Project Notifications & Auto Assignments

We’ve added more control so project owners can be automatically assigned to projects. Being assigned to a project will send you notifications related to it, mainly daily logs.

From the My Team page, once logged in, you can enable auto-assign to always receive notifications. Note that you cannot enable this setting for someone else—only the logged-in user can turn it on.

As a reminder, you can always add yourself as a “team member” on a project to receive notifications for specific projects.

Quote – Categories

You can now create new categories directly within a quote. Previously, you had to leave the page and go to My Templates & Costs > Categories, which interrupted the workflow. Now, when you start searching for a category, if none exists, you can create it on the spot for future use 🙂. The cost code is optional. The rate value is used as prefilled information but can be changed at any time.

Quotes – Unit Price Display

We’ve added the option to display the unit price within the quote.

Invoices – Track What’s Already Billed

When creating an invoice for your client, if you want to import items from change orders or the payment schedule using the “Add From” function, the side panel now shows exactly which items have already been billed.

Additional improvements related to this are coming soon, including progressive invoicing.

Professional – Cost Code Association

You can now assign a default cost code to a professional contact. This helps save time by automatically applying the same cost code (e.g., “03 - Mobilization”) when adding expenses related to that contact or supplier—one less click.

Other small fixes

• Fixed HEIC image preview in daily logs

• Fixed PO Bills export

• Fixed Accounts Receivable (AR) on the invoice global page to exclude in-process payments and only count received amounts

• Added contact details on hover for quicker access to person information

Stay tuned for more product updates 🙂 And remember, your feedback is always welcome—we’re working hard every day to make the product even better!