FM Dashboard Updates

What's New for Contractors & Vendors

Stay updated with new features, improvements, and how they affect your workflow.

Smarter RFP

Last updated May 15, 2026
A new filtering option for Request for Proposals now allows for faster organization and location of specific requests.
NEW
New Features:
  • An updated filtering menu is now available in the Request for Proposals interface.
  • Users can now select from multiple status categories such as All, On Hold, and Under Review to narrow down their search.
  • The system now includes a specialized filter to quickly identify proposals that specifically have quotes attached.
Improvements:
  • The Request for Proposals list is now easier to navigate by reducing the need for manual scanning.
  • The interface now maintains a consistent layout with the export button and search bar located in their familiar positions.
  • Users now benefit from a more streamlined workflow when managing high volumes of RFP data.
Bug Fixes:
  • General interface refinements are now included to ensure a smoother user experience.

Faster Invoice Processing with Simple Invoice

Last updated May 13, 2026
Autofilling invoice details directly from uploaded documents saves time and reduces manual entry errors.
NEW
New Features:
  • Users can now upload vendor invoices directly into the platform to trigger an automated data extraction process.
  • The system now includes an intelligent pop up window that identifies uncertain amounts and prompts for manual categorization.
  • An interactive category menu now allows users to assign specific costs to labor, materials, trip charges, or tax totals with a single click.
Improvements:
  • The updated simple invoice form now populates total amounts automatically once the vendor document is processed.
  • Navigating from a work order to the invoicing interface is now more direct via the submit an invoice action button.
  • Visual synchronization between the uploaded invoice document and the digital form now makes verification faster and more intuitive.
Bug Fixes:
  • General interface refinements are now included to ensure a smoother user experience.

How to Deactivate a User Account from a Contractor Account

Last updated May 6, 2026
Managing your team is now simpler and more efficient with the new user deactivation workflow.
NEW
Improvements:
  • Navigating to user management is now faster through the streamlined settings menu.
  • The updated Contractor Users page provides a clear view of all active team members.
  • Deactivating an account is now possible with a single click on the designated deactivation button.
  • The interface now clearly separates active and inactive users for better organization.
Bug Fixes:
  • General interface refinements are now included to ensure a smoother user experience.

Enhanced Contractor Interface

Last updated Feb 19, 2026
We’ve updated your Work Order View to make managing tasks faster and more intuitive.
IMPROVED
New Features:
  • Work order options are now centralized into a single category to streamline management tasks.
  • The updated locations list includes an action button for immediate access to viewing or editing details.
  • Email addresses for contractors are now visible directly within the list view to facilitate faster contact.
Improvements:
  • The navigation bar now uses a grouped layout to help locate specific pages without extensive scrolling.
  • All inspection categories are consolidated into one updated dropdown menu for simplified access.
Bug Fixes:
  • General interface refinements are now included to ensure a smoother user experience.