We’ve made improvements to Job Report PDFs to give them a cleaner, more polished look while giving you more control over what’s included in each report.

The updated layout introduces a clearer typographic hierarchy, making key sections like the Job Summary easier to scan and helping visit details feel more structured and readable. This results in reports that look more professional when shared with customers, without feeling crowded.

You’ll also notice new options when generating a Job Report PDF. When Show Tasks Completed is enabled, you can now choose whether to include task descriptions, task notes, and dates. This makes it easier to tailor reports based on your needs. whether you want a detailed internal record or a streamlined version for customers.

These updates help ensure your Job Reports stay focused, clean, and aligned with how you actually use tasks today.

We’ve rolled out Item Categorization and Item Types to all customers, making it easier to organize, find, and manage items across web and mobile without any additional setup or requests.

These item management features are now enabled by default, giving every team access to the same tools for organizing large item catalogs more effectively.

You can now organize items using custom categories, subcategories, and attributes to improve filtering and search.

Categories help structure your Item List in a way that matches how your business works, while attributes allow for more detailed filtering such as brand, material type, or voltage. Categories can be used throughout the Item List, item selectors, and Purchase Order creation to help you find the right items faster. Using categories is optional.

Item categorization is now fully supported on mobile. When selecting items in the field, technicians can view and filter by the same categories, subcategories, and attributes used on the web, keeping office and field workflows consistent.

No additional setup is required categories automatically appear on mobile once they’re defined.

Each item can now be classified by its business purpose using an Item Type.

Available item types include:

Item Type is selected when creating an item and helps control how the item behaves when it’s purchased, received, billed, and tracked. Once saved, the item type cannot be changed. An Item Type column is also available in the Item List, making it easier to review and sort items by type.

RFIs can now be created, viewed, and managed directly from mobile, giving field teams the ability to capture issues where they happen and keep communication clear with the office. RFIs appear as markups in the drawing viewer, so context is never lost.

Here’s what’s new:

On Mobile

On Web

We’re excited to introduce Auto Contract Item Mapping, an improvement to how invoices are generated from Pay Applications in BuildOps. With this update, invoice lines now automatically select the correct JC Contract Item based on the original Schedule of Values (SOV), removing the need for manual entry.

Previously, when invoices were generated from Pay Applications, each invoice line required users to manually select a JC Contract Item before exporting to Vista. There was no direct link between the invoice line and its originating SOV line, which added extra steps and increased the chance of mistakes. With this update, BuildOps can now trace each invoice line back to its source SOV line and automatically apply the associated JC Contract Item.
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By automatically mapping contract items, this update helps streamline project billing workflows and reduces friction for accounting teams, especially on projects with large or complex SOVs.

Key benefits include:

How It Works

Each SOV line can be linked to a Vista JC Contract Item. When a Pay Application generates an invoice:

If any invoice line does not have a mapped contract item, the system will clearly prompt you with an error and provide a UI control to manually select the correct Contract Item before proceeding. This ensures issues are caught early and billing stays on track.

You can now save more of your view preferences across Project Finance tables and the Forecasting page. Key toggles and grouping settings are now retained in saved views and presets, so your layout stays consistent when you return.
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Previously, certain toggles would reset when switching views or revisiting a project. With this update, those preferences are now preserved.

This improvement applies to:

Finance Tables

Saved views now retain Group By and visibility settings across:

You can save views that group costs by Cost Type or Cost Code, apply filters, and hide rows—without needing to reconfigure them later.

Forecasting

Saved views on the Forecasting page now retain the Forecast labor by hours toggle. You can set up a forecasting view that fits your workflow and return to it instantly.

How It Works

All selected settings will now persist whenever you open that view.

We’ve added frozen headers to the Project Budget view to make reviewing large budgets easier. Column headers now remain visible as you scroll, so you always know which budget data you’re looking at.

What’s New:

Previously, column headers would scroll out of view when working with long budgets that include many cost codes. This made it harder to interpret values and compare amounts accurately.

With frozen headers:

We’ve added new query parameters to the existing GET Projects List endpoint, making it easier to retrieve only the Projects that were created or updated within a specific timeframe.

This update helps sync Project data more efficiently without pulling the entire dataset each time.
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What’s Changing

Previously, the Projects API did not support filtering by creation or update date.

With this update, the Projects API now supports date-range filtering, allowing you to query only the Projects that have changed since your last sync.
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How This Helps

API consumers can now:

This makes incremental syncing simpler and more reliable, without relying on event-based notifications or webhooks.
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New Query Parameters

The following optional query parameters are now supported on:

GET /v1/projects

Date Filtering

Filtering & Search

Pagination

Sorting

No breaking changes were introduced. Existing integrations will continue to work as expected, with these parameters available as optional enhancements.

We’ve made targeted improvements to inspection workflows to make dispatching clearer and quote creation more reliable.

Dispatchers can now more easily identify which technicians are ready for inspections, helping reduce misassignments and scheduling errors. Inspection details also flow more consistently into quotes, keeping inspection, quoting, and follow-up work connected.

These updates help dispatch teams move faster with less guesswork and ensure inspection-driven quotes reflect the right information.

The Sales Rep Ranking Report gives you a clear view of sales performance by ranking sales reps based on total opportunity amount won and margin.

You can easily switch between Rank by Amount and Rank by Margin to see who’s driving revenue versus profitability, and use Top / Bottom N filters to focus on your strongest or lowest performers. By default, the report shows the Top 10 results.

To help you narrow things down further, the report includes filters for Related Work, Department, and Opportunity Closed Date Range, so you can analyze performance by team, work type, or time period.

The Latest Activity Report helps you quickly understand how actively your opportunities are being worked by showing the most recent engagement on each opportunity.

With this report, you can easily see:

You can refine the results using filters such as Department, Opportunity Type, Related Work, Activity Type, Primary Sales Rep, and Activity Date Range, making it easy to focus on specific teams, reps, or time periods.

The Edit button is now clearly visible at the bottom-right corner of the report, making it quicker to jump into editing. The Save As option has been moved into the report menu, helping keep the report view cleaner while still easy to access.