Hello Designers! 👋

We've all been there: a gorgeous layout idea, a teammate three time zones away, a client who "loves it but…", and a whiteboard that's really just a blurry photo of a napkin. Well, dust off your swatches — we moved everyone into the same room. Here's everything new, fixed, and slightly more well-behaved this update.

[NEW] Comms — Your Whole Project, Finally Hanging Out in One Place

The collaboration hub has officially moved in, unpacked its boxes, and rearranged the furniture. Meet Comms.

Design Board (formerly Whiteboard, now all grown up)

We gave the Whiteboard a glow-up and a Figma/Miro-style infinite canvas, because designers deserve nice things.

• Drag real project products right onto the board — complete with live pricing and a running board total that updates as your ambitions grow.

• A full toolkit: sticky notes, color swatches, a freehand pen, shapes, arrows, and text (pick your font, size, and color), plus rotation handles for when something simply must sit at a jaunty angle.

• Polygon "zones" that politely reveal the furniture placed inside them when you hover. No more guessing what lives where.

• Pan + zoom like a pro — grab the hand tool, scroll wheel-to-cursor, roam from 20% all the way to 400%, and tap the fit/reset HUD when you've zoomed yourself into a corner.

• Real-time multiplayer — every change syncs over the socket gateway and saves itself per channel. Move a chair; your teammate watches it slide across their screen like magic.

• Clients get the polite, padded-corners version. They can nudge their own sticky notes (and only their own), they get a trimmed toolbar (no shapes, zones, or swatches), and they absolutely cannot add or move your carefully chosen products. We love them, but we don't trust them with the good scissors.

• Tag teammates and clients with pins and @-mention them right in product comments.

• Click any product on the board → a tidy side panel opens with Info / Product / Comments tabs, threaded replies, and @-tagging.

• Approve or comment on a product and it flows straight back to the real Product page — status updates and comments land in the product changelog. What happens on the board no longer stays on the board.

Approval Board (Product Selection channels)

For when it's time to make decisions instead of just vibing.

• Designers can grow a board with Add Products.

• Create Invoice from Approved Items — it prefills the project, client, and everything that got the green light. Less typing, more billing.

• "Decline" has been gently renamed to Not Approved (kinder, somehow), and the comment box now only shows up for Not Approved items — because nobody needs to explain a "yes."

• Real estimate, invoice, and product cards live in chat. @-mention an estimate or invoice from the picker (locked to the channel's project, so no cross-wires), then choose Tag (a tidy text link) or Embed Card (a live preview). Click into a card and you'll see the exact client-facing share view — sign for estimates, View & Pay for invoices. Internal tags deep-link straight to the real document.

Client Portal Comms

Clients get the spa treatment. Calm, curated, no clutter.

• A chrome-light layout — no left sidebar, no header search/timer/reminders, just the Workroom logo and the essentials.

• Clients are auto-enrolled in their project channels, and the directory only ever shows their projects. Nobody wanders into the wrong room.

• The Dashboard now opens directly into Comms.

• Clients can't upload images or files, can't edit channel info, and can't see Members. Look but don't touch.

• Designer-only banners ("Client Facing") and the attach-estimate/attach-invoice button stay invisible on the client side. Some things are just for the grown-ups.

Project Dashboard view in Comms

Click a project name and get the big-picture overview — hero, channels, approvals, design team, estimates, and invoices, all in one glance.

Manage Access (a designer-only modal of glorious control)

• Per-client toggles for every channel and board they're allowed to see.

• Dashboard Visibility — decide which sections of the client view to hide (hero / channels / approvals / team / estimates / invoices). Show your best angles.

• Client chat-access policy — choose whether clients can DM anyone on the team, only certain people, or absolutely no one. You're the host; you make the seating chart.

Composer & messaging

Staged tag cards (pick now, send with your next message), real hyperlinks, instant send, clickable @mentions, and document chips. It just works.

Approval attribution

"by [Name] · [Date]" now shows on the estimate list, the PublicView header pill, and the Approved Items Summary card. Credit where credit's due.

[NEW] Canadian Sales Tax — A Full Rebuild, Eh

We rebuilt Canadian tax from the studs up. Politely.

• Named tax codes (Settings → Finances → Canadian Sales Tax). Define codes like "BC GST+PST," "ON HST," or "Exempt" — each one combining GST/HST/PST/QST/Other components at the rates you set.

• Per-line tax on Estimates, Invoices, and Purchase Orders — pick a tax code per item, with a document default that every line inherits unless told otherwise.

• Per-component subtotals at the bottom of every document that reconcile neatly to the charged total. The math checks itself.

• Reg numbers on the doc — GST/HST, QST, and PST persist on the document and print on the PDFs, breakdown and all.

• A deposit & discount %↔$ toggle on line items and the Fees section, auto-converting against the subtotal so you don't have to do percentages in your head.

• Mutual exclusivity — set the default tax at the bottom or set tax per line; the other dropdown greys itself out so you never accidentally double-stack and bill someone for the same tax twice. You're welcome.

• The Product modal now hides the client-facing "Sales Tax %" input on CAD companies (tax lives on documents now, per line).

• Vendor cost tax becomes 5 firm-side bracket boxes for CAD companies, quietly driving the Firm Total.

• Currency defaults to the company global, and project Tax Settings only appear when a project's currency differs from the company's. No clutter for the loonie-loyal.

[UPDATE] App Marketplace + Add-ons

We knocked down a wall and turned the Marketplace into a proper storefront.

• Full redesign as a real add-on storefront — live cards for Design Board, Claude × Workroom, and QuickBooks, plus roadmap cards teasing Harvest, E-Commerce, Inventory, Client Portal Pro, and Xero. Search, category filters, a brand-aligned palette, and a clean page header.

• The URL moved from /add-marketplace → /app-marketplace.

• Request an add-on now links straight to the in-app Feedback page. Tell us your dreams.

• Design Board is now a paid add-on — $9.99/mo or $99/yr, with a 14-day free trial on the card on file. A card-on-file plus an "I understand" consent is required before the trial; brand-new Stripe customers get a Checkout flow that creates the customer and collects the card. There's a trial countdown banner, you can cancel anytime, and — sorry — no sneaky second trial.

• The Get the add-on CTA on the create-channel modal now jumps straight into the Marketplace details modal when Design Board isn't subscribed yet.

• SuperAdmin can grant any marketplace add-on for free on a Designer account (no Stripe required), with grant-free copy and a status badge. Wave and Zapier have retired from the SuperAdmin Apps tab — we wish them well.

[NEW] File Manager

A place for everything, and everything finally in its place.

• A new top-level Documents menu entry. The route moved to /file-manager (and the per-project Documents tab embeds it, scoped to that project).

• A storage tracker card showing usage vs. allocation, with a +1 TB upgrade via Stripe ($10/mo or $120/yr) for the digital hoarders among us.

• An Archived bin with restore and hard delete — second chances and clean breaks alike.

• A Shared with me view (folder and file sharing with multiple viewers).

• Versioning on file uploads, because "final_FINAL_v3" is not a system.

• Drag-and-drop move, bulk delete and move, a modal preview, and folder navigation.

• Card view now shows real signed image thumbnails for image files instead of making you guess.

[NEW] Document Naming Convention

For the designers who alphabetize their swatches.

• A new Settings → Company Settings → Document Naming page.

• Choose a filename template per upload context — Invoice, Estimate, Purchase Order, and File Manager.

• Tokens auto-fill from the document: {date}, {client_name}, {vendor_name}, {invoice_number}, {estimate_number}, {po_number}, {project_name}, {user}, {original}.

• Custom tokens (like {order_number} or {label}) politely prompt you for a value at upload time.

• Click a token chip to insert it; click again to remove it. Build your perfect filename like building a perfect room.

• Purchase Orders now have a real Documents tab on the detail panel (it used to be a button that did nothing — awkward, we know).

• Auto-rename kicks in on Invoice/Estimate/PO create-form attachments, the Documents tab on any detail panel, and File Manager uploads.

[UPDATE] Reports

• Email a report: uncheck "Attach CSV" and the report now arrives as a clean text table inside the email body — instead of the previous, mysteriously empty message.

• Task Efficiency Report now shows the Task Name instead of a cryptic Task ID, and the Task Type column/filter has retired (we weren't actually tracking that field — bit of a fib on our part).

• Timelog Report: those "0 h" labels at the end of the Hours-By charts now show their real values, like they always should have.

[NEW] Client Portal

Logging in should not require a séance. Now it doesn't.

• Designers set a 4-digit Client Portal Code on the contact (that code is the client's login password). The field lives right on the main Add/Edit Contact panel.

• /login-client got a Workroom-branded redesign

• Contact edits now re-sync the login email and password on every save — banishing the dreaded "I made the user but they can't log in" mystery forever.

• The account Owner always sees Edit on contacts, sailing right past the permission grey-out.

[UPDATE] Performance

Various performance enhancements — too many to list, and honestly, no one was going to read the fine print about how we made an API endpoint stop dawdling. It's faster now. Trust us.

[NEW] Images

Every uploaded image — avatars, products, File Manager files, document attachments — now gets converted to WebP at the storage boundary, so your pages load faster and your beautiful renders show up before you lose patience.

[UPDATE] Small Fixes Worth Knowing

The little stuff that quietly makes your day less annoying:

• Sidebar: the hamburger menu now actually opens on small screens (revolutionary), and the sidebar re-opens itself when you resize back up to a big screen.

• Comms / Design Board image lightbox: deduped the gallery, added bad-image-icon guards, and the main image no longer goes blank after you click a broken thumbnail.

• When creating a PO and adding products from the library, the picker now opens pre-filtered to that PO's vendor. Less scrolling, more shopping.

• The "Client Facing" reminder banner on a Comms channel now disappears once the last client has left the room.

• App Marketplace: retired the orphan collapse/expand toggle and toned the palette down to something more on-brand.

• The Comms "Documents" tab now actually uploads on Estimate detail panels (it was a no-op stub pretending to work — busted).

• Polished the Stripe Connect invoice "Pay Now" flow and sprinkled in many small client-side Comms touch-ups.

[NEW] Timelog splitting

• You can now split timelogs like you are splitting an open floorplan.

• Allocate time evenly between projects or specific hours and mins to one specific project.