Smarter Job Insights with Job Health
We’re excited to introduce Job Health, a new way to track the financial and operational performance of your jobs. Job Health gives you real-time insights into margins, profits, costs, labor usage, and invoicing progress helping you quickly see if your job is on track or needs attention.
Time and Material Job-Level Metrics
Time and Material Cost Category Roll-Up Table
Want to dive deeper? Check out the Job Health documentation for a full walkthrough of the metrics and examples.
Note: Job Health is currently available in Beta. If you’d like to get early access or learn more, please reach out to your Customer Success Manager.
Improved Purchase Order Editing Experience
We’ve rebuilt the Edit Purchase Order Item window using our new TurboForm technology. This upgrade gives you a faster, more reliable, and easier editing experience without changing the way you work.
What’s Improved
Faster performance with smoother loading and field updates.
Smarter dropdowns with better validation and conditional logic.
Auto-filled details when selecting products, jobs, or projects.
Seamless tax integration with Avalara and accounting systems.
Real-time product search with clearer indicators.
Better error handling for fewer disruptions.
The fields and workflow remain the same, but you’ll notice:
A refreshed look and feel (see before/after below)
More responsive interactions that make editing purchase orders quicker and more dependable
Before:
After:
To have this feature enabled for your account, please reach out to your Customer Success Manager.
Editable Bill Descriptions
We’ve made it easier to add context to your billing process!
The Bill Description field is now fully visible and editable (when applicable) across all bill types including purchase order–based, receipt-based, and standalone bills. Whether you’re adding notes for internal tracking or syncing messages with Intacct, this update keeps everything transparent and consistent.
Note: This is applicable for customers with Three Way Matching feature enabled.
What’s new:
The Description field is now displayed on all bill types.
You can edit the Description when creating a bill.
You can also edit the Description on existing bills if they haven’t been synced yet and the accounting period is still open.
For accounting integrity, the Description field becomes locked once a bill is exported, bypassed, or if the accounting period is closed.
For customers using Intacct, the Bill Description maps directly to Intacct’s Message field, ensuring full sync visibility.
This enhancement improves clarity, supports smoother communication between systems, and gives your team better control over bill details.
Edit Qty Invoiced Directly in Job Reports
We’ve enhanced the Parts & Materials grid in Job Reports with a powerful new capability: you can now view and edit the Qty Invoiced for every line item.
This gives you precise control over billing, whether you’re working with inventory, purchase orders, or manual entries.
With this update, you can:
Override the invoiced quantity without changing the original source line.
Adjust for exceptions, partial billing, or post-delivery corrections.
See smart default values pre-filled based on the source type (Inventory, PO, or Bill).
Rely on clear indicators for editable vs. read-only states.
Watch subtotals update instantly as you change quantities.
This improvement makes invoicing more flexible and accurate, while ensuring your source data stays intact.
To have this feature enabled for your account, please reach out to your Customer Success Manager.
Auto-generated Inventory Issues
We’ve streamlined the way inventory issues are created during job reporting. From now on, whenever Inventory Issues are enabled, the system will also automatically create issue records—removing extra setup steps and reducing the chance of errors.
Note: This functionality is available only for customers with the Inventory module enabled. If you’d like to have this enabled for your account, please reach out to your Customer Success Manager.
What’s new:
Adding an inventory item to a Job Report (quoted or time & material) or a job-related invoice will now automatically generate a related inventory issue.
Autogenerated issues include key details like job number, item name, department, warehouse, unit cost, and quantity used.
Issues are created in Draft status, read-only, and clearly labeled as auto-generated with a link back to the job report.
If you add more inventory lines while the related issue is still open, they’ll be appended automatically.
This enhancement makes job reporting smoother and ensures accurate, consistent tracking of inventory usage across your system.
Bulk Delete Warehouse Items
Warehouse cleanup just got easier! You can now select and delete multiple items directly from the warehouse items grid, as long as their quantity on hand is zero. This applies to both inventory and non-inventory items, making it faster to remove outdated or unused stock.
What’s new
Delete a single item via the Actions → Remove option.
Select multiple items with checkboxes and use the Delete from Warehouse button.
Confirm your selection with a summary dialog before finalizing.
Receive clear success or error messages depending on item eligibility.
To have this feature enabled for your account, please reach out to your Customer Success Manager.