Why this matters: This update brings real workflow wins across Sales Velocity, Project Management, and Admin controls. From smarter task handling to file management improvements, these features are designed to keep your business running smoothly. Here's everything in this release.

Assign finance types to any document template to ensure only the relevant docs appear based on the proposal's financing method. Less clutter, more accuracy.

Remove the "Others" option from adders with a new toggle so reps can only choose from predefined values — no more custom entries that don't match your system.

HVAC items can now be assigned to multiple categories (e.g., "Good," "Better," and "Best"). In proposals, they appear in all assigned dropdowns until one is selected.

When a service provider uploads an attachment tagged with a predefined service value, the system automatically updates the input field based on that upload. Less manual data entry!

While a change order is pending, stages can't be modified — only fields can be updated. A banner notifies users. To move stages, the change order must be canceled first.

You can now schedule service or maintenance work once a project is complete. Set service types from the database, and both assignee and customer are notified by email.

Files uploaded in project chat are now automatically added to the attachments section — keeping everything organized without extra steps.

You can now rename files uploaded in job stages directly from the project view — no need to reupload.

Designers can now view a dedicated "Shading Information" section across all design request types, including Aurora, AI, and Scanifly.

Sales reps can now mark exact house locations on the map during design requests. Designers access these using the "House Address Pin Image" button.

For "File" job stage inputs, admins can now set visibility as public or private directly from the database.

Admins can now post announcements on the home page. Request your Account Manager to enable the feature, configure visibility, and keep your team informed.

Perfect Packet now supports MP3 and video uploads (up to 30MB), giving you more flexibility with project documentation.

🏆 Assign finance types to your document templates — this simple setup step prevents wrong documents from appearing in proposals.

🏆 Disable "Others" in adders — if your team should only use predefined adder values, flip this toggle to prevent freestyle entries.

🏆 Use announcements for team updates — instead of sending emails, post time-sensitive info on the home page where everyone sees it.

🏆 Schedule service maintenance proactively — set up recurring maintenance types in the database so your team can schedule them as soon as projects complete.