What's new

On the Project Costing draw sheet, a change order that reduced a category could show its minus sign on one line and the amount on the line below, which made a credit easy to read as a charge. The amount now always stays on a single line.

The change order column on the printable sheet is also colour-coded now, the same way the Project Costing tab already was: a reduction shows in green, an increase in red. So the sign is no longer the only thing telling you which direction a change went.

On a job's Transactions tab, the first transaction in the list could end up sitting behind the column headings whenever the table was wide enough to scroll sideways. Filter down to one uncategorized transaction and the list looked completely empty, even though the job was telling you there was something to categorize.

The table now fits without scrolling sideways at the normal window width, and when it does scroll, nothing is hidden behind the headings. This applies everywhere in the app, including after you have dragged a column wider yourself.

The spreadsheet (Sheet) view had the reverse problem: transactions that are part of a split can only be viewed in Table view, and when every matching transaction was one of those, Sheet showed an empty grid with only a small note above it. It now says so clearly and gives you a button to switch to Table view. The count of hidden transactions in that message was also too high, and is now correct.

Payments can now be corrected in place. Every payment on a job's Payments tab has an edit button next to the delete button, and on a phone you can tap the payment itself. Change the date, amount, type, note, or which change order it is tagged to.

One exception: if a payment was created by marking a draw request funded, its amount and type stay locked, because they have to match that draw. You can still edit its date, note and change order tag. To change the amount, unfund the draw on the Project Costing tab and mark it funded again.

Badges for your inbox, your updates and — for staff — the support console used to hang around after you had already dealt with everything, and only went away when you reloaded the page. Sometimes they came back after a reload even though nothing was left. They now update as you work, and the number always matches what is actually there. Updates you receive also link straight to the part of the app that changed.

The Project Costing tab now shows the other half of the story. Below the schedule of values sits a source of funds table with the same columns — original, adjustments, revised — showing what the client has funded to date, the percent funded, and the balance still to come.

Under it, payments received are listed with a running total, and any draw requests still waiting to be funded follow with a cumulative that continues from the funded amount, so you can see where the job lands if they fund. A funded draw shows up as a payment, so nothing counts twice.

All of it prints on the draw sheet you share with a client. If you would rather keep funding detail off that document, there is a new switch in the sheet's display options — per job, or as a company default.

The documentation now covers the whole app rather than the core loop, and it is written so the first paragraph of every page is enough if that is all you need.

Screenshots follow your light or dark theme, are cropped to the thing being described, and carry numbered callouts pointing at the column or button in question.

You can also reach the docs from inside the app now: from your account menu, from the search box with a keyboard shortcut, and from a Guide link on the pages people most often have questions about.

New pages cover settings and branding, your team and invites, billing and plans, the calendar, change orders, and vendors. There is also a short troubleshooting section for the numbers that most often look surprising at first, like why a draw request can be lower than what you have spent.

The +/- on a fee line is now a button instead of a read-only number. You can leave it automatic, type a flat amount, or set a percentage that applies to only the categories you pick, the same way you set the fee itself. If costs move later, the line tells you what your rule would produce now and updates it in one click.

The Original column on the printed draw sheet was ignoring inline adjustments, so any job with one showed a different set of numbers on screen than on the sheet you sent the client. Both now read from the same figures.

A deposit that lands in your inbox can be booked straight to the job as a client payment. Before this it counted as negative spending, which quietly understated what you had spent and overstated what was left. If you book one by mistake, deleting the payment puts the original charge back in your inbox.

Support could always look at your account to help with a problem. Making a change now requires your explicit permission, granted from your settings and revocable at any time. You also get a log of every change made while that permission was on.

Wide draw schedules were losing their right-hand columns off the edge of the page. You can now set a document to landscape from its display options, and the setting applies to both the PDF download and your browser's own print dialog.

Click a column header to sort by it, and drag the edge of a header to change a column's width. Widths are remembered per table on your device, so a layout you set up once stays that way.

Short one-off tips now point out things that are easy to miss, and they show up next to the button they describe rather than in a tour you have to sit through. Each one appears at most once and never comes back after you dismiss it.

On Project Costing you can type an adjustment straight into a line's +/- column. The Original column keeps the figure you contracted for, so the change shows up as a departure from the original rather than quietly rewriting it. Moving budget between two categories is one adjustment up and one down.

Drag a receipt onto a transaction row, or use the paperclip button to upload one. On a phone the upload button opens the camera, so you can photograph a receipt at the supplier counter and attach it before you have left the car park.

Vendors are now real records rather than whatever text the bank sent. Each one carries a GL code, a tax ID and a 1099 flag, and new transactions match themselves to the right vendor as they arrive. The 1099 report totals each flagged vendor by calendar year and highlights anyone over the reporting threshold.

A new tab lays your job out as a schedule of values: original, adjustments, revised, spent, percent complete and balance for every category. You can raise a draw request from it, and the figures are frozen at the moment you request so the copy you sent the client never changes underneath you.

The transaction inbox used to load every row at once, which got slow once a few hundred had built up. It now loads a page at a time, and your search and date filters run across the whole inbox rather than just the rows on screen.

Fee and contingency can now be line items inside a category, not just categories of their own. Each one is a percentage of the items you select, so it recalculates itself whenever the work it is based on changes.

Tell the app that a supplier always belongs to a particular category and it will file future charges from them automatically. Rules run as transactions arrive, and you can apply them to everything already sitting in your inbox in one go.

A single supplier charge can be divided across several jobs or categories, with each part carrying its own amount. The parts have to add up to the original charge, so a split can never quietly change what you actually spent.

Connect an account and new charges arrive in your transaction inbox on their own, without exporting a CSV. Your categorization rules still apply, so a charge from a supplier you have already sorted out lands on the right budget line.

Any job can be saved as a template, with its categories, line items and estimates intact. Starting a new job from one gives you the whole structure and an empty set of actuals, which is most of an estimate already done for work you do often.