new
improved
fixed
May 25, 2026 — Portal 3.0, AHJ workspace, Nick agent
Web v2.143, Portal v3.2, Mobile v2.2.3
Portal
- Released Portal 3.0with a complete redesign
- Quotes now appear in Portal To-Dos
- Portal received several post-launch UX and performance improvements
AHJ
- Added AHJ portfolio, page, and drawer views
- Added jurisdiction drawer access from the site header
- Added AHJ application document template support
- Improved AHJ data, custom properties, and jurisdiction handling
AI / Agents
- Added Nickagent improvements for sales-rep ETA and commission inquiries
- Added agents to the main menu
- Continued Riley prompt, call, and UI improvements
Records & Navigation
- Added map icon for site address links
- Improved account header UI with cleaner controls and copy actions
- Added ability to move a Project or Opportunity to a different site
- Removed workflow header from account and opportunity-level forms
Docs & Media
- Exported photo PDFs now include EXIF metadata
- Fixed uploaded videos failing to play in forms
- Fixed document template download issues
- Added download option for completed documents
Mobile
- Fixed Start Phase Early on mobile
- Preserved EXIF metadata when uploading photos
- Fixed paused account state showing for active users