Every job moving.
Your whole team
connected.

Improvements being planned.

• Production task schedulingKeep project tasks and meetings aligned.

  • Planning to assign created tasks and meetings to the documented project manager.
  • The planned update also carries the project task name and correct end date into scheduling.
• Roof sections on agreementsConnect agreements to specific roof sections.

  • Planning a section selector for service agreements, with selections based on the chosen property.
  • Final scope and platform availability are still being defined.
• Technician note defaultsSet a consistent starting point for new notes.

  • Planning an account setting for the default Show to Technician value on new notes.
  • Administrators would choose the default for their account.

Currently in development.

• Company dashboardA clearer company-level overview.

  • Bringing property counts, sales totals, warranties, and agreements into a company overview.
  • This update is in development.
• Mark invoices as sentProcess an invoice without emailing it.

  • Adding a Save & Mark as Sent option when an invoice has no recipients.
  • This workflow is in development and is not yet a released update.
• Easier bids on mobile webClearer controls for sharing from a phone.

  • Improving opportunity and site-bid controls in the mobile web view.
  • The work focuses on clearer actions and a more usable sharing flow.

Recently released improvements.

• Service agreement ticket detailsReleased Oct 19, 2026Keep agreement details with the work.

  • Automatically created service tickets use the service agreement name as their description.
  • Agreement notes carry into the service ticket notes.

  Applies to tickets generated from the configured service-agreement workflow.

• Clearer service scheduling emailsReleased Oct 19, 2026Keep the scheduled day visible.

  • Service scheduling emails include the ETA date even when the ticket has no ETA time.

  Applies to the service-scheduled notification workflow.

• Invoice list sortingReleased Oct 14, 2026Find the invoice you need more easily.

  • Sort columns in the service and production invoice lists.
  • Alphabetical sorting helps organize the information already in your invoice view.