Built in the open.

On the roadmap

What we intend to build. No dates until it is in testing. Exploring means we are considering it, with no promise or date yet.

Release history

1. 0.32.0November 2, 2026

   Dispatch, sales and your own hub

   A personal hub with My work, Tasks and a new Calendar, a simpler Dispatch with Set Zones and help trucks, likelihood to book and promo codes, the notification center and the Compliance hub.

   • Your personal hub Home, Inbox, Tasks, Calendar, Notifications and Feed sit on one rail, each with its own count. The bell opens Notifications and a calendar icon opens the Calendar.
   • A Tasks page Your tasks, your team's and everyone's, grouped as Overdue, Today, This week and Later. Done is one click.
   • The calendar, rebuilt Day, Week, Month and List, with layers for Dispatch, Sales, Tasks and Team. Published shifts and approved time off show on it, and the week starts on your company's own day.
   • Faces everywhere Wherever a person is shown, their profile photo appears, or their initials if they have none. The clock tablet shows faces too.

   45 more changes

   • Settings by module Each setting lives with the module it controls: Me, Sales, Inventory, Operations, HR, Compliance and System. Search finds any setting, and every old address still opens the right page.
   • Every dropdown in one place Modules & fields holds every dropdown list, and the layout builder lets you arrange a record's fields by dragging.
   • Forms, one card per form Every form the crew or the client fills in is a card you read top to bottom: who fills it in, when, on which tasks and the questions. Each form has its own on and off switch.
   • The notification center One card per moment in the client's journey, with the client and the team against Text, Email and an in-app note, each Automatic or By hand. Custom timing sends some days before or after any date on the record.
   • Reminders follow the task Reminders follow each task's own Text and Email choices, for every kind of task. The Sending card offers to send what was waiting.
   • Scheduling in eight sentences The Scheduling settings page is eight plain sentences instead of 25 rows, with the rarer rules under More rules.
   • The Compliance hub One screen for owners and admins with Vehicles, HR and Business tabs: every renewal, credential and filing with one status. What needs you lists everything overdue or due soon, and a date can be typed or marked done right there.
   • Your email, tidied My email reads like an account settings page, with an honest status. Each mailbox has its own Inbox with all its folders.
   • Email signatures Pull your signature from Zoho or Google, or paste it in. It goes under the words of every email you send from the CRM.
   • Simpler sending settings Messages, Sending is three cards: messaging clients on or off, which addresses send, and how long email is kept.
   • Money edited where it is read The delivery fee, damage waiver, sales tax, tax exempt and deposit are changed right in the totals box under the items on a quote or order.
   • One signature per delivery Where a task has a client form, the client signs that form and nothing else, on the crew's phone or from the link afterwards.
   • The signed receipt The client gets a receipt page with Download a copy, and the signed PDF is filed on the order. A ready-made "Your signed receipt" email is included, switched off until you turn it on.
   • Bring in past bookings Import old orders as history: no tasks, no messages and nothing held in stock. The file's totals and amounts paid are kept.
   • Holiday pay Keep your company's own holiday list and set holiday pay (1.5x by default) and holiday overtime (2x). Timesheets show holiday hours, and the export carries them.
   • Pay settings made plain The payroll week starts on a day of the week you pick and the scorecard start is a date, instead of numbers to type.
   • Inventory touches The inventory rail has search and views above the groups, and Weights & times shows each column only where it means something. Vinyl status moved to Prep & Load Up, where it is used.
   • Dispatch touches Dispatch counts stops left open from past days, Cancel stop has Undo, and an Incomplete note asks in a dialog. My Jobs can show any day.
   • Fewer steps on the hub screens Email with no mailbox is one card, empty screens say what to do next, and Offboarding asks its questions in the side panel.
   • Fixes Converting a lead finds the existing contact whoever owns it, and the invoice PDF prints the true balance and the quote's terms. A stray character in an email no longer stops the mailbox from reading in.
   • Text size and font Pick small to extra large text and a font that suits you, under Me, Preferences. Each person keeps their own.
   • Truck inspection form The daily truck inspection is a form like any other. A concern on it becomes an alert and a task for whoever fixes it.
   • Org chart and a simpler employee record Team opens on the org chart. An employee record is five tabs with Reports to and one status, and exempt status is kept to HR.
   • HR forms, reviews and badges HR forms about a person, performance reviews as a form, and badges for the trophy case.
   • Tent Fit See at a glance whether everything on a quote or order fits under its tent, by square feet.
   • 3D layout lock Lock pieces in the 3D layout, and move or turn an unlocked tent. Lay it out never leaves a quoted item out: what does not fit waits beside the tent.
   • Contract amendments Add an amendment to a quote or order. It prints after your terms and is fixed once signed.
   • Quotes that book and expire on their own Set conditions for a signed quote to book itself, and see why one waited. Quotes expire after the event date and reopen if the date moves.
   • Likelihood to book Every open quote shows a gauge from 0 to 100 with its reasons, learned from your own close rate and the client's visits to the quote.
   • Promo codes and pricing rules Keep a library of pricing rules and give a code to type on a quote. It applies only while the quote meets its rule and is checked again at signing.
   • Saves you can see Every save says Saving, Saved with Undo, or why it could not save, in the top bar. Publishing a day on Dispatch runs in the background.
   • Email keeps client mail only The CRM reads in only the mail that belongs to a client record, from Inbox and Sent over the last 90 days. Mail from someone new comes in once you make them a contact or lead.
   • Print sheets Print the prep list, stage sheets and load list on Prep & Load Up, route sheets on Dispatch and an order's pick list, one clean page per sheet.
   • Photos & shelves Every item's picture, shelf and spot photo on one list, with the phone camera and Enter to jump to the next shelf. Pick lists show the shelf and pictures.
   • Set Zones Drag the day's orders into staging zones, and split an order's lines across zones and trucks. Staging and loading read each zone's share.
   • Help stops Send a help truck with part of an order, move items between stops, and switch a split stop between This truck and Whole order.
   • Cases with an owner Assign a case to one person, who is told when it is assigned or reassigned. The person picker searches and shows faces.
   • QuickBooks ready to switch on A go-live checklist, pay types on hours, corrected days and invoices that read like your quotes.
   • My work One place for every to-do: priority on tasks, hand-offs, follows, snoozes and client replies.
   • Tell the client from the task A task sheet has Text and Email to the client under Customer details, and extra fields show three with View more.
   • Dispatch route cards Route cards are simpler: a one-line header, an eye to hide a route from the map, and a crew picker on the card.
   • Crew view and Match routes See the day by person, and set the team schedule from the trucks in one step. A bar warns when a truck runs outside its crew's shifts.
   • Seats and tasks on a truck Each truck knows its seats and each stop the people it needs. Drop a task onto a truck, and add a help truck when a load or the seats run short.
   • Sub-rentals and vendors as lists Sub-rentals and vendors use the same table, cards, board and saved views as the rest of the CRM, with what each vendor is owed.
   • Steadier screens If one part of a screen has a problem, it says so on its own and the rest keeps working. After an update, a quiet note offers the new version.
2. 0.31.0October 27, 2026

   Inventory on one screen

   Inventory rebuilt as one screen, with nothing the route planner reads changed.

   • Three tabs, one screen Products, Components and Services are tabs on one Inventory screen, with a rail of every group and subgroup.
   • What is free, per group Each group is a table that shows what is free on the dates you pick.
   • One item page per kind Every item of a kind has the same boxes on its page, so items are filled in the same way.
   • Size on Weights & times Time, weight and size are all edited on Weights & times, which gains size columns.

   1 more change

   • Kit replacement cost A kit's replacement cost is the sum of its parts.
3. 0.30.0October 27, 2026

   A simpler CRM

   Fewer tabs, shorter pages and fewer pop-ups across the whole CRM.

   • Five tabs and one Inbox The menu is five tabs, with one Inbox for email and messages.
   • Shorter pages and forms Record pages are shorter and New forms ask only what is needed.
   • Undo instead of pop-ups Actions offer Undo instead of asking first, and only one banner shows at a time.
   • Settings with search Settings sit in eight groups with a search box. Every connection, message setting and alert is in one place.

   7 more changes

   • Setup in five steps A new install is set up in five steps, and Simple mode keeps the screens light while you start.
   • Dispatch: Day, Week and Client pickups Dispatch is three views. Routes start on the first On my way and finish back at the warehouse by themselves.
   • Reload stops mid-route A route that is already running can have its stops reloaded.
   • One number for a quote and its order A quote and its order share one number: Q-1015 books as SO-1015.
   • E-sign consent and the damage waiver The client's quote page asks for e-sign consent and shows the damage waiver as a rate.
   • Book and pay in one visit An optional setting books a signed quote and takes the deposit in the same visit.
   • Merged settings One labor target, one card fee with who pays it, and delivery fees that end at your furthest delivery.
4. 0.29.0October 26, 2026

   Sub-rentals and 3D models Security

   Sub-rentals from your vendors, 3D models for every product, a home page per role, and two security fixes.

   • Sub-rentals Save your vendors and rent in part or all of a quote line, and the short-stock warning clears.
   • Sub-rentals tracked Each sub-rental has a status, a payment, re-confirm alerts, and its pickup and return stops on Dispatch.
   • 3D models for every product A starter model library ships with the app, tents and tables are drawn at any size, and colors come from the product's name. You can upload your own model.
   • A home page for each role Home is made of cards you can move, resize, add and remove with Edit page.

   4 more changes

   • Inventory conflicts badge A badge on every screen shows when stock runs short, with sub-rent or swap in one tap.
   • Safer call recordings Security: call recordings now play only through your phone service.
   • Safer phone sign-in Security: the RingCentral sign-in link is signed, so it cannot be tampered with.
   • Truck cost per mile removed Fuel and the truck count stay on the profit tab.
5. 0.28.0October 26, 2026

   Import, QuickBooks and phones

   Export and import on every module, QuickBooks sales, RingCentral texting and the Zapier groundwork.

   • Export, import and templates Every module can be exported and imported, with a template to fill in.
   • Bookings with their lines Bookings import and export together with their item lines.
   • QuickBooks sales Invoices, payments, refunds and Stripe fees can go to QuickBooks. It stays off until you switch it on.
   • RingCentral texting and calls Text through RingCentral, and every call shows on the client's record.

   2 more changes

   • Simpler Twilio and call logging Twilio is quicker to set up, and calls from other phone systems can be logged.
   • Zapier groundwork Keys that let the High Stakes Zapier app follow your events and log calls and texts.
6. 0.27.1October 26, 2026

   Honest connection statuses

   A connection only says Connected once something real has worked.

   • Connected means it worked A connection reads Connected only after a real call, delivery or send. A test that only queued says Queued.
   • Real tests for Stripe and Twilio Their tests check what payments and texts actually need.
   • Mail in waits for its first email The mail-in address shows as working only after its first email arrives.
   • Unused settings removed Settings that nothing read are gone.
7. 0.27.0October 21, 2026

   Roles you make

   Make, rename and fine-tune your own roles on one Roles tab.

   • One Roles tab For each kind of record, pick None, View, Edit or Full, with the screens in that role's menu right under it.
   • Make your own roles Copy any role to start a new one, rename any role, and delete one nobody has.
   • Office team switch Give any role the office's notifications, texting or emailing clients from any record, and connecting a mailbox.
8. 0.26.2October 21, 2026

   Routing rules cleaned up

   Routing rules say plainly what the planner prefers and drop what no longer mattered.

   • Preferences, not limits Delivery and pickup days are the planner's preferences. A stop can still go on any day by hand.
   • Guesses only until Maps Average speed and road-mile guesses show only until Google Maps is connected.
   • Old day windows removed The order's own range decides the day instead, set under Sales & documents.
   • Scorecard settings together Task pass marks moved to Pay & scorecards, with the rest of the scorecard. Explanations are tooltips.
9. 0.26.1October 21, 2026

   The planner picks the day

   Plan this week can choose the day of a delivery or pickup by your own rule.

   • Your rule for the day Keep the day on the order (the default), balance the trucks, or go nearest the event, always inside the order's range.
   • When your days are full Choose whether another weekday may be used when your delivery or pickup days are full.
10. 0.26.0October 21, 2026

    Alerts in your team chat

    Send the CRM's alerts to Google Chat, Discord or Microsoft Teams.

    • Connect a chat channel Connect a Google Chat space, a Discord channel or a Microsoft Teams channel under Settings, Team chat.
    • Pick the alerts Choose which alerts post there: a new lead, a signed quote, a payment, a late truck or a short pickup.
    • Cards with a button Each alert arrives as a card with a button back to the record.
    • Use chat instead of Messages Your first connection can switch off the built-in Messages.
11. 0.25.0October 21, 2026

    Counting what came back

    The crew lead counts a pickup before Done, and anything short is followed up.

    • Count before Done Mark everything here in one tap, or mark each short item as not found or broken.
    • The office hears at once A short pickup is reported to the office straight away.
    • Short items held Anything not found stays held on its order until the office marks it found, fixed or written off.
12. 0.24.0October 21, 2026

    Ranges, stock and forms

    Delivery and pickup ranges, stock details on the spot, and forms for the crew and client.

    • Delivery and pickup ranges A quote gets a delivery range before the event and a pickup range after it, changeable for same-day or priority service. It carries onto the order.
    • Held for the whole range The client sees the range until Dispatch puts the leg on a truck, and stock is held for the whole range until then.
    • Dispatch keeps to the range Dispatch keeps each delivery and pickup inside its range.
    • Stock on the spot Hover or tap a line's stock note to see which orders hold the item, open quotes asking for it, a kit's parts and a day-by-day strip.

    2 more changes

    • Forms for the crew Shape what the crew fill in on each kind of task, such as proof of delivery, proof of pickup or a site inspection.
    • A form the client signs The client is sent the form at Done or signs on the crew's phone. Signed forms are on the task and the order's Proof tab.
13. 0.23.2October 21, 2026

    Reliability fixes

    Screens that cannot load say why, and several saves keep what you entered.

    • Try again A part of a screen that cannot load says why, with a Try again button, instead of staying grey.
    • Always a reason Behind-the-scenes services always answer with a reason when something fails.
    • Saves that stick Delivery pricing and truck paperwork keep what you saved.
    • Clear license errors A failed license activation says so.

    1 more change

    • Waits kept Automations that wait some hours keep their wait when edited.
14. 0.23.1October 21, 2026

    The error log

    Every error is kept in one place, ready to copy for a fix.

    • Error log Every error shown to someone, every screen that breaks and every script error is kept under Settings, Error log. One press copies them for a fix.
    • Admins are told Admins get an in-app note when something fails.
    • Plain words on a dropped connection A lost connection says so in plain words, and lists retry by themselves.
    • Help on an empty quote A quote with no delivery address shows how to add items.
15. 0.23.0October 21, 2026

    Predicted late

    Once a route starts, the rest of its day is forecast again after every stop.

    • On schedule or Delayed Each route shows its status, with its planned return beside the new forecast.
    • Expected arrivals Each stop shows its planned and expected arrival.
    • Delay texts A stop now expected after its window can text its client once, and again when they are next. The office is told in the app.
16. 0.22.0October 21, 2026

    Faster Dispatch and date rules

    A new event date moves the order's tasks with it, and on time has a clear meaning.

    • A new event date moves the tasks Changing the event date puts the order's delivery, pickup and other tasks on it, ready to plan again.
    • What on time means Starting inside the client's window, and done within the planned time plus 30 minutes.
    • Sales by two dates Home shows sales by event date and by the date the record was made.
    • Deposit and balance dates in the terms Quote and order terms can state that record's own deposit and balance dates.

    2 more changes

    • Faster proof of delivery Proof of delivery saves faster and can be retried safely.
    • Dispatch calendar The week stays readable on busy days, and stops planned after their window show as late.
17. 0.21.3October 20, 2026

    A faster Dispatch day

    The Dispatch day opens about ten times faster.

    • Ten times faster The Dispatch day opens about ten times faster and stays fast as orders pile up.
    • Whole minutes Pickup times on the calendar show whole minutes. Small wording fixes.
18. 0.21.2October 20, 2026

    Fixes for saves and Dispatch

    Photo proof, emptied values and the route planner work as they should again.

    • Photo proof saves Proof of delivery with a photo saves again.
    • Emptied values Emptying a price, rate, count or setting puts its default back instead of showing an error.
    • The planner learns again The route planner learns from your moves again.
    • Live Dispatch Dispatch days show changes made in another tab at once.
19. 0.21.1October 20, 2026

    Average wind on weather

    Weather tiles show the average wind as well as the strongest gust.

    • Average wind Weather tiles show the average wind beside the strongest gust.
20. 0.21.0October 20, 2026

    Your menu and the weather

    Arrange your own menu, and see a week of weather on Dispatch.

    • Edit menu Each person drags, hides and groups the menu and adds their own links. An admin can save a company menu everybody starts from.
    • Weather A week of forecasts at the warehouse and at each stop's address, with gusts over your limit in red. US only, from the National Weather Service.
21. 0.20.1October 20, 2026

    A tidier lead record

    A lead record no longer repeats itself.

    • Each fact once The contact, lead source and event address show once, at the top.
    • Event map The event map is a squarer box beside the address.
22. 0.20.0October 20, 2026

    Leads read like your form

    A lead from your website form shows its questions in your form's order and words.

    • Your form, your words A lead shows your form's questions in the same order and words, under your own headings.
    • Form layout Rename, reorder or hide any question, and point it at a lead field or one of your own fields. Nothing the client typed is left out.
23. 0.19.2October 20, 2026

    Explanations as tooltips

    Screens carry less text, and sailcloth tents look better in 3D.

    • Tooltips An info mark beside each field, setting and page title shows its explanation on hover or tap.
    • Sailcloth tents in 3D Lights and sidewalls follow the tent's oval, and string lights are white with a slight droop.
24. 0.19.1October 20, 2026

    Status words you can trust

    Every status word is backed by the thing it describes.

    • Connected means it ran Connections says Connected only after a run that worked, and switching one by hand clears the old result.
    • Payments and saves The client's payment page waits for the payment it just made, and Prep & Load Up says Saved only when the save worked.
    • Refusals in words Anywhere a failed save used to go unnoticed, from feed posts to imports to email connections, you are now told in words.
    • Location badge The crew's Sharing location badge says whether it is waiting, denied, sending or not reaching dispatch.

    1 more change

    • Small conveniences Crew may move their own stops on from the task sheet, and sign-in opens on the page chosen under Preferences.
25. 0.19.0October 19, 2026

    API keys and webhooks

    Connect your own tools to the CRM through an API and outbound webhooks.

    • API keys Make a key with the role of your choosing, and any tool or developer (Make, Zapier, n8n, a script) reads and writes records as that login. The page lists every record type and field.
    • Outbound webhooks Post events such as lead created, quote accepted, payment recorded or job completed to any address. Signed, with retries and a delivery log.
26. 0.18.1October 19, 2026

    Connections simplified

    One line per connection, and numbered steps to set each one up.

    • One line per connection Connections are grouped by what they are for, and opening one shows numbered setup steps.
    • Only the email sign-ins you use My email shows only the sign-ins an admin switched on, plus Another provider, which needs nothing set up.
27. 0.18.0October 19, 2026

    Email from any provider

    Connect Google, Microsoft 365, Zoho Mail or any IMAP mailbox.

    • Any mailbox Google and Microsoft 365 with their own sign-in, Zoho Mail, and any other mailbox with IMAP and SMTP settings.
    • Filed on the record Mail is read into the CRM and filed on the record it is about. Quotes go out from your own address.
    • Mail in A company address that anyone can BCC or forward to, filed on the right record, with no connection at all.
28. 0.17.2October 19, 2026

    Hide rows you do not use

    Hide unused rows on Weights & times.

    • Hide a row Hide a row with the eye by its name, and a hidden category hides everything under it. Hidden shows them again.
    • Still counted Hidden rows still count toward truck weight and task time, and a new product appears on the sheet by itself.
29. 0.17.1October 16, 2026

    Simpler task times

    Task times are the minutes you type on Weights & times.

    • The minutes you type Task times are the minutes typed on Weights & times, whoever is on the truck.
    • People to send Crew is now called People to send and never changes the time. The At most setting is gone.
30. 0.17.0October 16, 2026

    Safer installs and quotes Security

    A security release: new installs are locked down and money figures come from the system, not the screen.

    • Locked-down sign-ups Security: sign-ups are closed on a new install, and the first admin is made by the installer, never by whoever signs up first.
    • Costs hidden from crew Security: crew no longer see what trucks cost or owe. Costs sit behind the Profitability permission.
    • Quotes that behave Quotes expire on their own and are not live on their link until sent. Payment status and balance are worked out by the system.
    • Email through Resend Email can go through Resend as well as Zoho Mail, and password reset works without a mailbox.

    4 more changes

    • Task time fixes A large crew no longer stretches a stop, and a kit with only a pickup time counts its parts.
    • Refusals in words Deleting a truck with upcoming routes or a product on an order, or opening a second stock count, is refused with a reason.
    • HR corrections Compliance due dates corrected, employment types are a dropdown, and the schedule follows the payroll week.
    • Phones and readability Every screen fits a phone, and light-colored text is easier to read.
31. 0.16.0October 13, 2026

    Security, reports and HR rules Security

    A security release that also brings reports, KPI dashboards and state HR rules.

    • Crew see only their work Security: crew leaders and assistants see and work only the routes, jobs and shifts they are assigned to. Managers see everything.
    • Costs kept private Security: costs and profit inputs are shown only to people with access to profit, never to crew.
    • Money guards Security: payments, refunds, discounts and totals are checked by the system, and a client's quote link can no longer change prices.
    • Dispatch guards Security: crew can change only their own stops, and the delivery distance limit is measured from the warehouse.

    11 more changes

    • Private layout pictures Security: layout pictures on a client's link are shown only through that link.
    • Lead form limits Security: your lead form accepts at most 10 a minute and 200 a day from one sender, so it cannot be flooded.
    • Fixes across the board Messaging, HR time and pay, live updates and inventory counts were fixed.
    • Reports 34 ready-made reports, each with one big number, a trend and a chart you can click into, plus a report builder.
    • KPI dashboards Ready-made and your own dashboards, with goals, sharing by role and a TV mode.
    • HR rules by state Overtime, meal and rest breaks, minimum wage and sick leave follow your company's state, each rule with its source.
    • Add a contact anywhere Add New Contact from any contact search, asking for your required fields.
    • Auto Group Sorts a quote or order into Tents, Furniture and Services headers, with groups you can change.
    • Phone friendly Every screen fits a phone without sideways scrolling, with one action bar on record pages.
    • The 3D planner A one-screen workspace, equipment placed with its model, scenes and linen colors.
    • Time off and vinyl tops Whole-day time off skips weekends, and only managers add vinyl tops.
32. 0.15.0October 12, 2026

    Drag-and-drop event layouts

    Arrange 3D layouts by dragging, plan for clients with no quote yet, and check stock on every line.

    • Category and Sub Category Inventory has two separate category fields, product specs are editable, and components have their own screen.
    • Stock counts by category Count by category and see when each item was last counted, by whom, and who applied the count.
    • Arrange by dragging Drag to arrange the 3D layout, with real chairs per table, a snap that keeps a 6 or 12 inch gap, and right click to rotate, copy or remove.
    • Day, night and pictures Day or night, full screen, and pictures to save or attach.

    5 more changes

    • Markers Mark the entrance, add notes, and place a client's own items such as a photo booth.
    • Planning under Sales Build a 3D layout for a client with no quote yet: by hand from your inventory, from a description, or from a drawing.
    • Layouts the client sees The layout pictures you choose show on the client's quote or order link and on the PDF.
    • Check Stock Each quote and order line shows owned, out and available for its item.
    • Attachments and texts Choose which of a record's files go with an email, and send pictures by text.
33. 0.14.0October 9, 2026

    Your time zone everywhere

    The time zone you choose now governs every date and clock.

    • Your time zone The time zone chosen in setup governs every date and clock in the system. Before, an install outside New York could be on the wrong day.
    • Overtime setting Overtime starts after a number of hours you set, 40 by default.
    • Neutral defaults The app ships with the Jost typeface and neutral legal page templates.
    • Up-to-date check The install folder carries every database update, and System health says when the database is behind the app.
34. 0.13.1October 9, 2026

    Layouts on orders

    The 3D event layout now works on orders too.

    • 3D layout on orders An order opened without a layout of its own starts from its quote's.
35. 0.13.0October 9, 2026

    Optional add-on groundwork

    Groundwork for an add-on sold separately; nothing in the core CRM changed.

    • Optional add-on This release prepared an add-on sold separately. Nothing in the core CRM changed.
36. 0.12.0October 9, 2026

    Scan to stage

    Scanning a tagged unit while staging checks it out to its order in one step.

    • Scan to stage checks out Scanning a tagged unit's tag checks it out to the order it is staged for. A tag scanned twice is counted once.
    • Crew cap on Dispatch Planned stop minutes respect the cap on how many people can help with an item.
    • Barcodes on PDFs Quote and invoice PDFs carry a barcode of their number. Scan it to open the document.
37. 0.11.0October 9, 2026

    Vinyl tops you can scan

    Label, scan and count vinyl tops one by one.

    • Labels for tops Print one label per vinyl top, scan it on the Scan page and save its Clean Status there. A stocktake counts tops as units seen.
    • Counted by its tops A vinyl part with tops on file is counted by the tops that are not damaged, so a damaged top holds a tent back on a quote.
38. 0.10.0October 9, 2026

    Search, stocktake and tags

    Products are found as you type, and stock can be counted by scanning.

    • Find products as you type "7x20 wall" finds the 7ft x 20ft sidewalls and a whole SKU wins. Arrows beside the quantity add or take one.
    • Stocktake Scan or type what you counted, apply it to set Quantity owned, and see which tagged units were not seen.
    • Check out by tag A tagged unit is checked out to an order and back in by its tag on the Scan page.
    • Search by barcode The search box answers to a barcode, a SKU or a tag first.

    2 more changes

    • Crew cap per item Set the most people who can usefully help with one item, so a big crew no longer plans a tent faster than it can go up.
    • Models sit on their floor The 3D layout places every model by the middle of its footprint.
39. 0.9.0October 8, 2026

    Custom fields on PDFs

    Print your own fields on PDFs and group boards by them.

    • Your fields on the PDF A custom field on quotes, orders or products can be printed on the PDF. The client's page shows the same lines and nothing else of your fields.
    • Boards by your dropdown Group a board by a custom dropdown: its options are the lanes, and dragging a card sets the field.
    • Task and article fields The task sheet's and knowledge article's built-in fields can be renamed, explained or hidden under Modules & fields.
40. 0.8.0October 8, 2026

    Barcodes and shelf locations

    Barcodes, a Scan page and a profit statement that counts trucks and fuel.

    • Where it lives A product carries a shelf label and a photo of its spot, taken on the phone. The Scan page shows both.
    • Barcodes A Barcode field on each product, a Scan page for the phone's camera, and hand scanners work on every screen.
    • Labels and Scan to stage Print barcode labels from Inventory, Labels, and scan to stage on Prep & Load Up.
    • Profit counts trucks The profit statement counts trucks from the items' weight, one driver per truck, and each truck's miles and fuel. Every number can still be adjusted for one job.

    1 more change

    • A clearer product page One section per question: Product, Pricing, Time and crew, Loading, Size and site, Where it lives, Layout and Catalog.
41. 0.7.0October 8, 2026

    Asset types and waits in hours

    Track every kind of asset, and let rules wait in hours.

    • Asset types Vehicle, equipment, tool, supplies or a kind you add. A forklift keeps its service log, renewals and documents like a truck.
    • Offered on Dispatch Only assets you switch on are offered as trucks to route with.
    • More custom fields Tasks and knowledge articles can carry custom fields, and messages can merge an order's and a task's own fields.
    • Wait in hours A rule can wait in hours, such as two hours after a quote is sent.

    1 more change

    • Employee and asset fields Rename, require, hide or conditionally show the built-in fields on employees and assets.
42. 0.6.0October 8, 2026

    Fields shown when they matter

    Fields appear only where they apply, and the profit tab becomes one statement.

    • Shown when A tent's dimensions show only on a tent, a part's group only on a part. You can change or switch off these rules, and a field with a value always shows.
    • The catalog as a list The inventory catalog works like every other list, with views, filters, columns, tags and photos.
    • Time and crew in one place One card on the product page, showing the category's numbers where the product has none.
    • One profit statement Revenue and each cost with where its number came from, and Adjust on a line for one job's own numbers.

    4 more changes

    • Custom fields in rules Custom fields can be merged into messages, used as conditions, and added to employees and trucks.
    • Notifications by hand and with waits Send a notification by hand from a lead, quote, order or case, or have a rule wait some days to a time of day.
    • Proof from the crew Arrived and Done can ask the crew for a photo, a signature or a note.
    • Tagged unit pages A serialized product's tagged units each open on a page of their own.
43. 0.5.0October 8, 2026

    Required and custom fields

    Mark fields required or hidden, and add your own fields to any module.

    • Red asterisks Every required field shows a red asterisk, on record pages and on every form.
    • Required or hidden Mark each field required or optional, shown or hidden. A hidden field keeps its data.
    • Your own fields Add custom fields to leads, contacts, accounts, products, assets, quotes, orders, payments or cases. Each value is checked against its type.
    • Assets page fix The Assets page opens at its own address.
44. 0.4.3October 8, 2026

    Assets page address fix

    The Assets page opens correctly from its own address.

    • Assets page Opening or refreshing the Assets page by its address no longer shows Not found.
45. 0.4.2October 8, 2026

    Every routing rule is yours

    Every rule the route planner follows is now a field you set.

    • Tent pairing rule Whether tents of one width and style ride on the same truck is a field on Routing rules, yours to set or leave off.
    • Notes beside the plan The plain-words list is called Notes and says it is for a check by eye, not applied by the planner.
    • Fleet help Fleet settings explain how the planner uses payload and lift gates, and where to add a truck.
46. 0.4.1October 8, 2026

    Notifications read as rules

    Each notification reads as When, Only if, Then.

    • Stop statuses in order A stop's statuses are listed in order, each with when it fires and the message sent at it.
    • When, Only if, Then The editor reads as a rule: what sets it off, the conditions, then who gets what wording.
    • Start with the moment New notification asks what sets it off first.
47. 0.4.0October 8, 2026

    Notifications on one screen

    Every text, email and in-app note the system sends, on one screen.

    • One screen Filter by module, and each notification says in a sentence what sets it off.
    • Text and email together One notification carries a text and an email, each with its own wording, merge fields and live preview.
    • Hold for review One setting decides whether client messages wait for a person first, and any one notification can say otherwise.
    • Automations send notifications An automation's message step is now Send a notification.

    1 more change

    • Emails send themselves Emails a notification sends on its own now go out automatically, like texts.
48. 0.3.0October 8, 2026

    3D event layouts

    A 3D event layout on every quote, laid out in one click.

    • One-click layout Tables, chairs, dance floor, bar and stage are laid out under the tent by your rules, and a rep can drag anything after.
    • Describe it Say or type how the event should look and it builds it that way. This needs your own Anthropic API key; the one-click layout does not.
    • Layout fields and rules Products gain On a floor plan and Seats fields, and layout rules such as chairs per table and spacing are a setting.
    • Keys on their cards Each connection card says to paste its key right on the card.
49. 0.2.0October 7, 2026

    Planner rules are yours

    The route planner's weekend and planning order are now your settings.

    • Weekend and planning order Set on Dispatch settings and in the setup guide. Nothing is assumed any more.
    • A clean start A new company starts with no example automations.
    • License ID Your license ID shows under Settings, About and on the health screen.
50. 0.1.0October 7, 2026

    The first release

    Sales, rental inventory, dispatch, HR and the client portal.

    • The core CRM Sales, rental inventory, dispatch, HR and the client portal in one system.
    • Setup guide A guide that walks a new company through everything, step by step.
    • Health screen Checks the system every day and audits it every month.