Project Dashboard (May 19)
New
Get a centralized view of each project’s status in real time. The Project Dashboard shows you key metrics like task progress, deadlines, and daily logs—helping you make faster decisions and keep projects on track from a single, powerful interface.
Project Inventory (May 09)
New
Track every item with precision. Our new Project Inventory feature helps you monitor products from purchase orders to on-site delivery. Know exactly how many items have been received, what's still pending, and track usage, damage, or replacements—ensuring complete visibility and control over your project materials.
Task Progress (May 14)
Improvement
Monitor task completion with visual clarity. Each task now includes a progress bar that reflects how many checklist items are completed—giving you and your team an instant view of task status at a glance. Great for staying on top of detailed to-dos and moving projects forward with confidence.
Call Log Upload (April 18)
Improvement
You can now upload audio recordings with your call logs, and our AI will automatically generate a concise summary of the conversation. This makes it easier to review key points, follow-ups, and decisions—without needing to listen to the entire recording.
File Upload & Document Management (Allow Download) (April18)
Improvement
Now you have more control over shared documents. When uploading files, you can choose whether clients can download them from the customer portal—giving you the flexibility to keep certain files view-only while allowing others to be downloadable.
Reports Automation (April10)
New
Set it and forget it—automated reports are here. Get recurring reports sent via email, on your chosen schedule.
Task Template (March 28)
New
Save time on recurring workflows with Task Templates. Quickly duplicate commonly used task lists across projects.
Schedule Template (March 28)
New
Standardize your project plans using Schedule Templates. Apply predefined timelines to new projects for faster, consistent scheduling.
Reports (March 14)
New
Generate detailed reports on leads, financials, tasks, and project timelines. Export and share them with stakeholders in just a few clicks.
Project Scheduling (Feb 26)
New
Plan, assign, and track project milestones effortlessly. Our new Scheduling tool brings a visual timeline interface to manage tasks, resources, and deadlines.
Selection (Feb 26)
New
Collaborate with clients to finalize material and product selections. Track approvals, budgets, and availability seamlessly from one dashboard.
Time Tracking (Feb 06)
New
Track billable and non-billable hours across team members. Get real-time insights into how time is spent on projects.
Task Management (Feb 06)
New
Assign, prioritize, and monitor tasks across your team. Our new task manager ensures nothing falls through the cracks.
2D Takeoff (Jan 01)
New
Speed up your estimating process with our 2D Takeoff tool. Easily measure areas, lengths, and counts directly from 2D drawings to generate accurate quantity estimates.
WhatsApp Integration (Jan 01)
New
Stay connected with your clients via WhatsApp.
SMS Integration (Jan 01)
New
Communicate instantly via SMS. Send automated alerts, follow-ups, and reminders to clients, messages directly from the platform with full conversation history tracking.
Revenue Dashboard (Dec 26 2024)
New
Get a bird’s-eye view of your business performance. Our new Revenue Dashboard aggregates income, expenses, and profitability insights in one place—making it easier to track growth and make informed financial decisions.
Edit Products and
Services in the
Table (Dec 26 2024)
Improvement
You can now directly edit product and service details within the table view—faster, cleaner, and more intuitive updates without needing to open individual records.
Bills and Invoices
in the Vendor Portal (Dec 26 2024)
New
Vendors can now generate, view, and manage bills and invoices directly from their portal—streamlining back-office tasks and ensuring better financial clarity.
Connected Vendor
Services and Products (Dec 26 2024)
New
Vendors can now link their services and product catalogs for better integration across the platform, enabling smarter estimate generation and selection workflows.
Daily Log (Dec 26 2024)
New
Log site activities, progress updates, and key milestones with our Daily Log feature. Perfect for tracking fieldwork, timelines, and on-site events in real time.
Documents (Dec 26 2024)
New
Centralized document storage is here! Upload, organize, and share documents with your team and clients—all in one place.
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