September 11th, 2026
Rates & billing (new capability)
The largest piece of work in this window. Workroom can now express what a specific person charges for a specific service on a specific project, and raise rates automatically on a schedule.
Rates per person, per service, per project
Set under Team & billing when creating or editing a project. Previously a rate could apply to a person everywhere or to a project for everyone, but never the combination — the data model had no room for it.
Nothing is pre-selected. "Use default" and "set a rate for this project" are different commitments: one follows the studio when studio rates change, the other doesn't. The modal asks rather than guessing, and won't let a project be saved with the question unanswered.
It inherits what you've already set. If someone already has a rate for a service, that's what "Use default" shows, and it names the source. Nothing is re-entered.
Scheduled rate increases
Settings → Rate increases, under How work runs. One schedule per project: a renewal date, an amount, applied automatically every year, compounding, with no end and no cap.
Enter a percentage, or give a target — "Design should become $145/hr" — and Workroom back-calculates the percentage and applies it to every service rate on the project. The page shows the effect on that project's average rate before you commit.
Time already logged keeps the rate it was logged at. Increases reach future time only; invoices already sent never move. Removing a schedule stops future increases and leaves applied ones applied.
Who gets told:
Your client, a set number of days ahead, using a new Rate Increase Notice email template. The project's client only — not stakeholders
The activity log, on the day
The account owner and everyone assigned to the project, by email, on the day
Overrides you can see and edit
In Settings → Projects and phases → Services and roles, the Overrides column is now a link. It opens every override by name — which people, which projects, what rate — in the order they actually resolve, and they're editable there.
Consistency
Rate resolution existed in five separate places in the codebase. It's now one implementation every part of the app calls, so the timesheet, invoice, estimate, budget and report can't disagree about what an hour cost.
The new Create & Edit Project modal
Replaces the project side panel for both creating and editing. Seven sections — Basics & contacts, Addresses, Type & phases, Rooms, Team & billing, Finance, Privacy — with a footer counting what still needs a decision and taking you to it.
Client payments is part of Finance now, not a separate tab. Passing and absorbing the processing fee are one switch with two labelled ends, because they're one setting
Choose who is on the project. Team & billing has a picker of your studio members; only people on a project can log time to it
Rooms picks from your Location Codes instead of a free-text box that claimed to and didn't
Stakeholders can be added; the redundant + Client button is gone
Sized to fit, on the brand font and colours
Linked shipping addresses
Link a contact, vendor or contractor as a destination and Workroom stores which record it is, never a copy of the address. Change that vendor's address and every document referencing them reflects it — past and future — because there was never a stale copy.
If a linked record is deleted, the row stays, shows as broken, and offers Relink. One-off addresses are supported for destinations with no record behind them.
Import projects from a spreadsheet
Name, code, address, client, start date, and the four payment settings. The Client column is a dropdown of existing contacts, so add contacts first — the modal says so. Nothing is created unless every row is valid.
Invoicing & late fees
"Inv overdue" on project cards — customer-reported
Wrong in two separate ways: fully paid invoices stayed flagged forever, and invoices billed by instalments were flagged from day one. Overdue now means issued, still owed, and genuinely past due — and for a payment schedule, that means an instalment is late, not the invoice.
Late payment fee
Back in Settings. The policy didn't make the move to the new Money page. It was still being enforced the whole time by the nightly job — live, with nothing in Settings to see or change it. Rebuilt under Money → Rates and accounts
Visible on the invoice. The fee now appears among the additional costs, with the policy that produced it and the date charged. Read-only — it's already in the total, so adding a line item for it would charge the client twice
Announced when charged. The account owner gets it on the bell and by email, and it's written to the invoice's activity log
Its own QuickBooks item. Late fees shared the Fallback Item with freight, landing in the same income account as generic sales. Settings → QuickBooks → Late Fee Item now maps them separately. Optional — empty keeps the previous behaviour
Time tracking
New entries pick up where you left off. The start time defaults to the end of your last entry that day, read from the server so it's the same on every device and includes time logged by the timer or on a phone
AM/PM no longer defaults to PM. The first end time you enter snaps to the same half of the day as the start, so a 9 AM start and "10" gives 10 AM, not a 13-hour entry
Reviewing an earlier week and adjusting an entry no longer throws you back to the current week
Elsewhere
Phase dropdown on project cards offered every phase in the studio regardless of project type; it now offers only that type's
Integrations state what each payment processor costs — Workroom's 0.65% on top of Stripe's fee, and WorkPay's 3.25% all-in on card (0.80% ACH, capped at $15)
Modals no longer scroll the page behind them
Share a library with a client
A public link to a project's library. The client sees the layout you chose, grouped how you chose, showing only the data points you ticked — and can approve, decline and comment, with comments returning as product notes.
Choose what they see from a fixed client-facing list: name, description, category, status, dimensions, finish, colour, pattern, other, URL, important note, quantity, freight, tax, markup, total. Markup is the only internal figure offered and it's off by default
Total is the client total — base, freight, tax, landed, receiver and passed-through fees
Offer several layouts and the recipient gets a switcher
Traditional view is one thin row per product with detail behind a disclosure and approve/decline in the row — fifty items no longer means opening fifty panels
Full width, responsive, "Powered by Workroom" footer, no internal feedback widget
Import and export
Import products from a spreadsheet, using the same template as the Products page
Export the selection to CSV, with Export Schedule and Spec Sheet under one Export menu
Fixes
Adding a product then immediately adding an image or title failed with a 500 or "product not found"
"Open full details" did nothing on a sub-item
Sub-items now nest under their parent inside a project
The "Used in" panel — which invoices, estimates and POs a product appears on — is back
The Import menu was written but unreachable
Product images reported a successful upload while saving nothing
Team & seats
No more accept-invite step — adding a member creates their account and emails a login link
Seats bought are seats granted; a studio that paid for three no longer gets one
Nothing is created until the seat is paid for — abandoning Stripe checkout no longer leaves a half-made member
Resend invite on Contacts → Team
Duplicate rows collapsed; Settings and Contacts show the same people
Termination notice and ROE documents, Canadian employment wording, employment basis for everyone, emergency contact moved to Who
Settings
Estimate, invoice and PO statuses have defaults — the lists were empty
Permission sets show their members
Your own profile — name, picture, password, preferences — editable by any member; a permission set could previously lock you out of it. Role, permission set and rate stay admin-only
Default phases can be positioned when added
Product status tags have a clickable colour dot
Task templates use the same modal as WIP
Settings footer gutter, number fields showing "020", deep settings search
Forms
Spam protection — submissions now require a signed challenge issued by the server, so a spammer must load the form and solve it rather than replaying one captured submission
Submission times are readable and in your studio's timezone
QuickBooks
Sync Options switches control what actually syncs
Payments recorded in QuickBooks come back to the Workroom invoice
The integration card reports what genuinely syncs
IMPORTANT: We had to temporarily disable two-way QBO syncing as we need to improve how and what comes from QBO. We will advise when this is turned back on and what changes happened.
Time tracking
Log Time and Start Timer are separate actions in the top bar and separate Quick Links; the old "Log time" link actually started the timer. You can also add the “Log time” as a quick link in your dashboard.
New studio setup
A nine-step guided setup for new signups. Existing accounts are never shown it.
September 9th, 2026
CRITICAL: For those who connect to Quickbooks, this change will require you to go into Quickbooks settings and re-select what syncs to Quickbooks, as it made a fundamental change to the code that essentially unsaved the previous choices.
Quotes & RFQs [Beta]
A full request-for-quote workflow, from asking vendors to turning their answers into purchase orders.
Sending an RFQ
Redesigned two-column RFQ builder: what you're asking for on the left, who's receiving it on the right.
Vendor emails fill in automatically from your vendor directory, and each vendor's reps can be added as extra recipients.
Ask for freight cost, import fee, and delivery type (standard drop-off, commercial dock, or white-glove).
Ask vendors to confirm catalog fields — dimensions, finish, material, colour, product number, SKU — and accepted answers apply straight back to the product.
Walter can draft the intro message for you.
Tracking responses
Seen column shows when a vendor opened the email, with date and time, plus an indicator on the quote itself.
Sent column shows when it went out and who sent it.
Vendors are automatically nudged as the deadline approaches — at most three times, and only when it's close.
You get a notification the moment a vendor submits.
The vendor's side
Vendors get a clean public page with no app shell — just your firm's logo, name, and contact details, their account number, and the products.
Read-only product details (manufacturer, model, dimensions, colour, finish, material) so they know exactly what they're quoting.
Vendors can upload their own quote PDF instead of filling the form.
Turning quotes into orders
Comparison matrix: quoted vs accepted totals, per-vendor subtotals, and a sortable grid comparing price, extended price, variance against your library, availability and lead time — accept or reject line by line.
Fill from PDF: a vendor's PDF opens side-by-side with the fields, and Walter reads it to pre-fill each line, including freight, import and delivery, plus anything else worth noting.
Log a reply: paste a vendor's emailed response and Walter turns it into their quote for you to review.
Create POs from accepted lines — one per vendor, priced at what you accepted.
New Quotes permission set (view, create, manage, create POs, close). Hidden by default for everyone but the account owner.
Bulk Create Purchase Orders [New]
Select any number of products in the Library and create purchase orders in one action.
Orders split by vendor and project, because a PO belongs to one supplier and one project.
Products with no vendor are listed by name so you can assign one, or create a new vendor and apply it to all of them at once.
Costs, quantities, vendor discounts, freight and tax carry through from the product exactly as the Library shows them.
Settings — rebuilt
Settings has been rebuilt from the ground up. Everything is edited in one place; nothing links out to an old screen.
Opens on a Setup checklist showing what's configured and what's left.
New menu split into You and Studio, with a green dot on each section that's set up.
Search that actually searches. Type "markup", "bcc", "vat" or "seats" and you'll find the setting — not just sections whose names happen to match. Results tell you which page and tab they're on and take you straight there.
One Save changes bar per page that stays in view.
Pages: Company · Team and rates · Projects and phases · Catalog and lists · Money · Approvals · Client experience · Outbound email · Assistant · Integrations
Highlights:
Money is split into Rates and accounts, Numbering and wording, Document look, and Reusable pieces — plus a Taxes tab that appears when your currency is Canadian, Euro or Sterling, with named tax codes and registration numbers.
Projects and phases: add a project type inline and its phases follow.
Catalog and lists: statuses can be reordered and carry tags, and the order is used everywhere in the app.
Room placeholders now carry category, unit cost, markup and margin, so a placeholder seeds a real budget line.
Outbound email gained an editor for the templates themselves.
Integrations now covers QuickBooks, Stripe, WorkPay, Harvest, Asana and the Claude Connector.
Purchase Orders
Line descriptions now use the product's vendor description, not the client-facing one.
The project filter on the purchase order list works — picking a project shows that project's orders.
When converting an estimate or invoice to POs, anything skipped now opens a dialog naming which products and why, with what to do about it. It stays open until you dismiss it.
Library
"+ Sub Items" rollup shows the parent plus all attached sub-items' client total, in both views, without expanding the row.
Export Spec Sheet added to the bulk actions.
The bulk action bar no longer slides off the bottom of the page inside a project.
Fixed secondary images showing blank, including for products imported from a URL.
"Waiting on" is now a searchable dropdown with thumbnails, and adding or removing a dependency updates the Gantt links without a reload.
Projects with no products get an Add product button.
The Library tab is now reachable from the project top nav.
Estimates & Invoices
Sub-items now attach to their parent product. They were silently not being carried over.
Both Canadian tax brackets appear in the total box and on the client link.
Public client views show money in the document's currency.
CAD now shows as C$ everywhere, instead of "CA$" or "CA".
The "Add as a sub-item" button no longer looks like a delete.
Client Portal, Forms & Comms
Fixed the login link in the client portal access email.
Multi-page public forms render all their pages, and forms can carry a header image.
Client project views show your real design team, and you can set the header image.
Fixed broken product images on product-selection boards.
Notes
Attachments upload in the background with a progress bar and retry — the upload keeps going even if you leave the notes view.
An oversized attachment that can't be stored is now refused up front, instead of being saved as a file that won't open later.
September 4th, 2026
⭐ New Module: Quotes (RFQ)
Request pricing from vendors on your Library items, compare what comes back, and act on it — all inside Workroom.
Start from the Library — select items (one or many) and choose RFQ.
Ask for what matters — unit price, availability, lead time, minimum order qty, freight cost, import fee, and a delivery type (standard drop-off / commercial dock / white-glove), plus your own custom fields.
Per-vendor links — items split by vendor, and each vendor gets their own private, branded response page showing only their items.
The vendor page — shows your company header (logo, name, email, phone, website), the vendor's account number, and each item's image + details (manufacturer, model/SKU, dimensions, color, finish, material). Vendors can fill the fields or attach their own PDF quote.
Compare & accept — a side-by-side matrix with quoted price vs your Library cost, quoted-vs-accepted totals, per-vendor subtotals, and accept/reject per line (records who accepted and when).
Apply to Library — push accepted pricing (and mapped fields) straight into the catalog item, noted in its changelog.
Create POs — turn accepted lines into draft purchase orders, one per vendor, priced at the accepted quote.
Walter helps — drafts the request email, and reads a vendor's PDF or emailed reply to pre-fill the details for your review (with a two-pane PDF cross-reference view and an "Additional information" summary).
Deadlines & nudges — set a respond-by date; non-responders get automatic reminders as it nears.
Tracking — a Sent column (date + who sent it), a Seen column (email-open date/time), and a submission notification with a bottom-of-screen ping.
Access control — Quotes is hidden from the menu by default and granted per role under Settings → Permission Sets.
Library
New — Sub-item rollup under the client total. Parents show a "+ Sub Items $X" line — the combined client price of the parent and all attached sub-items — visible even while collapsed.
New — Export Spec Sheet from the bulk bar. Select products and export per-product spec sheets, alongside Export Schedule.
New — "Add product" on empty projects. Projects with no products yet get an Add-product button.
New — Linked-documents icon. See which invoices, estimates and POs a product appears on — in its own column, and only when it's actually on a document.
Improved — Category is now a type-to-search picker, matching Vendor and Location (from your Settings categories).
Improved — Cleaner long-text fields. Removed the expand icon that covered the text; clicking the field still opens the full editor.
Improved — Duplicate reads your Settings for Location, Category and Status, with an include/exclude sub-items toggle.
Fixed — Sub-items nest correctly (no more duplicate $0 top-level lines).
Fixed — Parent client price shows the currency symbol.
Projects & Work In Progress
New — Library tab inside a project, scoped to that project.
New — "I don't use phases" at project creation. Phase-less projects skip phase setup; WIP provisions a single task bucket on the first task.
Improved — "Waiting on" dependency picker shows product thumbnails in a searchable dropdown.
Fixed — Dependencies refresh automatically after you add or remove one (no page refresh).
Fixed — Removing a project phase clears it from WIP and reassigns its tasks, instead of leaving them orphaned.
Invoices, Estimates & Purchase Orders
New — Bulk "Send reminder". Select invoices/estimates for one client and send a single email listing each with its total and a Pay-now / View-&-approve link.
New — Find a document by a product inside it. Type a product name in list search to surface the invoice/estimate/PO that contains it. Search also matches project and client/vendor names.
New — Purchase Order data points & spec pills now render on screen and in the PDF.
Improved — Cleaner Purchase Order PDF. Specs and data points moved into compact chips under the item name, restoring tidy Item / Qty / Price / Freight / Tax / Total columns.
Improved — Status dropdown in the editor now reads the real status and saves immediately.
Fixed — Service-only documents convert to POs. Service lines carry a vendor and are included when converting.
Notes
New — Background uploads with a progress bar. Attachments upload in the background (with retry) and keep going even if you leave Notes, finishing the save on their own.
Fixed — Attachments are reliable. Files save to storage, open in a preview with download, and survive a reload — resolving the "this file isn't saved" error.
Fixed — Clickable links & preserved formatting. Links inside a note open on click, and rich-text formatting is kept on save.
Email & Templates
New — Call-to-action buttons in templates. Insert a button with text, link and color; click a button in the body to recolor, relink or rename it. Includes an HTML source toggle.
Improved — Template variables pull real data. Fields like
{project-name},{invoice-amount},{due-date}and{firm-contact-info}now resolve from the live document, project and company. All 13 default templates rebuilt as clean, on-brand HTML.Fixed — Default CC/BCC and multi-CC. Your default CC/BCC applies on invoice, estimate, PO and general sends, and multiple CC addresses all receive the message.
Team, Access & Help
New — Quotes permission set. Grant Quotes per role; hidden from the menu by default until granted (the account owner always sees it).
New — Access is a Permission Set dropdown. Set a new member's starting access to a real Permission Set, and revoke a pending invitation any time.
New — Learn More videos. Per-module help videos with a watched indicator.
Improved — New permission presets: Purchasing Agent and Bookkeeper/CPA. Module show/hide now lives inside Permission Sets.
Fixed — Seat billing. You're charged for the seats you actually purchase, and adding a member past your seat count prompts for payment instead of silently adding an unpaid seat.
September 1st, 2026
Product Library (Beta)
A central home for every product you spec — build a reusable catalog, price it with your real cost model, and drop items straight into estimates, invoices, and POs.
IMPORTANT: You will still see “products” on your main menu and will continue to have access to the old module until the new library module is out of beta status. Thank you in advance for your participation in the beta part of library!
Views & navigation
Three ways to work the same data: Traditional (clean list), Spreadsheet (dense power-grid), and Tiles (visual cards) — pick one and set it as your default.
Scopes: Library (products not yet attached to a project), All Products, or any specific project.
Grouping by vendor, status, category, location, or your own custom groups, each with roll-up totals.
Row density (comfortable / compact / condensed) and show/hide, reorderable columns, with your layout remembered per user.
Fast search across name, SKU, vendor, and category.
Editing & organizing
Everything is inline-editable right in the grid.
Drag to reorder products, and drag one product onto another to nest it as a sub-item (variants, components, or options under a parent).
Custom data points: define your own fields, grouped into sections, in the Customize panel — text, number, date, dropdown, checkbox, and more — and choose which appear as columns.
Assign products to a project or location, or move them between groups by dragging.
Product detail drawer
Details with all fields and sections, image gallery (primary + additional images, auto-optimized).
Chat, Notes, and a Changelog with a comment thread on every change.
Financials breakdown showing exactly how cost, revenue, client price, profit, and margin are built.
Attachments for spec sheets and documents.
Full pricing & cost model
Cost, markup or margin (your choice, kept in sync), vendor discount, and list-price basis.
Freight (with optional freight markup), landed cost, receiver/warehousing cost, taxes (including tax-on-freight and tax-on-landed), and fees (shop drawing, sample, misc) — with a pass-fees-to-client toggle.
Per-item budget target that ties straight into project Budgets.
Status and colored status tags, plus an optional daily price-watch indicator for tracked items.
Working with other documents
Add products to estimates, invoices, and purchase orders — the complete cost model carries over, so totals match the Library.
Feeds project Budgets and room budgets.
Sharing & export [Still in development]
Share a public link so clients or contractors can view selected products and approve or comment (with a confirm step before nesting).
Import PDF and Link so designers can import products from a URL, or a PDF specsheet.
Estimates, Invoices & Purchase Orders
Totals now reconcile with the Library. Estimate, invoice, and PO line items carry the full cost model — vendor discount, freight (and freight markup), landed cost, receiver cost, fees, and the right tax treatment — so a document's total matches what you see in the Library instead of silently dropping to a lower number.
Adding a product from the Library no longer loses its vendor discount, freight, or tax settings.
Purchase orders now apply the vendor discount end-to-end, so a PO reflects the discounted cost you actually pay.
Fixed a pricing issue where imported/clipped products set to "margin" could be priced below cost (charging the client at a loss).
New documents now open with one section already in place so you can start entering line items immediately.
Fixed page scrolling so you can't scroll past the pinned totals footer on estimates, invoices, and POs.
Hardened the pricing math against edge cases (very high margins, zero quantity, zero list price) that could produce broken totals.
Purchase Orders
Attach PDFs and documents to a PO — a new uploader in the PO editor plus the Documents tab, with an inline PDF viewer for preview (no more broken downloads).
Line-item data points: show up to 3 Library data points as columns before Qty on each line. Pick them from a menu in the Line Items header; values auto-fill from the product (and pull the latest Library data on save), stay editable, and your column choice is remembered for next time.
Budget
Budget figures now reconcile with the Library and estimates (client totals are derived live from the full finance model rather than a stale stored price).
Category tabs cleaned up: they now align to your Settings categories, only show categories that actually have data, correctly roll subcategories up to their parent (tolerant of small spelling/plural differences), and collect anything uncategorized into a single bucket.
Fixed products disappearing from Budget: items whose location didn't match a budget room were being dropped entirely — they now always appear (grouped under their location or "Unassigned").
Contacts, Vendors & Contractors
Managed tags with colors across contacts, vendors, and contractors — pick from your Manage Tags list with a color picker, and see a Tags column on each table.
Tag pills now show the exact assigned color everywhere they appear.
Fixed the new-tag color swatches (they were all showing the same color).
Activity log on contact and vendor profiles — see client-portal actions (approvals, payments, estimate/invoice views) and when a vendor has seen a PO or opened an email.
Client portal access now requires a portal code and emails the client their login link and code.
Contracts
Fill in signature and fields directly on the document (click and type on the contract itself) instead of a separate side panel.
QuickBooks
Fixed a customer name-collision issue so clients link to the correct QuickBooks customer.
Timelogs
Timelog blocks now adapt their detail to the block's height, so short entries stay readable instead of cramming everything together.
Settings, Permissions & Navigation
Permission set editor: removed the awkward full-page scroll — now only the module list and the permissions list scroll, with the module header pinned.
Sidebar: Finance and Reports moved above Content; the Product Library is now available in the menu (marked Beta).
Added a confirmation step before deleting a Library section or data point, gated behind a permission.
Automations
Fixed a reliability issue that could cause an automation to advance twice or loop unexpectedly.
Other improvements & fixes
New in-app "Learn More" video button in the Product Library header.
Product changelog comments now save correctly.
Clicking the Workroom logo now simply goes home (removed the extra popup).
Product images are optimized automatically, and background security hardening across several areas.
August 27th, 2026
A big release across the Product Library, Purchase Orders, QuickBooks, Invoicing, Forms, and more.
NO MORE INTERUPTED UPDATES!
Update Notification — Now, you will get a notice at the bottom of your screen when we push updates. You can continue to work, and not have to log out any longer. Updating will hard-refresh your browser and apply the changes automatically.
Purchase Orders
Service line items — add labor/service lines (no image required) alongside product lines.
Tariff / import fees and card processing fees can now be added to a PO.
"Create new PO" now truly saves the PO instead of leaving it as a draft.
Faster PO creation — Ship-To auto-fills from the project, and you can multi-select lines to spin them into a new PO.
Recorded payments can be deleted (this was failing before).
Vendor reps are now optional — no more forced "n/a."
QuickBooks
Accurate tax — invoices/estimates now sync tax the way you've configured it, and we reconcile QuickBooks' computed tax back onto the document so totals match.
PO & Bill fixes — line descriptions, sales tax, and freight now carry across correctly, so Bill totals match the PO.
"Refresh from QuickBooks" button to re-pull your chart of accounts and items on demand.
Vendor matching now uses the vendor company (not the rep), and only missing vendor POs are created from an invoice.
Invoices & Estimates
Reverse a recorded refund — undo a refund, which restores the client credit and recalculates the balance.
More accurate refunds & tax — refunds now include document-level (Additional Costs) tax, with a one-click "Recompute tax" fixer for older refunds.
Profit excludes collected sales tax on the estimate/invoice footers (tax isn't profit).
Better timelog lines — clearer titles/memos and entries listed most-recent-first.
PDF improvements — Terms & Conditions can sit on their own page or inline, header banners no longer push line items off the page, and signatures sit beside the summary.
Reliability — estimate saves no longer fail with an occasional error and lost edit.
Activity history — signing, client-view changes, approvals, deposits/refunds, version restores, conversions, and payment add/edit/delete now all show in each document's Activity feed.
Forms
Checklist field redesigned — a checklist now has a title plus multiple checkbox items (instead of one repeated item).
Crop images when adding an Image field to a form.
Submissions show the person's name/email (pulled from the form's name/email field) instead of "Anonymous."
More stable embedding, so a single field can't blank the page.
Vendors & Contacts
Vendor rep roles & notes — label each rep (e.g. "Sales Rep," "Accounts Payable," "Admin / Front Desk") and add a note (e.g. "receives all our communication") so it's clear who to contact for what.
Projects & Budget
Multiple stakeholders per project — assign roles like Billing / A-P, Signatory, and Decision-Maker, shown as badges on the overview, and give every stakeholder their own communications thread (not just the primary client).
Budget Categories now populate — products get a category right in the Add Product screen, so they group correctly on the Budget → Categories tab.
Real room names show throughout Rooms & Phases.
Clearer required fields when creating a project — inline highlights and messages instead of a corner toast.
Timelogs
Export to CSV and Excel for the current filtered list.
Mood Boards
Brand kit — add brand colors with a hex color picker and keep multiple custom colors.
New brand fonts (Acherus Grotesque, Alexon) with live previews in each typeface.
Restored horizontal/vertical image flip.
Sign-in & Reliability
Smoother magic-link login — clicking the link now hands your signed-in session back to your original tab instead of spawning a second app instance, and login works reliably even when an email is shared across more than one account.
Seamless updates — when a new version ships, you get a gentle "A new version is available" banner and a soft reload that keeps you signed in, and warns you first if you have unsaved work.
Security hardening — tightened access controls so project data is always scoped to your own company.
Various crash fixes (task loading, product saving, dashboards) for a more stable day-to-day experience.
Marketplace Add-ons
Fixed a gating bug where free apps could get stuck showing "your free trial has ended" and refuse to re-activate. Free add-ons now stay unlocked as intended.
August 18th, 2026
Payments & Retainers
New — Payment Accounts. Add your studio's credit/debit cards and bank accounts (last 4 digits only — never full numbers) in Settings → Shared Defaults. Then, when you mark a bill or expense paid, record which account it came from.
Record a payment right from the lists. Invoices, Estimates, and Retainers now have a + Create → Record Payment action — no need to open the document first.
Clearer credit vs. retainer. "Apply Credit" (client credit) and "Apply Retainer" (retainer buckets) are now separate actions, and retainer draws let you pick the correct bucket — including a General bucket.
Retainer payments show up immediately on the project and its pool balances.
Paid means paid. You can only set an invoice or retainer to Paid once its balance reaches $0 — record the payment and the status flips to Paid automatically.
Fixes: refund math no longer double-counts markup; editing/deleting a recorded payment works reliably; and payment dates no longer display a day early.
Invoices & Estimates
Redesigned row actions — clean Share / Update / + Create / Archive / Delete controls, with destructive actions separated and options that don't apply to a document's status hidden.
Retainers stay on the Retainers tab — they no longer appear under a project's Invoices.
Invoice → Purchase Order no longer errors on line items that aren't in your product library (those items are simply skipped, with a reason).
Internal memo can now be shown on the client-facing view via a show/hide toggle.
Budget & Reporting
New — Net Hourly Rate on the Budget → Audit page: see the true rate your studio earns on time — what you charged clients minus what you pay your team, across both billable and unbillable hours. A real profitability lens for your firm.
Fixed hours logged per room on the FF&E audit.
QuickBooks
Connecting QuickBooks now connects your entire organization — every admin sees it as connected, not just the person who linked it.
Time on Invoices
The date-range filter now actually filters timelogs when you add them to an invoice.
Fixed timelog dates that were showing one day earlier than logged.
Projects
Editing phases and rooms now reflects correctly in the overview, and room renames/removals stick.
Room types you choose now link to your studio's budget rooms and location codes.
Scope of Work: clearing an item's text now deletes it, and the per-item delete button is visible in edit mode.
Profile photos now show through to tasks, lists, and the project header.
Settings
"Lock to project" on Service & Activity Types scopes a rate to a single project.
Default terms & conditions boxes are now resizable.
The left Settings menu stays pinned and scrolls independently of the page.
Forms
"Email me on each submission" now reaches the account holder automatically.
Mood
Fixed the Status column on the schedule view (no more blank screen when enabling it).
Integrations & Marketplace
Harvest — two-way time sync. You can now push Workroom time entries to Harvest (previously import-only), with proper user attribution and duplicate protection.
Apps marketplace: every app is now free and organized by category with a side menu.
Polish
The left navigation menu now scrolls independently — scrolling the menu no longer scrolls the page behind it.
Numerous cleanups across finance action menus, payment dialogs, and modals.
August 11th, 2026
Asana Integration (new)
Two-way task sync. Connect Asana once, then link any Workroom project to an Asana project. New tasks and completions flow both directions in real time, and inline edits to a task's name, description, or date sync across.
Import & automate. Bulk-import an existing Asana project's tasks into Workroom, and use Asana events as triggers (or actions) inside Automations.
Find it under Settings → Integrations → Asana.
Mood Boards
New templates: Shopping List and Mood Board layouts, plus product-slot grids with name/size/price and image mosaics.
Smarter product specs: any image marked as a product carries editable rows (name, SKU, qty, cost, lead time, markup/margin) straight through to estimates and invoices. Sale price now derives automatically from cost + markup/margin.
True-to-scale checks: flags physical scale conflicts (e.g., a 42″ pendant over a 36″ island), and checks board availability against a target install date using product lead times and procurement ETAs.
Polish: cut-out images cast a shadow off their real silhouette, the product-slot toggle is back in the image inspector, and install dates now persist across reloads.
Estimates, Invoices & Contracts
Internal Memo on the client view. Show your memo to clients (with a per-document hide toggle), not just on the PDF.
Resizable default terms. The default terms boxes in Finance Settings now expand so you can see and edit long terms comfortably.
Retainers
Client address now appears on retainer invoices.
Editable descriptions. You can now edit a retainer's line description on draft and unpaid retainers (paid retainers stay locked).
Purchase Orders
Statuses now line up everywhere. The status list on the main PO page matches your Settings statuses — including the procurement/report statuses (Acknowledgement, Shipped, Partially Received, Ready for Delivery, Installed, Cancelled) and any custom statuses you add.
Projects
Default product & service tax now saves correctly when you save a project.
Steadier "Create Project" dialog — it closes only when you click the ✕, so a stray click outside no longer discards what you were entering.
Fixed the "after another project" scheduling picker (now type-to-search and selectable).
Forms
"Email me on each submission" now automatically emails the account holder — no need to also type your address into "Send submissions to."
People, Contractors & Team
Convert records between Contact, Vendor, and Contractor.
Contractor billing: issue and pay bills directly from a contractor's profile.
Canadian compliance: contractor and employee profiles now support Canadian tax IDs, WCB, E&O and NDA slots, and Canada-specific document requirements for CAD accounts.
Vendors: the "Open POs" count is now clickable and opens the matching PO list with correct status colors.
Time Tracking & WIP
Per-project rates can be locked to a single project — set a rate on a Service/Activity Type and check "Lock to project" so it only appears for that project.
KPI tiles now show on the Timelogs Blocks tab, and adding a task from the WIP header lets you pick the project and phase.
Automations
Fixed a layout issue that left blank space at the bottom of the automation builder canvas.
Security & Reliability
Broad account-security and data-protection hardening across sign-in, sessions, and integrations, plus smoother session handling so you're not signed out mid-work. Rich-text you enter is sanitized end-to-end.
August 7th, 2026
This is our biggest release yet. Two brand-new modules — Automations and Mood — officially launch today, alongside a new Team directory, a full Contractor management system, smarter project scheduling, and dozens of refinements across payments, contacts, and beyond.
🤖 Automations — New
Put your studio on autopilot. Automations lets you build "when this happens, do that" workflows with a visual, drag-and-connect builder — no technical setup required.
Build any workflow visually
A node-based canvas where you connect triggers → conditions → delays → actions into a flow.
Start from a template library with a live preview, or build from scratch.
Duplicate, search, filter by status, and archive automations from one clean list.
Triggers for the moments that matter
Standard events (estimate approved, project created, PO status changes, item received, and more).
Smart procurement triggers that watch for trouble on their own: silent shipments, lead-time drift, product status unchanged for X days, and a claim-window countdown.
Budget-aware triggers: change-order percentage thresholds and spec-to-allowance drift.
An Install Confidence score that predicts delivery risk, with an install-confidence-dropped trigger and a live confidence chip right in the project header.
Actions that actually do the work
Send rich, formatted emails with file attachments — sent through your studio's own email so they land reliably.
Create and assign tasks (with delays, e.g. "wait 2 days, then create a follow-up task and assign it to Andrea").
Full recipient control: canonical recipients, custom addresses, CC/BCC, stakeholders, and record-owner resolution.
Learns as it goes
A vendor reliability learning loop builds a scorecard from real delivery performance and can automatically apply a learned lead-time buffer when you create a PO.
A "Needs Review" inbox collects pre-drafted actions for your approval before anything goes out.
Ready-made template packs for procurement, budget, and multi-step cascades to get you started in minutes.
Automations is a premium add-on. (Available now — talk to us about enabling it.)
🎨 Mood — New
A full moodboarding and client-presentation studio, built right into Workroom. Design boards, present them to clients, collect approvals, and turn the approved board straight into an estimate.
A real design canvas
Canva-style editor: tabbed panels, uploads library, undo/redo, duplicate, and an infinite Miro-style freeform canvas with cursor-anchored zoom and trackpad pan.
Images with crop/mask shapes, filters, drop shadows, flip, lock, and true corner-pin perspective warp.
Templates, align/distribute, group/ungroup, marquee multi-select, group resize, and snap guides.
Font library and preset text combinations; a shape library; auto labels under items.
Page-size presets (presentation / paper / social / custom) and reorderable pages.
Products & specs
Pull your project's products onto the board with search and vendor/category/location filters.
Product slots — restrict a frame to a product category and fill it from your library.
Dynamic text blocks tied to a placed product show live product data and stay linked even when you swap the product.
The board is the spec: a Spec panel groups approved items by page with cost vs. sale and margin, and "Create estimate/invoice" seeds a new document — approved items only, one section per page.
Paint & materials
Full paint catalogs from Sherwin-Williams, Benjamin Moore, Farrow & Ball, Dunn-Edwards, Dulux (AU/NZ), and Valspar — roughly 18,000 colors, searchable, with brand-code labels.
Realistic, recolorable paint textures (drips, smears, brush streaks with gloss and depth) that render in the editor, client view, and exports.
Favorite paint colors that sync across your devices.
A large curated material library (marble, stone, wood, flooring, metal, fabric, leather, concrete, terrazzo).
Tables, brand kit & backgrounds
Finishes schedule tables with spec fields (dimensions, spec #, lead time, status), show/hide columns, and image sizing.
A freeform Table tool with resizable rows/columns, typeable cells, drag-image-into-cell, and drag-a-paint-chip-to-a-schedule.
A Brand Kit: your logo pinned on every page plus a repeating footer, rendered everywhere including exports.
Background textures and color fills.
Present, share & approve
Share a board as a public slideshow presentation with a link.
Clients click to comment in threads and approve / decline items right on the board — approvals reflect back to product status.
Approvals lock once given (final unless you reopen them), with draggable approve-button positions.
A team-side Comments drawer to read client comments by page, reply, and resolve.
Manage all board share links from Link Management (list, void, restore, open).
Organize & protect your work
Color-coded library folders (create, rename, recolor, drag boards in).
Version history with auto change notes and a preview-and-revert modal.
Export to high-resolution PNG and PDF (all pages or current page).
Real-time collaboration (opt-in)
Invite a teammate to edit a board together, with live cursors, presence avatars, and selection indicators.
👥 Team — New
A dedicated Team directory under People, alongside Contacts, Vendors, and Contractors.
List view with filters, tags, and Views.
A rich, sectioned invite/edit modal — the same one used in Settings — where adding a team member sends a real Workroom invitation.
Employee profiles: tenure, documents, salary, compensation history, and project assignments.
Reports-to shows everyone on your team (including the account owner), and the office/location dropdown reflects your custom offices from Company Info.
New departments (Warehouse, Drafting) and custom office/location management.
🧰 Contractor Management — New
End-to-end 1099/contractor compliance, built out across four phases.
A Contractors tab and list with a create/edit modal and full contractor profiles.
Per-company required-document settings — toggle which documents you require (including commercial auto); the compliance engine, upload portal, and profile all respect your settings.
Derived compliance status so you can see at a glance who's current and who's missing paperwork.
A secure "Request Documents" portal: send a contractor a single-use link to upload docs, with a full activity timeline (request sent, link opened, each upload, submitted).
Functional profile notes and a star rating, plus a compliance-document view/print/download modal.
📆 Project Types & Phase Scheduling — New
Define your studio's project types once, and let new projects schedule themselves.
Set up Project Types in Settings, each with its own phase list and an estimated duration per phase (e.g.
2d,2w,1m).When you create a project, its phases auto-populate with chained dates from your start date — each phase's end rolls into the next phase's start.
Choose a schedule basis: from the project's start date, as a wait-list (no dates yet), or after another project ends.
Live dependency scheduling: if an upstream project's end date shifts, dependent projects automatically re-chain their phase dates — while preserving any dates you've hand-tuned.
Renaming a phase now asks before applying the change to existing projects, so live schedules are never rewritten unexpectedly.
📊 Project Timeline & WIP Improvements
Draggable divider on the Gantt to resize the task list vs. the timeline.
Utilization by day with a 7/14/30-day range, alongside week and month views.
Export now lets you pick specific projects (all or a chosen subset).
Inline editing of Days/Estimated/Logged right in the table.
Cleaner visuals: standard tasks show a checkmark, consistent avatars (photo / color / initials) across Gantt, Table, and Kanban, phase date ranges, and per-project time-tracking widgets.
Smart search now filters the Gantt, Portfolio, and Utilization views together.
The client share view now shows only client-visible tasks (internal tasks stay private).
👤 Contacts, Clients & Vendors
Redesigned, sectioned Add/Edit modals for Clients (Basic info / Billing / Shipping / Preferences / Client portal) and Vendors (Company / Pricing / Site details / Payouts / Representatives / POs).
New Open Balance column, hover-reveal row actions, and saved Views across contact lists.
Vendors gain Trade Discount / Markup / Open POs columns and show the primary rep's email under their name.
Contacts now count and show the projects each stakeholder is attached to.
Rebuilt, consistent profile headers with call / email / chat buttons and an icon back button.
💳 Payments, Billing & Documents
Retainers are now first-class: send to client, download PDF, sign as designer, a dedicated retainer email template, and correct "Retainer" labeling throughout (no longer mislabeled as "Invoice").
Estimates, invoices, and retainers get a "show internal memo to client" toggle for the public page.
Fixed product-export images and product-financials fee handling.
The Subscription link in Settings now points to the Stripe billing portal.
📝 Forms & Platform
Forms can now send a test notification email, and image-choice/separator fields are more robust.
A new global confirmation dialog unifies every delete/archive across the app — clearer, safer, with a type-to-confirm gate on destructive actions and consistent red (delete) / orange (archive) styling.
Persistent, copyable error dialogs with "Copy for support," so you can report issues with the real details.
Faster load times: a smaller main bundle, lazy-loaded chat, and no cold-start delay.
Live Support button now reflects support hours (weekdays only).
Single-use magic links and smoother signup
July 31st, 2026
Wrapping up July with a big one! With a new feature, and lots of changes.
A big week of shipping — a faster, cleaner Work in Progress board, reusable task templates, passwordless sign-in, simpler payment fees, and dozens of refinements across the app.
Signing in
Passwordless magic-link login (New) — Enter your email and we'll send a secure login link; no password to remember. Links expire in 5 minutes and can only be used once.
Redesigned account emails — Login-link and password emails now have a cleaner, branded look with a clear button.
Work in Progress
A ground-up redesign of the Gantt, Table, Kanban, and Portfolio views — clearer, faster, and consistent everywhere.
A cleaner project → phase → task layout — Full-height project accent lines, per-phase colors, project-code badges, and tidy spacing across every view.
Task-type icons everywhere — Milestone, Meeting, Payment, Deliverable, Installation, Site visit, Deadline, and Standard tasks each get a distinct icon on the board and on Gantt bars.
One frozen timeline header — A single column + date header stays pinned and perfectly aligned as you scroll and zoom.
Collapse & expand from any view — Collapse a project to a compact phase strip, collapse to phase, or expand all — now driven consistently across Gantt, Table, Kanban, and Portfolio.
Working-days timeline — Turn weekends off to remove them entirely; the schedule, gridlines, and drag steps all follow weekdays only.
One task modal for everything — Every "+ Task" opens the same full task editor, pre-set to the right project and phase.
Hours & completion that just work — Logged hours roll up automatically from your timelogs, and marking a task Done sets it to 100% everywhere.
All your projects show up — Every project appears on the board (even before it has tasks), and archived projects are kept out of the way.
Task Templates (New)
Stop rebuilding the same task lists on every project.
Reusable templates by project type & phase — Create template tasks in Settings → Work in Progress and organize them under your default phases.
Auto-add when a phase is added — Attach a template to a phase and its tasks are created automatically whenever that phase is added to a matching project.
Add a task from a template — Load any template straight into a task while you work, or from the WIP menu.
Save any task as a template — Turn an existing task, including its subtasks, into a reusable template in one click.
Dependencies carry over — Link template tasks together and those relationships are recreated when they're added to a project.
Payments & finances
Processing fees, simplified — The per-document fee field and studio default are gone. The card fee is now one consistent rate (3.25% + $0.30 for cards, 0.08% capped at $15 for ACH), applied at checkout.
Pass to client or absorb — your choice — Set a default on each project and it auto-fills onto new estimates and invoices, with a simple checkbox to override per document.
Choose accepted payment methods per project — Enable credit card and/or ACH; the client's payment page shows only the methods you allow.
Create from a project, prefilled — Starting an estimate or invoice from inside a project now selects the customer and project for you.
Notifications
A category-by-channel control panel — Redesigned settings let you turn each type of notification on or off independently for the Notification center, in-app popups, and email.
Task assignment & due-soon alerts — New "Assigned to a task" and "Task due soon" categories; set your own number of days' notice before a due date.
@mentions notify your team — Mentioning a teammate in a task comment or description now sends them a notification.
Time tracking
Click-to-add on the calendar — In the blocks view, click any empty slot to open a new timelog prefilled with that day and time.
Drag to reschedule — Drag a time block to another day or time and it's moved instantly, keeping its duration.
Correct dates on CSV import — Imported timelogs now land on the exact day you specified — no more off-by-one shifts.
Contracts
Cleaner signed PDFs — Fixed blank trailing pages, and uploaded-PDF contracts now embed your original document with signatures stamped directly onto it.
Downloads that just download — Signed contracts save straight to your device — no more blank browser tabs.
Resend & reassign [NEW] — Resend the signing invite or change the signer on a contract you've already sent.
Referral program (New)
Refer a studio, earn commission — Share your personal referral link and earn when a studio you refer signs up.
Your own affiliate dashboard — Track clicks, sign-ups, and commissions, and request a payout when you're ready.
Reports, leads & catalog
Installation Report (New) — A new FF&E report grouped by room, ready to export as a PDF for installers and clients.
Smarter lead-to-project conversion — Converting a lead now creates or links the client contact and carries the lead's attachments and notes into the project.
Editable lead details — Update a lead's address, project type, and source right on its card.
Catalog fixes — List-price pricing now flows correctly to sub-items, and the product list no longer jumps to the top when you switch windows mid-edit.
Everyday improvements
Headers that stay put — Page and table headers now stay pinned while you scroll on Projects, Contacts, Vendors, Forms, and Link Management.
Clearer task imports — The import preview shows project names and tells you exactly why a row was skipped instead of failing silently.
Right document, every time — Fixed a case where editing an invoice or purchase order from the detail panel could open the wrong one.
Purchase order polish — PO lists show the correct project and use the status colors you set in Settings.
Clearer plan & billing states — A friendlier lock screen when a subscription lapses, and Lite plans now see Pro features as upgradeable rather than hidden.
Walter, your AI assistant — Walter now answers product and support questions and points you to the right place — plus plenty of stability and polish fixes throughout.
July 24th, 2026
This release is a big one, centered on a rebuilt project workspace, a new drag-and-drop timelog calendar, and smarter notifications.
Projects & Tasks — major overhaul
One powerful task window
A single, consistent modal for creating and editing tasks — with Details, Subtasks, Dependencies, and Time logs tabs.
Every "+ Add task" button (top bar, project, phase) opens this same window, pre-filled with the right project and phase.
Type durations in shorthand ("2d", "1w", "4h") that stay in sync with the dates, edit subtasks inline (rename + due date), edit time logs inline, and see an overage indicator when logged hours pass the estimate.
Task Types — Milestone, Meeting, Payment, Deliverable, Installation, Site visit, Deadline — each with its own icon.
A cleaner, more capable Gantt
A single frozen header that stays pinned as you scroll, with the timeline staying perfectly aligned as you pan and zoom.
Redesigned bars (soft pastel pills), completed tasks fade back, and assignee avatars sit right on the bar.
Dependencies: drag from one task's edge to another to link them (Finish-to-Start and the other three types), with clean curved connectors and a Critical Path view. Turn on Lock dependencies and dependent tasks move live as you drag.
A full-height project accent line with nested per-phase lines, plus a thin phase bar spanning each phase's dates — so hierarchy reads at a glance.
Hover a task for a preview card; right-click for quick actions (status, tag, progress, start timer, duplicate, delete).
A Show menu to toggle every column (Assigned, Start, End, Est, Log, Days, Status, Priority, Tag, Time tracking, Client visibility, Comments, Attachments), plus weekends, Critical Path, Original Timeline, Products, and Subtasks.
Approved invoices with a due date appear as a "$" marker on the timeline; Payment tasks show a "$" badge.
Collapse a project and its phases compress into a tidy summary strip (in both Gantt and Portfolio).
One-click client-visibility toggle (show/hide a task from the client) right on the row.
Kanban
Rebuilt cards; organize swimlanes by Project/Status/Tag/Assignee/Due with columns set independently. Smooth single click-and-drag (no more "select first").
Filtering, importing & projects
A Filter panel on every view (status, assignee, due, priority, tag, phase, client-visibility, task type, attachments).
Import tasks from a spreadsheet with a column-mapping step; the downloadable template now includes all 12 fields with example rows.
Project Types (reusable phase sets that seed new projects), Duplicate a project as a template (clones phases/tasks/subtasks, re-anchored to a new start date), and Archive / unarchive projects.
Timelogs — new drag + drop on blocks view.
Drag a time block to another day or time to reschedule it — the date and time update automatically.
Click any empty slot to add a new entry, pre-filled with that day and time.
Faster editing with no page flashing.
Notifications — redesigned
A clean grid to control exactly how you're notified: turn each notification type on or off independently for each channel (Notification center, In-app popup, Email).
New types: "Assigned to a task" and "Task due soon" — with your own "notify me N days before it's due" setting.
[NEW] Public links + Link Management
A new Link Management page (under Management) to see, search, and void every public share link — now showing which project each points to.
Share links properly expire, with a friendly "please request a new link" message; and a redesigned "Create public link" flow (choose projects, views to share, recipients, and an expiry date).
Purchase Orders
Item images now render in PO PDFs — including images you upload directly to a line item.
The PO list now shows the project on each row, and creating a PO auto-fills the Ship-to address from the selected project.
Payments & Contacts
Invoices/estimates now charge in the document's own currency (fixed CAD showing as USD/EUR); "Connect with Stripe" wired to the proper flow.
Cleaner, compact Contacts & Vendors lists with portal status and click-a-row-to-open.
Walter (AI assistant)
Reads your documents (with vision) and proactively surfaces what needs attention (overdue shipments, outstanding balances).
Project summaries, brand-voice drafting, and Brand Standards — define your studio's standards and let Walter flag anything off-brand.
Under the hood
Catalog by-room/by-group schedules now cover the full filtered set (no longer cut off by the current page).
Stronger security (encrypted client-portal codes, login lockout) and many stability fixes so lists update instantly without full-page refreshes.
Fixed a bug where editing any part of products would “glitch” the page.