What we covered:
AI Rules: When to use them, how to phrase them, and use cases like fuel receipts as non-billable and auto-splitting multi-invoice PDFs. Starter template coming soon.
AI Assistant: Best for one-off tasks — auditing vendor statements for missing invoices, texting PMs about missing receipts, and building custom reports.
Custom Agents: New offering for teams that want automated workflows around WIP, insurance audits, or weekly draws. Starts with a discovery call.
Vendor types & documents: Tag vendors with custom types and use them in approvals, payments, and reports. Custom-named documents with expiration dates are live.
Class codes: Set a default class at the job level (Job → Settings). Class column and class-per-line need to be enabled by your account manager.
Q&A highlights: lien waiver dynamic date variables, notification controls under My Profile, and roadmap items logged — dynamic markup-on-markup, marking line items complete (WIP impact), PO activity log improvements, and a notification center.