This month’s updates are all about improving flexibility, accuracy, and efficiency across your most-used workflows — from managing jobs to creating quotes and staying compliant with safety forms.
Multi-Task Jobs
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What’s New
✅ Dispatchers and planners can now add and manage multiple tasks under a single job.
✅ Each task can have its own crew, equipment, time period, and notes, all linked under the same job.
✅ Tasks are fully visible in the dispatch and day views, supporting complex job scheduling.
How This Helps
Until now, each job could only support one task, forcing teams to split work into multiple job records. With multi-task jobs, dispatchers can accurately represent complex, real-world workflows — coordinating multiple crews, shifts, and assets within a single job.
Multiple Quote Templates by Division
What’s New
✅ Accounts can now configure multiple quote templates per account, each assigned to specific divisions.
✅ Sales reps see only the templates relevant to their division, reducing clutter and confusion.
✅ Templates integrate seamlessly with jobs and the pricebook, ensuring data consistency.
How This Helps
Previously, each account could only use one quote template, forcing teams to adapt to a one-size-fits-all setup. Now, sales reps can select division-appropriate templates, ensuring accurate, compliant, and professional proposals for every customer.
View Completed Safety & Inspection Forms
What’s New
✅ Completed safety and inspection forms are now automatically viewable within the job record on both web and mobile (iOS + Android).
✅ Access completed forms directly from the “Completed Forms” (Web) or “Job Documents” (Mobile) sections.
✅ Includes support for offline access — field users can view forms even in low connectivity areas.
✅ Automatic linking of completed forms to the correct job number (no manual uploads).
✅ Supports all current safety and inspection form types, with a fast, two-tap access flow.
How This Helps
Manual uploads and missing attachments created compliance risks and wasted time. Now, completed forms appear instantly on their associated jobs — helping field crews and managers stay compliant, informed, and audit-ready.