Understand every update without reading a technical report: what changed, why it helps professional routines, who it is for and where to start.
Dates and times use the Campo Grande time zone. The initial history uses verifiable commit and merge times; new entries are added after beta confirmation.
Improvement
See how to find new work
The home page and solutions area now explain how Available requests brings public requests together to filter, compare, and prepare quotes.
Why it matters
You find opportunities through a clear path and know when you can save, prepare a quote, or unlock contact details.
For whom
Independent professionals and small businesses looking for new services to take on.
How to get started
On the home page, open Learn about available requests. Read the steps and choose Browse requests to open the real list.
The home page and solutions area now explain how Clients and history brings quotes, follow-ups, and contacts together.
Why it matters
You can find the right quote, resume the next step, and record the conversation outcome without searching across several quotes.
For whom
Independent professionals and small businesses serving returning clients and following more than one quote.
How to get started
On the home page or in Solutions for professionals, open Learn about Clients and history. To try it, choose Try Clients and history and sign in with a professional account.
My routine now lets you select several overdue tasks and choose today or a future date before saving.
Why it matters
When tomorrow is already full, professionals can reorganize the work queue at once while keeping each next step's original text, type, and linked quote.
For whom
Independent professionals and small businesses that need to redistribute overdue follow-ups, visits, purchases, or payments.
How to get started
In My routine, select overdue tasks, choose Move tasks, set today or a future date, review the list, and confirm.
The home page and solutions area now explain how Today panel brings follow-ups and tasks together to show the next step.
Why it matters
You can recognize the problem, understand the work queue, and reach the dashboard without knowing the internal screen names.
For whom
Independent professionals and small businesses who need to resume follow-ups and tasks without relying on memory or a lost conversation.
How to get started
On the home page or in Solutions for professionals, open Learn about Today panel. To try it, choose Open Today panel and sign in with a professional account.
The Today panel now brings follow-ups and tasks into one queue, starting with what became due first.
Why it matters
You can see the real work queue in a reliable order, without an older task staying hidden behind a newer follow-up.
For whom
Independent professionals and small businesses managing follow-ups, visits, purchases, and payments on the same day.
How to get started
Open the Today panel. Overdue steps now appear together from oldest to newest; use the same cards to open context, complete, reschedule, or record the outcome.
When you record a contact in the client book, Profissa Livre selects the quote with the priority follow-up and explains that choice.
Why it matters
When the same client has more than one quote, the conversation outcome and next follow-up stay linked to the service that actually needs attention.
For whom
Independent professionals and small businesses managing several quotes per client.
How to get started
In Clients and history, open Record contact on a card with a pending follow-up. Confirm the preselected priority quote and save the outcome; you can still choose another quote.
The available requests list can now be refreshed when it is empty, keeping filters and explaining the result.
Why it matters
You can check for new work without reloading the browser or losing the view you were analyzing.
For whom
Independent professionals and small businesses checking opportunities throughout the day.
How to get started
In Available requests, adjust the filters and use Refresh requests when the list is empty. If there are still no opportunities, the notice confirms that the list was checked again.
Cookie consent now follows the page language, with clear choices before you continue using Profissa Livre.
Why it matters
Professionals using the English journey can understand what is essential, what is optional, and which choice will be saved without relying on improvised translation.
For whom
Independent professionals and small businesses accessing the dashboard, routine, or quotes in English.
How to get started
When you enter a Profissa Livre page, review the cookie options in your chosen language and save, reject optional cookies, or accept all.
Plan the next step without overlapping your routine
The next-step planner now warns when the time chosen for an approved or in-progress quote is occupied and lets you adjust or confirm the choice.
Why it matters
After agreeing on the service in WhatsApp, you can record the next commitment in the same flow without silently creating an overlap in your work schedule.
For whom
Independent professionals and small businesses turning approved quotes into timed visits, services, purchases, payments, or follow-ups.
How to get started
In Quotes, open an approved or in-progress quote and choose Plan next step. Enter the date and time; if there is a conflict, adjust the time or confirm that the appointments can happen together.
When you create or edit a next step with a time, My routine warns you when another active task already occupies that moment.
Why it matters
You can agree on work in WhatsApp and record the time in Profissa Livre with more confidence, reducing forgotten and overlapping appointments.
For whom
Independent professionals and small businesses organizing timed visits, services, purchases, payments, or follow-ups.
How to get started
In My routine, enter a date and time for a next step. If there is a conflict, adjust the time or consciously confirm that the appointments can happen together.
The client book now prioritizes the quote with the most urgent follow-up on the card and uses that same context in the WhatsApp message.
Why it matters
When a client has more than one quote, you continue the conversation on the service that actually needs attention instead of opening the latest quote by mistake.
For whom
Independent professionals and small businesses managing several quotes for the same client.
How to get started
In Clients and history, choose Overdue, Today, or Upcoming. On a card with a pending follow-up, use Open follow-up or open the ready message; the quote and return to the client book stay aligned.
A follow-up card without a phone now opens contact revision directly and returns to Today panel after publishing.
Why it matters
You no longer need to rebuild your daily queue or search for the quote on another screen after completing the contact.
For whom
Independent professionals and small businesses following up with clients from Today panel.
How to get started
In Today panel, choose Add phone on a follow-up without contact details. Review the contact and publish the change. You return to the panel with the next follow-up step visible and can open WhatsApp when ready.
Set the last day of a profile pause and let new quote intake reopen automatically.
Why it matters
You do not have to remember to reactivate the profile after a full schedule, while it remains available for referrals and existing inquiries.
For whom
Independent professionals and small businesses that alternate between open and full schedules.
How to get started
In Edit profile, turn off Accepting new work and choose the last day of the pause. Leave it empty for an indefinite pause; the quote/WhatsApp action remains under your control.
Add a client contact without losing your quote queue
When a phone is missing, the Quote Center guides you through a safe revision, returns to the original filter, and opens the ready WhatsApp message.
Why it matters
You no longer need to figure out why a published proposal cannot be edited or redo your search after fixing the contact.
For whom
Independent professionals and small businesses following up with clients from already-shared proposals.
How to get started
In the Quote Center, choose Add client phone. Create the new revision, fill in the phone under client details, and publish. You return to the same filter with the option to open a ready WhatsApp message.
When you link a quote to a follow-up, My routine suggests the saved name and phone number and warns when the phone is missing.
Why it matters
You resume the next step with the client's context nearby, without retyping details or losing the manual WhatsApp bridge.
For whom
Independent professionals and small businesses turning quotes into follow-ups throughout the day.
How to get started
In My routine, choose Follow-up and select a linked quote. Review the suggested name and WhatsApp number before saving; if the quote has no phone, add it manually to open the message later.
Your profile now shows when you are accepting new work and pauses quote requests when your schedule is full.
Why it matters
You reduce poorly timed contacts without hiding your profile, keeping a reliable reference for referrals and conversations already underway.
For whom
Independent professionals and small businesses that alternate between open and full schedules.
How to get started
Edit your profile and keep Accepting new work on when you want new requests. When you turn it off, the profile stays shareable but the quote/WhatsApp action pauses until you reactivate it.
When completing a billing task linked to a pending quote, you choose whether to close only the reminder or record the payment and complete both.
Why it matters
The day's billing task no longer looks resolved while the quote is still awaiting payment, keeping routine work and payment status aligned.
For whom
Independent professionals and small businesses tracking payments in My routine after sending a quote.
How to get started
In My routine, open a billing task linked to a pending quote. If you received the payment, choose Mark as paid and complete; if not, use Complete task only or Continue later.
My routine now shows the work queue before the form and keeps a direct shortcut to add another next step.
Why it matters
When you return between appointments, you find follow-ups, visits, purchases, and payments needing attention first, without crossing a long form before resuming the day.
For whom
Independent professionals and small businesses using the routine to organize several next steps throughout the day.
How to get started
Open My routine to review the queue. When you want to create a task, choose Add next step to reach the form on the same page.
Bring your public profile into a WhatsApp conversation
People visiting your profile can now choose why they are reaching out and open a ready message with your name, service, and profile link.
Why it matters
You receive a conversation that is easier to identify, while clients do not need to copy your phone number or explain where they found you.
For whom
Independent professionals and small businesses sharing their profile and arranging service manually through WhatsApp.
How to get started
Open or share your public profile. After choosing Request a quote, the client selects Request a quote or Ask a question, reviews the message, and decides when to open WhatsApp.
When you open history from the dashboard, the source quote is now selected in the contact log.
Why it matters
The conversation outcome and next follow-up stay on the right service, even when a client has more than one quote.
For whom
Independent professionals and small businesses returning to quotes from the daily dashboard.
How to get started
On the dashboard, open View client history from a quote. In Clients and history, choose Record contact, confirm the selected quote, and save the outcome.
Bring the public quote into a WhatsApp conversation
People viewing a public quote can now choose why they are reaching out and open a ready message with the service, quote number, and proposal link.
Why it matters
Clients no longer need to copy a phone number and explain which quote they mean, while professionals receive a conversation that is easier to identify and continue.
For whom
Independent professionals and small businesses sharing quotes and arranging next steps manually through WhatsApp.
How to get started
Open a published quote and share its link. On the public page, the client chooses I want to hire or I have a question, reviews the message, and decides when to send it in WhatsApp.
The client follow-up queue now fits the screen and confirms when the next step is updated.
Why it matters
After talking on WhatsApp, professionals need to know which follow-up to handle and have a reliable action even on a phone.
For whom
Independent professionals and small businesses managing client follow-ups from their phones.
How to get started
In Clients, choose a follow-up filter and open the right quote. After the conversation, mark it done, remind tomorrow, or choose another date; the history confirms the update.
Approved or in-progress quotes now let you select items and create dated purchase tasks in My routine.
Why it matters
After arranging the service through WhatsApp, you can organize what to buy or set aside without copying items into another note and reduce preparation gaps.
For whom
Independent professionals and small businesses preparing materials for approved or in-progress services.
How to get started
In My quotes, open an approved or in-progress quote, choose Plan purchases, select the items, and set the date. Tasks stay linked to the quote in My routine.
After saving a task linked to a quote, the panel confirms it was created and makes the next action clear.
Why it matters
The confirmation prevents an accidental second submission, reducing duplicate routine tasks and follow-up rework.
For whom
Independent professionals and small businesses organizing service delivery from their quotes.
How to get started
On an approved or in-progress quote, open Plan next step. After saving, open the Today panel or choose Plan another step to intentionally create a different action.
Review collection tasks before marking a quote as paid
When recording a payment, you review linked collection tasks and decide whether to complete them in My routine.
Why it matters
The confirmation makes clear which next steps will be closed, reducing accidental completion and keeping payment work aligned with your routine.
For whom
Independent professionals and small businesses tracking payments and collection work after sending a quote.
How to get started
In My quotes, open a generated quote and change its status to Paid. Review linked collection tasks, go back without changes, or confirm the payment and task completion.
QuotesPaymentsMy routine
New
Show your usual hours on your public profile
You can add the days and hours when you usually work so clients have that reference before requesting a quote.
Why it matters
After you share your profile or talk through WhatsApp, clients better understand when to expect service and you reduce messages about your routine.
For whom
Independent professionals and small businesses receiving contacts through their profile and arranging service manually.
How to get started
Edit your profile, select the days when you usually work, and enter the start and end of each period. The card appears publicly and does not replace service confirmation.
When completing a quote, you review its linked visits and close those tasks in My routine only after confirming.
Why it matters
You keep the service plan reliable and avoid closing a planned visit by mistake when recording the service as completed.
For whom
Independent professionals and small businesses using quotes and visits to organize service delivery.
How to get started
In My quotes, choose Service completed. Check the titles and times of linked visits, go back if something remains to be done, or confirm to complete the service and tasks together.
Edit a published proposal without breaking the client link
When you open a proposal that was already shared, you create a new revision before changing details and keep the current version active.
Why it matters
An edit no longer accidentally turns the proposal in the client's WhatsApp into a draft or uses another publication without a clear review.
For whom
Independent professionals and small businesses adjusting amounts, deadlines, and details after sharing a proposal.
How to get started
Open a published proposal in My quotes. Choose Create new revision, review the new draft, and publish only when ready. The previous proposal stays available while you work.
Clients and history now gather overdue, today, and upcoming follow-ups in a filterable queue with a direct quote action.
Why it matters
After a WhatsApp conversation, you can quickly find who needs attention and record the outcome without relying on memory or opening several cards.
For whom
Independent professionals and small businesses managing several clients and follow-ups throughout the day.
How to get started
In Clients and history, choose All, Overdue, Today, or Upcoming. Open the right quote, handle the follow-up, and review the message before opening WhatsApp when needed.
The client book now records the date, channel, outcome, and a private note for every conversation, with an optional next follow-up.
Why it matters
What happened after a conversation no longer depends on memory, and the next contact can enter the professional's queue in the same save.
For whom
Independent professionals and small businesses serving clients through WhatsApp, phone calls, or in person.
How to get started
In Clients and history, choose Record contact, enter the outcome, and schedule the next follow-up when needed. The record stays private on the client card.
Each quote's history can now complete, postpone, or choose another date for a pending follow-up.
Why it matters
You can keep managing the client in the same context without reopening the quote center just to update the next contact.
For whom
Independent professionals and small businesses managing several clients and follow-ups throughout the day.
How to get started
In Clients and history, open a client's history. On a quote with a pending follow-up, use Mark follow-up done, Remind tomorrow, Choose another date, or Record outcome.
Searches by client, phone, email, or service now stay in the address and return with you when you open a quote.
Why it matters
You can check a quote and continue triaging the same client-book view without repeating the search after an interruption.
For whom
Independent professionals and small businesses managing several clients and quotes throughout the day.
How to get started
In Clients and history, search for a client, service, or contact and open the latest quote. When you return, the client book keeps the search; the address can also be reloaded to resume the same view.
Searches by client, service, or quote number now stay in the address and return with you after opening a quote.
Why it matters
You can check a quote and continue triaging the same view without retyping the search or relying on memory to find the next quote.
For whom
Independent professionals and small businesses managing several quotes between conversations and appointments.
How to get started
In My quotes, search for a client, service, or number and open a quote. When you return, the search stays active; the address can also be reloaded or shared to resume the same view.
Quotes awaiting payment can now create a dated collection task in My routine and complete it automatically when payment is recorded.
Why it matters
An amount agreed in WhatsApp or in the quote no longer depends on memory: collection enters the daily workload and does not stay pending after payment.
For whom
Independent professionals and small businesses tracking receivables alongside quotes and daily tasks.
How to get started
In My quotes, mark the payment as Awaiting payment, choose a date, and schedule collection. When you mark it Paid, the linked task is completed.
Shortcuts from My routine and the Today panel now return quotes and requests to the view you were using.
Why it matters
You can continue daily triage without rebuilding the search, period, or focused task after checking a related quote or request.
For whom
Independent professionals and small businesses organizing follow-ups and opportunities from My routine or the Today panel.
How to get started
Open a related quote or request from a task. When you go back, the routine restores the view, search, and focused task; if the context is invalid, you return to a safe list.
The saved requests wallet now keeps the selected stage in the address and when you return from a detail.
Why it matters
You can continue triaging opportunities in the same view without rebuilding filters after comparing a request or reloading the page.
For whom
Independent professionals and small businesses tracking saved requests across different stages before preparing a quote.
How to get started
In Saved requests, choose a stage. Open a request and use Back; the wallet returns to the same view. The address can also be saved or shared to resume later.
After completing tasks in bulk, My routine keeps an immediate action to reopen the ones completed by mistake.
Why it matters
A mistaken tap no longer has to remove several next steps from your queue: you can recover the tasks without finding each one again.
For whom
Independent professionals and small businesses completing follow-ups, visits, purchases, or payments in bulk.
How to get started
In My routine, select overdue or today's tasks and choose Complete. If you need to correct the action, use Undo completions while the notice is available; failed recoveries remain ready to retry.
My routine now lets you search by client, text, or phone without losing the period filter.
Why it matters
You can resume the right contact with less manual scanning when your agenda has several similar follow-ups and tasks.
For whom
Independent professionals and small businesses tracking several next steps throughout the day.
How to get started
In My routine, type part of the client's name, task, or phone number. Search works with All, Today, Next 7 days, Overdue, and Completed, can be cleared anytime, and is preserved when you go back or forward.
Follow-ups in My routine can now save the client's name and phone number to open a ready message when it is time.
Why it matters
You can organize contacts that have not become quotes yet and avoid losing opportunities among older conversations, without importing private messages.
For whom
Independent professionals and small businesses that receive requests and arrange follow-ups manually through WhatsApp.
How to get started
In My routine, choose Client follow-up, save the name and WhatsApp number with area code, and set the date. On that day, review the ready message and open WhatsApp yourself.
Edit your professional profile in your chosen language
The profile editor now keeps categories, location, description, validation, and continuity in the page's language.
Why it matters
You can complete or resume profile activation without relying on improvised translations to understand required fields and next steps.
For whom
Independent professionals and small businesses managing their profile in English or returning after a pause.
How to get started
Open Edit my professional profile in your preferred locale. Fill in categories, contact, location, and description; if you leave midway, the browser draft remains available to continue later.
Open your quotes directly from the professional menu
Authenticated professionals now reach the quote workspace without passing through an introduction page built for discovery.
Why it matters
You can resume or start an important quote with one less step and without leaving the business-management context.
For whom
Independent professionals and small businesses using the menu to prepare or resume quotes.
How to get started
With an authenticated professional account, open the For professionals menu and choose Professional quotes. Visitors and clients still see the introduction and the path to create a profile.
Quote activity cards now show the client and take you directly to the matching history.
Why it matters
After sharing quotes through WhatsApp, you can resume the right contact without manually matching a quote number to your client directory.
For whom
Independent professionals and small businesses following several quotes from Today panel.
How to get started
In Today panel, choose View client history on a quote activity. The directory opens filtered to that quote’s client; clear the search to return to the full list.
The editor now confirms before removing a quote saved in this browser and lets you retry if clearing fails.
Why it matters
An accidental tap should not erase a proposal's fields and force you to retype important client and service details.
For whom
Professionals who pause a quote and return when they have time to review and publish it.
How to get started
When you find a restored draft, choose Discard draft. Keep it to continue or confirm removal only when you are sure; if clearing fails, try again in the same notice.
Your selected routine focus now stays in the URL so Today panel and task links reopen Overdue, Today, or Completed in the right context.
Why it matters
When you pause task triage or return from Today panel, you no longer need to find the same focus again among every routine step.
For whom
Independent professionals and small businesses using the routine to organize follow-ups, visits, purchases, and collections during the day.
How to get started
In Today panel, open My routine to go straight to the tasks that need attention. In My routine, choose Overdue, Today, Next 7 days, or Completed; when you go back or forward, the focus stays selected.
The profile form saves a draft in this browser while you edit and restores the work when you return.
Why it matters
Price, contact details, location, and categories no longer disappear when you need to pause: you decide when to submit the profile to Profissa Livre.
For whom
Independent professionals and small businesses that update their profile in stages or on mobile.
How to get started
Open Edit my professional profile and start changing the details. If you leave, choose to continue later; when you return, review the draft and submit it when ready.
Discovery now keeps the last requests opened in this browser so you can compare, save, or prepare a quote without searching again.
Why it matters
After talking on WhatsApp or opening several requests to compare, you recover the right context without relying on memory or repeating the search.
For whom
Independent professionals and small businesses that review several opportunities before saving one or preparing a quote.
How to get started
Open a request in Available services and return to the list. Search history shows up to five recent opportunities; choose Open request, remove one, or clear the history.
The verification guide, document upload, camera, and feedback now follow the language selected in Profissa Livre.
Why it matters
You can understand what to send, correct a file, or try again without switching languages during an important step for activating your profile.
For whom
Independent professionals and small businesses using Profissa Livre in Portuguese or English who need to complete document verification.
How to get started
Open Verification from the dashboard and follow the instructions in your selected language. If the camera or upload fails, use the suggested alternative and try again.
The quote center now lets you select pending follow-ups to complete or snooze until tomorrow in bulk.
Why it matters
After several WhatsApp conversations, you update the next contacts with fewer clicks and keep the sales queue ready for the next day.
For whom
Independent professionals and small businesses managing several quotes and follow-ups on the same day.
How to get started
In My quotes, select pending follow-ups in the bulk actions section and choose Complete or Remind tomorrow. The conversation still happens manually through WhatsApp.
A professional's public page no longer repeats unnecessary lookups and responds more reliably when you arrive through the profile link.
Why it matters
Clients can discover the work and request a quote without losing the page to a timeout, while professionals keep a more stable entry point for new contacts.
For whom
Clients opening a public profile and professionals who share their profile to receive new requests.
How to get started
Open or share the profile's public link. Review the services and choose request a quote to start the conversation.
When there are more steps than the preview can show, the panel tells you how many are missing and lets you expand the queue without leaving the screen.
Why it matters
You do not miss an urgent follow-up or task because it was hidden: the daily queue is complete when it fits and always explains how to continue.
For whom
Independent professionals and small businesses that start the day from the daily panel and need to prioritize follow-ups and tasks.
How to get started
Open the daily panel. If steps are outside the preview, choose Show steps to review the complete queue and handle the next item.
A new quote can be saved as a draft in Profissa Livre before it is complete and resumed later from the quote center.
Why it matters
The work is no longer tied to the browser where it started: client, service, and amounts stay centralized so you can resume the negotiation more reliably.
For whom
Independent professionals and small businesses that start proposals on mobile, switch devices, or need to pause a customer conversation.
How to get started
In the New quote editor, fill in what you already know and click Save and leave. Then open My quotes to continue the draft.
The client book now shows pending tasks linked to each quote, with date, type, and a shortcut to My routine.
Why it matters
After agreeing on a visit, purchase, or follow-up in WhatsApp, you find the right action beside the history without switching screens or relying on memory.
For whom
Independent professionals and small businesses that link execution and follow-up tasks to their quotes.
How to get started
In the client book, open View full history. When a pending task is linked to the quote, choose Open in routine to continue the next step.
Before removing a task, My routine now shows the affected next step and asks for confirmation; if removal fails, the task stays available to try again.
Why it matters
Follow-ups, visits, purchases, and payments are important commitments. Confirmation reduces accidental deletions and keeps work resumable when a network failure occurs.
For whom
Independent professionals and small businesses that organize next steps in Profissa Livre's routine.
How to get started
In My routine, choose Remove on a task, review the warning, and select Keep task or Remove task. If something fails, choose Try removing again.
The new private client book groups quotes by client, shows pending follow-ups, and opens the latest quote or a ready WhatsApp message.
Why it matters
After talking on WhatsApp, you can find the client's history and next contact without scanning several quotes or relying on memory.
For whom
Independent professionals and small businesses that serve returning clients and manage several quotes.
How to get started
In the quote center, click Clients and history. Search by name, phone, email, or service; open the latest quote or the ready message when you want to resume the conversation.
Before removing images, the gallery now shows what will be deleted and asks for confirmation; deleting the last one requires acknowledging that the profile will be hidden.
Why it matters
A work image helps keep your profile public and trustworthy. Confirmation prevents losing that context by mistake and keeps the selection available when deletion fails.
For whom
Independent professionals and small businesses that update their portfolio while keeping opportunities open.
How to get started
In Images, select one or more images and click Delete. Review the warning, cancel to keep the selection, or confirm; for the last image, acknowledge what happens to your profile visibility.
The quote center now filters proposals by payment and shows amounts awaiting collection, already received, and not recorded.
Why it matters
After asking a client for payment through WhatsApp, you can find the right financial queue without opening every quote or relying on another spreadsheet.
For whom
Independent professionals and small businesses that need to track quotes and receivables during daily work.
How to get started
In My quotes, use Payment tracking and choose Awaiting payment, Paid, or Not recorded. The status is still updated per quote.
Use your professional dashboard in your chosen language
The dashboard now follows your chosen language across client, professional profile, activation, verification, credits, and referral cards.
Why it matters
You can understand your next step and profile status without switching between Portuguese and English labels, including when opening details or seeing a loading or error state.
For whom
Independent professionals and small businesses that use the dashboard to resume activation, manage contacts, and plan their workday.
How to get started
Open the dashboard in your preferred language. Expand the Client or Professional cards to review the checklist, verification, credits, and next actions in the same language.
Published proposals can now be scheduled for tomorrow directly from Today panel.
Why it matters
After sharing a quote through WhatsApp and tracking activity, you can save the next contact without opening another screen or relying on memory.
For whom
Professionals who share proposals and need to keep follow-ups organized.
How to get started
In Today panel, under Track your proposals, choose Schedule follow-up for tomorrow on the proposal card. On the scheduled date, open the quote and continue the conversation in WhatsApp yourself.
Quotes prepared from available requests now keep a shortcut back to the source opportunity.
Why it matters
You can review the request details after saving or publishing the quote without relying on memory or another tool.
For whom
Professionals who turn available opportunities into quotes.
How to get started
Open a request in Available services and choose Prepare quote. In the editor or My quotes, use Open source request to review the opportunity; if it is no longer available, return to the quote center.
Quote center now lets you search by client, service, or quote number.
Why it matters
You can return to the right quote after talking on WhatsApp without scanning your whole queue or relying on memory.
For whom
Professionals managing several clients and quotes at the same time.
How to get started
In My quotes, type the client name, service, or quote number; then open the quote to continue managing it and, if you want, the ready WhatsApp message.
After talking with a client on WhatsApp, Today panel now lets you record whether they replied, approved, or did not close the quote.
Why it matters
You update the quote's next state where you already track follow-ups, without opening another screen or relying on memory.
For whom
Professionals who use Today panel to track quote conversations and next steps.
How to get started
Open a follow-up in Today panel, continue the conversation in WhatsApp, and choose Record outcome. The follow-up is completed and the stage is updated when applicable.
Saved requests can now become tasks for tomorrow, keeping a shortcut between My routine and the request.
Why it matters
You do not need to retype the opportunity or rely on memory to return to a request after talking with the client.
For whom
Professionals who save requests to evaluate, discuss, or prepare a quote later.
How to get started
In Saved requests, click Plan follow-up. The task appears tomorrow in your routine and keeps the request link; you still open WhatsApp yourself.
Saved requestsMy routineNext step
Improvement
Resume an overdue task directly in your routine
Today panel now takes you to the highlighted overdue task in My routine, with the next step ready to review.
Why it matters
You can understand how to resolve an overdue item without searching for the task again, keeping follow-ups, visits, and payments organized in Profissa Livre.
For whom
Professionals who use Today panel to resume tasks that were left behind.
How to get started
In Today panel, open Review in routine on an overdue task. My routine highlights the item and keeps the edit, complete, and move actions available.
Request discovery now keeps the list, filters, saved requests, details, and recovery states in the same language.
Why it matters
Professionals using the product in English can evaluate an opportunity, resume a saved request, and continue to contact details without switching mentally to Portuguese.
For whom
Professionals who look for new work in the available requests list.
How to get started
Switch the language to English and open Available services. Use the filters, save an opportunity, or open its details; WhatsApp still opens manually when contact details are unlocked.
My routine now lets you select overdue tasks and move them to tomorrow without editing each one separately.
Why it matters
When the day changes, you can clear what is left behind in seconds and keep the next step organized without relying on memory or notes outside the product.
For whom
Professionals who accumulate overdue follow-ups, visits, purchases, or payments in their routine.
How to get started
In My routine, select tasks under Overdue and click Move to tomorrow. The text, type, and linked quote stay the same.
The new service request flow saves a browser draft and restores its step and details when you return.
Why it matters
You can pause a request, check another screen, and continue without retyping the description, category, or location.
For whom
Professionals and clients who organize a service in steps before sending a request.
How to get started
Open New service request, fill in any step, and return whenever needed. The notice shows when the draft was restored; use Discard saved request to start over.
Service requestsContinuityNavigation
Improvement
Daily panel and routine in English
The daily panel and routine now follow the selected language, including tasks, categories, and recovery states.
Why it matters
You can understand the next work step without switching languages mentally while reviewing follow-ups, tasks, and pending work.
For whom
Professionals who use Profissa Livre in English to organize their daily routine.
How to get started
Switch the language to English and open Today panel or My routine to track and update your next steps.
When you find an available request, you can start a quote with the client and description already filled in.
Why it matters
You reduce retyping between the opportunity and the quote while keeping the right context before continuing the commercial conversation in WhatsApp.
For whom
Professionals who review available requests and turn opportunities into quotes.
How to get started
Open the details of an available request and click Prepare quote. Review price, deadline, and contact before previewing, publishing, and sharing the link through WhatsApp.
Professionals can now save available requests and find them in Saved requests while they remain available.
Why it matters
You no longer need memory or scattered notes to return to an opportunity before deciding whether to send a quote.
For whom
Professionals who filter available requests, compare opportunities, and continue contacts through WhatsApp.
How to get started
In Available requests, click Save request on a card or its details. Open Saved requests to review the opportunity and, when ready, continue the conversation in WhatsApp under your control.
When a proposal is opened or downloaded, you can schedule a follow-up for tomorrow directly from its activity card.
Why it matters
The interest signal no longer depends on memory: the next contact is saved in your routine while the conversation stays under your control in WhatsApp.
For whom
Professionals who share proposals and track client responses.
How to get started
In My quotes, open a proposal with recorded activity and click Schedule follow-up for tomorrow. Then use the ready WhatsApp message when the time comes.
You can reschedule a quote follow-up for any future date directly from the dashboard or quote center.
Why it matters
When a client agrees on a specific day, your next contact stays organized in Profissa Livre instead of relying on a generic reminder or separate notes.
For whom
Professionals who track proposals and schedule follow-ups for different days.
How to get started
In Today panel or My quotes, open the follow-up, click Choose another date, and save the agreed day.
The View action now appears from the start and explains which details are missing before the preview is available.
Why it matters
Professionals immediately understand how to move forward when creating a proposal, even before completing every required field.
For whom
Professionals filling out a new quote manually
How to get started
In My quotes, choose New quote and then Fill in manually. Check the guidance in the bottom bar and complete the required fields to preview the proposal.
The invitation to create a professional profile now follows the language selected on the public page.
Why it matters
People browsing in English can understand the value and next step without meeting a message in another language.
For whom
Professionals reaching public profiles in Portuguese or English
How to get started
Open a public profile and use the signup invite in the selected language to start your free profile.
Public profilesLocalizationSignup
New
Professional signup invite on public profiles
Public professional pages now invite people who also provide services to create a free profile.
Why it matters
Each shared profile becomes a contextual entry point for new professionals to discover the value of the platform.
For whom
Professionals arriving through public pages shared or found in search
How to get started
On a public profile, use the invite to start your free profile; after signup, you will be taken to the professional profile form.
Professional acquisitionPublic profilesSignup
Improvement
Open a profissa profile with a proper navigation link
The View profile action on cards now works as a link and keeps the destination accessible to keyboard users and new tabs.
Why it matters
You can use the expected behavior of a link to open or share a profile without losing your search flow.
For whom
Clients exploring professionals in the public listing
How to get started
In the profissa listing, click View profile or use your browser menu to open the profile in a new tab.
Professional searchNavigationAccessibility
Improvement
The dashboard guidance now matches your role
Clients still see how to become a professional, while professionals get clear guidance to the tools they can already use.
Why it matters
The guidance no longer contradicts the account role and reduces uncertainty about where to start in the dashboard.
For whom
Clients and professionals using the dashboard
How to get started
Open the dashboard: clients will see how to become a professional, while professionals will see that they can use the service and quote cards already.
DashboardGuidance
Improvement
Open the quote directly from your task
A next step created from a quote now stays linked to the proposal in Today and My routine.
Why it matters
You recover the service context in one click instead of searching through quotes or notes again.
For whom
Professionals turning an approved quote into a visit, purchase, payment collection or another next step
How to get started
In My quotes, choose Client approved or Service in progress and click Plan next step. After saving, open Today or My routine and use Open quote on the linked task.
Premium professionals can now create a suggested message to follow up on a quote in WhatsApp.
Why it matters
You save time when following up without losing the quote context. The message appears for review and remains editable before opening WhatsApp.
For whom
Premium professionals following up on sent quotes
How to get started
Open My quotes on a quote with the client's phone. Under Personalize the message, click Personalize with AI, review or edit the text, and only then open the personalized WhatsApp message. The ready message remains available on the free plan.
Review the AI suggestion before applying it to a quote
Text or voice generation now shows a preview of the identified details before filling the editor.
Why it matters
You stay in control: review, apply the suggestion, or discard it and fill the quote manually.
For whom
Professionals who want to prepare quotes faster with AI assistance
How to get started
Open My quotes, choose New quote and use Text or Voice. When the preview appears, review the details and click Use data in quote or Discard suggestion.
The public home now presents Today panel, Professional quotes and My routine before sign-up.
Why it matters
You can quickly understand how Profissa Livre helps your routine while continuing to use WhatsApp without losing the next step.
For whom
Professionals discovering Profissa Livre
How to get started
On the public home, read the three professional routine cards and click Create a free account. After sign-up, activate your professional profile to find Today panel in the dashboard.
