Web v2.174, Portal v3.5.2
Project Financials
- Added a redesigned Project Financials experience combining Invoices, Bills, Labor, Purchase Orders, and profitability
- Added project-level financial aggregates and an updated Profitability Overview
- Profit calculations now include Bills
- Added segmented Revenue, Cost, and revised-budget views
- Added mass actions, row actions, configurable columns, and an Add Work menu to the Project scope table
- Added a consolidated payout report with configurable columns and CSV export
Portal Invoice Controls
- Financier-based invoices are now hidden from the Portal by default
- Added a bulk action to show or hide invoices from the Portal
- Invoices now appear in the Portal only after they are sent or manually shared
- Portal payment methods now respect the company’s configured Stripe account
Analytics v4
- Added dashboard-level filters
- Added date-difference formulas and exact-value metrics
- Added AHJ properties and record-based dimensions
- Improved custom-property drilldowns
- Fixed archived workflows appearing as numeric stages
- Improved Work Order type filtering and dashboard performance
Work Lists, Schedule & Dispatch
- Added skills, automations, original due date, time-to-original-due-date, and time-to-current-due-date columns to Work Lists
- Added CSV export, configurable columns, and project-level filter parity to Work Order lists
- Improved the Schedule and Dispatch experience
- Added a new scheduler to the Appointments page
- Fixed calendar and Dispatch views jumping or flashing during navigation
Communications & Agents
- Agents can now mention teamsin comments
- Improved Leo cadence, touch timing, and access to custom properties
- Improved bulk communication support for agent-dispatched notes
- Fixed incoming SMS replies being logged against unrelated Opportunities
- Fixed duplicated outbound Vendor calls
AHJ & Utility
- Added contact information to AHJ and Utility records
- Improved AHJ and Utility reporting support
Financials & Payments
- Fixed ACH-only checkout incorrectly showing card payment options
- Fixed users being unable to update payout bank accounts
- Improved payment-structure validation
- Improved invoice selection alignment and payment reporting
Work Orders
- Updated Work Order terminology across Web
- Fixed new Work Order templates opening in view mode instead of edit mode
- Fixed workflow elements creating Work Orders when their conditions were not met