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April 22 2026 - Release Notes

Written by Marco

Phase code management improvements

Managing phases in the Project and Order forms is now easier:

  1. View phases in a table — All phase codes on a project are now displayed in a table, both on the project and order form.

  2. Set a default (primary) phase — Mark one phase as primary to pre-fill it as the default on new orders.

  3. Edit and delete phase codes — Update codes or remove them directly from the table.

  4. Bulk add phase codes — Paste phase codes from a spreadsheet into a new side panel on the project form; the app auto-parses them. You can also add codes individually.

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Bulk add phases

Copy and paste from a spreadsheet.

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Manage Phases from the Order

At the order level you can view all phases in the same table. In the Edit Order form you can manage phases.

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