Clients now receive a download link for the inventory PDF in the email instead of an attachment.
Fixed timeouts and inflated counts that prevented large batches from settling properly.
Press C then T to create a task, C then P for a project — shortcuts that never fight the browser.
Admins can now record off-portal client approvals directly on estimates to unlock invoicing immediately.
Item descriptions stay readable in wide tables; photo analysis coalesces with fewer dispatch storms.
Large photo uploads are now significantly faster, with reduced system load during batch analysis.
Every upload gets AI tags for instant search. Build a photo cart and share albums with clients via secure token links.
Photos are AI-described and tagged for search. Share collections with clients via secure links with delivery tracking—no sign-up needed.
Long descriptions no longer hide Edit and Delete buttons. The table stays fully visible at any width.
Estimate settings form is cleaner and more compact — Taxable toggle now sits inline on the quantity row.
Transient network hiccups won't leave the progress bar stuck anymore — it automatically recovers and keeps you updated.
Work areas frozen in projection due to soft-deleted photos now complete successfully.
Removed redundant Primary badge and inlined Taxable toggle for a more efficient interface.
Unified sending workflows with secure client portals, expiry control, and real-time delivery tracking.
Stripe Connect settings now display with improved visual hierarchy and context-aware messaging based on where you initiated setup.
Watchdog orchestrator was permanently re-triggering photo analysis for stale content phases, causing system churn every 2 minutes — now fixed.
Cleaner audit trail — see status changes, estimates, invoices, and tasks. Noisy field edits and metadata updates are hidden but preserved for compliance.
Line items now show calculation codes instead of dashes when the AI omits the formula.
Client forms no longer jump to validation errors before you finish typing, and project managers are now smart-selected by role.
The project edit sheet now opens immediately when you click edit, showing a loading state while data fetches.
Edit organization defaults and per-branch tax rates without leaving the estimate — changes apply instantly.
Job site address now appears right after client selection for a more intuitive form flow.
Photos that fail to upload or analyze now show detailed status, and you can retry or delete them directly from the UI.
Inventory & Photos removed from main sidebar; remain accessible at the project level for focused global navigation.
Fixed a bug where permission checkboxes didn't appear and descriptions showed raw translation keys on un-seeded database environments.
Settings are now organized into Organization, Projects, and Estimating sections for easier navigation.
Fixed a form submission bug where adding a contact would accidentally submit the entire project.
Choose what details appear in estimate exports — full breakdown, totals only, or work-area summary.
New four-stage lifecycle dashboard plus real-time feedback while editing line items.
Draft invoices now let you adjust due dates, payment terms, and billing address; drag line items between work areas to reorganize.
North American phone numbers now format as (281) 455-6643 with a +1 prefix when applicable, for clearer, consistent display.
Browse client estimates and invoices, view contact emails, and manage related data in a full-height panel with searchable tabs.
Client portal now groups unscoped work items at the bottom with a clearer "General" label.
Estimate clients can now view and download PDFs inline without popup blocks interrupting their workflow.
Job-level items are now labeled General and grouped at the bottom, so room sections take visual priority.
Pack-back estimates provision fresh boxes, contractor bags, and stretch film since pack-out materials can't be reused.
Upload hundreds of photos without UI stalls. Project inventory analysis is now efficient with capped AI budgets and smart dispatch coalescing.
Virtualized tables and optimized rendering keep the inventory tab fluid even on large projects.
Photo grids no longer have their own scroll pane; the page owns scrolling. Mobile layouts now use dvh instead of svh for better viewport fit.
Capture PM and insured details when creating projects; get notified when you're assigned; bulk-update inventory salvage and pack-out status.
Capture project managers, insured details, and client POs on project creation with automatic team notifications.
Removed manual Roof Area input; area now auto-calculates from footprint and pitch.
Wide logos no longer stretch unbounded in estimate portals and email templates.
Structure, site, and elevation areas now use linked feet-and-inches inputs with automatic area calculation.
Customer replies to estimates or invoices now land in the sender's inbox instead of a generic contact address.
Watch your PDF load with a visual indicator, plus automatic fallback generation of missing cover text sections.
Project pages now pin the chrome at the top on lg+ screens, with independent scroll panes and keyboard shortcut (f) to collapse the header.
PDF iframe shows a loading indicator while rendering, cover fields are guaranteed when sending, and the preview page is clearly marked as editable.
Server actions now show the real error message instead of a numeric error code.
Set proper dimensions and add line items to STRUCTURE, SITE, and ELEVATION work areas — formulas now resolve correctly.