Template versions and “updated since” notices

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Template versions and “updated since” notices

Every template edit is a new version; existing quotes keep theirs, and you can compare or restore any version.

Every time you save a service template, VisionScaper stores a new immutable version. A quote, proposal, invoice or finished job keeps a frozen snapshot of the version it used. So changing a template later never changes a quote you have already made.

See and compare versions

  1. Open Services.
  2. On a template row tap the clock icon (Version history).
  3. The list shows each version, the date and who saved it. The current one is marked.
  4. Tap View to read a version.
  5. Tick two versions and tap Compare to see them side by side.

Restore an old version

  1. In Version history find the version you want.
  2. Tap Restore.
  3. Confirm. It becomes a new version (for example version 5), and the history is kept.

Save a change as a new version

  1. Edit the template. A Change note field says “Saving creates version N+1. Existing estimates, proposals, invoices and jobs keep the version they used.”
  2. Write a short note, for example “raised mulch depth”.
  3. Tap Save as new version. If nothing changed you see “No changes to save.”

“Updated since” notices on quotes

When a quote section was made from a template that is now newer, you see: “This template has been updated since you added it (now v[n]) — apply the latest version?” with two buttons:

  • Apply: replaces the section’s content with the newer template.
  • Keep v[old]: keeps your version and hides the notice for that version.

This only appears while the quote is a Draft or a Request. After a quote is sent, viewed or signed it is frozen.

Update a template from a quote

If you improved a section on a quote and want to reuse it:

  • Save as template creates a new template from the section.
  • Update template shows what changes, asks for a note, and writes a new version.

Tips

  • Always write a change note. Future you will want it.
  • Compare before restoring, so you pick the right one.

If something goes wrong

  • No Restore button. You may be on the current version, or lack the right to edit.
  • A signed quote did not update. By design, it keeps its version.

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