Lock Financial Period
Keep your numbers final and your books clean. The new Lock Financial Period feature helps Admins prevent accidental edits to past financial data, perfect for monthly reporting or preparing handoffs to accountants.
Once locked, no changes can be made to prices, statuses, invoices, payments, or even client profiles tied to that period. It's a powerful way to freeze everything in place and protect the integrity of your financial history.
Only Admins can apply the lock, and the system always picks up where you left off.
Interested in enabling the feature? Reach out to our support team!
For full details on what gets locked and how it works, check out the Lock Financial Period article.
Bulk Copy/Renewal feature
Whether you're refreshing last year’s work for HOA contracts or reusing a service package for your commercial clients, the new Bulk Copy feature can save you hours of manual work. Instead of recreating Estimates or Workorders one by one, you can duplicate them in bulk—a perfect choice if you'd like to reissue similar proposals or jobs year after year.
Use in-depth filters to quickly find the items you need, adjust service prices, and choose what to copy—all in one streamlined workflow.
Then review the results, update pricing if needed, and finalize everything in just a few clicks. Notifications via email or SMS can also be sent automatically to clients after the copy is complete.
Learn more about Bulk Renewals/Projects Copying
KPI Reports: Clear Revenue Insights
Need a better handle on your income flow, unpaid invoices, and service-based revenue? The KPI Reports are designed to give Admins a quick but powerful look at what’s been earned, what’s in progress, and what’s still outstanding—so you can make faster, more informed decisions.
Whether you're prepping for a leadership meeting or reviewing month-end numbers, the KPI dashboard helps you stay on top of key financial metrics without having to dig through spreadsheets.
Here’s what you get:
A/R Aging – See what’s overdue and how long it’s been unpaid, broken down by aging buckets.
Revenue (Completed) – Track revenue based on services that have been finished and billed, ideal for final reporting and invoicing checks.
Revenue (In Progress) – Monitor active, started services to spot workflow delays.
Each report updates automatically based on the service status, giving you a live, accurate view of your current and future income.
Explore the KPI Reports in our dedicated article
Customizable Lead Source
Tired of missing referral data on new leads? Improve lead quality and ensure consistent reporting with new controls for the Referred by field in both the web and mobile app versions.
Admins can choose whether this field stays optional or becomes required by heading to Company Management → References. You, as an admin, can also set a default option to streamline the process or force employees to select a source manually by choosing the Require user selection option for better data accuracy.
The system will auto-fill Referred by field with the default option for leads that were created for existing clients, saving time and keeping your records consistent.
By default, all existing companies have Not Selected option as pre-selected to maintain the current lead creation flow.
Other improvements
Follow up smarter with the Estimator filter — Filter your Follow-up list by Estimator, making it easier to focus on the leads and clients assigned to your team—a quick way to stay organized and never miss a follow-up.
Refined Payments and Totals Details — The type of payment (e.g., Credit Card, Cash, Cheque) for each transaction is available on the mobile app. On the Project in the section Totals, tap Discount, Tax, and Payment totals to open editing windows, just like in the web version.
Quickly scale material costs with the new Add-ons QTY field — No more manual math, enter a quantity once, and all your Add-on rates update instantly. Perfect for jobs involving chemicals, fertilizers, or other materials. Want more control? You can still tweak rates manually.
Learn more about Add-ons