Talli update · Arriving August 04, 2026
Five focused updates.One smoother workflow.
A clearer way to get paid, manage team access, build estimates, and stay informed.
Explore what's newBuilt from the feedback you've shared.
Five product updates · Available August 04, 202601 / 05
ACH payments
Customers can now pay invoices from a bank account.
Eligible businesses can offer ACH alongside card and cash on invoice links—giving customers more choice without adding another workflow.
- Enable ACH after account verification.
- Track pending, review, settled, and failed states.
- See one payment status across invoices, jobs, transactions, and reports.
Contact Carreon Payments to have ACH enabled on your Talli account.
Next featureUnique team logins↓02 / 05
Unique team logins
Give every team member a secure login.
Each employee gets personal access instead of relying on a shared owner account.
- Invite employees to sign in with their own credentials.
- Start with a role template, then adjust screens and actions.
- Limit access to assigned records when needed.
03 / 05
Updated estimate builder
Choose the estimate structure that fits your job.
Start with one complete scope, multiple customer options, or a room-by-room project.
- Room by Room keeps work areas organized.
- Every structure keeps pricing and totals in one workflow.
- Change the structure as the project evolves.
04 / 05
Item groups and photos
Group related work and add photos to each item.
Item groups organize the scope, while per-item photos make choices easier to understand.
- Create groups for rooms, phases, or work types.
- Move each line item into the right group.
- Attach a photo from the line-item action menu.
05 / 05
Notifications
Never miss a moment that matters to your business.
Configure in-app and email alerts around the events that matter most to your team.
- Enable in-app alerts, email delivery, or both.
- Follow approvals, change orders, payments, and completed jobs.
- Open the related record directly from the notification.
Available August 04, 2026
Five updates, arriving tomorrow.
These improvements arrive tomorrow. Keep sending your feedback as you put them to work—we'll keep making Talli better with every update.
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