The updated location details view provides a cleaner layout and better organization, allowing you to access key information and actions much more quickly.
NEW
New Features:
A newly added copy rate assignment tab is now available further down the page under the management tools section.
Improvements:
Key location information and primary action buttons are now efficiently organized on the left side of the page for quicker access.
A simplified view for contacts, tickets, work orders, assets, and inventory is now displayed on the right side of the screen.
Notes and attachments are now relocated to the upper section of the page to ensure easier access.
Documentation and reports are now centrally located on the interface for improved visibility.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Export All Work Orders in One Click
Last updated June 9, 2026
The new multi-status filtering and export options allow you to generate comprehensive work order reports in a single step.
NEW
New Features:
The export menu now includes a option to select all work orders across current, previous, and completed jobs based on available records.
A new selection interface allows you to choose specific multiple statuses to include in a single export file.
Improvements:
Updated filtering workflows now eliminate the need to generate separate export files for each individual work order status.
Contractor users can now view and report on their work orders more efficiently without managing multiple documents.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
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.
IMPROVED
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.
IMPROVED
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.
IMPROVED
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.
