Timekeeping — Per-Minute Time Entry
Manual time entry now supports precise, minute-level start and end times instead of rounding to 30-minute increments. Whether you're logging time on behalf of a tech or entering it after the fact, you can capture exactly when work started and stopped—like 7:42 AM to 4:13 PM. The result: more accurate billable hours, payroll figures, and customer invoices, with that same precision reflected in your CSV exports.
Bulk Update Invoice Status
Updating invoice statuses one at a time slows down billing. Now you can select multiple invoices—after a billing cycle, payments, or reconciliation—and update their status in a single action. Fewer clicks, faster billing management, more consistent records.
Salesperson Filter on Invoice Views
Filter invoice lists by salesperson across the Billing tab, Invoices tab, or within an Account to quickly find what you need. As invoice volume grows—especially across multiple teams or territories—this filter cuts down on search time, makes it easier to review billing activity by sales rep, and speeds up follow-up on open, overdue, or disputed invoices, with a consistent experience across every invoice view.
Sales Forecast Report Updates
The Sales Forecast report has a refreshed layout with clearer views of your projection timeline, leaderboard, and salesperson details, plus a new gadget breaking out opportunities by lead source and full-page Sales Projections showing forecasted amount alongside cost for profitability at a glance. The leaderboard now matches Sales Results for drilling into each salesperson's opportunities, and a new Fulfillment Location filter on both reports lets you narrow your view to a specific location.
Export Ready to Order Procurement List
Export your full Ready to Order list to CSV, making it easy to share, analyze, and reconcile procurement-ready items across projects and suppliers. Work offline in Excel and manage large purchasing workflows with more confidence.
New Permission Controls for Quotes, Proposals, and Opportunities
You can now control which users have permission to unlock a locked quote, set an opportunity to won, and mark a proposal as reviewed. These new permissions give you finer control over key steps in your sales process, helping prevent unauthorized changes at critical stages.
Require Proposal Review Before Presenting
You can now require proposals to be reviewed internally before they're presented to a customer, with a permission to control who can mark a proposal as reviewed.
Show the Proposal Acceptance Date on the Project
Projects now show the date a client actually accepted the proposal, alongside other project dates—so you're not left relying on the conversion date by mistake.
Ability to See Tax Breakout for a Quote
View detailed tax breakdowns for a quote on the Summary tab of Edit Quote, and other tabs. Expand or collapse the view to see all taxes along with their taxable amounts and percentages.
Add Next To Do to Opportunities and Accounts
New Next To Do columns on the Opportunities and Accounts pages show the next upcoming to-do for each—or flag overdue ones. A date filter makes it easy to find records with overdue to-dos, to-dos due this week, and more.
Automatic Item Legend for Plan View and Connection View
Plan View and Connection View now support a dynamic Item Legend that automatically displays item images or icons alongside calculated quantities—keeping your diagrams clear and your legends in sync with your diagram content in real time, with no manual documentation required.
Cable Type and Color-by-Cable Visualization
Assign Cable Types to your connections and color-code drawings by Cable Type or Signal Type, making it easier to visually distinguish cabling at a glance. Cable Type is available throughout your catalog, connection workflows, and drawing settings.
Automatic I/O Assignment for Products in BOM
Products in your Bill of Materials can now have I/O automatically assigned, reducing manual data entry and improving accuracy across your system design workflows.
Print Warehouse Location Labels and Scan Anywhere
Print QR labels for every location in your warehouse hierarchy, then scan anywhere in Cloud you'd normally select a location manually to jump straight to the exact record—with focus auto-jumping to the serial number field when serial entry is on. Print all labels at once from Settings > Inventory > Locations, or a single label from any location row. Scanning from the SCAN menu also opens bulk edit for just the assets in that location.
Asset Condition: CSV Support, Bulk Edit, and Color-Coded Badges
Manage asset condition more efficiently with CSV import and export, bulk editing, and consistent color-coded condition badges across your asset grids.
New Audit Activity for Removing Stock Tracking
Turning off stock tracking for a product now logs an entry to the product's activity feed showing who made the change and when, closing a traceability gap in your inventory history.
Purchase Order Receiving Updates
Receiving is now more guided and connected. A new PO receive flow routes newly received units directly to the right project or to stock, supporting mixed and partial receipts and showing only the units that still need action. From the associated Project UI, you can check in inventory, allocate items, update asset details, capture serial numbers, and print QR labels—all in one streamlined workflow, with received units auto-assigned top-down for faster review and confirmation. No more jumping between project and inventory screens to get receiving done.
PO Notes Updates
The PO Note to Supplier field now supports quick-insert text snippets for faster, more consistent supplier communication. The internal PO Notes field on the Purchase Order detail page has also been upgraded to rich text, making it easier to add clear, organized internal context—without affecting supplier-facing PDFs or emails.
