December 2025 – February 2026
Electronic Signatures V2
- Added Signature Requests V2 with improved signing flow.
- Signatures can now be requested from contacts who are not activated on the portal.
- Improved audit report visibility and reliability.
File Management
- Improved file upload handling for contact users. All uploads now automatically go to the Client Uploads folder.
- Added file and folder backup export in Settings.
- Improved client upload notifications with direct folder links.
Clients & Contacts
- Improved client import handling, including better behavior when previously deleted clients exist.
- Improved Contact view and edit experience.
- Improved search, filters, and pagination across indexes.
- Added keyboard shortcuts and improved bulk selection behavior.
- Added shift click range selection. Select one item, hold Shift, and click another to select everything in between.
- Fixed pagination issues on the client index when filters are applied.
Profile
- Added profile pictures and improved avatar display.
Jobs
- Added subtask counts on the Job Index.
- Improved repeat logic, start date handling, and internal date behavior.
- Added Start Date to templates.
- Improved job search to use AND logic for more accurate results.
- Added Estimated Hours column to the Job Index.
- Fixed repeat naming issues on Job Templates.
Time Tracking & Billing
- Improved timer on task cards.
- Improved time log experience and date formatting.
- Added support for time tracking on subtasks.
- Added Recurring Invoices and improved billing flows.
- Improved QuickBooks Online handling, including reconnection flow and clearer error messages.
- Fixed time report export issues.
- Fixed time zone handling on time reports.
- Fixed date format inconsistencies in time entries and modals.
Automation & Integrations
- Added Automation Rules, including support for subtasks.
Performance & Infrastructure
- Improved description box editing and save behavior.
- Increased font size on comments for readability.
- Improved loading and filtering behavior across indexes.
- Moved heavier bulk actions to background processing for better performance.