Here's what shipped
Sales tax, handled in Adaptive. Set your own rates and group them by state or county, or pull them straight from QuickBooks. Default a rate per job, or adjust it for a one-off.
Quantities and unit rates. Available on bills, expenses, POs, change orders, and draw lines. You can pull quantities from a PO onto the bill. Turn it on under Settings, then General.
Draw defaults. Set markups per job as a flat rate or by cost type, plus default draw titles and descriptions. Find these under a job's Settings, then Setup.
Job types. Tag jobs as commercial, residential, fixed price, or cost plus, then filter and report on them.
Mobile widget. Capture photos, voice notes, context notes, and receipts from your home or lock screen without opening the app. On iPhone, press and hold the home screen and add the widget from the top left. You'll need the latest app version.
Lien waiver templates. Create as many as you want instead of four, manage them all from one place, and edit a single waiver without changing the template behind it.
Notification controls. Turn off the vendor and compliance alerts you don't need, under your initials, then My Profile.
Faster syncs. QuickBooks Online and Procore errors are fixed and syncing is faster overall. Bill payments now push to Procore, and vendor credits link to POs.
Tighter security. Single sign-on with Google or Microsoft, plus configurable inactivity limits under Settings, then Security.
Refer a builder, you both get $1,000
To celebrate our Series B, we've quadrupled our referral payout through October 15. If someone you refer takes a demo and becomes a customer, you each get $1,000.
Builders, Budgets, and Agents
Every other Wednesday, hosted by our CEO Matt Calvano. Builders show the agents they've built, then our AI engineering team takes questions in open office hours.
Weekly workshops with Daniel and JoAnna run every Thursday as usual.