Apply templates to General (job-level) items in estimates, and centrally manage all org templates from the new /settings/estimate-templates page.
Add forgotten signers after the document's sent out, and all signers automatically receive the completed PDF when fully signed.
Documents table now filters by type and phase. Signers see their own signature immediately after signing. Inventory lists auto-file into Documents like other sends.
Large inventory lists now render in the background; share optional notes with clients like you do with photos and estimates.
Complete workflow for creating signable documents with rich-text editing, signer management, revocation, and template-faithful rendering.
Draft Work Authorizations and Certificates with templates, collect digital signatures, revoke if needed, and track completion.
Client portals, PDFs, exports, and emails now show your project's branch name instead of the organization's operating name.
Removed demo charts that were re-rendering during animation, and task avatars now match the app-wide rounded square style.
The inventory sidebar moves to a compact menu, giving tables full width and faster access to key actions.
Inventory list sharing now enqueues asynchronously, freeing up your browser immediately and showing delivery status in real time.
Inventory sends for 1000+ photos now complete reliably instead of crashing the worker and freezing the UI.
Navigate projects with pill tabs, update team assignments instantly, and see richer activity details with client and loss type information.
15 staging fixes: HEIC photos auto-convert, work orders filter by branch, loss types read org config, calendar/inventory/estimate/task improvements.
Fixed error preventing super admins from impersonating other admin-role users during troubleshooting.
Share photos, batch tag, and manage links are now consolidated into a single kebab menu, matching estimate and invoice interfaces.
Select all now works on the complete photo set — background loading ensures all photos are available before you can select them all.
Print and Download actions are now in a menu, keeping filters on one row.
Browse large photo libraries efficiently — photos now load on-demand with server-side filters and search.
Enter arithmetic in unit price fields, see job names instead of numbers, and exclude NR items from pack-out views.
Unit Price fields now support arithmetic formulas, and projects display by name and address across the app.
Remove 500-photo email cap and 200-photo zip truncation. Stream downloads for safe sharing at scale.
Creating projects with duplicate numbers now works — the system regenerates them automatically, and edit forms preserve your adjuster and address data.
Opening a project for edit now displays all previously saved data — policy, claim, deductible, contacts, and crew assignments no longer vanish.
Field techs can manage inventory, find clients by contact name, and missing addresses now display in project edits.
Pasting an address from Maps or autofill no longer silently breaks project creation.
Dismissed items in the to-be-scheduled rail now vanish instantly instead of waiting for a server round-trip.
AI now drafts your work order task checklist first; assign tasks to staff or subtrades and edit equipment/materials instantly without page reloads.
Items now vanish from the calendar immediately when you confirm dismissal, no server delay.
Pending work orders appear in a to-be-scheduled calendar rail; invoice reminders auto-create on approval and link to their work orders.
Fix project-create error reporting, estimate tab freezing on slow triggers, and large photo selection sharing.
Project creation no longer fails on invisible bytes from paste/autofill. Server-action errors always surface in logs and Sentry.
Completing tasks and changing filters now update immediately without waiting for the server to respond.
Task status circles and filter selections now reflect your choices immediately without waiting for the page to load.
Task rows show project title and phase; completed tasks support completion notes.
The task actions menu now displays at all times instead of only appearing on hover.
Route completed work orders for manager approval, then create invoices without leaving the detail view.
Estimate and invoice detail pages now use all available space, with every action grouped in a collapsible command palette.
Materials marked Remove now produce line items; estimates sort by remediation phase instead of alphabetically. Templates preserve their order.
Manage tasks faster with urgency grouping, inline status updates, and overdue badges
Equipment, Materials, and Safety Checklist settings are consolidated into a single page with tabs—faster navigation, fewer sidebar links.
Work order checklists auto-generate from estimate line items with intelligent contents sub-phase scoping.
Hover over any calendar event to see project, time, crew, address, and notes — links in notes are clickable.
All-day events span multiple days, resize handles appear only where useful, and events are colored by job for better organization.
New calendar page with daily, weekly, and monthly views to help you plan projects and schedule crews.
Assign crew directly on the calendar with automatic conflict warnings and smart phase-based team suggestions.
Work orders filter by status, calendar toolbar now cleaner and more organized.
Work orders list features blank state and status filter; details pages keep phase context.
Dispatchers create work orders with AI assistance, field staff track progress with photos and notes, contractors access scoped details via secure portal.
Tax rates show live Mapped/Unmapped status. Members table now displays payroll readiness—employment, compensation, and QuickBooks link.
Edited invoice rows now update instantly instead of waiting for the server to refresh.