Client

  • Open Invoices: Easily view all current unpaid invoices from the Client Profile under “Invoices.”

  • Roll-up Invoices by Parent Client: Consolidate invoices for clients with sub-accounts via the Configuration tab, simplifying billing for parent-child account structures.

Job & Offers

  • Set End Date for Long-Term Jobs: Add or update an end date for ongoing jobs and offers for better scheduling flexibility.

  • Tag Jobs and Offers: Apply custom tags to organize and quickly search jobs and offers. Filter by tags to find what you need easily.

Job Management / Operations

  • Faster Timesheet Screen: Optimized for quicker load times, especially with large datasets.

  • Auto-Cancel Future Jobs for Disabled Crew: When a crew member is disabled, their upcoming job assignments are automatically canceled.

  • Date Filters on Job Orders: Use new From/To date filters to locate job orders within a specific period.

  • Default OT & Taxable on Pay Codes: “OT” and “Taxable” options are selected by default when creating new pay codes.

  • Added an icon to identity recurring orders easily.

Global (Clients, Orders, Jobs, Offers)

  • Universal Tagging: Add and use tags across clients, orders, jobs, and offers for better organization and search functionality system-wide.