We’ve enhanced the user experience by ensuring that the Punch Items have the appropriate fields visible in the list view for punch items. Now view the Item's phase, location, status, type, and due date all from the list view.

Additionally, the total counting for location and trade-specific punch items has been streamlined, providing more accurate project insights. Click into the Location or Trade tab to view the total punch items for that trade indicated by the bold number. The green number signifies the count of all Completed items, and the red number indicates all Closed items.

You can now mark your favorite projects directly from the dashboard. Once you enable Project Favorites, you can favorite projects in the mobile app for quick access to the projects you prioritize the most.

To do so, simply swipe on a project's name until you see the Star icon. Click on the icon to add to your favorites view. Access your favorites view by tapping the Star in the right-hand corner of your Home page.

Responding to RFIs (Requests for Information) is now more efficient. You can annotate and mark up PDF attachments directly within the RFI interface. Highlight important sections, add comments, and collaborate seamlessly.

Managing files just got easier! Users can now reorganize existing files by moving them to specific folders of their choice.

Simply navigate to Documents and click on the move icon next to the selected folder or file. Choose the destination folder and click Done to enjoy better file organization!

We’ve added more functionality to our Bulk Edit feature for Punch List. You can now perform bulk edits on punch item Phases, Statuses, and Types.

We’ve improved the layout of our Email notifications for the Punch List. In your Punch List settings, activate the notification for items past the due date. This notification will send daily summaries to your target audience, providing an overview of the Punch Items they are involved in.

Stay informed and streamline your Punch List workflow with Punch List notifications!

A new column has been introduced in the Project Settings > Team module.

The Expiration Date serves as a signifier for dispatch users of the appointment’s end date. The Expiration Date is set 5 days after the last day of the appointment. When this date arrives, the user will be automatically removed from the project.

If you wish to retain an assigned user on the project beyond the expiration date, simply click on the three-dot button and select Remove Expiration Date. This will keep the user in the project indefinitely.

Please note, that this column is only relevant for our Dispatch users. If you’re not using the dispatch module, the Expiration Date column will remain empty.

We resolved the issue where Signatures were not displaying in the web view for Purchase Orders.

This release addressed minor bug fixes.

In this latest release, we’ve significantly improved our Punch List module, introducing additional features and capabilities to the mobile app.

Be sure to explore these updates, both on the web and within the app!

We’ve made minor improvements to enhance the recent Punch List update.

We've introduced a new feature allowing you to reference drawings in Change Orders. This includes the option to include drawing links and pins within Change Orders and PDFs.

Simply click the Drawing link in the CO to be directed straight to the drawing.

New Dashboard shortcuts were added for both People and List views, making it simpler to bulk add and remove users from projects. With the People and List view, you can now perform bulk edits on projects and export project summaries.

Project Favourites have been introduced to the Dashboard! Now, users can star and unstar projects for convenient access in their My Favourites list.

Each user has their own personalized Favourites, which can be configured for both web and mobile platforms.

Exciting news! We have introduced a new feature for form signatures. We have added a Sign-Off feature allowing our users to add a signature to a form’s PDF from the PDF viewer.

To enable Sign Off for your form, you will need to allow the option in Form Settings.

Now the Sign-Off button will be available in your form’s PDFs!

To do this, simply:

The Sign-Off signature can be found at the bottom of the form PDF.

To view and manage PDF sign-offs, click the “Manage Sign Off” option. This will give you detailed insights into each sign-off, including user information, timestamp, and geolocation. There is also an option to View Sign-Off and Delete from the form PDF.

We have now added annotations for RFI Attachments! When you view a PDF attachment within an RFI, you’ll notice an improved interface. Users can now annotate, comment, markup, and sign directly on PDF attachments.

In this update, we’ve made significant improvements to our Siteflow feature. Here are the key enhancements!

We’ve revamped the format of Siteflow reports for better readability and comprehension. Critical information is presented more clearly, making it easier to report Subtrade activity.

Our User Interface (UI) for Siteflow flows has undergone a makeover. Users will now experience a more intuitive display of completed steps.

We found a solution to emails being too large when form are set to be sent as attachment and are too big for an email. When an email exceeds the size limit, it will be sent as a link and the users will be warn of the change. This ensures that critical information reaches recipients regarding of their own email size limits.

We've added attachments to materials for our mobile users. Now, when given Edit or Create on materials, users can also attach a PDF, photo, or file to the Material directly from their mobile device!

We’ve introduced new features for the Change Order module, offering configuration and customization options!

From the Company Level, we’ve added Change Order settings for you to add and format Terms and Conditions to all Change Orders.

To do this, navigate to Company Settings > Modules > Change Orders.

Here you will find a formatting tool to update your Company’s Terms and Conditions for Change Orders.

From Project CO Settings, we’ve added Change Order settings for you to configure internal notes and more options for Change Order addresses. Configure an alternative address instead of a company address for users to select when creating the Change Order PDFs.

Access these settings by navigating to Project Settings > Modules > Change Orders.

We've now added the ability for you to archive notifications directly from the notifications menu. You can clear all notifications from your Notifications menu by utilizing the Clear All option, or individually clear notifications you no longer require by clicking the X button beside each notification.

This release addressed minor bug fixes.