š§¾ Lien waivers, rebuilt
The template you need now finds the job on its own. Assign a template to a job once, and every bill coded there picks it up automatically. No hunting, no wrong version, no reminding anyone which form goes with which project.
Templates also have a proper home now under Lien Waivers ā Templates. Here, you can:
Build multiple templates of the same type
Assign templates to specific jobs, applied automatically when a bill gets coded there
Create lien waivers manually when one arrives outside the usual flow
Preview any waiver full screen, from Bills, the Lien Waiver table, Context Entries, or email
Link and unlink a bill or bill payment to a waiver directly
Delete templates safely, even ones already used on bills
šļø Jobs, organized the way you work
Categorize once, then slice your reporting however you like. Fixed price, cost plus, or whatever types make sense for your business. And when you need to update fifty jobs, you do it in one action instead of fifty.
Tag every job as fixed price, cost plus, or any type you define
Filter by Job type and People on job, and add job type as a column on Jobs and WIP
Set job type and people across a whole selection at once with batch actions
Ask the agent to set job types in bulk instead of clicking through one at a time
Two things worth knowing. The job filter lists every job, active or inactive, so your filter keeps working when you switch tabs. And deleting a job type removes it everywhere, not just from the jobs you selected.
ā Approvals that know more
Build the rule once and it runs on everything after that. Draws now flow through approvals the same way bills always have, and bill approvals can finally catch the thing that causes the most cleanup: a bill with no purchase order attached.
Draw approvals are here in beta. Require manual approval, or auto-approve when your conditions are met
Bill approvals can route on whether a purchase order is linked. Two new criteria: Linked PO exists, and Linked PO does not exist
Set fallback workflows specific to an object type
Nothing gets coded wrong because someone forgot to link something.
šµ Draws you can read at a glance
You should not have to open a draw to find out where it stands. Now you can see it from the list.
New Partially paid status
New Open balance column
More flexibility when you download draws to Excel
Syncs with both QuickBooks Online and QuickBooks Desktop
š Change orders, ready to sign
Not every owner wants to sign in an app, and waiting on one who does not is a slow way to lose a week. Now you can work either way.
Download a PDF of any unsigned or draft change order to print and sign off app
Bulk export from Jobs > Changes > Change Orders
š¬ Vendor documents that chase themselves
The first email goes out and then nothing happens until someone notices a certificate is missing or expired. Not anymore. Adaptive keeps asking so your team does not have to.
A Send reminder button on the vendor profile Documents tab for an on demand nudge for requested documents
Automatic reminders as a document on file gets close to expiring
Turn reminders on or off, choose how many days before expiration they start, and set how often they repeat
š Sign in with Google or Microsoft
One click, no password to remember, and one less thing to reset on a Monday morning.
We link your existing Adaptive account or invite automatically. Password login still works exactly as before.
ā” Quick hits
Small things that make the day smoother.
Chat performance improvements, plus a sound you can turn on that plays when a run finishes. Automations ā Settings
Avatars follow you across comments, mentions, and the People page. Profile fields moved onto the page itself, and notification settings got their own home
Filter bills by Bill or Vendor credit, so you can tell them apart without opening each one
Budget columns for Internal, External, and Budget modification types are available on the main budgets page, hidden by default
Budget exports let you pick exactly which columns come through
Bill amount is now a field you can use on lien waiver templates
Multi-invoice PDFs get split into separate bills and expenses automatically, no rules to set up