Calendar

• Added a new setting called Tracking Metrics.

  • By default, it is set to Slab (e.g., to track daily installation square footage), but it can be changed to other metrics (e.g., plywood installations).

  • You can also choose whether to include total task time as part of the metrics.

• Added an option to show the onsite contact on the calendar card.

Product Type – Dimension & Consumption Model

• Product types now support a consumption and dimension model for serialized inventory.

• Consumption mode defines how inventory behaves:

  • Remnant-based (default for slabs) — supports remnant calculation

  • Full consumption — item is consumed entirely (no remnants)

• You can also define how COGS is allocated:

  • Proportional — remnants keep proportional cost of the original slab

  • Full (default) — full cost is assigned to the first cut, and remnants have $0 cost

  

Margin Calculator

• Added an option to choose between markup and margin calculation.

• Added a mode to calculate pricing either by slab or by square footage of the line.

Drawing

• Vein matching now includes zoom controls and a maximize option to use the full screen, making alignment easier.

  

Discounts

• Added a new Discounts report that shows discount volume and breakdown over a selected period.

• This helps you understand where discounts are being applied and identify the largest revenue impact.

  

Sales Restriction

• Added a separate permission flag for sales restrictions, allowing you to control who can set warnings/blocks independently from who can edit contacts.

Data Import

• Added an Inventory Images tab for bulk image uploads.

• Product and Service import spreadsheets now include an “Apply Discount by Default” column.

• Pricing tier columns are now auto-generated based on your existing tiers, making the spreadsheets easier to use.

Payments

• Added a changelog for payments.