What's new

A dated list of changes, fixes, and improvements that you can see in the product. We ship continuously; notes are grouped by week so you do not have to read every build. Internal work with no customer-facing effect is not listed here.

The short Release tag on Help & Support is still the identifier to include in a bug report.

Week of Oct 26, 2026

Fixed

• Property data — A lookup runs only when your plan still has property lookups left (including any pack you bought). Saving an account or a property still works when lookups are used up; FloBuildr keeps the address you typed and skips the lookup. A lookup that finds no property, and a saved result you open again, does not use a lookup.
• Files — An upload does not start once your storage allotment and any storage packs are used up.
• Mobile — Worksheet costs include the quantity. A line shows quantity × unit cost, and the amount on the line and its section is that extended cost, including sales tax, the same as the web worksheet.
• Mobile — Opening the app at a job site opens that job from the address on the property, even when nobody saved a map pin. The phone asks for location and uses a fresh GPS fix instead of an old coarse one.

New

• Mobile — On a job's Overview, anyone who can edit that job can move its stage, the same as the web job header. When the work is done, tap Mark completed.

Improved

• Activity — A schedule change on a job shows the date and time the work, meeting, or inspection was scheduled for, and what that date was before. The entry still shows who made the change and when they made it.
• Purchase orders — On a purchase order you can attach photos and documents that are already on the job, as well as files from your computer. The originals stay in Photos & Docs.
• Worksheet — the list opens sorted by section and type. Click a section, or a type such as Materials or Labor, to fold that block closed. Section headers are the larger bars. Type headers sit inside the section in that type's color. Estimate order is still under Sort.
• Mobile — The job worksheet groups and sorts the same way. It opens by section and type. Tap a section or a type to fold it closed. A section color from the web outlines that section.
• Mobile — Calendar rows use the same colors as the web. The tint is the kind of event, or the section color on a worksheet line or section. A bar on the left is that person's calendar color.
• Calendar — anyone can add or change a meeting that is only for them, including dragging it to a new time. Edit access to Schedule is what lets you add other people, or change a meeting that includes someone else.
• Calendar — month view opens on the current week. Switching to month, pressing Today, or moving to another day lands on that week instead of the top of the grid.
• Web — Starting a free trial from the website emails a link first. One email can start as many companies as it needs. If you are signed in with that email, the link adds the company and opens it. If you have a login but are signed out, enter your password on the link's page. A new email chooses a password there. Your other companies stay available from your avatar menu.

Week of Oct 19, 2026

Fixed

• Invoices — A new invoice opens at what is still unbilled. Saving one that bills more than the remaining contract is rejected, including after you raise the job price and the first invoice is still open. A voided invoice stays in the list and is left out of Total Invoiced and Balance Due.
• Web — Phone numbers without an area code, such as 555-0101, stay in that form on reports, accounts, and job headers. They were being shown as if the first three digits were an area code.
• Reports — Had a job in a date range skips jobs that are still in Lead. A lead is stored as a job, and this filter is for work past that stage.

New

• Web — Reports has Customers. It lists name, email, phone, and address, and Export CSV downloads that list. Choose All customers, New in a date range (the account was created then), or Had a job in a date range (a job was created then, or the job's start and end dates overlap those dates).
• Billing — a card or bank payment that does not go through shows on the job. Billing and the invoice say Payment failed, with the reason from the bank, and Payment History lists the attempt as Failed. It is not counted as money collected. The notice stays until a later payment on that invoice is collected or is still processing. The job Activity feed records it too.
• Workflows — you can run an automation when an online payment fails. Open the workflow, choose Invoice → Payment Failed, and use Failure reason in the email or task. Add a Payment type condition if you only want a deposit, a progress draw, a final payment, or an add-on. Cash and check you record by hand do not use this trigger.

Improved

• Worksheet — the list opens in the order written on the estimate, change order, or add-on. Sections stay in that order too. Sort still has section and type, name, cost, schedule, and status.
• Calendar — View on a meeting opens it without changing it. Edit in that window is there when your role can edit Schedule, and Save writes the change. Without that permission the meeting stays view-only.

Week of Oct 12, 2026

New

• Web — Network is where your company works with other FloBuildr companies. Set up your profile with your trades and drag a working area on the map, then find companies near your jobs under Find companies and ask to connect with a short note. You can also connect with a company code or an email. Each connection has its own conversation. From a job worksheet, select lines and choose Send work. The other company accepts them as a job of their own, with their own prices and crew. As they finish lines, your worksheet updates. Send scope or date changes with Send changes; they take effect once the other company accepts them. They can ask you for more money, and their bills land on your job as payouts. Both sides see a conversation for the work, past requests, shared files, and lien waivers. Network in the top bar and each tab show a count of what needs your answer, and the partner company gets an email when you send them something. Jobs with partner work show it in the job header, and sent lines are marked on the worksheet. Search to add trades on your profile. From a job's Photos & Documents, Share with a partner copies the photos and documents you pick onto their job. Unshare removes that copy. Who can connect, message, send work, accept it, share files, and bill is set under Settings → Role Permissions in the Network section. Administrator, Manager, and Office can send work. Sales can connect and accept, and cannot send. Crew and subcontractors start without Network access.
• Web — Photos & Docs — open Actions and choose Move to job to send photos that were taken on the wrong job to the right one. Select all grabs the whole set, including hundreds at once. They leave the first job, including punch items, worksheets, tasks, and photo reports. Capture date and location stay with the picture. Quick capture and Upload stay on the page; signing, file sends, and photo reports are in Actions too.
• Workflows — you can run an automation when any invoice payment is recorded, including a deposit, a progress draw, a final payment, or an add-on. Open the workflow, choose Invoice → Payment Received, and add a Payment type condition if you only want one of those. Job → Fully Paid still runs only when the whole job is paid off.
• Photos & Docs — Send files emails one private download page for the documents, signed PDFs, and photos you pick. Each file has its own download. The link expires after 30 days, and you can copy it, email it again, or revoke it from Sent files.
• Billing — a discount FloBuildr has set on your company shows on Billing & Plan with the amount off, how long it lasts, which plan it applies to, and whether it is already on the subscription or waiting until you subscribe. You can still enter a promo code, and it stacks with that discount. A code limited to one plan works only on that plan.

Improved

• Worksheet — a lock sits next to a line's cost in the list when that selling price is pinned. That includes a lock on the line, its section, or the job, and work received from another company. Hover the lock to see which one it is.
• Worksheet — the Manual label stays on the line in the detail panel and no longer shows on each row in the list. Change orders and add-ons still show their label there.
• Photos — drag a photo from the job, the full-screen viewer, a photo report, or the customer portal onto your desktop or into another app to save a copy. In the viewer, drag saves the file while the photo is fit to the screen; once you zoom in, dragging pans the photo.
• Invoices — after you send an invoice, the invoice list shows Viewed with the time, or Not viewed, once the customer opens the payment page, the invoice in the customer portal, or the invoice PDF. Invoice email delivery lists that open with the send events. Opening the email does not count.
• A paid invoice lists each Processing fee the customer paid with that payment, above Balance due. Amount applied under that payment is the part that went toward the invoice, before the fee, and you can hide it. Balance due stays the last line. The fee you absorb stays off the copy unless you turn on Absorbed processing fee. Net deposited sits with that payment too, and you can hide it. These settings are under Settings → Company → Default invoice, or on that invoice's display settings.

Fixed

• QuickBooks — a receipt marked as a credit now syncs as money coming back: a credit-card credit, or a deposit into the account you paid from. A payment that is already inside a bank deposit in QuickBooks is left as it is, instead of being updated on every sync.
• Signing — on some iPhones and older browsers, the document no longer shows up blank behind the fields. On a phone, the fields a customer fills in stay where you placed them on the document and shrink with the page. They no longer overlap or spill onto nearby text. Zooming in keeps every field lined up with the page. If a page of the document does not load, the customer sees Try again on that page instead of a blank sheet.

Week of Oct 5, 2026

Improved

• Documents — text, date, and checkbox fields can be marked Required, the same way estimate signing fields can. New fields start required, and fields already saved on your documents are required when the customer signs. Signatures and initials stay required. Uncheck Required when a field can be left blank.

Fixed

• Photos & Docs — image files you upload on the Documents tab stay in Documents. They no longer also show under Photos.
• Workflows — a condition that picks a specific job loads the job list again. Searching by job name or job number works.
• Users — archiving or deleting a teammate who has a calendar no longer fails when the person taking their work already has one. Meetings on the departing calendar move onto the replacement's calendar.

Week of Sep 28, 2026

Improved

• Billing — sales tax is now calculated automatically on your FloBuildr subscription and on usage packs, based on your billing address. Plan and pack prices are shown before tax, and the tax appears as its own line on your receipt and invoice. Keep your address current under Settings → Company.

Fixed

• A photo you take on the phone stays on the device until FloBuildr confirms the upload, including if you lose service or the app closes. It keeps sending until the photo lands, so a long capture session does not leave blank thumbnails.
• Mobile — the job photo gallery now shows every photo on jobs with a lot of them. On a job with around a hundred full-size photos the grid was coming up nearly empty on the phone while the web showed them all. The gallery now loads thumbnails as you scroll instead of all at once.
• Calendar — days from the month before or after that show on the month grid now list the same events no matter which month you opened. The last days of September were blank when you were looking at October, and the first days of October were missing work when you were looking at September.
• QuickBooks — an expense entered in QuickBooks is no longer deleted right away when a FloBuildr expense has the same amount and date. The same applies to bills, payments, bill payments, and attachments. They now come into FloBuildr as their own records. FloBuildr also no longer writes over an existing QuickBooks transaction because it has the same reference number (for example two ACH BATCH expenses). Anything removed this way needs to be entered again in QuickBooks.
• QuickBooks — deleting an expense, bill, or payment in QuickBooks now carries over. If it came from QuickBooks, it is removed from FloBuildr too. If it was entered in FloBuildr (including card payments customers made through FloBuildr), it stays, stops syncing, and shows as deleted in QuickBooks in the sync activity. Edit it to send it again.
• Mobile — an all-day meeting or job scheduled for tomorrow stays on tomorrow. It was showing up on today.
• Calendar — adding a meeting in the evening no longer lands it on the wrong day. If you opened the new meeting form after about 7:30pm Eastern (6:30pm Central, 4:30pm Pacific), or clicked the 8pm slot on the calendar, the form opened with the *next* day already filled in, so the meeting saved a day late unless you caught it. Meetings created this way kept the wrong date — check any you added in the evening and move them back.
• Calendar — a meeting scheduled for 8pm or later in Eastern time (7pm Central, 5pm Pacific) now shows on the day it is on, on the web and on mobile, and opening it to edit shows that same day.
• Mobile — a job or meeting that runs across several days now appears on every day it runs. It was only listed under the day it started, so a crew member opening the middle of a multi-day job saw nothing scheduled.
• Calendar — a shift that ends at midnight no longer takes up part of the next day on the calendar.
• Calendar — an evening meeting no longer blocks the wrong day when you are picking a time with someone, and an all-day event now blocks the day it is actually on.
• Daily logs, estimate signing dates, and workflow task due dates are dated from your own day rather than a day ahead when you are working in the evening. A job's days remaining counts from today for the same reason.
• Calendar — opening a meeting from a job no longer changes which job it is linked to. Saving it keeps the job already on the meeting.

Improved

• Web — Dashboard widgets use the same compact panels as Control: tighter cards, small section labels, and list rows that sit on their own surface.
• Web — Tasks can be filtered by assignee, Created by me, and Overdue, and column headings sort the list. Open tasks stay above completed ones. My Tasks shows those open tasks even when you also have a long list of finished ones.

Week of Sep 21, 2026

New

• Mobile — Settings has Contact us and Report a bug, the same Help & Support forms as the web.

Improved

• Customer invoice numbers have to be unique in the company. QuickBooks will no longer fold a second invoice with the same number into the first invoice's record. Change one of the numbers and sync again to give it its own QuickBooks invoice.
• A paid invoice includes a Processing fee line. When the customer pays the fee, the invoice totals what they were charged. When you absorb the fee, it shows that fee and the net deposited. QuickBooks records the same fee on the bank deposit so the deposit matches the payout. Online payments already in QuickBooks whose payout differs from the invoice amount are queued and re-posted. Payments on or before your QuickBooks closing date, or already matched in bank feeds, are left as they are. On the pay page, earlier payments stay behind Show until someone opens them.
• Calendar — week and day views give the working day most of the height. Hours outside the workday stay on the grid, shaded, but the rows are shorter.
• Web — inbound lead Preview on a webhook lets you fill the fields you capture, send a test, and read the request and the response. A successful test creates a real lead.
• Web — inbound lead forms include every field you chose to capture. Required fields have to be filled in before the form will send. The customer's message is saved as a note on the new job, or on the account when that URL does not create a job. If a submission is rejected, the form shows the reason FloBuildr returned.
• Mobile — tap a job or account address to open it in Apple Maps, Google Maps, or whichever maps app the phone uses.
• Mobile — tap a meeting on Calendar to see its time, notes, location, and who is invited. The address opens in maps. If the meeting is tied to a job, Open job is on that sheet. The same tap works on a job's Calendar.
• Mobile — job Activity and Logs are no longer tabs on the phone. Use Notes, punch, photos, and the other field tabs on mobile; activity and daily logs stay on the web.
• Mobile — Schedule is labeled Calendar on Home and on a job.
• Web — time-off approvals live on Settings → Timesheet → Time off, with the same date / person / status filters, sort, and Export CSV as Punches. About Me → Time off is your own request history, including notes. Unapproved time off can still show on Calendars, but it looks like a dashed placeholder until someone approves it. Workflows can now start when time off is requested (Calendar → Time Off Requested).
• Web — Create PO on a job's Purchase Orders tab can email the vendor or submit to a connected supplier, the same send choices as ordering from the worksheet.
• Calendar — a meeting linked to a job now has Go to job, the same idea as Go to event on other work: it opens that job's Schedule on that day. Linking a job on the event form fills Location from the job site so you can change it if that stop is somewhere else.
• Calendar — Calendars shows one job bar per day instead of every worksheet line or punch item. Assigned crew and subs (including punch due that day) are booked; sales and project managers on the job are not. Switch to Schedule for line items, sections, and punch.
• Calendar — Resource view only lists people who have something booked in the day you are looking at. Anyone missing is assumed free.
• Calendar — Add event starts at the next half hour from now, not 9:00 on the first day of the view. Drag or click a slot when you want a different time.
• Bank payments that need a small Stripe test deposit now email the customer the verification link when that deposit should show on their statement, and again three business days later if they have not confirmed yet. The payment stays pending until they finish — it is not canceled.

Fixed

• Web — the sign-in page can offer saved emails and passwords again.
• Customer emails now show your company name with via FloBuildr, so mail servers are less likely to hide them before anyone sees them. Replies still go to your team.
• A reply to a signing email goes to the estimate owner, or to the company email when the estimate has no owner.
• A workflow email to a customer replies to the person who triggered it, or to the company email.
• Calendar — a drive time only shows in the gap between two timed stops later the same day. Nothing is drawn after the last stop, or after a meeting whose next stop is not on the hour grid. A meeting block keeps the people on it, so a short meeting is still easy to scan.
• Web — an invite or trial link for a different email signs you out of the company already open in the browser, instead of dropping you back into that company.
• Mobile — checklist photos show their preview and open full size when tapped. Job photos were already fine.
• Web — Refresh from supplier on an SRS order looks up the live ticket at the branch when webhooks haven't arrived yet, so the sales order number and status update instead of staying on Submitted.
• Mobile — on Android, Quick capture from an expense (or another edit sheet) opens in front of the sheet, and Done closes the camera.

Week of Sep 15, 2026

New

• Public lead form — each inbound lead URL now has a branded page you can hand out (link or QR). Homeowners fill in the fields you chose; it creates the same lead. Your company name is the headline and is also in the link (`/lead/your-company/…`). Set the headline, intro, button, colors, and a default light or dark theme — visitors can switch on the page and that choice sticks on their device. Download the QR as a PNG for cards and ads. The page shows your logo and a Powered by FloBuildr footer.
• Documents live under Settings → Company → Documents (with estimate signing and invoice defaults). Upload any PDF, give it a name, and place signatures and job fields. Estimates pick a contract document (with a company default). From a job's Photos & Docs tab you can send any other document for signing — email or in person — without treating it as an estimate. Signed copies show with estimates in Photos & Docs and in the customer portal.
• Schedule and Calendars are separate on Calendar in the nav (and on a job's Schedule tab). Schedule is the work board — job dates and line items. Calendars is the union of everyone's calendars: meetings, time off, and work that actually occupies someone. Sales and PMs on a job are not booked for every line; crew scoped to all lines (or to specific lines) is. Each person has one calendar; meetings you set for someone else show there. On Calendars, Filters has Search people… — a searchable list of individual calendars with Select all. Subscribe feeds are that person's calendar (or the company union), not a mix you configure. Add event spells out calendar event (meeting) vs task appointment (timed to-do).

Improved

• Take payment on an invoice now labels the saved card or bank tab Stored method, so it is not mixed up with keyed Card / ACH.
• Property insights now follow the assessor layout: Overview (key facts, ownership, valuation, and each recorded mortgage or lien), Details (separate cards for interior, parking, construction, lot, tax, and legal), and History (one timeline of sales, transfers, and loans — not a duplicate table). Living area stays separate from total building area.
• Role permissions, checklists, and usage still use the same document keys as before; the labels now say Documents.
• New text, date, and checkbox fields on Documents and Default estimate signing start as Signer cannot edit (signatures, printed name, and initials stay fillable). Uncheck the box if the customer should type.
• Mobile — tap an expense or job receipt to view it. It stays locked until you tap Edit, so a stray tap cannot change or delete it. Tap photos to view them full size and tap documents to open them (expenses, receipts, punch, daily logs, permits, worksheet lines, and checklists).
• Mobile — checklist photos show as thumbnails on each item and in From job photos & docs.
• Each person has one calendar. Visibility, extra named calendars, and subscribe-feed checkboxes are gone. The feed is that calendar (or the company union). Meetings you set for someone else show on theirs.

Fixed

• Web — checklist photos open in the same full-size gallery as punch, daily logs, and Photos & Docs instead of a new browser tab.
• Web — opening a photo from a punch item (or any other dialog) now shows the preview in front of that dialog.
• Calendar — crew assigned at job level (all worksheet lines) is booked on those dated items, same as crew assigned to specific lines. Overlap warnings follow that. Sales and project managers on the job are still not treated as booked.
• Calendar chips — the left pip is only a person's calendar color (the same swatch as Search people…). Event type is the wash on the chip. No calendar color means no pip.
• Calendar warnings — a double-book (or booking on approved time off) stays a red collision mark. Outside working hours and holidays use a blue clock instead of the same red `!`. Same-day two-job overlap stays yellow; tight travel is orange.
• Calendar Filters count on the orange button is a dark chip with a white number so it stays readable.
• Go to event on a line item opens that line on the job Worksheet. A section or job-date chip opens the job Schedule on that day instead of jumping to today.
• Documents sent for signing from a job can be opened and deleted from Photos & Docs (awaiting signature). Continue captures the signature on this device; Resend emails a fresh signing link. Signed copies stay on the job.
• Drawn and typed signatures use the signature field's font color, the same way initials do.
• Prefill sources on document and estimate signing fields (customer name, company, job site, and the rest of the list) fill from the matching job data instead of staying blank.
• View sent PDF from estimate and invoice email history opens the real emailed copy again (it was a blank page in production).
• Mobile — after switching companies, the top-left back control on Jobs and a job works again on iPhone. It names the screen you came from and returns there.
• Mobile — View (and the thumbnail) in checklist From job photos & docs opens the picture so you can check it before attaching.
• Mobile — on Android, choosing how to add a checklist photo uses the same themed sheet as the rest of the app.

Week of Sep 8, 2026

New

• What's new is live under Help & Support in the app, and on flobuildr.com/updates. Same notes in both places.
• Account credit on a customer: grant it, zero it, or let it build from overpayments. Apply a dollar amount on an invoice the same way you apply a discount; it prints as a Credit line on the PDF.
• Linked logins — if you have more than one FloBuildr email, connect them from About Me so every company you belong to shows up when you switch companies.
• Lead intake fields — choose which fields a new lead captures, which are accepted, and which are required.
• Charge a card on file on an invoice, or without tying the payment to an invoice first and apply it later from payment history. Customers can also pay in the portal with a saved card.
• Dashboard — a widget for unassigned leads and jobs, with optional color coding (for example, red when the count is high).
• Mobile — home is no longer jobs-only. From the first screen you can open accounts, company expenses, add a lead, or look up property info.
• Mobile — add a lead from the field in a short flow.
• Mobile — upload and open documents, within the same permissions you already have on the web.
• Mobile — company expenses can be added from the app the same way as on the web.

Improved

• Photo markup is a full editor: square, circle, arrow, date/time stamp, text on shapes, drag to reposition, and a toolbar. Saved job photos can be marked up after upload; the original date, time, and GPS stay on the file. Web and Mobile.
• Photos on a job's dashboard summary are clickable and open that photo on the Photos / docs tab.
• New lead: Create saves the lead with no meeting; Create and Schedule saves it and opens a calendar to book the first meeting. Both screens keep the people assignments.
• Receipts are charge or credit, defaulting to charge, and the totals follow that choice.
• Pipeline no longer uses an Advance button. Each job shows last touched — the last time someone took an action on it.
• Switching companies from the avatar menu is clearer when you belong to more than one.
• Signing overlays stamp more cleanly on estimate and contract PDFs.
• Supplier items with limited, zero, or unknown availability or price can still be added on templates and the worksheet, with a notice to call your sales rep.
• Round-up on estimate, worksheet, and template lines defaults to on.
• One line item can have more than one auto-total (they sum).
• Waste can be added on labor lines, not only materials. Following lines keep tracking waste. Qty and qty-plus-waste both show where they apply.
• When a catalog item has options, you can leave the option blank on a template; when you use it on an estimate, worksheet, or PO, FloBuildr prompts you to pick one (suggested, not required).
• Save a supplier-populated line into the line-item library.
• Duplicate a template.
• Mobile — camera zoom is pinch-to-zoom the way the phone already works, including 0.5x.
• Mobile — opening the nearest job by GPS is not gated on being clocked in.
• Mobile — permits and inspections show attachments and a details view.
• Mobile — the job dashboard progress area matches the billing summary cards from the web, still filtered by your permissions.
• Annual billing can be paid by bank (ACH) only, matching how the plan is priced.

Fixed

• Mobile — native camera zoom levels (including 0.5x) now show on supported devices.

Week of Sep 1, 2026

New

• Mobile — invoice payment QR codes and notes on the job, so a crew can show a customer how to pay without the office reprinting anything.

Fixed

• QuickBooks sync on jobs that had gotten stuck.
• A reports page that failed to load for some companies.

Week of Aug 25, 2026

Improved

• Inbound web leads land more reliably, including incomplete address or contact fields.
• Supplier live pricing on templates no longer drops the price when you reopen the template.

Fixed

• Invoice split / draw invoices that could save with the wrong remaining balance.
• Photos that failed to open after upload on some jobs.

Week of Aug 18, 2026

New

• AI connector (MCP) — connect FloBuildr to an assistant you already use, with the same tools as in-app chat plus the user guide.
• Control — a finances view across the jobs you are watching, not only the one job you have open.
• Clock in from the web, with a faster path to capture a jobsite photo while you are on site.

Improved

• QuickBooks can sync the full job bundle (customer, class, invoices, bills, receipts, payments) when the job is ready — not a one-time toggle you have to remember.
• Email on estimates, invoices, and portal messages shows delivery more clearly.
• Stripe payout descriptions split so deposits are easier to match in the bank.
• Company billing top-ups and finance settings on the plan page.

Week of Aug 11, 2026

New

• Lead source on a job, so you can see where the call or form came from.
• My jobs — a focused list of work assigned to you, not the whole company pipeline.

Improved

• Invoice line sections show more detail when you are picking what to bill.
• Supplier (SRS) orders can carry the FloBuildr job so the distributor ticket matches the job you are running.
• Live supplier pricing stays on when you are connected; the old on/off QuickBooks-style toggle for that feed is gone.

Week of Aug 4, 2026

New

• Offboarding — when someone leaves, reassign their jobs, tasks, and calendar so work does not sit on a login you are about to remove.
• A new in-app AI assistant with better job-aware answers, plus AI price suggestions on estimates from regional and company history (you still review before they hit a quote).
• Payouts to subs from the job, tracked with the rest of the money.

Improved

• QuickBooks syncs when there is something to sync, instead of a constant background push.
• Processing fees can be passed through in full when a customer pays online.
• Trial and plan pages spell out what happens when the trial ends.

Week of Jul 28, 2026

New

• Collect a payment from the job or invoice without bouncing to a separate tool.
• Invoice tracking on the job so you can see what is sent, viewed, and outstanding.

Improved

• Worksheet cleanup: line status, sections, and totals are easier to scan.
• New-lead flow can take a first meeting on the calendar and a payment method without leaving the job.
• Company expenses and QuickBooks no longer double-post the same receipt.
• Mobile — crew job screens (progress, punch, photos) match what the office sees on the Job Profile.

Week of Jul 21, 2026

New

• Company calendar with job events, availability, and a first pass at ICS-style sharing.
• SMS from workflows — appointment and status texts without using a personal phone as the office inbox.
• Expense categories so company spend can be coded the way you book it.
• Mobile — a working crew app for assigned jobs, time, punch, and photos.

Improved

• Manual calendar events on a job, not only schedule that comes from the worksheet.
• Invoice language around deposits, draws, and what is still due.
• Supplier purchase orders group more cleanly by vendor.
• Pending bank / card authorizations show while a payment is still processing.

Week of Jul 14, 2026

New

• Customer pay portal linked to a specific invoice (not a generic balance).
• SMS opt-in on the job for customer texts.
• Checklist items can take a photo or document attachment.
• Users can store a phone number on their profile.

Improved

• Payments in progress show on the job so a card that has not settled yet is not invisible.
• Estimate create asks for the required fields before you are halfway through a bid.
• Invoice numbers and split (draw) invoices on their own page.
• Sales leaderboard report.
• QuickBooks connection survives a refresh instead of looking disconnected until you click again.

Week of Jul 7, 2026

New

• Control — a live board for a tagged group of jobs (a crew's book, a neighborhood, a region).
• Job sentiment on the job so the office can see if the customer conversation is going well or not.
• Worksheet financial totals on the plan, next to status and quantities.
• Stripe for customer cards and the portal, not only company subscription billing.
• Impersonation for support (with a banner) when an admin needs to see what a user sees.

Improved

• Tasks and job counts are lighter and faster on the dashboard.
• Calendar on the job for meetings, not only production dates.
• Invoice generate, void, and QuickBooks duplicates that could create a second bill.
• Stripe reconnect when a payment account needed to be linked again.

Week of Jun 30, 2026

New

• Checklists on the job.
• Crew assign and acknowledge — the person sees the assignment and can confirm it.
• Meetings and job tasks on the same job record.
• Change the email you sign in with from About Me (confirm via a link to the new address).
• A company finance dashboard.

Improved

• Photos can sit on worksheet lines, not only the job photos tab.
• Extra email recipients on job / estimate / invoice sends.
• Customer portal and invoice screens.
• Soft presence so you can see who else is on a job without a full refresh.
• Signing still works in older browsers.

Week of Jun 23, 2026

New

• Soft delete — important records can be restored by an admin for a period instead of vanishing on one bad click.
• Role permissions overhaul: assigned-vs-all, and finer control over who sees money vs who runs the field.
• Archive a user without deleting their history on jobs.

Improved

• Add-lead and Google Places search when the address lookup failed.
• Workflows you can turn on without a developer.
• Live supplier orders show more line detail.
• Stripe customer payments after a failed or incomplete checkout.

Week of Jun 16, 2026

New

• Live supplier pricing (SRS / RoofHub) on estimates, the worksheet, and purchase orders.
• Roof measurement from the satellite view — trace planes, set pitch, get squares and waste, save it on the property.

Week of Jun 9, 2026

New

• In-person signing — hand a device to the customer on site and lock the rest of the app while they sign.
• In-app user guide and AI answers grounded in that handbook.
• Crew assignment overhaul: who is on the job, who is on which lines.

Improved

• Smaller PDFs when you email estimates and invoices.

Spring 2026

The months the product took shape as one Job Profile. Not a complete history; these are the customer-facing firsts.

New

• Unified pipeline (Lead through Closed, including Dead) instead of separate lead / estimate / job lists.
• Estimates (renamed from quotes) with line items, sections, margin, tax, internal notes, and branded PDFs.
• Contracts and e-sign, including activity on the job.
• Worksheet turning an accepted bid into a work plan, with schedule, section colors, and status.
• Purchase orders.
• Line-item library.
• Tasks.
• Workflows (automation).
• Global search.
• Help & Support with contact and bug report (includes the release tag).
• Maps on properties, plus property data lookup.
• Company select at sign-in, magic-link invites, and a photo on your user profile.
• Autosave on the job so two people editing do not silently overwrite each other.
• Text on job photos; job start/end dates; vendors; company fields and document numbering.
• Email overhaul for estimates, invoices, and portal messages.