What's new

The Jobs page opens on your jobs again, with the one you worked on most recently at the top, so whatever's moving stays in reach and stalled work drifts down. Proposals follow underneath. The archive now keeps old jobs and old proposals in separate sections.

Open a job and the first thing you see is where the money stands: the contract, what's spent, what's left, and one line saying whether anything needs you. Four tabs sit under it instead of six (Budget, Charges, Change orders and Billing), each saying what's waiting. The Jobs page now opens on Today, the few things that need you with one button each, and your jobs right below. Take the quick tour.

Find out a job is going over while you can still do something about it, not weeks after it's done. Owners and admins get an email when a category or a whole job gets close to its budget, and again if it goes over. Every Monday, a job-health email lists your active jobs worst first, with what was spent that week. You choose where "close" starts in Settings → Notifications. How the alerts work.

Stop arguing about a handshake change at the final bill. Send a change order from the Change Orders tab and your client reviews the price and the new contract total, then signs or declines with a note. Their signature approves it automatically, and edit it after sending and the old link is withdrawn. Getting a change order signed.

Next to what a job has cost, you can now see what the client has paid toward it. Below the schedule of values, a source of funds table shows funded to date, percent funded and the balance still to come. Payments and pending draw requests are listed with running totals. It all prints on the draw sheet, or you can hide it there with one switch. Read about Project Costing.

The documentation now covers every part of the app, and the first paragraph of each page is enough if that's all you need. Screenshots follow your light or dark theme and point at the exact button being described. Open the docs from your account menu, from search, or from the Guide link on the pages people ask about most. Browse the docs.

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

Vendors are now real records instead of 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 for the year and highlights anyone over the reporting threshold. Read about vendors.

Keep the receipt with the charge it belongs to. Drag it onto a transaction row, or use the paperclip to upload one. On a phone the upload opens your camera, so you can photograph a receipt at the supplier counter and attach it before you've left the parking lot.

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

Fees and contingencies no longer need their own category. Add one as a line item inside any category, set it as a percentage of the items you choose, and it recalculates itself whenever the work it's based on changes. Read about line items.

Tell the app that a supplier always belongs to a particular job or category, and it files their future charges automatically. Rules run as transactions arrive, and you can apply them to everything already waiting in your inbox in one go.

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

Stop exporting CSVs. Connect a bank account and new charges arrive in your transaction inbox on their own. Your categorization rules still apply, so a charge from a supplier you've already sorted out lands on the right budget line. Read about the inbox.