See the update video:

https://www.loom.com/share/fe53842237364214a3833627e388b459

This one's a big one — closer to a gut reno than a refresh. We rebuilt Timelogs from the studs, shipped Estimate → Invoice and Invoice → PO conversions to kill the copy-paste step nobody loved, and added a Global Start Timer to the top bar so the meter keeps ticking while you're elbow-deep in fabric memos. There's also a new notification bell, @-mentions in project notes, a global Cmd+K search across everything in your workspace, and a long list of papercut fixes. Labels have officially retired (Tags inherited the closet). Grab a coffee.

// AI (PHASE 1):

[NEW] You can now see indema inside Claude! Our AI connector allows users to ask questions about clients, projects, timelogs, purchase orders, invoices and estimates right inside claude. 

Phase 2: will be about prompting to take action inside indema, such as create an invoice for A client with B, C, D and E products. 

// TIMELOGS:

[NEW] Global Start Timer in the top bar
[NEW] "All Members" view with date-range, Today, and Recently Imported filters
[NEW] CSV import for timelogs, full-page modal with validation
[NEW] Newly designed 2-minute idle tracker on running timers

[FIX] Stop-timer reliability, the blank-page crash on the timelog list, and soft-deleted
[FIX] Team members now see the workspace's timelogs
[FIX] Deleting a timelog no longer summons demo rows from the void

[UPDATED] Redesigned Timelogs page and Start/Log modals
[UPDATED] Billable/Non-billable auto-fills from the chosen service
[UPDATED] Invoice-link column, auto "Billed" flag when a timelog is invoiced

// INVOICES:

[NEW] Convert Invoice → Purchase Order in one click, confirmation # of POs
[NEW] Refunds: refund line items, refund history, and balances that reflect refunds
[NEW] Activity tab, payment-schedule section, and browser draft auto-save
[NEW] Lists auto-refresh on changes (no manual refresh)
[NEW] Designers can now sign invoices!
[NEW] Updated PDF export layout

[FIX] Auto-numbering, tax % and rounding precision, fee recalculation against current items
[FIX] Auto-flips to Paid on full payment; payment amount clamped to balance due
[FIX] Client-view now shows the proper name for the product
[FIX] You can now see the linked PO and Estimate documents that were created from this inv.

[UPDATED] Redesigned detail and preview panels
[UPDATED] Color-coded status pills and a card-style item picker

// ESTIMATES:

[NEW] Convert Estimate → Invoice; per-item client approvals with a designer
[NEW] "Reset to pending" for when the client changes their mind (they will)
[NEW] "Reset to pending" individual items for when the client changes their mind (they will)
[NEW] Client selections auto-save and survive refresh; the client view locks after submit
[NEW] Estimate and Invoice follow-up email templates for the polite-but-firm phase of the job
[NEW] Designers can now sign estimates!
[NEW] Updated PDF export layout
[NEW] Status auto-updates when estimate is approved or declined by client.

[FIX] Client-view status now displays correctly;
[FIX] Totals/tax precision; convert-to-invoice data integrity
[FIX] You can now see the linked inv. and po’s documents that were created from this est.

[UPDATED] Redesigned (slightly) client view — larger thumbnails, image lightbox, status pills; bidirectional linked-document navigation so you can hop Estimate → Invoice

// PURCHASE ORDERS:

[NEW] Auto-create POs from approved invoices/estimates, grouped by vendor
[NEW] Vendor payments with auto-flip to Paid; editor draft auto-save
[NEW] Purchase orders now have live status. Sent > paid when payment recorded, etc.

[FIX] Imported products now carry their vendor correctly, so invoice→PO
[FIX] PO list shows the real project instead of "No Project";
[FIX] PO date would default to a day in the future. Now auto-PO date defaults to today

[UPDATED] Status pills UI
[UPDATED] Delivery status mirrored to the catalog,
[UPDATED] Tracker column retired,
[UPDATED] Dropdowns no longer clipped

// PAYMENTS, CREDITS & RETAINERS:

[NEW] "Apply Credits" payments wired to the client ledger;
[NEW] Retainer flow runs through Create Invoice and auto-credits on payment
[NEW] Vendor direct payments — record the money going the other direction

[FIX] Payment modal client/amount issues\
[FIX] Balance and refund accuracy across the lists

[UPDATED] Redesigned Payments list and modal;
[UPDATED] "Applied To" links into the invoice split view so you can see exactly where a payment landed

// PROJECTS:

[NEW] Project suite officially releases
[NEW] Products tab on projects, plus
[NEW] Project-scoped Timelogs
[NEW] Project-scoped invoices, estimates and PO
[NEW] Project notes
[NEW] Project overview to get the team in sync.
[NEW] Project dashboard.

[UPDATED] Retired the legacy sidebar/workflows

// CONTACTS & VENDORS:

[NEW] Contact/vendor CSV import with template downloads and result counts
[NEW] Bulk actions in the page header,
[NEW] Linked-projects tile,
[NEW] Smarter contact search
[NEW] Completely re-designed contact and vendor profiles

[FIX] Contacts/vendors page crashes, search crashes,
[FIX] Vendor PO tab matching,
[FIX] Tag delete/rename persistence

[UPDATED] Labels retired and consolidated into Tags (redesigned manage UI with color)
[UPDATED] Star/favorite gone
[UPDATED] Profile cards show all fields

// PRODUCTS / FF&E:

[NEW] Products tab on every project

[FIX] Product import dropping rows, wrong margins, and missing vendor links — all sorted
[FIX] Sub-item URLs no longer wiped on edit; empty dropdowns refilled

[FIX] Markup and margin compound correctly (the math is mathing)

[UPDATED] FF&E Settings rebuilt as a master/detail page — Categories and Location Codes, [UPDATED] Clearer import error messages
[UPDATED] Updated pill UI
[UPDATED] Some status’ auto-change such as when a estimate is approved by client.

// EMAIL & TEMPLATES:

[NEW] You can now email invoices + estimates to your clients, and PO to vendor
[NEW] Email Templates settings page
[NEW] "Send to Client" for estimates and invoices — rich-text editor, variable auto-fill
[NEW] Email-open ("Seen") tracking so you know when the client actually opened it
[NEW] Sends now logged to the document's activity tab

[FIX] The infamous SMTP "settings not found" send failures
[FIX] Designer and owner accounts can now send; resend no longer blocked

[UPDATED] Centralized sending using your workspace from-name and reply-to;
[UPDATED] Simplified Email Settings

// SETTINGS:

[NEW] Hotkey guide in the header — a keycap popover of every shortcut you keep forgetting
[NEW] Auto-save for Company Info,
[NEW] Email sender identity, and Contact/Vendor edits (with a save-status badge)
[NEW] Redesigned Profile page with a password generator

[FIX] Finance settings failing to save and the memo box losing focus after one character
[FIX] Settings menu scrolling over the header;
[FIX] Sidebar grouping so Finances items only expand Finances;
[FIX] Contact-import template error

[UPDATED] Consistent card layout across Company Info, Team Members, Statuses, Service & Activity Types, FF&E, and Finance

[UPDATED] Service and Activity Type rates simplified to either Global or Per-Project [UPDATED] Redesigned add-member page

// NOTIFICATIONS, REMINDERS & NOTES:

[NEW] Notification bell with per-user notifications
[NEW] [@]mention notifications in project notes
[NEW] Daily task-reminder — due soon, today, and overdue

[FIX] Notes editor: Enter now starts a new line
[FIX] Mention links open the exact note, not a vague vicinity

// INTEGRATIONS & PLATFORM:

[NEW] Studio Search — global Cmd+K search across projects, contacts, tasks, products, invoices, estimates, POs, and more

[NEW] Secure, read-only Claude (AI) connector to query your workspace data
[NEW] QuickBooks two-way integration is in planning/analysis — no customer-visible changes yet, just letting you know it's on the loom

[UPDATED] Replaced Intercom with Featurebase for feedback;
[UPDATED] Retired the legacy task manager that was hidden, Gantt, scrumboard, and old chat

[UPDATED] Platform font set to Lato;
[UPDATED] UI for all headers, removing secondary menu and giving more real estate for data.
[UPDATED] Unified modal "gray-out" behind every dialog;
[UPDATED] Broad performance & stability improvements (faster lists, fewer re-renders, removed delays)