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Changelog

What we have shipped

Product updates across sales, production, and service. Everything below is live in the app today.

Jun 2026
Security

Two-factor authentication

Accounts can now turn on TOTP two-factor from the account menu.

  • Scan-to-enroll with any authenticator app
  • Required 6-digit challenge at sign-in
  • Self-service disable
Jun 2026
New

Saved views & bulk actions

Work the pipeline faster.

  • Multi-select customers with a checkbox column
  • Bulk set stage, set owner, add a tag, or delete
  • Save, load, and delete named pipeline views
Jun 2026
New

Industry pages & comparison

New landing pages for roofing and HVAC, plus a side-by-side comparison of running one record vs. a patchwork of tools.

May 2026
New

Guided setup wizard

A 3-step first-run wizard sets your business name, pipeline stages, and starter price list in under a minute.

May 2026
New

Multi-location accounts

Track multiple service addresses on a single customer record — ideal for property managers and commercial accounts.

May 2026
New

Time clock to labor cost

Clock crew on and off a job; hours roll straight into job costing as a labor cost.

Apr 2026
New

Dispatch board

The schedule got a drag-and-drop board — reassign a job to a crew or tech and it persists instantly.

Apr 2026
New

Quote & proposal templates

Save a set of line items, tax, and deposit as a reusable template and load it into any new quote.

Apr 2026
New

Collections worklist & statements

Open receivables sorted by days overdue, with one-click per-customer statement PDFs.

Mar 2026
New

Global search

Press Cmd/Ctrl-K from anywhere to jump to a customer, invoice, or ticket.

Mar 2026
Improved

Good / Better / Best quotes

Present tiered options in a single proposal and let the customer pick.

Feb 2026
New

Warranty-to-service-plan worklist

Surfaces expiring warranties so you can turn them into recurring service-plan revenue.

Want this running your shop?

Spin up a workspace in minutes — the setup wizard does the rest.