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.