Release Notes v0.6.31

Calendars

  • You can pin the first column in the Week View so names stay visible while scrolling sideways. Use the pin icon in the column header or Filter & Settings.

Pricing

  • Added percentage modifiers to custom field pricing. This allows you to easily define things like "Honed slab variation is 5% more expensive than the base one."

Inventory

  • Bulk products automatically reserve inventory by default once they reach the Deal stage. We've added a new option to turn this off. Go to the Product Type settings and unselect Reserve Inventory Automatically.

  • When bulk inventory is consumed outside of a Project's lines (e.g. a saw blade consumed directly from Inventory), you can now link it to a Project. If linked, its cost is included in the Cost & Profit report.

Route Planner

  • Added a new view called Compact. It puts all the day's tasks into one list, sorted by start time, with smaller cards. This allows you to see the entire day in order without opening each person's block.

Logistics App

  • Added a new permission, View Group Logistics Tasks. With this permission, installers can also see jobs assigned to any of their groups. Jobs without an assigned user show an Unassigned tag, and users with Full Task Editing permission can assign them directly from the job's task card.

Dashboard

  • You can now customize the height of widgets.

Document Templates

  • The Quote Alternatives element has a new optional field to show the Tax column.

  • You can now create and delete Shared Components.

Profile

  • Added a small customization option for your profile. You can now choose a color for your avatar.