Projects page — a full redesign

New views & organization

• Three ways to view your projects: Cards, Map, and List — switch anytime from the header, and your choice is remembered per user.

• Map view plots each project's location right on its card.

• Group by Phase or Status to keep large project lists organized.

• Search + filters and the view controls now live together in one tidy header row.

Project cards

• Cards now show the actual project code you set (e.g. "PRJA"), your chosen project color, and real team-member photos.

• Status and Phase pills are color-coded from your studio settings and stack cleanly so long labels stay readable.

• Financial snapshot on each card: retainer usage, logged/unbilled time, and alerts.

• Admins can customize the cards with a new gear menu — show or hide Status, Phase, Retainer, Timelog, Alerts, Address, and the quick-action icons. Changes apply to everyone in your studio and save automatically.

Quick actions on every project (card, list, or inside the project)

• "+" menu creates an Estimate, Invoice, Bill, Change Order, Purchase Order, Expense, Retainer, or Time entry — pre-filled with that project and its client, landing on the right page.

• Email opens your desktop mail app addressed to the selected contact.

• Comms lists that project's channels and jumps straight into the one you pick.

• Navigate menu opens any section of that specific project.

• The project switcher now keeps you on the same tab when you switch projects (Overview → Overview).

Create / Edit Project modal

• Cleaner single-column layout with consistent field sizes and a live tile preview.

• Pick your tile identity — Color + Code, Photo, or Map — with an improved color picker.

• Rooms & Phases you choose at creation now appear on the project Overview (after Scope).

• Phase names are capped at 30 characters for consistency; longer legacy names are neatly truncated.

• Added Select all / Deselect all for phases, clearer date labels (Start date / Deadline), and a matching, compact Add Client form.

Pins

• Sidebar project pins are now personal to each user — pin what matters to you without affecting teammates.

Budget module

• No more access code — the Budget module is open to everyone.

• Added a beta banner so you know it's still being refined (and where to send feedback).

• Categories tab now supports a Tile / List toggle, so category room-sections display as tiles just like the Products tab.

• Removed the extra "Budget modes" button for a cleaner toolbar.

Finances & documents

• Change Orders are now available per project — a dedicated tab under a project's Finances that shows only that project's change orders, plus create-new pre-scoped to the project.

• Creating an Invoice, Estimate, or Purchase Order from a project now auto-selects the project and client.

• PDF fixes: product images and attachments now reliably appear in Estimate/Invoice PDFs, and large Spec Package downloads now save correctly.

• Retainer creation modal now opens with a proper dimmed background.

Fixes & smaller improvements

• Contracts: resolved a stuck "Submitting…" state and fixed contract PDF downloads.

• Payments: added an "Other" payment method and clearer retainer payment labels.

• Company settings: fixed an intermittent error when changing your default currency.

• Live Support button now reflects staffed hours (9am–4pm ET).

• New flat processing-fee option in default fee settings (WorkPay minimum 3.25% + $0.30).

Introducing WorkPay — Get Paid Directly in Workroom

WorkPay is now available! Accept client payments right inside Workroom — no third-party processor account to juggle, no chasing checks. Money flows straight to your studio.

What you can do

• Accept card & bank payments on your invoices with a Pay Now button your clients can use in the client portal.

• Get paid on retainers, invoices, and deposits — payments apply automatically and keep each invoice's balance and status up to date.

• One clear rate: a flat 3.25% + $0.30 per transaction. You can set your own fee at or above this — never below.

• Payouts to your studio's account once your merchant profile is approved and active.

Getting set up

1. Head to Settings → Company (or the Payments/Connections area).

2. Click Connect WorkPay and complete the quick onboarding application.

3. Once your account is approved and activated, the Pay Now option turns on automatically for your invoices.

Good to know

• WorkPay works alongside Stripe — choose which processor powers your Pay Now button per your account.

• Fees and your studio's default processing rate can be reviewed and adjusted in your default fee settings.

• Your onboarding status is shown in Settings so you always know where your application stands (Submitted → Underwriting → Approved → Live).

Ready to start collecting payments faster? Connect WorkPay from your settings today.