Core Products

Accounting

Control Application for Payment (AFP) invoice quantities to prevent double consumption: This improvement to Application for Payment (AFP) progress billing lets you control whether AFP invoice lines consume inventory and install equipment, so quantities are not counted twice. What this means for you:

• Use Application for Payment (AFP) progress billing on multi-phase projects while keeping inventory accurate when you also close out requisitions.

• Set the AFP quantity behavior at the company level, then override it on a single AFP when a project needs different handling.

• Cut time spent reconciling materials and equipment between AFP invoices, requisitions, and inventory reports.

Dispatching

View more job and technician details on hover in the Dispatch Board to improve dispatching efficiency: This improvement adds hover popovers to the Dispatch Board, letting you see job and technician activity details without opening the full record. What this means for you:

• A dispatcher coordinating commercial installations hovers over job bubbles to check zone assignments and drive times before dispatching technicians.

• When managing subcontractor schedules, a dispatcher hovers over activity lines to see which technicians have time off or other commitments.

• An administrator reviewing capacity hovers over jobs in the holding area to identify unassigned work and verify job priorities.
  

Estimates

Choose how online estimates appear with the Online estimate non-PDF web view setting: This improvement gives more control over how estimates are shown online by adding a non-PDF web view option. What this means for you:

• A developer opens a project estimate and can scan through scope, pricing, and images in one scrollable view.

• The office configures estimates to only show total cost and key phases.

• Field techs confirm what's been quoted before starting work.

Control Estimate visibility with the Estimate Restriction permission to support competitive sales workflows: This is an improvement that lets you restrict who can view and interact with Estimates based on who created them. What this means for you:

• A general contractor handles multiple bidding jobs across teams. This setting limits Estimate visibility to reduce internal competition.

• Each construction manager controls access so team-specific Estimates are private and organized.

• Shared jobs across locations use permission settings to separate Estimate views by assigned team.

Payroll and Timesheets

Configure drive time pay rules with First & Last Drive Configuration: This new feature restores commute and drive time payroll settings under Flexible Timekeeping, helping calculate pay more accurately. What this means for you:

• Travel to large multi-site builds is adjusted automatically.

• Commute time deductions apply to both morning and evening drives.

Pricebook

Add Business Units to Client Specific Pricing to apply accurate pricing: This improvement to Client Specific Pricing (CSP) helps apply correct rates by letting you assign Business Units (BUs) to pricing rules. What this means for you:

• Maintain accurate rates for contract clients when only select construction BUs handle jobs.

• Apply different CSP rules depending on the type of work: improvements or core construction.

• Avoid overlap of service discounts on construction jobs by scoping pricing rules to proper BUs.

Reporting and Dashboards

Add Multi-Template Reports to custom dashboards to combine data from multiple report templates in one view: This improvement allows you to use Multi-Template Reports when creating report modules in custom dashboards and custom Rollup Dashboards in Enterprise Hub, giving you more flexibility to visualize complex data relationships. What this means for you:

• Monitor multi-phase project progress by joining Projects and Jobs templates to track completion status across different stages of commercial construction work.

• Build a resource allocation dashboard combining Technicians and Jobs templates to optimize crew assignments across multiple commercial job sites.

• Create a project cost analysis module joining Jobs, Invoices, and Purchase Orders templates to compare budgeted costs versus actual expenses for commercial projects.

Early Access

Accounting

Gain clarity with CRM Page Financial Summary Standardization: This new feature brings consistent financial logic and customizable settings to the Customer Profile page, helping explain balances and aging more clearly. What this means for you:

• A CFO uses the standardized balance view for project billing audits.

• Teams update settings to reflect complex multi-invoice payment structures.

• Customer Summary becomes a reliable source for aging and balance explanations.

Enterprise Hub

Set up Self-Service Administration to control SSO access in Enterprise Hub: This new feature adds a new Single Sign-On (SSO) screen with Microsoft Entra ID in Enterprise Hub. Administrators can now manage identity settings without filing support requests. What this means for you:

• A general contractor with multiple business units sets up SSO using the new admin tools.

• IT staff link Entra ID identities to foremen and site supervisors across regions.

• SSO logs help confirm compliance for third-party audit checks.