Wrapping up July with a big one! With a new feature, and lots of changes.

A big week of shipping — a faster, cleaner Work in Progress board, reusable task templates, passwordless sign-in, simpler payment fees, and dozens of refinements across the app.

Signing in

• Passwordless magic-link login (New) — Enter your email and we'll send a secure login link; no password to remember. Links expire in 5 minutes and can only be used once.

• Redesigned account emails — Login-link and password emails now have a cleaner, branded look with a clear button.

Work in Progress

A ground-up redesign of the Gantt, Table, Kanban, and Portfolio views — clearer, faster, and consistent everywhere.

• A cleaner project → phase → task layout — Full-height project accent lines, per-phase colors, project-code badges, and tidy spacing across every view.

• Task-type icons everywhere — Milestone, Meeting, Payment, Deliverable, Installation, Site visit, Deadline, and Standard tasks each get a distinct icon on the board and on Gantt bars.

• One frozen timeline header — A single column + date header stays pinned and perfectly aligned as you scroll and zoom.

• Collapse & expand from any view — Collapse a project to a compact phase strip, collapse to phase, or expand all — now driven consistently across Gantt, Table, Kanban, and Portfolio.

• Working-days timeline — Turn weekends off to remove them entirely; the schedule, gridlines, and drag steps all follow weekdays only.

• One task modal for everything — Every "+ Task" opens the same full task editor, pre-set to the right project and phase.

• Hours & completion that just work — Logged hours roll up automatically from your timelogs, and marking a task Done sets it to 100% everywhere.

• All your projects show up — Every project appears on the board (even before it has tasks), and archived projects are kept out of the way.

Task Templates (New)

Stop rebuilding the same task lists on every project.

• Reusable templates by project type & phase — Create template tasks in Settings → Work in Progress and organize them under your default phases.

• Auto-add when a phase is added — Attach a template to a phase and its tasks are created automatically whenever that phase is added to a matching project.

• Add a task from a template — Load any template straight into a task while you work, or from the WIP menu.

• Save any task as a template — Turn an existing task, including its subtasks, into a reusable template in one click.

• Dependencies carry over — Link template tasks together and those relationships are recreated when they're added to a project.

Payments & finances

• Processing fees, simplified — The per-document fee field and studio default are gone. The card fee is now one consistent rate (3.25% + $0.30 for cards, 0.08% capped at $15 for ACH), applied at checkout.

• Pass to client or absorb — your choice — Set a default on each project and it auto-fills onto new estimates and invoices, with a simple checkbox to override per document.

• Choose accepted payment methods per project — Enable credit card and/or ACH; the client's payment page shows only the methods you allow.

• Create from a project, prefilled — Starting an estimate or invoice from inside a project now selects the customer and project for you.

Notifications

• A category-by-channel control panel — Redesigned settings let you turn each type of notification on or off independently for the Notification center, in-app popups, and email.

• Task assignment & due-soon alerts — New "Assigned to a task" and "Task due soon" categories; set your own number of days' notice before a due date.

• @mentions notify your team — Mentioning a teammate in a task comment or description now sends them a notification.

Time tracking

• Click-to-add on the calendar — In the blocks view, click any empty slot to open a new timelog prefilled with that day and time.

• Drag to reschedule — Drag a time block to another day or time and it's moved instantly, keeping its duration.

• Correct dates on CSV import — Imported timelogs now land on the exact day you specified — no more off-by-one shifts.

Contracts

• Cleaner signed PDFs — Fixed blank trailing pages, and uploaded-PDF contracts now embed your original document with signatures stamped directly onto it.

• Downloads that just download — Signed contracts save straight to your device — no more blank browser tabs.

• Resend & reassign [NEW] — Resend the signing invite or change the signer on a contract you've already sent.

Referral program (New)

• Refer a studio, earn commission — Share your personal referral link and earn when a studio you refer signs up.

• Your own affiliate dashboard — Track clicks, sign-ups, and commissions, and request a payout when you're ready.

Reports, leads & catalog

• Installation Report (New) — A new FF&E report grouped by room, ready to export as a PDF for installers and clients.

• Smarter lead-to-project conversion — Converting a lead now creates or links the client contact and carries the lead's attachments and notes into the project.

• Editable lead details — Update a lead's address, project type, and source right on its card.

• Catalog fixes — List-price pricing now flows correctly to sub-items, and the product list no longer jumps to the top when you switch windows mid-edit.

Everyday improvements

• Headers that stay put — Page and table headers now stay pinned while you scroll on Projects, Contacts, Vendors, Forms, and Link Management.

• Clearer task imports — The import preview shows project names and tells you exactly why a row was skipped instead of failing silently.

• Right document, every time — Fixed a case where editing an invoice or purchase order from the detail panel could open the wrong one.

• Purchase order polish — PO lists show the correct project and use the status colors you set in Settings.

• Clearer plan & billing states — A friendlier lock screen when a subscription lapses, and Lite plans now see Pro features as upgradeable rather than hidden.

• Walter, your AI assistant — Walter now answers product and support questions and points you to the right place — plus plenty of stability and polish fixes throughout.