines without turning equipment details into daily navigation clutter.

MediumPhase 4YardQuote ProYardQuote Team
Updated September 2026

Landscape Projects and Construction Change Control

Planned

Extend jobs for multi-stage installations, hardscape work, budgets, and approved changes.

MediumPhase 4YardQuote ProYardQuote TeamYardQuote Portal
Updated September 2026

Commercial Properties and Service Agreements

Planned

Manage commercial buyers, multiple properties, bidding, and service commitments without duplicate customers.

MediumPhase 4YardQuote ProYardQuote Portal
Updated September 2026

Documents, Signatures, and Agreement Lifecycle

Planned

Improve the existing document/signature surfaces only after verifying what currently works.

MediumPhase 4YardQuote ProYardQuote Portal
Updated September 2026

Subcontractor Coordination

Planned

Coordinate outside providers with limited access and costs tied to the work they perform.

MediumPhase 4YardQuote Pro
Updated September 2026

Treatment Records and Service-Specific Checklists

Planned

Provide configurable documentation for licensed treatment work without prescribing application rates or guaranteeing compliance.

MediumPhase 4YardQuote ProYardQuote Team
Updated September 2026

Optional Seasonal and Specialty Service Packs

Planned

Expand beyond common lawn work only through opt-in categories and suitable pricing inputs.

MediumPhase 4YardQuote ProYardQuote Team
Updated September 2026

Service Packages and Recurring Customer Programs

Planned

Connect existing service bundles to repeat work without confusing them with YardQuote subscription plans.

MediumPhase 4YardQuote ProYardQuote Portal
Updated September 2026

Multi-Branch Operations and Consolidated Reporting

Planned

Build on the existing Branches surface for controlled multi-location operations.

MediumPhase 5YardQuote Pro
Updated September 2026

Enterprise Approvals and Auditable Governance

Planned

Add organizational approvals and extended audit capabilities without paywalling basic data protection.

MediumPhase 5YardQuote Pro
Updated September 2026

API, Webhooks, and Integration Administration

Planned

Expose documented, permission-scoped integration capabilities after core records become stable.

MediumPhase 5YardQuote Pro
Updated September 2026

Advanced Analytics, Budgets, and Exports

Planned

Extend operational reports for larger organizations without overstating incomplete accounting data.

MediumPhase 5YardQuote Pro
Updated September 2026

Enterprise Onboarding and Support Operations

Planned

Offer a defined onboarding and support process that matches staffing and operational capability.

MediumPhase 5YardQuote Pro
Updated September 2026

Future Plans

5

Longer-term features being considered.

Landscape Design and Customer Visualization

Future

Explore concept boards and visual planning only after quoting and job delivery are dependable.

Long TermPhase 6YardQuote ProYardQuote Portal
Updated September 2026

Multiple Companies and Franchise Administration

Future

Explore central oversight while retaining separate company identities, records, and authorizations.

Long TermPhase 6YardQuote Pro
Updated September 2026

White-Label Portals and Website Tools

Future

Explore expanded branding and websites without promising custom mobile apps at standard subscription prices.

Long TermPhase 6YardQuote ProYardQuote Portal
Updated September 2026

AI Receptionist and Communication Channels

Future

Explore voice and conversational intake with clear consent, escalation, and usage controls.

Long TermPhase 6YardQuote Pro
Updated September 2026

Job Board, Marketplace, and Partner Financing Exploration

Future

Preserve the existing Job Board's purpose and assess optional marketplace or financing expansions separately.

Long TermPhase 6YardQuote ProYardQuote Portal
Updated September 2026

Active development

New releases ship regularly, not once a year.

Customer-driven

Real contractor feedback shapes what we build next.

Full transparency

See exactly what shipped and what is still in progress.

Have a feature request?

We build based on real contractor feedback. Let us know what would help your business.

Send Feedback

Roadmap items are planned improvements and may change based on testing, user feedback, provider availability, app-store requirements, and platform limitations. Timing and final functionality are not guaranteed. Completed items reflect work already shipped. Requirement states (verified, in progress, planned) indicate the current status of each individual requirement within a workstream.