📄 Draws & Change Orders, all in one place
Two new pages pull every draw and change order into a single list, so the one you need is always a search away.
Filter by job or status
Full-text search to jump to a vendor or draw
Click through to job, budget, or detail, and back returns you right where you were
↔️ Resizable columns & a cleaner sidebar
Get around faster with a tidier sidebar, and see your full cost codes and account names at a glance.
New Accounting Data section groups Bills, Receipts, Timesheets, Payments, Draws, Purchase Orders, Change Orders, and Card Feed
Pin your favorite feature to keep it always in reach
Resize any table column; Adaptive remembers your sizing next login
📊 See line items your way
Line items on bills, expenses, POs, and timesheets now flex to how you work, so you can lay everything out exactly how it's easiest to reconcile:
See line items in a table view
Inline flags and context (like retainage auto-calc alerts)
Set a different default per transaction type
🗂️ Active & inactive vendors
Keep your vendor list clean by retiring the ones you no longer use.
Deactivate from the vendor detail page
Inactive vendors drop off new transactions but stay on existing ones and in filters
State syncs both ways with QuickBooks
🧾 Cleaner draw exports
Exports now come out clean and consistent every time, with periods that display exactly how you'd expect.
New Period field that displays predictably (blank hides it, both sides show a clean range)
Standardized Excel tabs across the board
More draw fields surfaced, including retainage
💬 Chat upgrades
Rename threads so important conversations stay recognizable
A dedicated agent view showing the agent's name and run time
💡 Bite-sized improvements
Change order line descriptions: every line, including markup lines, can now carry its own description that flows through to PDF and Excel exports
Job activity log: job details now record every change, like a rename, with the specifics of what was updated
Payments now have a Created By column and filter
Automations access is now permission-based: AI Rules and Settings for Company Admins, Approvals for users with Manage Approval Workflows. Everyone else no longer sees the menu.
The filter section is now fully sticky on both vertical and horizontal scroll
Vendor documents can now be tied to a job