Multi-Line Quotes & Invoices
One of the most requested features is finally here. Quotes and invoices now support fully dynamic line items - add as many services, products, or tasks as you need to a single document, each with its own description, quantity, and price.
Dynamic Line Items
Build out quotes and invoices with as many individual items as your job requires.
- Unlimited line items per document
- Per-item description, quantity, and unit price
- Automatic subtotal, VAT, and total calculations
- Line totals update as you type
Quote-to-Invoice Carry-Over
Line items follow through automatically when you raise an invoice from a quote.
- All items copied across automatically
- No need to re-enter descriptions or prices
- Line item breakdown shown on overview pages
PDF Template Support
Custom templates now support repeating line item tables for professional-looking documents.
- Repeating table rows in PDF templates
- HiveAssist generates line item tables by default
- Full compatibility with the Visual and Code builders
Compliance Certificates
April introduced one of the largest new modules added to HiveSuite so far. Businesses can now build reusable certificate types with custom fields, branding, and conditional logic - then issue branded PDFs directly from HivePlanner jobs.
Certificate Builder
Create fully custom certificate types for your trade, or start from a built-in UK industry preset.
- Custom field sets and conditional logic
- Repeating table sections for appliance registers and inspection checklists
- Branded PDF output
- Twelve UK industry-standard presets included
Issue from Jobs
Issue certificates directly from any HivePlanner job - customer and site details are pre-filled automatically.
- Customer name, site address, and engineer pre-filled
- Branded PDF generated on issue
- Optionally published to the customer portal
- Edit certificates after issue without voiding
UK Industry Presets
Built-in presets updated to reflect real UK regulatory standards and workflows.
- Gas Safety (CP12)
- EICR & Minor Works Certificate (18.4)
- NICEIC Electrical Installation Certificate
- PAT Testing, Fire Alarm & Emergency Lighting
- F-Gas Records and more
New Desktop Experience
The old iframe-based navigation is gone entirely. Every page on desktop now has a fully integrated sidebar, persistent header, and proper browser history support - making the platform feel much faster and more cohesive.
Persistent Sidebar & Header
Navigation now works exactly as you'd expect from any modern web app.
- Sidebar visible on every page with active item highlighted
- Proper browser history - back button and bookmarks work
- Global search finds customers, quotes, invoices, and jobs as you type
- Recent items panel in the header shortcuts
Sidebar Customisation
Tailor the sidebar to your workflow with favourites, hidden items, and drag-to-reorder sections.
- Pin your most-used pages to a Favourites section
- Hide individual nav items you don't use
- Drag sidebar sections into any order
- Changes save and apply immediately
Rebuilt Dashboard
The dashboard now loads instantly with real server-rendered data and actionable at-a-glance summaries.
- Month-on-month KPI comparisons
- Unpaid and overdue invoice alerts
- Quote-to-invoice conversion rate
- Improved onboarding for new accounts
HiveIntel Improvements
HiveIntel received substantial upgrades throughout April, making conversations smarter, more accurate, and more context-aware. It can now answer questions across quotations, invoices, jobs, customers, and finance with far greater reliability.
Smarter Conversations
Follow-up questions now refine the previous result rather than starting from scratch.
- Full conversation context carried between messages
- Badge shows when you're continuing a thread
- One-click "Start fresh" to reset the thread
More Accurate Reporting
Financial and operational queries are now more reliable across longer date ranges.
- Draft invoices automatically excluded from revenue totals
- Multi-month date ranges now handled correctly
- Specific column and format requests followed precisely
Finance Ledger Upgrades
The Finance Ledger received a full redesign alongside several new features designed to improve day-to-day bookkeeping - from receipt scanning to cleaner import and export workflows.
HiveAssist Receipt Scanning
Upload a receipt photo and let HiveAssist extract the details automatically.
- Drop or upload a receipt when adding a transaction
- HiveAssist extracts merchant, amount, and date
- No more typing out receipts by hand
Improved CSV Import
Preview your import before anything is written, and download the correct format template instantly.
- Preview row counts and duplicate skips before importing
- Downloadable import template
- Export format now matches import format exactly
Redesigned Interface
A cleaner toolbar, better mobile layouts, and a redesigned transaction form.
- Primary actions in the toolbar, secondary in overflow menu
- Collapsible filters on mobile
- Cleaner transaction type toggle (Expense / Income / Loan)
Template Builder & PDF Improvements
The quotation and invoice template builders received major upgrades - including a complete overhaul of how PDFs are generated and rendered.
Chromium-Based PDF Generation
PDFs now render using a real browser engine, so what you see in the preview is exactly what gets downloaded.
- Headless Chromium replaces the legacy rendering library
- Modern layouts, gradients, and custom fonts all preserved
- Live PDF preview in HiveAssist shows the real output
- Correct scale for A4, Letter, A5, and Legal paper sizes
Visual Builder Enhancements
More control over layout, branding, and page setup from within the Visual Template Builder.
- Page size selector (A4, Letter, A5, Legal)
- Brand colour swatches for quick copy-paste
- Conditional visibility field picker
- Unsaved changes warning before leaving
Smarter HiveAssist
HiveAssist conversations now carry context and redesign requests produce genuinely different results.
- Follow-up requests refine the current template
- "Redesign" or "start over" produces a new design
- Logo resize instructions work correctly
- Preview reliably refreshes after changes
Mobile & Tablet Improvements
Substantial work went into the mobile and tablet experience throughout April.
Full Desktop Layout on Tablets
iPads and Android tablets now display the desktop interface with sidebar and header - including compact layout adjustments for portrait and landscape orientations.
HivePlanner Customer Picker
Selecting a customer when creating a job is now a proper search sheet - tap to search by name or email, tap to select, and add new customers without losing your place in the form.
Sticky Save Buttons
On mobile, the save button on the Customer Portal Settings page now stays pinned to the bottom of the screen so it's always reachable.
Mobile Session Fixes
Loading the notification panel, account alerts, or global search on the mobile app could silently log you out. This has been fixed so sessions stay intact.
More Notable Updates
Account Alerts in the Notification Bell
Announcements, tips, and important notices from HiveSuite now appear in a dedicated section inside the notification bell, with one-click dismissal.
30-Day Free Trial
New accounts can now choose a plan and start a 30-day free trial during signup. Your card is saved but not charged until the trial ends - cancel any time.
HivePlanner Job Title Bar
The job title and status now stay visible in a fixed bar when scrolling through job details - so you always know which job you're editing.
Reliability & Fixes
Dozens of fixes across the platform - including quote/invoice email attachments, portal password resets, discount calculation corrections, and session handling improvements.
See What's New in HiveSuite
Start your free 30-day trial and explore everything that landed in April - from multi-line quotes to compliance certificates and beyond.