Version 4.0
Structural innovation,
not just a visual refresh
The core of Version 4.0 is a complete overhaul of our data engine. We didn't just change the skin; we transformed how the system processes information—from the logic within your forms to the real-time flow of data into your financial reports.
A workspace designed for focus
Experience a refined software with updated visual cues and a streamlined structure tailored for modern high-resolution displays. Beneath the surface, we’ve improved data relationships to ensure the platform remains responsive and stable as your project volume scales.
Less clicks with Inline Editing
Adjust task parameters directly from the main view without navigating away. Simply hover over a data field to activate the edit mode. This removes the friction of opening separate windows for quick updates.
Faster data preview
Navigate your data with significantly fewer clicks. Our new preview logic allows you to see the depth of a task’s properties just by moving your cursor. Stay in your workflow while maintaining total visibility.
Integrated calculation logic
Our custom properties now support native formulas. Set your own mathematical rules and let the system handle unit conversions, markups, or budget totals automatically as data is entered. No external spreadsheets required.
Smart, conditional project logic
Set specific triggers within your templates to launch unique task sequences. Depending on the project category you select, the system automatically deploys the correct workflow. One master template, infinite operational paths.
Automated, consistent naming conventions
Eliminate manual errors with project titles that generate themselves. Define your naming logic once, and the system pulls the variables in real time as you create the project. Maintain a standardized directory without the effort.
Layouts that mirror your workflow
Our new card-based forms are entirely modular. Organize your data fields into logical groups, reorder them, and toggle between single or dual-column views. You can even display data from linked objects to ensure you always have the right context.
Comprehensive resource planning
Templates now store more than just tasks; they carry your estimated expenses. When a new project is launched, the full budget framework is already in place and ready for the quoting process.
Standardized quotes from a solid foundation
Generate accurate proposals by starting with templates that already contain detailed task structures and cost estimates. Establish your financial baseline the second a project begins.
Dynamic data inheritance
Project-level details—like project codes or client IDs—now flow automatically into every task. Enter the information once at the top level and let the system populate the rest. End the era of redundant data entry.
Seamless management of fixed-rate projects
Time tracked against fixed-fee tasks is now automatically categorized. These hours contribute to your team’s utilization and performance metrics without incorrectly impacting client invoices. Sub-tasks inherit these settings automatically for total consistency
Automated alignment with QuickBooks Online
Synchronize your operational data with your accounting software in real time. Vendors, clients, and projects stay consistent across both platforms the moment they are created. Eliminate manual reconciliation and end-of-month data drift.