Here’s what’s new, improved, and fixed this month — all part of our ongoing mission to make your experience faster, smoother, and smarter.
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
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