A dense stretch of building — a full sales pipeline, a rebuilt project timeline, sharper estimates and invoices, and a platform-wide security pass. Here's everything that landed.

Sales Pipeline — New Premium Add-on

People → Leads

Turn inquiries into signed projects without leaving Workroom. A visual board moves prospects from first contact to won, with an activity timeline, AI insights, and automations that draft the contract for you.

• Visual pipeline board — drag leads across stages, or work them as a list.

• Stage automations — trigger next-step tasks and auto-draft contracts as deals advance.

• Lead scoring & risk — a health read on every deal, plus a Walter AI summary and risk assessment.

• Forms → Lead intake — public inquiry forms drop straight onto the board, mapped to fields.

• Mark as Won → Project — converts a lead into a project, assigning the contact and carrying data over.

• Documents & uploads — a card grid with image previews, per-file notes, and click-to-zoom lightbox.

• Forecast & export — a pipeline dashboard, project-value forecasting, and one-click CSV export.

• Archive workflow — archive or delete leads from the board or list, with a dedicated Archive view.

Available now in the App Marketplace as the Lead Management add-on. 30-day trials available to those who do not have premium app marketplace.

Work In Progress — Completely Rebuilt

Work In Progress is now a full project-management surface — five connected views over one engine, so a change in one place shows up everywhere.

• Editable Table view — inline status, priority, phase, and assignee; Asana-style add-task rows; multi-select bulk edits.

• Kanban cards — now show the task description and up to five subtasks you can check off in place.

• Gantt chart — progress fill, milestones, phase lanes, drag-to-reschedule, and Day/Week/Month/Quarter zoom.

• Dependencies & critical path — FS/SS/FF/SF links between tasks and products, with a critical-path highlight.

• Baselines — snapshot a plan and compare planned vs. actual with ghost bars.

• Portfolio / Forecast — a cross-project roadmap on a month scale, collapsible per person.

• Utilization heatmap — members × weeks capacity planning, with over-allocation flags.

• Reallocate & split — rebalance an overloaded person, or split one task's hours across several people.

• Saved & default views — name and share view presets, and pin the one WIP opens to.

• Phase colors & @mentions — color-code phases; @mention teammates in descriptions and comments.

• Deliveries lane — product-arrival dates grouped by room/location on the timeline.

• Public links & Work Orders — read-only Gantt/List links for clients, plus a Work Order PDF export.

Estimates, Invoices & PDFs

• Reconciling PDF totals — one clear breakdown where subtotal, freight, discount, tax, and fees add up to the grand total; invoices show Amount Paid & Balance Due.

• PDF Default View Options — control which columns appear on exported estimate & invoice PDFs, in Settings → Finances.

• Edit client view after approval — adjust what the client sees while line items stay locked.

• Canadian tax accuracy — multi-bracket (GST/HST/PST) totals now match to the penny on save.

• Titles & tags on lists — document titles show on the main table with a color Tag column.

Contracts — New

• Time & Estimate components — pull hours and estimate lines into a contract, plus an Additional Costs block.

• Budget ingestion — contracted hours flow into the project budget automatically.

• Embed a PDF — attach a full PDF inside a built agreement, shown in the editor and signing view.

• Auto retainer — a retainer payment on a contract now creates the general retainer for you.

Timelogs

• Approval workflow — review and approve time before it bills, with a new Timelog Settings page.

• Phase column — see and inline-edit a log's project and phase right from the list.

• Inline hour edits — adjust hours and minutes without opening the entry.

Forms

• Paid forms — charge to submit a public form with an inline Stripe Payment Element; priced and verified server-side.

• Lead intake — form submissions can create a lead on your pipeline board.

• Cleaner published forms — removed hard-coded name/email fields and the top accent line; payment settings now save reliably.

Document Tags — New

• Tag manager — create labeled, color-coded tags in Settings.

• Titles & tags everywhere — add a title and tag when creating estimates, invoices, and purchase orders; both show on their lists.

• Seen timestamps — the Seen column now stamps when a client opened the document.

Client Collaboration (Comms)

• Clients see product pins (was a bug) — product dots and cards now render on the client portal Design Board.

• Pen tool on top — annotations always draw above images.

• Reliable images — additional product images no longer break; board images re-sign automatically.

• Delete channels — designers can remove Design Board channels.

Platform, Payments & Reliability

• Security hardening — platform-wide protection against injection and cross-site scripting, plus a locked-down request allowlist.

• Stripe refunds — partial invoice refunds now route to the original payment source, including Stripe.

• Delete a project safely — a cascade delete that first shows a count of everything it will remove.

• Procurement dates fixed — product dates no longer land a day early in some time zones.

• Saves that stick — fixed cases where inline product and task edits silently didn't persist.

• Sharper links & menus — corrected outbound email links; status menus flip up when they'd run off-screen.