Changelog

What's new in August 2026

A rebuilt Reports page, a field app you can run a whole job from, documents and item-linked messages for clients, and daily storage rates.

Highlights

The changes worth a closer look

Reports, rebuilt

One long page became five tabs: Overview, Financial, Clients, Inventory, and Service Requests. Click almost any number or chart bar to see the records behind it, each linking to the item, client, or request. Reports are part of Premium and up.

Run the whole job from your phone

Start a job from the field app, work from a picking list with a photo, SKU, and storage location for every item, and print the packing slip. The home screen leads with today's and overdue requests, and a Mine / All toggle narrows the list to your own work.

Documents in the client portal

Clients can upload, view, and download documents in their portal, and your team manages them from a Documents tab on each client (Premium and up).

Messages tied to an item

Pick an item while writing a message and the thread carries it, so everyone knows which piece is being discussed. Every item page has its own Messages card, and clients can message about an item straight from the portal.

Daily storage rates

Set any client to a per-day rate and each invoice bills the exact number of days in the period, with the math shown on the line. The invoice preview now runs the real billing engine, so proration, free-storage days, and discounts match what goes out.

Import from a purchase order (beta)

Upload a PO as a PDF or photo on an inbound request and the expected items fill themselves in: names, quantities, project, category, and notes. Everything is editable before you submit. Rolling out workspace by workspace.

Everything else

Also new in August 2026

Client portal

A new Updates tab shows a day-by-day timeline of item, request, and invoice activity.
Items show the date they arrived, with a setting to hide it.
Every column in the Items and Invoices tables sorts, and Items has search and filters.
White-label portals use your brand color on buttons.
Saved cards and auto-pay live in one panel.

Inventory

Custom item statuses: define your own to match how your warehouse works.
Per-client SKU prefixes on automated SKUs.
Bulk Change Status, with a full audit trail and undo.
Filters are multi-select, and every column sorts across the whole list.
Custom fields can show as list columns and card rows.
CSV import accepts Client and Project columns and can create missing clients and categories.

Service requests

Confirm what was actually delivered: uncheck anything that did not go and it stays in storage.
Urgent and High requests carry a visible priority chip.
The field request list is grouped into Overdue, Today, Tomorrow, Upcoming, and Unscheduled.
Clients and your team can attach PDFs and photos to a request.
Two people completing the same request at once can no longer double-deduct stock. First tap wins.

Billing and invoices

Charge a client's saved card from the invoice, or choose Send and charge when sending a draft.
Prorate by default: a workspace setting so new clients start with prorated arrivals.
Turning on recurring billing is guided, and it is blocked when a client has no rate.
Invoicing from a service request creates one line per item plus the service line.
Draft invoices no longer email clients.

Emails

Daily summary email: clients get one morning recap of the previous day, with a toggle for each section.
An optional Item received email the moment inventory is received for a client.
Up to five reply-to addresses for client emails.

Dashboard and settings

A messages inbox on the dashboard: read and reply without leaving the page.
Dashboard cards can be set to full or half width.
Settings cards collapse, show their status at a glance, and open straight from settings search.
Projects are a tree: rename them and add nested sub-projects inline.
The field app has pull to refresh, its own notifications screen, and a clear banner when the phone has no connection.

Live demo

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