Manage your contractors with greater speed and precision using the newly redesigned interface and advanced filtering tools.
NEW
New Features:
The new Filter button allows for narrowing down the contractor list by specific status and trade criteria.
The Import button now provides a dedicated path for adding multiple contractors to the system simultaneously.
A more prominent Add Contractor button is now located at the top right of the page for immediate access.
Improvements:
The contractor list layout has been updated for better scannability and organized access to key information.
The Send Broadcast Email and Create New Contractor actions are now relocated for a more intuitive navigation experience.
General interface refinements are now included to ensure a smoother user experience.
Work Order Follow-Ups Made Simple
Last updated May 18, 2026
Managing pending actions is now more organized with the ability to schedule and assign work order follow-ups directly from the main screen.
NEW
New Features:
Keyboard shortcuts are now available to navigate the work order list using the J and K keys.
A follow-up prompt is now accessible by pressing Shift + F after highlighting a work order.
The updated scheduler includes a calendar icon for selecting specific due dates for any follow-up task.
Assignment options are now integrated into the follow-up menu to designate a specific team member for the task.
Improvements:
The workflow is updated to allow for entering follow-up reasons without leaving the work order list.
Follow-up status is now instantly updated in the dedicated list once saved.
These refinements offer a faster way to track and manage work order items.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Faster Work Order Filtering & Quick Access Updates
Last updated May 18, 2026
A new interface update for work order filtering allows for faster navigation and more direct access to critical information.
NEW
New Features:
A dedicated emergency button is now available to instantly display all urgent work orders.
The new follow up button provides immediate access to every work order marked for future attention.
A location down button is now included to let users view site-specific details without leaving the main screen.
Improvements:
The user interface is updated with standalone filter buttons that no longer require navigating through the info field menu.
These refinements reduce the number of clicks required to sort through the daily task list.
The streamlined layout offers better accessibility for high-priority actions on the work order screen.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
New Contractor Broadcast Email Experience
Last updated May 15, 2026
Managing contractor communications is now more intuitive with a streamlined broadcast email workflow.
NEW
Improvements:
The broadcast email action is now more visible by appearing on the right side of the contractor list after selection.
A dynamic counter now displays the total number of selected contractors directly on the broadcast button.
Navigation is updated to remove the static, grayed-out email button from the bottom of the list.
The email form remains consistent with previous versions to ensure a familiar data entry experience.
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.
Work Orders Page Updated Filters, Saved Presets
Last updated May 7, 2026
The FM Dashboard work order page now offers more flexible organization and faster access to key data with advanced filtering and saved views.
NEW
New Features:
Users can now save their favorite filter combinations and give them custom names for quick access in the future.
The system now allows for saving multiple filter versions and switching between them instantly via a drop-down menu.
Multiselect functionality is now available by holding the control key while clicking various filter options like states or trades.
Improvements:
The work order page has been updated with a cleaner layout that makes filters for status, trade, state, and date range easier to find.
Additional filter categories for priority, contractor, and location are now accessible through a centralized filter options menu.
Selecting a saved filter now triggers an immediate system update to display the relevant results without extra clicks.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Efficient Work Order Assignment Using Keyboard Shortcuts
Last updated May 6, 2026
New keyboard shortcuts are now available to help you navigate and initiate work order assignments with greater efficiency.
NEW
New Features:
Keyboard shortcuts are now integrated to help you navigate the work order list without manual scrolling.
The J key is now updated to allow for quick selection of unassigned work orders from the dashboard.
The Enter key is now used to instantly toggle the visibility of specific work order details.
The A key is now mapped to trigger the technician assignment window for the highlighted task.
Improvements:
The Action Items menu is now updated to provide a faster pathway to the unassigned work order queue.
The assignment window is now optimized to display contractor rates clearly alongside the selection menu.
Real time status updates are now reflected in the technician and assignment section once a contractor is confirmed.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Keyboard Shortcuts: Navigation
Last updated May 5, 2026
We’ve redesigned the portal layout to group your tools more logically, making it easier to navigate without endless scrolling.
NEW
New Features:
Keyboard shortcuts are now available to provide faster access to common navigation and work order actions.
A comprehensive guide of all available shortcuts now appears when pressing the shift and question mark keys.
The search bar is now instantly active and ready for typing after pressing the forward slash key.
A new command is updated to allow for jumping directly to the last row of the current list.
Improvements:
Scrolling through work order lists is updated to allow for movement using the J and K keys.
Detailed work order information is now easily toggled open or closed by pressing the enter key.
The escape key is now utilized to clear any current selection or close active windows.
Interface interactions are updated to be more responsive to quick keyboard commands.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Enhanced User Profile
Last updated Mar 6, 2026
We’ve redesigned the portal layout to group your tools more logically, making it easier to navigate without endless scrolling.
IMPROVED
New Features:
The user profile section is now updated to show all fields directly on the page, like name, position, email, and phone number.
You can now choose from a list of various settings to manage, including notification alerts, locations, roles, access, trade restrictions, and your dashboard.
These updated tools now allow you to manage your information and profile instantly.
Improvements:
The updated layout is now much more straightforward and user-friendly, offering a cleaner and faster experience.
It's now possible to modify your profile information directly on the page without opening a separate window.
This updated layout is designed to save you time and clicks, helping you focus on managing your workflow.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Left Section Changes
Last updated Mar 5, 2026
We’ve redesigned the portal layout to group your tools more logically, making it easier to navigate without endless scrolling.
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.
