Mobile v4.13.0
📣 New Features and Improvements 📣
Purchase Order Line Item Updates
The Purchase Order module has been updated to support our new Line Item Configuration. You can now assign an item type at the line-item level.
Additionally, several fields will auto-populate or provide dropdown options, allowing you to easily select equipment from your equipment list, materials from the material list, and contacts from the contact list for faster and more accurate entry.
Safety Contact for Projects
Designate someone from your project team to be the Safety Contact, and their info will be easy to find in the mobile app, making safety communication faster and more reliable on every site.
Once a Safety Contact is set, you can find them under Project > Settings or by using the project settings shortcut from the home page.
Web v3.10.13
📣 New Features and Improvements 📣
Purchase Order Line Item Configuration
We’ve improved the Purchase Order module to give you clearer insight into what’s been received, billed, and what remains outstanding, both at the PO and line item levels.
New Fields Where You Need Them
You can now add invoice number, invoice date, amount received, and amount remaining—right on both the PO header and individual line items.
Line Item Types Now Smarter
We’ve moved PO Types to each line item. That means one PO can include rentals, purchases, labour, and services all at once. Each type automatically pulls from the right source—materials (purchases), equipment (rentals), contacts (services), or users (labor).
Custom Fields by Line Item Type
All those new fields? You can now choose which ones to show or hide based on the line item type. Just head to Company Settings > Modules > Purchase Order to tweak it.
Better List Views & Exports
You’ll now see total amount received and amount remaining directly in your PO list and exports.
PO Totals by Status
At the top of your PO list, you’ll see totals broken out by status—so you can quickly see where your costs are sitting.These updates make it easier to manage your POs,align with vendor invoices, and support external accounting workflows.
Reference ID for Safety Logs
We’ve introduced a new Safety Log ID column to the Safety Log table. This column is optional and hidden by default, giving you the flexibility to display it only when needed. When enabled, it allows users to reference and track specific logs across projects.
To display the Safety Log ID column, update your table columns settings.
Web v3.10.121
📣 New Features and Improvements 📣
Safety Contact for Projects
You can now set a designated Safety Contact right from your Project Settings. Designate someone from your project team to be the Safety Contact, and their info will be easy to find and use across the system, making safety communication faster and more reliable on every site.
Head to your Project Settings and look for the Safety Contact field. Pick someone from your team, hit Save, and you're set.
Once added, the Safety Contact will automatically show up on:
Project QR PDFs
Siteflow QR PDFs
Form QR PDFs
Project Summary Reports
Want them to be on the email distribution list for forms? Add them to your Form Distribution Settings so they’re always in the loop.
You can also show the Safety Contact at the top of your forms—just check the option in your Form’s PDF Settings.
Secondary Phone Numbers in User List
We’ve added an improved Phone Number column to the Contacts and Users lists in the Team module. Now you can view either the Primary or Secondary phone numbers when viewing users or contacts.
You can now click on a user’s avatar to instantly see their contact info—no need to dig through profiles. Faster lookups, fewer clicks.
Web v3.10.12
📣 New Features and Improvements 📣
Improvements to Submittal Log Exports
We've improved our Submittal export formats to be more professional and purpose-driven. PDFs are now cleaner and print-ready with grouped, colour-coded sections. Excel exports are styled for screen use with interactive sorting and filtering. CSVs provide a complete, unstyled dataset that is ideal for manipulation and integration.
Manually Submit Safety Logs in Forms
To help ensure accuracy when creating Safety Logs through forms, we've introduced a new Manual Submit option in the Safety Log form component. This allows workers to complete the log while giving designated users the ability to review and submit it, helping prevent incomplete or inaccurate data from being logged. Once submitted, the form will display the submitted data, and any further edits must be made directly in the Compliance module.
You can enable this feature in the Form Builder by switching the Safety Log component’s workflow to Manual Submit. If left as Automatic, logs will be submitted immediately upon form completion and no further edits can be made through the form.
For added control, you can restrict the submit option to users with a specific Title, enabling workflows where field staff fill out the log and supervisors handle submission. All changes are tracked with a full edit history for audit purposes.
Attach PDFs to Safety Logs in Forms
You can now attach PDF files directly when creating Safety Logs from forms. This allows Safety Officers and field staff to include relevant documentation immediately, without needing to revisit the Safety Log module. All attachments are saved and accessible within the corresponding Safety Log.
Learn more about Safety Logs and start using them today!
Improved Punch List Notifications
We've improved our Punch Item notifications, now including the name of the project, and details such as status and due date for each item.
Each notification also contains a direct link that opens the Punch List module for the relevant project, filtered or scrolled to the specific item when possible. These links are fully supported on web and will be added to mobile notifications soon.