Every job moving.
Your whole team
connected.

Improvements being planned.

• Production task schedulingKeep project tasks and meetings aligned.

  Carry the project manager, task name, and end date into scheduling so the task and meeting stay connected to the production work they represent.

  • Assign the created task and meeting to the project's documented project manager, rather than the person creating them.
  • Use the project task name as the task and meeting description.
  • Show the project task's correct end date on the task form.

  Planned work. Final behavior and availability are still being defined.

• Roof sections on agreementsConnect agreements to specific roof sections.

  Select the roof sections covered by a service agreement instead of relying on notes to describe that coverage. The planned selector would use the sections belonging to the chosen property.

  • Choose one or more sections on the service agreement form, with a select-all option for the property.
  • View the selected sections on the agreement and in a Sections column on the agreement list and export.
  • Carry the selected sections into the agreement's automatically scheduled work.
  • Clear section selections when the agreement's property changes, so sections stay tied to the correct property.

  Planned work. Required-field behavior and mobile-app availability have not been finalized.

• Technician note defaultsSet a consistent starting point for new notes.

  Give administrators one account setting for the starting value of Show to Technician, so new notes follow the account's preferred visibility default.

  • Add an account-level default for the Show to Technician flag in CRM settings.
  • Let a system administrator choose the starting value used when new notes are created.

  Planned for new-note defaults. Final scope and release timing are not yet announced.

Being built or reviewed.

• UI improvementsA more consistent look across everyday work.

  The first interface refinements focus on the product homepage, sidebar, and record cards, with clearer visual structure and more consistent treatment across different kinds of work.

  • Reorganize the product homepage and refine its styling.
  • Use darker sidebar backgrounds and a bluer page background.
  • Apply a consistent border and shadow treatment to cards.
  • Extend entity accents around company, property, service, production, and opportunity cards.

  In progress and being prepared for release. Preview designs may change.

  

• Company dashboardA clearer company-level overview.

  Bring property counts, sales context, and service coverage into a company overview, making it easier to move from the company record to the information behind it.

  • Show the company's property count, with a shortcut to its property list.
  • Review open quoted, forecasted, and total sales figures in the company overview.
  • Show active and inactive service-agreement and warranty counts alongside company context.

  Still in development. The layout and final contents may change.

• Mark invoices as sentProcess an invoice without emailing it.

  An invoice workflow for situations where you need to record an invoice as sent without generating an email, rather than returning to the service job to change its stage manually.

  • When no recipients are selected or added, offer Save & Mark as Sent in place of Save & Send.
  • Process the invoice's sent state from the invoicing workflow without sending an invoice message.
  • Because no email is generated, addresses in Invoice Copy Emails do not receive an invoice copy.

  Under review. This is not yet announced as a released update.

  

Recently released improvements.

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

  Carry the agreement's name and notes into the service ticket generated from it, keeping the next visit connected to the agreement without re-entering that context.

  • Use the service agreement name as the generated ticket's description.
  • Copy the agreement's notes into the generated service ticket notes.

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

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

  A service scheduling email should still say which day the visit is planned for, even when the team has not assigned an ETA time yet.

  • Include the ETA date in the service-scheduled email when the ticket's ETA time is blank.
  • Keep the planned day visible without needing to add a time just to make the date appear.

  Applies to the service-scheduled notification workflow.

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

  Organize invoice rows around the column you are reviewing, making it easier to compare the information already in the list.

  • Use column sorting in the Service Invoices and Production Invoices lists.
  • Alphabetical sorting helps bring related entries together for review.

  Available in the service and production invoice list views.