Production Releases 2025-12-12

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• Production Releases 2026-04-17

  Major Releases All New Features Improvements Major Releases Quote Improvements -Phase 2 Date Release Note 16 April 2026 Quote improvements for phase 2 are now released to production. See Quotes Modal Improvements. 16 April 2026 You can now view total ...

• Production Releases 2026-04-24

  All New Features Improvements All Date Release Note 20 April 2026 The Claims Management Dashboard allows you to remove unfinalized claims and reopen finalized claims with a simpler action. You can easily adjust and manage your claims before ...

• Production Releases 2026-05-08

  All New Features Improvements All Date Release Note 30 April 2026 In People > Contractors > Offered Services, deactivated services no longer appear in the dropdown when adding services to a contractor profile. 30 April 2026 Client status dates can ...

• Production Releases 2026-05-22

  All New Features Improvements All Date Release Note 20 May 2026 A new Funding and Budget Management Dashboard is available in Dashboards > Funding & Budget Management. You can view client funding, budgets, and planned spending in one place to track ...

• Production Releases 2026-05-01

  All New Features Improvements All Date Release Note 24 April 2026 In Claims Management, claims can now be returned to an editable state using the “Unfinalize” action. 24 April 2026 In Claims Management, claims can now be removed before finalization, ...

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