January 16, 2026 Edition
Fixes
Vendor access to files
Misc. item issues resolved on estimates and budgets
Submit PO notifications are being sent to internal users with the correct responsibility
New Features & Improvements
Self-guided help tools
Moved the help icon to under the profile menu
New error message when there is an issue with bulk importing billing items. This will provide you feedback on the file and allow you to make adjustments and try the import again.
Updates to the Project Backlog Report. The report now includes projects with no contract price. The count column will show the number of projects that don't have a contract price in parentheses.
New internal comments field for Vendors. There will also be a tooltip that shows vendor notes on pages with selections
Improvements to the Percent Complete Report
Column filtering options on the Heartbeat Reports
Improvements to Heartbeat Closing Report grouping
New builder comments field under work orders and model work orders. This field is only visible to the builder and it will not show on printable versions.
You can now enter a negative quantity to budget items. If you need to adjust your budget to remove an item that is no longer needed, you can enter a negative quantity.
You can now undo or revert a customer’s selection. This is a new permission and will need to be added to each user role that needs it
New Company Preferences options that allow you to customize tooltip information provided on the schedule. Options include: Scope of Work, Company Vendor Name, Classification Name and Percent Complete
Enhancements to QuickBooks Online Integration
Fixes
System error messages updated to be more user-friendly
Notification emails fixed
Added a Help Link to the profile menu
System version history now accessible from the main navigation menu
Billing Item bulk import loading issues resolved
New Features & Improvements
New Document Designer - Updated permissions allow users to customize certain documents using the new Layout Manager
New Checklist Comment History - Added a comment history link showing all past comments across all checklist items related to the same PO/WO
New PO Adjustments - PO adjustments can now be made from the Purchase Order screen (Adjustments tab). Positive or negative dollar amounts update the PO total to match incoming invoices
New company preference options - Customize tooltip information on the schedule, including scope of work, company vendor name, classification name, and percent complete
Added an internal-only comments section on the Vendor page. Notes are visible when vendor selections are made
New “Past Due By” filter on the checklist
New warning when accepting bid pricing from a vendor not already in the system. Users are prompted to add the vendor first, then return to accept the bid
New Commitment Undo or Revert button options
Add All Classifications option when creating a new vendor. Individual classification selection is no longer required
Builder Comments field on Work Orders - Comments are visible on screen only, not printable, and visible only to the home builder (not the vendor)
New model work order scope of work per variation - Allows management of different SOWs per model work order based on the selected model variation
Viewing Warranty Projects (Now available outside of warranty section)
Negative Quantity allowed on the Budget
Improvements made to the Project Backlog report
Improvements made to the Percent Complete Report
Display time when the schedule was changed on the Schedule Activity Report
Hide Billing Items option on Estimates and Invoices
Fixes
- Adjustments made prior to payment sync with QuickBooks
- Billing item issue resolved when creating a work order variation from another variation
- Issue with attaching a model to a project resolved
New Features & Improvements
- New way to remind vendors of upcoming work orders: Simply create a WO milestone to trigger a notification a certain number of days prior to the work order start date. This allows you to send a reminder notification to the assigned vendor.
- Replaced current database-driven menus with a new, simplified menu to improve page load times
- New Task Schedule view under the Tasks activity: This view shows only user tasks (no work orders) and allows filtering across multiple users
- Project name is now included in task notification emails
- Added invoice and PO accounting numbers from QBO to HBS for reference
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