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🎉 Introducing... Spec Sets. 🥳

Everything that has reached Workroom since the October 13 update.
Watch a demo of our new Spec Sets below!

Well hello friend. Welcome Spec Sets.

Spec Sets (Library)

  • One Spec Sets window for spec sheets, schedules, room finish matrices and selection boards, opened from the Library.

  • Ready-made layouts to start from (spec book, FF&E schedule, finish schedule by trade, budget by room and more), plus your own layouts saved and reused.

  • Real PDFs, with sharp, selectable text and links that work. Also available as Word and spreadsheet files.

  • Add mood boards, PDFs from the project's Documents, product attachments and your own cover to a Spec Set.

  • Project schedules: save a schedule to a project, then post new versions to your Comms rooms. Each version shows what changed since the last one, and you can share a live link that always shows the latest version.

  • Update schedules: when products change, refresh every schedule for that project from the Library in one go.

  • Add to documents: file the PDF in the project's Documents, in a folder named Spec sheet, Schedule, Matrix or Boards.

  • Add as product attachment: a spec sheet for a single product can be attached straight to that product.

Client portal settings

  • A Client portal tab on every project. Choose who has access and which sections each person sees.

  • Preview portal: see exactly what a new client will see, before you invite anyone.

  • Clients see when you've written to them, with message counts, dots on their chats and a sound.

Automations: approval step

  • A new Check step pauses an automation until someone approves it. They get an "Automation Needs Approval" task that says what it's about, with Approve and Not approve.

  • Not approve stops the automation there. Approving later, even days later, lets it carry on.

Scheduled jobs (Settings › Assistant)

  • Optional jobs that post into a team Comms room:

    • a weekday brief;

    • a weekly check of purchase orders against the Library;

    • a weekly install-readiness check.

Reinstate archived contacts

  • Archived contacts, vendors and contractors now have a Reinstate button in the Archived view, which puts them back in your main list.

Improved

Estimates and invoices

  • Totals now count sub-items correctly, so margins, client subtotals and PDFs agree with each other.

  • When a client approves only some items, they're charged only for what they approved.

  • Markup and the internal memo are hidden from clients by default. They appear only if you turn them on, in the client view and in PDF exports.

  • New estimate and invoice numbers follow your numbering settings, and the settings preview shows exactly what the next number will look like.

  • Invoices made from Ready to invoice carry the project code (INV-CODE-001).

  • Editing an estimate is titled "Edit Estimate".

  • The estimate editor opens faster.

Client portal

  • Home always opens on a project, and Overview is its own page.

  • Notifications and the side rail name the project they're about.

  • Invoices and estimates open in the side panel.

  • Form responses you choose to share show on the Overview, and the contract there opens when clicked.

  • Rooms and phases from the project's settings show on the portal.

  • Product names, photos and client prices show correctly, and archived products stay out of view.

Library

  • Bulk edit offers your own statuses, rooms and vendors.

  • Purchase orders fill Sidemark and your other Library fields from the product.

  • Products clipped from the web land in the right fields.

  • Inside a project, room choices come from that project's own rooms.

Budget: Allocated amounts in budget categories show as money ($54,361), like the columns next to them.

Apps and sidebar: Calendar, Leads, Quotes, Automations, Ready to Invoice, Forms and Asana are back on the Apps page, and switching one on shows it in the sidebar.

Confirmations: actions that create something, like Create POs, Reinstate or Add as sub-item, now use a green confirm box instead of the red delete-style box.

Fixed

Client portal

  • Clients no longer see "That isn't available from your account" popping up again and again.

  • A client with more than one contact record keeps a single login, so every project you share with them shows up.

  • Hidden invoices stay hidden everywhere in the portal, including Waiting for you.

  • A client's message always lands where your team can read it.

  • Changes to a person's own portal sections save.

Invoices and payments

  • A paid invoice opens in the editor with all its lines, including invoices made from Ready to invoice.

  • Payments can be recorded on a new retainer; it no longer shows $0 due.

  • Invoice numbers never pick up a retainer's prefix.

  • Push to invoice and the expense picker on invoices work as expected.

  • A card processing fee is added only when WorkPay is connected and the document passes the fee on.

  • The send dialog points to the right place for email templates (Settings › Studio › Outbound email).

Contacts and team

  • Contact edits save every field, and a failed save tells you why.

  • Renaming a team member updates their name everywhere, Tasks › Workload included.

  • Product changelog entries show the right person's name, once.

Calendar: contacts added as guests show in the event's guest list.

Timelogs

  • Time on a paid invoice shows as Paid.

  • The edit window shows the same phase as the list.

Contracts: an attached PDF opens for clients signing on their phone, older iPhones included.

Library: sub-items show again under their products.

Tasks: a project you add shows up right away, with its name.