Product Library (Beta)

A central home for every product you spec — build a reusable catalog, price it with your real cost model, and drop items straight into estimates, invoices, and POs.

Views & navigation

• Three ways to work the same data: Traditional (clean list), Spreadsheet (dense power-grid), and Tiles (visual cards) — pick one and set it as your default.

• Scopes: Library (products not yet attached to a project), All Products, or any specific project.

• Grouping by vendor, status, category, location, or your own custom groups, each with roll-up totals.

• Row density (comfortable / compact / condensed) and show/hide, reorderable columns, with your layout remembered per user.

• Fast search across name, SKU, vendor, and category.

Editing & organizing

• Everything is inline-editable right in the grid.

• Drag to reorder products, and drag one product onto another to nest it as a sub-item (variants, components, or options under a parent).

• Custom data points: define your own fields, grouped into sections, in the Customize panel — text, number, date, dropdown, checkbox, and more — and choose which appear as columns.

• Assign products to a project or location, or move them between groups by dragging.

Product detail drawer

• Details with all fields and sections, image gallery (primary + additional images, auto-optimized).

• Chat, Notes, and a Changelog with a comment thread on every change.

• Financials breakdown showing exactly how cost, revenue, client price, profit, and margin are built.

• Attachments for spec sheets and documents.

Full pricing & cost model

• Cost, markup or margin (your choice, kept in sync), vendor discount, and list-price basis.

• Freight (with optional freight markup), landed cost, receiver/warehousing cost, taxes (including tax-on-freight and tax-on-landed), and fees (shop drawing, sample, misc) — with a pass-fees-to-client toggle.

• Per-item budget target that ties straight into project Budgets.

• Status and colored status tags, plus an optional daily price-watch indicator for tracked items.

Working with other documents

• Add products to estimates, invoices, and purchase orders — the complete cost model carries over, so totals match the Library.

• Feeds project Budgets and room budgets.

Sharing & export [Still in development]

• Share a public link so clients or contractors can view selected products and approve or comment (with a confirm step before nesting).

• Import PDF and Link so designers can import products from a URL, or a PDF specsheet.

Estimates, Invoices & Purchase Orders

• Totals now reconcile with the Library. Estimate, invoice, and PO line items carry the full cost model — vendor discount, freight (and freight markup), landed cost, receiver cost, fees, and the right tax treatment — so a document's total matches what you see in the Library instead of silently dropping to a lower number.

• Adding a product from the Library no longer loses its vendor discount, freight, or tax settings.

• Purchase orders now apply the vendor discount end-to-end, so a PO reflects the discounted cost you actually pay.

• Fixed a pricing issue where imported/clipped products set to "margin" could be priced below cost (charging the client at a loss).

• New documents now open with one section already in place so you can start entering line items immediately.

• Fixed page scrolling so you can't scroll past the pinned totals footer on estimates, invoices, and POs.

• Hardened the pricing math against edge cases (very high margins, zero quantity, zero list price) that could produce broken totals.

Purchase Orders

• Attach PDFs and documents to a PO — a new uploader in the PO editor plus the Documents tab, with an inline PDF viewer for preview (no more broken downloads).

• Line-item data points: show up to 3 Library data points as columns before Qty on each line. Pick them from a menu in the Line Items header; values auto-fill from the product (and pull the latest Library data on save), stay editable, and your column choice is remembered for next time.

Budget

• Budget figures now reconcile with the Library and estimates (client totals are derived live from the full finance model rather than a stale stored price).

• Category tabs cleaned up: they now align to your Settings categories, only show categories that actually have data, correctly roll subcategories up to their parent (tolerant of small spelling/plural differences), and collect anything uncategorized into a single bucket.

• Fixed products disappearing from Budget: items whose location didn't match a budget room were being dropped entirely — they now always appear (grouped under their location or "Unassigned").

Contacts, Vendors & Contractors

• Managed tags with colors across contacts, vendors, and contractors — pick from your Manage Tags list with a color picker, and see a Tags column on each table.

• Tag pills now show the exact assigned color everywhere they appear.

• Fixed the new-tag color swatches (they were all showing the same color).

• Activity log on contact and vendor profiles — see client-portal actions (approvals, payments, estimate/invoice views) and when a vendor has seen a PO or opened an email.

• Client portal access now requires a portal code and emails the client their login link and code.

Contracts

• Fill in signature and fields directly on the document (click and type on the contract itself) instead of a separate side panel.

QuickBooks

• Fixed a customer name-collision issue so clients link to the correct QuickBooks customer.

Timelogs

• Timelog blocks now adapt their detail to the block's height, so short entries stay readable instead of cramming everything together.

Settings, Permissions & Navigation

• Permission set editor: removed the awkward full-page scroll — now only the module list and the permissions list scroll, with the module header pinned.

• Sidebar: Finance and Reports moved above Content; the Product Library is now available in the menu (marked Beta).

• Added a confirmation step before deleting a Library section or data point, gated behind a permission.

Automations

• Fixed a reliability issue that could cause an automation to advance twice or loop unexpectedly.

Other improvements & fixes

• New in-app "Learn More" video button in the Product Library header.

• Product changelog comments now save correctly.

• Clicking the Workroom logo now simply goes home (removed the extra popup).

• Product images are optimized automatically, and background security hardening across several areas.