This is our biggest release yet. Two brand-new modules — Automations and Mood — officially launch today, alongside a new Team directory, a full Contractor management system, smarter project scheduling, and dozens of refinements across payments, contacts, and beyond.

🤖 Automations — New

Put your studio on autopilot. Automations lets you build "when this happens, do that" workflows with a visual, drag-and-connect builder — no technical setup required.

Build any workflow visually

• A node-based canvas where you connect triggers → conditions → delays → actions into a flow.

• Start from a template library with a live preview, or build from scratch.

• Duplicate, search, filter by status, and archive automations from one clean list.

Triggers for the moments that matter

• Standard events (estimate approved, project created, PO status changes, item received, and more).

• Smart procurement triggers that watch for trouble on their own: silent shipments, lead-time drift, product status unchanged for X days, and a claim-window countdown.

• Budget-aware triggers: change-order percentage thresholds and spec-to-allowance drift.

• An Install Confidence score that predicts delivery risk, with an install-confidence-dropped trigger and a live confidence chip right in the project header.

Actions that actually do the work

• Send rich, formatted emails with file attachments — sent through your studio's own email so they land reliably.

• Create and assign tasks (with delays, e.g. "wait 2 days, then create a follow-up task and assign it to Andrea").

• Full recipient control: canonical recipients, custom addresses, CC/BCC, stakeholders, and record-owner resolution.

Learns as it goes

• A vendor reliability learning loop builds a scorecard from real delivery performance and can automatically apply a learned lead-time buffer when you create a PO.

• A "Needs Review" inbox collects pre-drafted actions for your approval before anything goes out.

Ready-made template packs for procurement, budget, and multi-step cascades to get you started in minutes.

Automations is a premium add-on. (Available now — talk to us about enabling it.)

🎨 Mood — New

A full moodboarding and client-presentation studio, built right into Workroom. Design boards, present them to clients, collect approvals, and turn the approved board straight into an estimate.

A real design canvas

• Canva-style editor: tabbed panels, uploads library, undo/redo, duplicate, and an infinite Miro-style freeform canvas with cursor-anchored zoom and trackpad pan.

• Images with crop/mask shapes, filters, drop shadows, flip, lock, and true corner-pin perspective warp.

• Templates, align/distribute, group/ungroup, marquee multi-select, group resize, and snap guides.

• Font library and preset text combinations; a shape library; auto labels under items.

• Page-size presets (presentation / paper / social / custom) and reorderable pages.

Products & specs

• Pull your project's products onto the board with search and vendor/category/location filters.

• Product slots — restrict a frame to a product category and fill it from your library.

• Dynamic text blocks tied to a placed product show live product data and stay linked even when you swap the product.

• The board is the spec: a Spec panel groups approved items by page with cost vs. sale and margin, and "Create estimate/invoice" seeds a new document — approved items only, one section per page.

Paint & materials

• Full paint catalogs from Sherwin-Williams, Benjamin Moore, Farrow & Ball, Dunn-Edwards, Dulux (AU/NZ), and Valspar — roughly 18,000 colors, searchable, with brand-code labels.

• Realistic, recolorable paint textures (drips, smears, brush streaks with gloss and depth) that render in the editor, client view, and exports.

• Favorite paint colors that sync across your devices.

• A large curated material library (marble, stone, wood, flooring, metal, fabric, leather, concrete, terrazzo).

Tables, brand kit & backgrounds

• Finishes schedule tables with spec fields (dimensions, spec #, lead time, status), show/hide columns, and image sizing.

• A freeform Table tool with resizable rows/columns, typeable cells, drag-image-into-cell, and drag-a-paint-chip-to-a-schedule.

• A Brand Kit: your logo pinned on every page plus a repeating footer, rendered everywhere including exports.

• Background textures and color fills.

Present, share & approve

• Share a board as a public slideshow presentation with a link.

• Clients click to comment in threads and approve / decline items right on the board — approvals reflect back to product status.

• Approvals lock once given (final unless you reopen them), with draggable approve-button positions.

• A team-side Comments drawer to read client comments by page, reply, and resolve.

• Manage all board share links from Link Management (list, void, restore, open).

Organize & protect your work

• Color-coded library folders (create, rename, recolor, drag boards in).

• Version history with auto change notes and a preview-and-revert modal.

• Export to high-resolution PNG and PDF (all pages or current page).

Real-time collaboration (opt-in)

• Invite a teammate to edit a board together, with live cursors, presence avatars, and selection indicators.

👥 Team — New

A dedicated Team directory under People, alongside Contacts, Vendors, and Contractors.

• List view with filters, tags, and Views.

• A rich, sectioned invite/edit modal — the same one used in Settings — where adding a team member sends a real Workroom invitation.

• Employee profiles: tenure, documents, salary, compensation history, and project assignments.

• Reports-to shows everyone on your team (including the account owner), and the office/location dropdown reflects your custom offices from Company Info.

• New departments (Warehouse, Drafting) and custom office/location management.

🧰 Contractor Management — New

End-to-end 1099/contractor compliance, built out across four phases.

• A Contractors tab and list with a create/edit modal and full contractor profiles.

• Per-company required-document settings — toggle which documents you require (including commercial auto); the compliance engine, upload portal, and profile all respect your settings.

• Derived compliance status so you can see at a glance who's current and who's missing paperwork.

• A secure "Request Documents" portal: send a contractor a single-use link to upload docs, with a full activity timeline (request sent, link opened, each upload, submitted).

• Functional profile notes and a star rating, plus a compliance-document view/print/download modal.

📆 Project Types & Phase Scheduling — New

Define your studio's project types once, and let new projects schedule themselves.

• Set up Project Types in Settings, each with its own phase list and an estimated duration per phase (e.g. 2d, 2w, 1m).

• When you create a project, its phases auto-populate with chained dates from your start date — each phase's end rolls into the next phase's start.

• Choose a schedule basis: from the project's start date, as a wait-list (no dates yet), or after another project ends.

• Live dependency scheduling: if an upstream project's end date shifts, dependent projects automatically re-chain their phase dates — while preserving any dates you've hand-tuned.

• Renaming a phase now asks before applying the change to existing projects, so live schedules are never rewritten unexpectedly.

📊 Project Timeline & WIP Improvements

• Draggable divider on the Gantt to resize the task list vs. the timeline.

• Utilization by day with a 7/14/30-day range, alongside week and month views.

• Export now lets you pick specific projects (all or a chosen subset).

• Inline editing of Days/Estimated/Logged right in the table.

• Cleaner visuals: standard tasks show a checkmark, consistent avatars (photo / color / initials) across Gantt, Table, and Kanban, phase date ranges, and per-project time-tracking widgets.

• Smart search now filters the Gantt, Portfolio, and Utilization views together.

• The client share view now shows only client-visible tasks (internal tasks stay private).

👤 Contacts, Clients & Vendors

• Redesigned, sectioned Add/Edit modals for Clients (Basic info / Billing / Shipping / Preferences / Client portal) and Vendors (Company / Pricing / Site details / Payouts / Representatives / POs).

• New Open Balance column, hover-reveal row actions, and saved Views across contact lists.

• Vendors gain Trade Discount / Markup / Open POs columns and show the primary rep's email under their name.

• Contacts now count and show the projects each stakeholder is attached to.

• Rebuilt, consistent profile headers with call / email / chat buttons and an icon back button.

💳 Payments, Billing & Documents

• Retainers are now first-class: send to client, download PDF, sign as designer, a dedicated retainer email template, and correct "Retainer" labeling throughout (no longer mislabeled as "Invoice").

• Estimates, invoices, and retainers get a "show internal memo to client" toggle for the public page.

• Fixed product-export images and product-financials fee handling.

• The Subscription link in Settings now points to the Stripe billing portal.

📝 Forms & Platform

• Forms can now send a test notification email, and image-choice/separator fields are more robust.

• A new global confirmation dialog unifies every delete/archive across the app — clearer, safer, with a type-to-confirm gate on destructive actions and consistent red (delete) / orange (archive) styling.

• Persistent, copyable error dialogs with "Copy for support," so you can report issues with the real details.

• Faster load times: a smaller main bundle, lazy-loaded chat, and no cold-start delay.

• Live Support button now reflects support hours (weekdays only).

• Single-use magic links and smoother signup