The biggest update we've shipped in one stretch: five new modules that close the loop from proposal to payment, a redesigned way to move around your studio, and dozens of refinements you asked for.

At a glance: 5 major new modules · 15+ new field types & tools · 60+ improvements and fixes.

🌿 Headline features

• Forms & questionnaires (new) — Build branded intake forms and share them by link or embed them on your website.

• Retainers (new) — Take money up front and draw it down automatically as you bill.

• Bills / Accounts Payable (new) — Track what you owe vendors, route bills for approval, and pay.

• Expenses (new) — A ground-up expense tracker connecting receipts to projects, invoices, and your books.

• Estimate & invoice versioning (new) — Every save is snapshotted; compare versions and restore.

• Client-selectable options (new) — Give clients real choices on an estimate and bill only what they pick.

Forms & questionnaires

A complete form builder made for design studios — from a quick style quiz to a full site-survey walkthrough.

• New — Three-panel drag-and-drop builder with instant preview, plus multi-page forms with Next / Back navigation.

• New — Column layouts (1–3 columns) and conditional logic (show or hide a field based on an earlier answer).

• New — Designer-specific field types: "this or that" Swipe sourced from your product catalog, photo-annotation intake (clients drop labeled pins on room photos), visual sign-off with signature + timestamp, room Measurements (imperial/metric), Punchlists, image choice & upload, Calendly booking, star ratings, and 0–10 NPS.

• New — Template library: nine interior-design starters plus Blue-Tape and FF&E walkthrough templates, with a two-column preview picker. Save your own punchlist templates too.

• New — Share anywhere: a clean public link, or embed inline or as a popup on Squarespace, Wix, Showit, or any site — with a background color you choose.

• New — Responses go to work: attach a submission to a project, turn selections into an estimate, and get notified the moment a form arrives.

• Improved — Form links are now unguessable, with an owner option to regenerate them.

• Fixed — The builder no longer white-screens on certain forms, and every field can be edited or removed reliably.

Retainers

Collect deposits and evergreen retainers, then watch them draw down as the work gets billed.

• New — Request or add a retainer tied to a project, with separate Products and Services pools.

• New — Automatic first-in-first-out drawdown as you bill, with an activity log showing exactly what each payment was applied to.

• New — Studio (cross-project) and per-project retainer views, matching the invoice list you already know.

• New — Client-facing view: clients see their balance and can pay via Stripe or WorkPay; payment lands as a credit automatically.

• New — Issue refunds, or record an outside payment against a pool.

• Improved — A "+ Add Retainer" button on the main Retainers page, with a required project picker in the modal.

• Improved — Default retainer terms & conditions now live in Settings as an editable, per-line list — the same as your estimate and invoice terms.

Bills & Expenses

Two connected modules that give you a real accounts-payable and spend workflow — with receipt scanning and QuickBooks sync built in.

• New — Bills: record vendor bills with line items, take partial payments, and draw from a retainer pool where it applies.

• New — Bill approvals: require sign-off before paying, notify approvers on submit, and keep a full audit trail.

• New — Pay & sync: send a WorkPay payout right from the bill (with two-way status) and sync bills & payments to QuickBooks.

• New — Expenses, rebuilt: a category-first add flow, firm-overhead vs. client-reimbursable types, bulk actions, and an Archive view.

• New — Receipt reading (Walter): drop in an image, PDF, or HEIC receipt and the vendor, amount, and date are filled in for you.

• New — Connected spend: link an expense to an invoice service line or a purchase order, track actual PO cost, and push expenses to QuickBooks.

• Improved — Bill client-reimbursable expenses as service lines directly on an invoice.

• Improved — Uploaded receipts & bills preview in the detail panel, and both open as tidy side panels like the rest of Finance.

Estimates & Invoices

More control over how you price and present work — and fewer surprises.

• Improved — Service tax is now a percentage — service line taxes were a flat dollar amount; they now work as a rate, just like products.

• Improved — Canadian tax parity — on CAD accounts, services use the same named tax-code dropdown as products, and service tax is included in the per-component breakdown so totals reconcile to the penny.

• Improved — Terms & conditions get their own pages in the estimate and invoice PDF, so long copy never pushes signatures off the page.

• Improved — Smarter draft autosave — Workroom only keeps a working draft when you've actually made unsaved changes. No more phantom "restore draft?" prompts when opening a saved document.

• Fixed — Edits no longer get dropped silently on save — a reliability pass across estimates, invoices, and POs. Blank rows can be saved, and a rare estimate-loading loop is gone.

• Fixed — PDF images restored on production exports, and multi-page attachments now preview as clean page images.

Comms & the client portal

Small touches that make client conversations clearer on both sides.

• New — Read receipts — see "Seen by …" on your messages.

• New — Real-time unread badge on the Comms sidebar item, in Workroom green. Comms now opens on Home rather than the first channel.

• Improved — Client product selections stay organized — the portal shows products grouped exactly the way you arranged them; clients don't need to group anything themselves.

• Improved — Cleaner client side — @-mentions and tagging are turned off in the client portal, so clients get a simpler message box.

• Improved — The project activity feed now logs client-side events — invoice, estimate, and PO views, and messages.

Budget & projects (Still in development, not released in this update)

A deeper budgeting toolkit and a project workspace that's faster to move around.

• New — Design Fee schedule: build and rebuild fee schedules, with KPI tiles and a Retainers card on the Design Fee tab.

• New — Budget Products tab: a room-tile grid with status buckets, inline room expansion, category tabs, linked-document chips, and a tile/list toggle.

• Improved — Create-project modal, redesigned into a clean four-row layout (Identity / People / Address / Admin) with a searchable location-code room picker.

• Improved — Project workspace navigation — the left project menu is now a slim top navigation with a sticky project header that travels with you across every sub-page.

Pro accounts, Directory & Leads

New surfaces for trade professionals, and a pipeline for the leads they bring in.

• New — Pro account type with a public "My Listing" profile, reviews, and services offered.

• New — Dual-account workspace switcher — designers with a linked Pro listing can flip between Studio and Pro modes on one login.

• New — Leads module — a Contacted / Won / Lost pipeline that auto-opens a Comms conversation when someone submits your contact form.

• Improved — Pro Directory — working filters (Procurement category, Verified), real contact emails, and wired-up reviews.

Getting around Workroom

• Improved — Reorganized sidebar with clear section groups (Studio, People, Projects, Management, Finance, Content, Reports), a "Business" group for Documents, Forms, Contracts & Calculators, and up to five pinned projects.

• Improved — A slimmer rail — the sidebar is about 25% narrower, giving your work more room.

• Improved — One consistent finance layout — Invoices, Estimates, Bills, Expenses, Retainers, and Purchase Orders now share the same header, filter bar, and KPI strip.

• Improved — Pagination moved into the filter bar on Purchase Orders, Expenses, Bills, and Retainers (next to the result count instead of at the bottom of the table). Bulk actions moved into the filter bar too.

Recap, settings & admin

• New — Recap digests: a new Company Settings module that emails a daily or weekly activity summary, with separate admin (studio-wide) and client (per-project) versions. Sections are collapsible and off by default until you switch them on.

• Improved — Premium marketplace moved to a single Premium bundle subscription instead of per-app billing, with a redesigned locked panel.

• Improved — Permissions — new Forms and Contracts permission groups, and the ability to hide whole modules from the menu per permission set.

• Improved — Tax report now pulls live invoices with dynamic filters; subscription/billing links point to your billing portal.

Polish & fixes

• Fixed — Special characters render correctly everywhere — the stray symbols on the paid-invoice receipt, form measurements, and PDF exports are gone; multiplication signs (×), middots (·), and section marks (§) display properly again.

• Fixed — Save reliability across Finance — retainers, product settings, payments, and credits all persist correctly; a class of "save looked like it worked but didn't" bugs was closed out.

• Fixed — Signup hygiene — expanded the disposable / freemail domain blocklist to keep junk accounts out.

• Improved — Product Clipper imports now bring product totals and profit across correctly, with a one-time backfill for anything imported earlier.

A note for Canadian & service-heavy studios: because service tax changed from a flat amount to a percentage, any existing service line that had a flat tax will show 0% until you re-enter the rate. It's a one-time step per open document.