Core Products
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 hovers over installation jobs in the holding area to review project details and job notes before assigning crews.
When managing multi-day installation schedules, a dispatcher hovers over technician activity lines to see scheduled events and plan around them.
A project manager hovers over job bubbles to check business unit assignments and verify jobs are assigned to the correct installation teams.
Enterprise Hub
Control Intacct GL Groups and Expense Accounts from Centralized Pricebook: This improvement to Centralized Pricebook helps manage accounting fields across multiple tenants for consistent financial tracking. What this means for you:
A builder uses multiple tenants for different regions. The Intacct GL Group field keeps accounting aligned across projects.
An accountant updates the expense account for equipment in Centralized Pricebook, and the change flows to all new jobs.
Financial reports across builds remain consistent due to standardized GL Group configuration.
Track changes across teams with Centralized Pricebook Audit Trail: This new feature adds a searchable history of changes in the Centralized Pricebook, so teams can see what changed, who changed it, and when. What this means for you:
A builder tracks category changes made by different departments to ensure item alignment across projects.
A pricing coordinator audits vendor updates across materials to verify recent changes.
Leadership reviews audit logs during monthly reporting to confirm pricing consistency.
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 customer reviewing remodel options sees detailed estimates in-browser, like they did in the original customer portal.
A CSR shows room-by-room estimates to a homeowner in real time.
The office toggles visibility of optional add-ons depending on what’s relevant for the customer.
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:
Crews are dispatched to their first job, and it’s their first event of the day. Payroll deducts commute time using the new setting.
Admins pay first drive only if techs start in an assigned activity.
Consistent policy improves trust and pay accuracy.
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:
Apply builder-specific pricing only when assigned construction BUs complete the job.
Separate pricing logic for service vs. construction work across teams.
Handle long-term CSP agreements per construction BU without affecting others.
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:
Track project pipeline by combining Estimates and Jobs templates to monitor conversion rates from quote to signed contract for new construction projects.
Create a materials tracking module joining Purchase Orders and Jobs templates to monitor material costs against project budgets for residential builds.
Design a project timeline dashboard combining Jobs and Appointments templates to visualize scheduled work and completion rates across active construction sites.
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:
Long-cycle project clients see clearer balances with unapplied payments reflected properly.
Disputes are resolved faster due to improved transparency.
Enterprise Hub
Set up Self-Service Administration to control SSO access in Enterprise Hub: This new feature gives authorized administrators control to set up and manage Microsoft Entra ID single sign-on (SSO) directly in Enterprise Hub. What this means for you:
A builder sets up SSO so internal staff and subcontractors use corporate accounts for Enterprise Hub.
Admin links internal users to enforce project-specific access.
New hires are onboarded faster without waiting on IT.