We’ve introduced a series of updates to make navigating, finding information, and managing project data smoother and more intuitive across the Projects and Purchasing modules.

What’s New:

We’ve re-engineered the Dispatch Board bottom tray to deliver a faster, smoother experience for dispatchers managing large volumes of visits. The tray now loads data significantly faster and stays responsive even when displaying heavy workloads - helping you make scheduling updates with ease.

What’s New:

Saved View Notice

A small number of saved filters may not apply correctly after the update. If this happens, you’ll see a warning message on the affected saved view.
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To fix it:

If you need non-admin users to be able to make changes to public saved views, you can now enable the new “Update Public Saved Views” permission under the General category:
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Property-level tasks on Job Report PDFs are now clearly grouped under a dedicated “Property Tasks” header, improving readability and making reports look more professional.

What’s New:

Previously, property tasks appeared under asset-style headers filled with placeholders like “N/A | N/A - N/A | N/A,” which could be confusing when no asset information was linked.
Now, these tasks appear neatly under a new, clearly labeled “Property Tasks” section.

This change helps customers and internal teams easily distinguish property-level work from asset-related work.

You can now generate cleaner and more focused Job Report PDFs by choosing to hide invoiced line items. This update helps service managers review only the remaining work and materials before invoicing, making it much easier to confirm what’s still pending.

A new toggle “Show Invoiced Line Items” has been added to the Job Report PDF settings. When turned off, the report automatically filters out any labor or materials that have already been invoiced.
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This improvement is especially useful for jobs split across multiple invoices. By removing previously billed items, the report stays clear and easy to review, helping teams avoid confusion, streamline internal process, and ensure billing accuracy before finalizing invoices.

The Project Analysis Dashboard is now available in the Standard Reports dropdown!
This new dashboard gives you a clear, consolidated view of your project’s financial health. It provides a comprehensive month-by-month breakdown of project billing, costs, and profitability, helping you track financial progress, assess overbilling or underbilling, and monitor overall performance with ease.

What’s New:

The dashboard consolidates key financial metrics into one intuitive view so stakeholders can easily:

Dashboard Sections:

The dashboard includes ‘Project Number’ and ‘As of Date’ filters to help you focus on specific projects and time periods.

A built-in readme section is also available to guide you through data sources, navigation, and metric calculations for better interpretation.

The Sales Credit Report provides clear visibility into sales opportunities, their financial performance, and how sales credit is distributed among representatives based on their individual contributions to each sale.

This report makes it easier to measure performance and calculate commissions accurately by reflecting weighted contributions across projects and Service Agreements. It offers a transparent and data-driven view of how sales efforts translate into revenue, empowering teams to track results fairly and consistently.

A new Confidence Filter has been added to all opportunity-based reports, giving users greater control over which opportunities appear in their results.

You can now set minimum and maximum confidence levels to focus only on the opportunities that match your desired range. This makes it easier to refine sales analysis, prioritize high-confidence deals, and forecast more accurately.