📊 New: Work In Progress (WIP) Reporting
Your jobs shouldn’t feel like a guessing game. Until now, it’s been hard to know where you really stand mid-project—what’s earned, what’s billed, and whether you’re over or under.
That changes with Adaptive’s new WIP Report.
You’ll now have a clear view of:
Over/under billing
Earned revenue
Earned profit
Percent complete
Where to find it:
Head to the Jobs page → click the WIP tab (active jobs with budgets will appear here automatically).
Key features you’ll love:
View reports at a point in time (perfect for month- or quarter-end snapshots)
Enter lump sum budgets for jobs not using Adaptive Budgets
Choose from 3 calculation types: Percentage of Completion (default), Cost Plus Markup, or Sold Price
Download reports with all filters you set in the app
📄 Purchase Orders: Default Terms & Attachments
If you’ve been copying and pasting T&Cs or re-attaching the same docs every time you send a PO… we built this for you.
Now you can:
Set default Terms & Conditions that auto-fill every new PO (separate from scope of work)
Attach default documents to every new PO automatically
Why it matters: Consistency, less manual work, and a smoother PO process your whole team can trust.
🏷️ Line-Level Class Tracking
Granular control, without the hassle.
You can now assign classes directly at the line-item level for Bills, Expenses, POs, and Time Sheets. This unlocks:
More accurate reporting
Flexibility to mix job-level and line-level classing
Full two-way sync with QuickBooks (Online & Desktop)
For builders who care about precision in their books, this is a game-changer.
💸 Refer & Earn
We’re grateful to have such an incredible community of builders using Adaptive- and now we’re kicking off a new referral program to spread the word.
Here’s how it works:
Earn $250 for every builder you refer who signs up and stays for 90 days
They’ll get $250 too
Share your unique referral link directly or copy/paste it anywhere
And that’s just the start. We’ll also be doing social shoutouts and exclusive swag for our biggest advocates.
👉 Your referral link is waiting under “Refer & earn” in the left nav.
🛠️ Bite-Sized Improvements
We also shipped smaller updates that make day-to-day workflows smoother:
Smarter vendor emails: Expired vendor requests now list the exact documents requested, so vendors don’t have to guess what’s missing.
Approvals filters: You can now filter by account in approvals workflows, making it easier to find the right items fast.
Clearer vendor payments: Transaction descriptions now include the client name, helping vendors who work with multiple builders quickly identify which payments belong where. (Display may vary depending on the bank.)
We’re always building with you in mind.
Got questions or feedback? Hit the support chat anytime. We’d love to hear what’s working and what you want to see next.
Thanks for being part of the Adaptive crew.