Dashpivot Updates
➕ Bulk create forms and autofill Text or Date
You can now create multiple forms instantly by uploading a CSV file and auto-filling any single line text or single date fields. This is helpful for QA, commissioning, and importing historical form data into Dashpivot.
📂 Updated folder navigation
You can now expand and collapse folders in Dashpivot, making it easier to navigate between projects and teams. We’ve also streamlined how you add, edit, and archive folders for a more seamless experience.
🔍 Browse free templates in the template editor
You can now browse the free template library directly in the editor, making it easier to find and apply the format that works best for you.
✨ Custom PDF filenames improvements
You can now select "spaces" as the separator option in your custom PDF filename. This gives you greater control over file naming, helping you meet system constraints or internal file naming conventions.
✅ Actions Field support on the mobile app
The Actions Field is now available in the Dashpivot mobile app, making it easier to create and assign actions directly within a form. This is ideal for scenarios like inspections, where issues need to be quickly documented and assigned to specific workers without leaving the form.
Flowsite Updates
🔗 Assign project to QuickBooks invoices
You can now assign a 'Project' to your Dashpivot invoice for use with the Project feature in QuickBooks. This ensures invoices are automatically linked to the right customer and project, saving time on manual entry and reducing errors.
🔮 What's Next?
To see what's in progress now and what's coming up, check out our roadmaps:
📣 Shout out to Sitemate's engineers!
A big thanks to the ongoing efforts of our engineers. In particular:
Jhonny for the new field mapping option for QuickBooks integration
Aga for the ability to bulk create Dashpivot forms
Tahmeed and Cai for the improved folder navigation
Hannah for the actions field support on the mobile app
Cai for the ability to browse the template library in the editor
Felicia for the improved custom PDF filename options
💡 Have ideas or feedback for us?
Our team is always looking for small things we can fix to improve your experience using Dashpivot, Flowsite and Gearbelt. Let us know your thoughts via live chat, or reply to our product update emails to get in touch 👋
Remember to update the mobile apps on your phone to access the latest fixes and features.