- Created a better scheduling experience with improved project schedules and smoother navigation.
- Implemented file sharing by link, email, SMS, and client portal, with improved shared-file previews.
- Added a new Appearance setting with System, Light, and Dark modes.
- Improved client portal cards, kanban status actions, daily log layout, invoice details, and proposal previews.
- Fixed permission flows, upload edge cases, mobile schedule issues, notification prompts appearing too early.

- Enhance Client Portal (Beta): Polish the portal experience with rich content previews, skeleton loading states, refined shared items UI, and the ability to remove documents from the portal.
- Improve Daily Logs (Beta): Improve daily log entries with better formatting and proper handling of deleted user references.
- Upgrade Project Scheduling (Beta): Add a global schedule calendar view with item categorization and desktop reordering support.
- Redesign Document Signature Sharing: Streamline the share flow for document signatures with a cleaner, more intuitive design.
- Add File Preview Actions: Download files directly from the desktop preview and rename images or files without leaving the preview dialog.
- Improve AI Chat Experience: Persist streaming cards, fix file context when switching projects, and add smoother loading transitions.
- Fix Stability issues and other bug fixes.

- Enhance Client Portal (Beta): Polish the portal experience.
- Improve Daily Logs (Beta): Improve daily log entries.
- Upgrade Project Scheduling (Beta): Add a global schedule calendar view with item categorization and desktop reordering support.
- Add File Preview Actions: Download files directly from the desktop preview
- Improve AI Chat Experience, fix Stability issues and other bug fixes.

- Launch Project Client Portal (Beta): Enable a branded space for clients to view updates, approve invoices, and message you directly.
- Introduce Daily Logs (Beta): Create and share progress reports with integrated weather, photo attachments, and team @mentions.
- Enhance Project Scheduling (Beta): Manage timelines with a new Gantt chart, calendar views, and instant estimate-to-schedule conversion.
- Streamline AI Document Tools: Generate invoices or logs faster by selecting multiple project files for AI to process at once.
- Improve Signature Workflows: Add signature requirements to documents and track real-time status as clients sign or decline.

- Record meetings with automatic speaker identification to capture every voice clearly
- Add business and company names to your contacts for better organization
- Invite teammates using just an email or phone number
- Restore deleted estimates directly from chat when you need them back
- Date separators and timestamps in chat make it easier to find past conversations
- New template examples help you get started faster with common project types
- Improved table editing in documents for a smoother workflow
- Support for 3-decimal tax precision for more accurate calculations
- Enhanced QuickBooks permissions and user management
- Improved chat loading and reliability across the app
- Fixed contact imports for large batches
- Various bug fixes for mobile editing, invoices, and overall stability

- Search chat history effortlessly with new full-text search and keyword highlighting for all your conversations.
- Summarize your notifications with an AI-powered "last 24 hours" tool accessible directly from your inbox (Beta).
- Customize proposal layouts and pricing details with new settings to control exactly what your clients see (Beta).
- Redesign document templates using custom subtypes and new management tools for faster, consistent reporting (Beta).

- Notifications Inbox (Beta): Centralize your project alerts to track and manage every update in one organized view.
- Refine AI with Preferences (Beta): Personalize your AI assistant by setting custom instructions for tailored estimates and proposals.
- Customize Itemized Invoices: Take control of your billing by manually adding sections and items for more detailed client reporting.

- Launch your projects faster than ever with major under-the-hood performance optimizations and smoother navigation.
- Build your team earlier by accessing full team management features even while you’re on a trial.
- Organize and share your work with a new built-in print option for documents and smarter search across your projects.
- Track payments with confidence using a redesigned invoice table that clearly separates schedules, invoices, and payments.

- Launch your projects faster than ever with major under-the-hood performance optimizations and smoother navigation.
- Build your team earlier by accessing full team management features even while you’re on a trial.
- Organize and share your work with a new built-in print option for documents and smarter search across your projects.
- Track payments with confidence using a redesigned invoice table that clearly separates schedules, invoices, and payments.

- Open your app faster with new background loading that shows your projects and info almost instantly.
- Keep your place while scrolling on mobile with a navigation bar that stays at the top of your project for easier switching between tabs.
- Manage paperwork with ease using new options to duplicate documents, print invoices directly, and download files from the preview screen.

- Open your app faster with new background loading that shows your projects and info almost instantly.
- Keep your place while scrolling on mobile with a navigation bar that stays at the top of your project for easier switching between tabs.
- Manage paperwork with ease using new options to duplicate documents, print invoices directly, and download files from the preview screen.

- Enhanced Kanban Board: Manage your pipeline more easily with smoother drag-and-drop, instant project updates, and improved horizontal scrolling.
- Smarter Address Search: Find job sites and client locations faster with search results that now automatically prioritize areas near you.
- Improved Invoices & Proposals: Ensure professional delivery with a fix for company addresses on invoices and a smoother, flicker-free estimate search.
- Better Material & Catalog Tools: Track costs efficiently with a streamlined catalog import flow and clearer "Unlink Rate" options for material pricing.

- Enhanced Kanban Board: Manage your pipeline more easily with smoother drag-and-drop, instant project updates, and improved horizontal scrolling.
- Smarter Address Search: Find job sites and client locations faster with search results that now automatically prioritize areas near you.
- Improved Invoices & Proposals: Ensure professional delivery with a fix for company addresses on invoices and a smoother, flicker-free estimate search.
- Better Material & Catalog Tools: Track costs efficiently with a streamlined catalog import flow and clearer "Unlink Rate" options for material pricing.

- Enhanced Kanban Board: Manage your pipeline more easily with smoother drag-and-drop, instant project updates, and improved horizontal scrolling.
- Smarter Address Search: Find job sites and client locations faster with search results that now automatically prioritize areas near you.
- Improved Invoices & Proposals: Ensure professional delivery with a fix for company addresses on invoices and a smoother, flicker-free estimate search.
- Better Material & Catalog Tools: Track costs efficiently with a streamlined catalog import flow and clearer "Unlink Rate" options for material pricing.

- Implemented AI-powered tools for activities and notifications for unread comments.
- Enhanced app performance and reduced memory usage when running in the background.
- Implemented project status tracking and improved tooltip animations.
- Fixed multiple issues in client screens including button positioning and email display.
- Enhanced catalog loading speed while maintaining full search functionality.

- Experience the new beta Client Screen and Value Card to track project values and details in one place.
- Manage costs with early access to Catalog capabilities, including saving rates, linking suppliers, and setting markups.
- Collaborate with your team using the new beta Comments section and improved Activity Log.
- Navigate project details faster with the new tabbed layout for Files, Documents, and Estimates (beta).
- Capture site context instantly with the new Voice Memo beta feature directly from project views.

Walkthrough: We've introduced a fully-featured audio recording and photo upload flow for document creation.

- Document Conversion: Easily turn existing documents into new Estimates, Templates, or Change Orders.
- Smart Camera (Beta): Updated camera controls include a new "blink" effect on capture and a guided walkthrough to help you get the best shot.
- Rich Text & Audio: We’ve added a fully featured text editor that supports audio transcription, allowing you to speak your notes directly into the app.

- Ensures links take you to the right place in the app, even if it's closed.
- Makes it easier to send proposals.

- Access a simple file gallery preview that lets you quickly view attachments and documents without leaving your current screen.
- Enhance your document creation experience with better text formatting and overall stability improvements.

- Fixed issues with invoices and payment schedules.

- Create standalone invoices from scratch, or quickly convert an Estimate or Proposal into a bill.
- Set up scheduled payments directly on your proposals, and easily generate invoices for each payment due date.
- Manage manual payments for any invoice by logging, editing, or deleting payment records.
- Add terms and conditions to every invoice to provide clear expectations for your clients.
- Download receipts for all paid invoices, making it simple to share proof of payment.

- Create standalone invoices from scratch, or quickly convert an Estimate or Proposal into a bill.
- Set up scheduled payments directly on your proposals, and easily generate invoices for each payment due date.
- Manage manual payments for any invoice by logging, editing, or deleting payment records.
- Add terms and conditions to every invoice to provide clear expectations for your clients.
- Download receipts for all paid invoices, making it simple to share proof of payment.

- New 3-level hierarchy: organize work by Sections → Subsections → Items.
- Faster estimate table, rebuilt and virtualized for large projects.
- Keyboard shortcuts for smoother desktop navigation.
- Slide-out drawer for cleaner item detail management.
- Undo button to fix mistakes instantly, plus AI and performance improvements.

- Added an undo button to the estimate table, allowing you to easily reverse actions like deleting or changing items.
- Enhanced document and estimate tables with keyboard navigation, collapsible sections, and the ability to add or remove rows and columns.
- Introduced new financial tools, including below-the-line markups and profit margin calculations, for more precise estimates.
- Improved contact importing to correctly handle phone numbers that include the "+1" country code.

- Dictate messages and notes more easily with our updated voice-to-text interface.
- Tuned up the app with a round of bug fixes and performance improvements for a smoother, more reliable experience.
- Test our new estimating experience (Beta), featuring a redesigned table with new markup, tax, and profitability tools.

- Launch the app faster with a quicker startup time.
- Enjoy a smoother, more responsive experience when creating and editing proposals.
- Organize your AI preference rates into custom groups for better management.
- Interact with rich notifications featuring images and quick buttons.