Release notes
These notes cover product capabilities rather than internal maintenance or minor interface fixes.
29 August 2026
Section titled “29 August 2026”Optional development support
Section titled “Optional development support”When enabled for a company, all signed-in roles can open Support development and choose a one-off or monthly contribution on Stripe. Support is completely optional and does not change access, limits, support or feature decisions.
Companies that ask to be acknowledged may show Development sponsor 2026 or one combined founding-pilot and sponsor label. The badge is company recognition, not a role or paid product tier.
27 August 2026
Section titled “27 August 2026”Founding-pilot recognition
Section titled “Founding-pilot recognition”Recognised companies now receive a restrained Founding pilot 2026 label in their navigation, while signed-in people see Pilot member 2026 in the account menu. The acknowledgement does not change roles, permissions or product access.
26 August 2026
Section titled “26 August 2026”Search issued quotations when starting an order
Section titled “Search issued quotations when starting an order”The order-start picker now searches QC numbers, configured external references, sites and customers. It lists the newest QC numbers first and keeps the selected quotation tied to its controlled issued revision.
Personal light and dark appearance
Section titled “Personal light and dark appearance”The user menu now offers System, Light and Dark colour themes. The choice applies immediately, stays in the current browser and keeps notifications aligned with the selected appearance. System follows the device setting.
Site-specific quotation caveats
Section titled “Site-specific quotation caveats”Administrators can connect approved caveat wording to one or more reusable sites. A quotation using one of those sites requires the wording through the normal Caveats review; matching one-off text does not activate the rule.
Received access costs in quotation pricing
Section titled “Received access costs in quotation pricing”Asset preparation can now create independent part and access pricing for the same task. A received access amount appears under Other costs in the quotation and PDF, while staying out of supplier purchasing and obsolete-part checks. Clearing access receipt removes only that access line.
25 August 2026
Section titled “25 August 2026”Company-controlled order handovers
Section titled “Company-controlled order handovers”Administrators can draft, reorder, publish, duplicate, archive and choose a default order handover checklist. Checklists support confirmations, Yes/No branches, short references and authenticated or externally recorded sign-offs. Each order pins its selected published version, so later Administration changes do not alter active or completed evidence. Existing workspaces retain their established checklist; new pilots start with a company-neutral standard.
23 August 2026
Section titled “23 August 2026”Faster preparation and controlled imports
Section titled “Faster preparation and controlled imports”Prepared assets can be appended to customer scope without copying text, and their part quantities now remain aligned with linked pricing. Administrators can preview and import established supplier, material and labour rate cards from CSV, while quotation owners explicitly review any later rate changes.
Supplier buying summary
Section titled “Supplier buying summary”QC order handovers group the exact issued revision’s part requirements by supplier and provide copy and CSV actions without pretending to create a purchase order.
Vote on what is next
Section titled “Vote on what is next”Authenticated users can cast one changeable vote on a private product ballot. Results appear after voting and remain available after closure, together with the reviewed disposition of each candidate. Voting guides prioritisation but does not promise delivery.
Commercial previews are confirmation-bound: CSV imports and draft rate refreshes stop and request a new review if their mapped values or source records change before apply. Scope-owned quantities now preserve the reviewed unit selling price when the required quantity changes.
22 August 2026
Section titled “22 August 2026”Company work types and controlled caveats
Section titled “Company work types and controlled caveats”Administrators can publish company-specific work types and connect caveats to a manual choice, selected work types, the proforma threshold or obsolete parts. New pilot workspaces start with neutral categories; existing controlled wording remains pinned to the quotation revision that used it.
Account setup without email
Section titled “Account setup without email”Administrators can create users and reset another active user’s access with a single-display temporary password. Users must replace it at first sign-in. Password-recovery email is optional rather than a prerequisite for a pilot.
Quotation outcomes and archive
Section titled “Quotation outcomes and archive”Issued quotations can be marked won, lost or closed without changing their controlled workflow status. Terminal quotations can be archived and later restored without deleting revisions, PDFs, notes, documents, approvals, orders or History. Recording a customer order from a QC quotation marks it won.
Safe quotation duplication
Section titled “Safe quotation duplication”Estimators and administrators can use a readable quotation as the basis for a new Revision 1 draft with its own quotation number. Customer, site, address, scope, preparation, pricing and selected caveats remain editable; approvals, documents, notes, orders, outcome and previous history are reset.
Faster quotation retrieval
Section titled “Faster quotation retrieval”The register now has Active, Won, Lost, Closed, Archived and All quotations views. Search includes customer-facing quotation, customer, site, PO, line and asset information, while the selected view, status and sorting are remembered for each signed-in user.
Refreshed customer PDF
Section titled “Refreshed customer PDF”Newly issued quotation PDFs use a cleaner A4 layout, clearer hierarchy, itemised selling prices and a balanced commercial summary. Existing issued PDFs remain unchanged and continue to download from their original revision.
21 August 2026
Section titled “21 August 2026”Private company pilots
Section titled “Private company pilots”Company administrators can manage company identity, bounded quotation settings, private user access and a write-only OpenAI connection. Pilot users can send structured feedback to a separate private collector, while versioned policy, visibility, usage limits and data exports keep each isolated deployment controlled.
20 August 2026
Section titled “20 August 2026”Quotation status controls
Section titled “Quotation status controls”The quotation register can isolate one workflow status and sort Draft quotations to the top while continuing to search quotation references, customers and sites.
13 August 2026
Section titled “13 August 2026”Safer customer-scope review
Section titled “Safer customer-scope review”Scope suggestions improve grammar and punctuation, separate findings from recommended work and surface questions for the estimator. A suggestion cannot be applied if a protected identifier, value or link changes.
Project-view discovery
Section titled “Project-view discovery”The Project questionnaire, now available under Feedback → Help shape Projects, links to maintained examples of registers, boards, timelines, calendars, dashboards and connected workflows. It collects evidence without creating live project records.
28 July 2026
Section titled “28 July 2026”Revision history
Section titled “Revision history”Approved and issued quotations require a recorded reason before a new draft revision starts. History groups events into revision chapters, preserves controlled PDFs and keeps an order with the revision that produced it.
Scalable administration tables
Section titled “Scalable administration tables”Customers, sites, suppliers, material rates and labour rates use searchable, sortable and paginated tables. Updating a reference rate does not rewrite saved quotation lines.
27 July 2026
Section titled “27 July 2026”Quotation lifecycle timeline
Section titled “Quotation lifecycle timeline”The optional timeline combines proportional periods, exact milestones, expiry attention, collapsible lifecycle groups and order-handover progress. Week is the default view, with Day available for close inspection.
Scope-linked pricing and labour rates
Section titled “Scope-linked pricing and labour rates”Received asset costs can create linked quotation lines, and administrators can maintain controlled normal-hours and out-of-hours labour rates for estimators to select in Pricing.
23 July 2026
Section titled “23 July 2026”Controlled order handover
Section titled “Controlled order handover”Order handovers support waiting and resume states, conditional purchasing and specialist controls, retrospective external quotations and downloadable checklist PDFs.
22 July 2026
Section titled “22 July 2026”Hosted quotation workflow
Section titled “Hosted quotation workflow”Quote Control moved from a spreadsheet concept to an authenticated product with PostgreSQL records, controlled revisions, line-item editing, approval, private documents, PDFs and administration.