Help Center release notes
Stay informed about the latest updates, new features and improvements with Help Center release notes.
Covered here:
June 2024
- Track time in jobs: Track time spent on jobs directly from the job.
- Track time in tasks: Track time spent on tasks directly from the existing task.
- New pipeline settings page: Separate tabs for pipeline stages and settings for easier navigation.
- Job card page redesign: All settings are grouped into clear sections, and linked elements are categorized by type.
- Service search for time entry creation: Search services while adding them to the time entry.
- New menu design: Easier navigation from the left menu bar with a white design. You can switch from white to dark mode if needed.
- Profile settings on the top right: Access your personal details and notification preferences from the top right of any page.
May 2024
- AI-powered Reporting: Leverage your data to drive efficiency and make better decisions for your firm.
- Client-facing job statuses: Let clients track how the work on their jobs goes.
- All pipelines are schedulable by default: Job recurrences can be added to any pipeline, with the possibility to set default recurrence settings (which is optional).
- Pipeline stage selection when creating jobs manually: Select a stage when manually creating a job that began offline.
- Toggle to restrict clients from creating new chats: Turn it off if you want your clients to reply only to existing threads rather than create new ones.
- Linking SMS threads to jobs: Make details clients share via SMS easily accessible on the job card.
- Clickable invoice numbers: Start editing invoices or view paid ones by clicking the invoice number in the list.
- Recurring invoice templates in proposals: Use templates to auto-fill data when adding recurring invoices to proposals.
- Invoices and proposals lists redesign: Enjoy a clean and customizable table appearance for invoices and proposals lists.
- Unarchiving jobs in bulk: Unarchive multiple jobs in one click.
- Job card share link: Get a link to a job to share with your teammates.