What's New?

[NEW] Walter (AI assistant) — new capabilities

Import products from a vendor URL — paste a product URL into Walter; he scrapes the vendor page server-side and adds the item to your catalog.

Connector now writes — Walter / your connected agent can add notes and add tasks (not just read).

[NEW] Team, Seats & Billing

Owner now counts as a seat. Plan limit display + enforcement was off-by-one — your 4/4 was really 5/4 because the studio owner wasn't being counted. Now corrected

Invite team members by email. Inline "Invite by email" bar on Settings → Team sends a one-click invite. The invitee lands on a "[You] invited me to [Studio]" page, sets their own password, gets auto-signed-in, and is prompted to fill out their profile. A new "Team Member Invite" email template is editable under Settings → Email Templates.

Pay-as-you-grow seats. Inviting a member that exceeds your plan limit now opens a confirmation modal explaining the per-seat price ("$79/month" on monthly plans, "$67/month billed annually at $804/year" on annual). Confirming charges the card on file and adds the seat. No card? You're redirected to Stripe Checkout to add one.

Single Stripe invoice. Extra seats now appear as a line item on your existing plan subscription, not a parallel subscription — one invoice listing plan + extras.

Retro enforcement + pay to reactivate. Accounts that were already over the plan limit have their most recently added members deactivated with a "Seat-locked" badge. A banner on Settings → Team lets you "Pay & reactivate all X ($Y/mo)" in one click, or pay per-member from each row.

Add Seats button removed. It used to bump your seat total without ever charging Stripe — fixed.

[NEW] Timelogs & Timer

Activity rates lock at log time. The activity type's billable rate is stamped onto every new timelog when it's created and back-filled on existing logs as they're read — your invoice math no longer drifts when an activity rate changes later.

Timer modal opens faster — fixed a heavy font-injection regression that was making the modal lag on macOS.

Bill-by-Phase picker on invoices. When adding from library, switch to "Phase" to see only phases that have billable, not-yet-invoiced time.

[NEW] Estimates / Invoices / Purchase Orders

Late-payment fees on invoices — configure under Settings; the scheduler adds the fee at the configured age and the row turns red across the preview, PDF, and client portal.

Default Terms & Conditions that the studio can set once and reuse on every estimate + invoice.

Duplicate product now allows same-project copies and adds Location / Type pickers + a status & tag override.

Vendor product import (see Walter, above) lands the imported item directly into the catalog.

[NEW] Vendors / Contacts

USPS address validation on Add Vendor + Add Contact — addresses get standardized before save.

Pay Vendor modal — clearer language ("Physical check" instead of "Managed check"; "Workroom" instead of "Payabli"), redundant vendor-signup-link chip removed, vendor-signup-link checkbox + Resend on POs.

[NEW] WorkPay

Prep for Workpay: "Apply for WorkPay" boarding flow wired into Settings → Integrations — start the application without leaving Workroom.

Prep for Workpay: Declined charges show the real reason. A previous parser change was making every successful charge look declined; fixed. We also surface Workpay’s actual decline reason, explanation, and recommended next action in one consistent format.

A flurry of updates this week. Highlights:

Vendors & Contacts

• Add/Edit Vendor is now a modal. Replaced the old slide-out panel with a centered, wider modal that gives the rep grid and address line room to breathe.

• Address field on vendors.The vendor form now has a dedicated Address field — both when adding a new vendor and editing an existing one.

• Smarter "Add Vendor" entry point.Clicking "Add vendor" from the Vendors page now opens the unified Contact/Vendor modal already on the Vendor tab.

Meet Walter (your in-app AI assistant)

• "Ask Walter" pill in studio search. Walter is a design, construction, and ops copilot for interior design studios. Ask anything — Walter can answer questions about your projects, add project notes, update project summaries, and more.

• Markdown-formatted responses(bold, italics, lists, code, links) instead of raw asterisks.

• Auto-execute toggle in Settings so you can let Walter take actions on your behalf without confirming every step.

• Faster + cheaper backend (Haiku 4.5 with prompt caching).

Timelogs

• Split a timelog. New 3-dots option opens a Split modal that atomically divides a single entry into two — useful when a single chunk should bill against two different projects or activities.

• Project filter on the timelog list converted to a dropdown (cleaner than the old pill row); rows now wrap properly on narrow screens.

Comms

• @-mention POs and Tasks in team channels — the picker is wired into real project data now.

• Upload attachments while typing. Files are attached on send, not after.

• Add member persistence, delete-your-own-message UI, DM avatar fallback, and a tighter invoice "Pay" button.

• Client-facing channels intentionally hide PO and Task mentions to keep them out of the client view.

Lite plan & sign-up

• Redesigned sign-up pages— wider 2-column layout with a clearer "what's included" feature list.

• Trial banner moved from the bottom-left of the screen into the sidebar (less visual noise) and the text weight softened.

• Lite plan correctly gates Document Naming, Claude Connector, and Service & Activity Types; gates the Design Board add-on on App Marketplace.

• Inside a project, Lite users no longer see Purchase Orders / Timelogs / Work In Progress (stale links auto-redirect to the dashboard).

• "Projects, tasks & client timelines" sign-up copy clarified to"Unlimited projects"(tasks and timelines remain Pro).

Reports & dashboard

• Product report emails now include images.Any image column in a product report renders as a 56px thumbnail in the email body.

• New Affiliate Program cardon the dashboard — refer another designer and earn 100% of their first-month payout.

Misc reliability fixes

• Client invoice "Pay Now" flow significantly more reliable: faster load, clearer errors, and the right processor (WorkPay vs Stripe) is always picked.

• Settings page no longer white-screens if local storage contains stale user data.

Hello Designers! 👋

We've all been there: a gorgeous layout idea, a teammate three time zones away, a client who "loves it but…", and a whiteboard that's really just a blurry photo of a napkin. Well, dust off your swatches — we moved everyone into the same room. Here's everything new, fixed, and slightly more well-behaved this update.

[NEW] Comms — Your Whole Project, Finally Hanging Out in One Place

The collaboration hub has officially moved in, unpacked its boxes, and rearranged the furniture. Meet Comms.

Design Board (formerly Whiteboard, now all grown up)

We gave the Whiteboard a glow-up and a Figma/Miro-style infinite canvas, because designers deserve nice things.

• Drag real project products right onto the board — complete with live pricing and a running board total that updates as your ambitions grow.

• A full toolkit: sticky notes, color swatches, a freehand pen, shapes, arrows, and text (pick your font, size, and color), plus rotation handles for when something simply must sit at a jaunty angle.

• Polygon "zones" that politely reveal the furniture placed inside them when you hover. No more guessing what lives where.

• Pan + zoom like a pro — grab the hand tool, scroll wheel-to-cursor, roam from 20% all the way to 400%, and tap the fit/reset HUD when you've zoomed yourself into a corner.

• Real-time multiplayer — every change syncs over the socket gateway and saves itself per channel. Move a chair; your teammate watches it slide across their screen like magic.

• Clients get the polite, padded-corners version. They can nudge their own sticky notes (and only their own), they get a trimmed toolbar (no shapes, zones, or swatches), and they absolutely cannot add or move your carefully chosen products. We love them, but we don't trust them with the good scissors.

• Tag teammates and clients with pins and @-mention them right in product comments.

• Click any product on the board → a tidy side panel opens with Info / Product / Comments tabs, threaded replies, and @-tagging.

• Approve or comment on a product and it flows straight back to the real Product page — status updates and comments land in the product changelog. What happens on the board no longer stays on the board.

Approval Board (Product Selection channels)

For when it's time to make decisions instead of just vibing.

• Designers can grow a board with Add Products.

• Create Invoice from Approved Items — it prefills the project, client, and everything that got the green light. Less typing, more billing.

• "Decline" has been gently renamed to Not Approved (kinder, somehow), and the comment box now only shows up for Not Approved items — because nobody needs to explain a "yes."

• Real estimate, invoice, and product cards live in chat. @-mention an estimate or invoice from the picker (locked to the channel's project, so no cross-wires), then choose Tag (a tidy text link) or Embed Card (a live preview). Click into a card and you'll see the exact client-facing share view — sign for estimates, View & Pay for invoices. Internal tags deep-link straight to the real document.

Client Portal Comms

Clients get the spa treatment. Calm, curated, no clutter.

• A chrome-light layout — no left sidebar, no header search/timer/reminders, just the Workroom logo and the essentials.

• Clients are auto-enrolled in their project channels, and the directory only ever shows their projects. Nobody wanders into the wrong room.

• The Dashboard now opens directly into Comms.

• Clients can't upload images or files, can't edit channel info, and can't see Members. Look but don't touch.

• Designer-only banners ("Client Facing") and the attach-estimate/attach-invoice button stay invisible on the client side. Some things are just for the grown-ups.

Project Dashboard view in Comms

Click a project name and get the big-picture overview — hero, channels, approvals, design team, estimates, and invoices, all in one glance.

Manage Access (a designer-only modal of glorious control)

• Per-client toggles for every channel and board they're allowed to see.

• Dashboard Visibility — decide which sections of the client view to hide (hero / channels / approvals / team / estimates / invoices). Show your best angles.

• Client chat-access policy — choose whether clients can DM anyone on the team, only certain people, or absolutely no one. You're the host; you make the seating chart.

Composer & messaging

Staged tag cards (pick now, send with your next message), real hyperlinks, instant send, clickable @mentions, and document chips. It just works.

Approval attribution

"by [Name] · [Date]" now shows on the estimate list, the PublicView header pill, and the Approved Items Summary card. Credit where credit's due.

[NEW] Canadian Sales Tax — A Full Rebuild, Eh

We rebuilt Canadian tax from the studs up. Politely.

• Named tax codes (Settings → Finances → Canadian Sales Tax). Define codes like "BC GST+PST," "ON HST," or "Exempt" — each one combining GST/HST/PST/QST/Other components at the rates you set.

• Per-line tax on Estimates, Invoices, and Purchase Orders — pick a tax code per item, with a document default that every line inherits unless told otherwise.

• Per-component subtotals at the bottom of every document that reconcile neatly to the charged total. The math checks itself.

• Reg numbers on the doc — GST/HST, QST, and PST persist on the document and print on the PDFs, breakdown and all.

• A deposit & discount %↔$ toggle on line items and the Fees section, auto-converting against the subtotal so you don't have to do percentages in your head.

• Mutual exclusivity — set the default tax at the bottom or set tax per line; the other dropdown greys itself out so you never accidentally double-stack and bill someone for the same tax twice. You're welcome.

• The Product modal now hides the client-facing "Sales Tax %" input on CAD companies (tax lives on documents now, per line).

• Vendor cost tax becomes 5 firm-side bracket boxes for CAD companies, quietly driving the Firm Total.

• Currency defaults to the company global, and project Tax Settings only appear when a project's currency differs from the company's. No clutter for the loonie-loyal.

[UPDATE] App Marketplace + Add-ons

We knocked down a wall and turned the Marketplace into a proper storefront.

• Full redesign as a real add-on storefront — live cards for Design Board, Claude × Workroom, and QuickBooks, plus roadmap cards teasing Harvest, E-Commerce, Inventory, Client Portal Pro, and Xero. Search, category filters, a brand-aligned palette, and a clean page header.

• The URL moved from /add-marketplace → /app-marketplace.

• Request an add-on now links straight to the in-app Feedback page. Tell us your dreams.

• Design Board is now a paid add-on — $9.99/mo or $99/yr, with a 14-day free trial on the card on file. A card-on-file plus an "I understand" consent is required before the trial; brand-new Stripe customers get a Checkout flow that creates the customer and collects the card. There's a trial countdown banner, you can cancel anytime, and — sorry — no sneaky second trial.

• The Get the add-on CTA on the create-channel modal now jumps straight into the Marketplace details modal when Design Board isn't subscribed yet.

• SuperAdmin can grant any marketplace add-on for free on a Designer account (no Stripe required), with grant-free copy and a status badge. Wave and Zapier have retired from the SuperAdmin Apps tab — we wish them well.

[NEW] File Manager

A place for everything, and everything finally in its place.

• A new top-level Documents menu entry. The route moved to /file-manager (and the per-project Documents tab embeds it, scoped to that project).

• A storage tracker card showing usage vs. allocation, with a +1 TB upgrade via Stripe ($10/mo or $120/yr) for the digital hoarders among us.

• An Archived bin with restore and hard delete — second chances and clean breaks alike.

• A Shared with me view (folder and file sharing with multiple viewers).

• Versioning on file uploads, because "final_FINAL_v3" is not a system.

• Drag-and-drop move, bulk delete and move, a modal preview, and folder navigation.

• Card view now shows real signed image thumbnails for image files instead of making you guess.

[NEW] Document Naming Convention

For the designers who alphabetize their swatches.

• A new Settings → Company Settings → Document Naming page.

• Choose a filename template per upload context — Invoice, Estimate, Purchase Order, and File Manager.

• Tokens auto-fill from the document: {date}, {client_name}, {vendor_name}, {invoice_number}, {estimate_number}, {po_number}, {project_name}, {user}, {original}.

• Custom tokens (like {order_number} or {label}) politely prompt you for a value at upload time.

• Click a token chip to insert it; click again to remove it. Build your perfect filename like building a perfect room.

• Purchase Orders now have a real Documents tab on the detail panel (it used to be a button that did nothing — awkward, we know).

• Auto-rename kicks in on Invoice/Estimate/PO create-form attachments, the Documents tab on any detail panel, and File Manager uploads.

[UPDATE] Reports

• Email a report: uncheck "Attach CSV" and the report now arrives as a clean text table inside the email body — instead of the previous, mysteriously empty message.

• Task Efficiency Report now shows the Task Name instead of a cryptic Task ID, and the Task Type column/filter has retired (we weren't actually tracking that field — bit of a fib on our part).

• Timelog Report: those "0 h" labels at the end of the Hours-By charts now show their real values, like they always should have.

[NEW] Client Portal

Logging in should not require a séance. Now it doesn't.

• Designers set a 4-digit Client Portal Code on the contact (that code is the client's login password). The field lives right on the main Add/Edit Contact panel.

• /login-client got a Workroom-branded redesign

• Contact edits now re-sync the login email and password on every save — banishing the dreaded "I made the user but they can't log in" mystery forever.

• The account Owner always sees Edit on contacts, sailing right past the permission grey-out.

[UPDATE] Performance

Various performance enhancements — too many to list, and honestly, no one was going to read the fine print about how we made an API endpoint stop dawdling. It's faster now. Trust us.

[NEW] Images

Every uploaded image — avatars, products, File Manager files, document attachments — now gets converted to WebP at the storage boundary, so your pages load faster and your beautiful renders show up before you lose patience.

[UPDATE] Small Fixes Worth Knowing

The little stuff that quietly makes your day less annoying:

• Sidebar: the hamburger menu now actually opens on small screens (revolutionary), and the sidebar re-opens itself when you resize back up to a big screen.

• Comms / Design Board image lightbox: deduped the gallery, added bad-image-icon guards, and the main image no longer goes blank after you click a broken thumbnail.

• When creating a PO and adding products from the library, the picker now opens pre-filtered to that PO's vendor. Less scrolling, more shopping.

• The "Client Facing" reminder banner on a Comms channel now disappears once the last client has left the room.

• App Marketplace: retired the orphan collapse/expand toggle and toned the palette down to something more on-brand.

• The Comms "Documents" tab now actually uploads on Estimate detail panels (it was a no-op stub pretending to work — busted).

• Polished the Stripe Connect invoice "Pay Now" flow and sprinkled in many small client-side Comms touch-ups.

[NEW] Timelog splitting

• You can now split timelogs like you are splitting an open floorplan.

• Allocate time evenly between projects or specific hours and mins to one specific project.

We released the new version of the web clipper. In this new version we address some bugs and inconsistencies as well as implemented new features.

Here’s the breakdown:

[NEW] Drag and drop to re-arrange clipped photos.
[NEW] Now you can edit products that have already been sourced!
[NEW] Type to search categories and location codes. Makes it easier to find.
[NEW] Added ability to select project when opening clipper.
[NEW] Can now attach more than 1 attachment.

[FIX] Updated the projects field and is a sub-item for to the top of the clipper.

NOTE: We are aware of a bug where it will sign you out of your existing session on Workroom. We are currently waiting on Google to approve the fix to this update!

[NEW] Brand refresh

• Indema is now Workroom. Visible text throughout the app has been rebranded.

• Redesigned sign-in experience— a full-screen split layout with new photography and logo. The forgot-password page now matches it too.

Estimates, Invoices & Purchase Orders

• The bulk-action bar now sits in a sticky bar at the top and matches the rest of the app.

• New Purchase Order statuses: Acknowledgement, Shipped, Partially Received, Ready for Delivery, Installed, and Cancelled — selectable on the PO and filterable in reports, each color-coded.

• Removed the confusing "Edit Product" option from the line-item menu (product edits live in the Catalog and flow through automatically).

• Fixed:r ecording a payment on an invoice with no payment schedule no longer throws an error.

• Fixed: a product's "Used in" list now correctly links to the estimates, invoices and POs it appears on.

• Fixed: editing a product's Total Budget no longer changes the product total — it only updates the budget variance.

[NEW] QuickBooks has officially launched!!

• New QuickBooks Sync Center (under Finances): a full sync audit log, health stats, one-click retry for failed syncs, manual sync, and CSV export.

• Reworked QuickBooks settings: clearer guidance throughout, per-mapping status badges (Configured / Using Fallback / Needs Attention), a new Payment Deposit Account field, tax-handling controls, unsaved-change warnings, and a confirmation prompt before disconnecting.

• Fixed/Improved: line-item unit prices now push correctly, and customer name, billing address, and per-line sales tax now sync.

[NEW] Stripe Payments: You can now process payments in indema!

• You will need to connect your stripe account in settings > company settings before processing payments.

[NEW] Projects

• Project Overview is now fully editable inline — Design Direction, Scope, Deliverables, Timeline, and Resources can all be edited in place, not just added or deleted.

• Deliverable and milestone dates now use a clickable calendar picker.

• Locked color-palette swatches can be edited (color + label), not only deleted.

• Signed contracts now upload to storage and open in a new tab when clicked.

• Revision History now records and displays every addition, edit, and deletion (it previously always showed "no recorded activity").

• Each project now has alive financial dashboard built from real invoices, payments, expenses, and time logs.

[NEW] Dashboard

• Brand new home dashboard showcases projects, quick links, product updates and my t—do list.

• Your quick links and active-projects view now save to your account and follow you across devices.

• Cleaner project cards and status pills.

Work In Progress

• Sub-tasks now stay collapsed when you open a work item, so long lists aren't overwhelming.

Calculators

• Rebuilt with live results and a cost/markup layer. Paint, Flooring, Trim/Molding, and Lumens calculators were redesigned, and results can bepushed straight into an estimate or invoice.

[NEW] Reports are now live!

• The Financial dashboard, Tax report, Task Efficiency report, and invoice/PO statuses now run on live data(no more sample numbers).

• Timelog report labels now show decimal hours instead of rounding to "0 h".

• Reports can be emailed with a real CSV attachment; the print icon was removed.

• Report detail panels now open as clean centered popups.

Editing

• Pasting from Word, Google Docs, or Pages now preserves formatting in every rich-text field.

Security & account access

• One active session per account: logging in on a new device now cleanly signs out the older session (it lands on the login screen with a short explanation) instead of looping on errors.

• Overdue billing now shows a clear lock screen with a "Manage Subscription" link, and the account unlocks automatically once payment succeeds.

• Removed two-factor enrollment prompts from login; added a working lock screen (re-enter password to unlock).

Polish

• Unified status/tag pills and page backgrounds across the app, plus smaller fixes (footer alignment, smoother product chat, modal scroll behavior).(And an Option+E confetti surprise.

Time Tracking & Billing Rates

[FIX] Service rates now bill correctly.
[FIX] Clearer rate rules.
[FIX] Per-employee access control.
[FIX] Time logs appear on the right projects.
[FIX] Fixed entries not showing up under the project they were tracked for.
[FIX] Timer stop now leaves an entry as Open instead of auto-closing it.

Invoices & Estimates

[NEW] "In Revision" estimate status, plus the ability to approve or decline individual line items.

[FIX] Client estimate view totals now update instantly
[FIX] Client invoice view now rolls processing fees, markup, freight, and discounts in totals.
[FIX] Estimate → Invoice conversion now tells you immediately why any purchase orders weren't created.

Purchase Orders

[FIX] No more "account number required" error
[FIX] Auto-generated POs now include sub-items
[FIX] Accurate count of how many POs were created during a conversion.

Products & Catalog

[NEW] Bulk-delete products directly from the product list.
[NEW] Group products by Room, Category, or Vendor (or turn grouping off).
[NEW] Redesigned Add Product screen — cleaner two-column layout, sticky header/footer, press Esc or click outside to close, and required-field checks.

[FIX] Deleted products now stay deleted.
[FIX] Bulk tax edits on products now save correctly.
[FIX] Imported product prices are tidied to two decimal places (no more long trailing decimals).

Contacts

[FIX] Tag changes apply everywhere.
[FIX] Deleting or renaming a contact tag now updates it across all contact cards
[FIX] Fixed the contact import-template download.

Settings & Workspace

[NEW] Customizable project statuses.
[NEW]Secure feedback portal sign-in, now carrying your workspace details automatically.

Look & Feel

[FIX] Cleaner pop-ups. Dialog windows now gently blur the background so you stay focused on the task.

[NEW] App Marketplace refresh, including a new Claude × Indema tile.
[NEW] Various visual polish (button colors, dropdown arrows, modal sizing).

See the update video:

https://www.loom.com/share/fe53842237364214a3833627e388b459

This one's a big one — closer to a gut reno than a refresh. We rebuilt Timelogs from the studs, shipped Estimate → Invoice and Invoice → PO conversions to kill the copy-paste step nobody loved, and added a Global Start Timer to the top bar so the meter keeps ticking while you're elbow-deep in fabric memos. There's also a new notification bell, @-mentions in project notes, a global Cmd+K search across everything in your workspace, and a long list of papercut fixes. Labels have officially retired (Tags inherited the closet). Grab a coffee.

// AI (PHASE 1):

[NEW] You can now see indema inside Claude! Our AI connector allows users to ask questions about clients, projects, timelogs, purchase orders, invoices and estimates right inside claude. 

Phase 2: will be about prompting to take action inside indema, such as create an invoice for A client with B, C, D and E products. 

// TIMELOGS:

[NEW] Global Start Timer in the top bar
[NEW] "All Members" view with date-range, Today, and Recently Imported filters
[NEW] CSV import for timelogs, full-page modal with validation
[NEW] Newly designed 2-minute idle tracker on running timers

[FIX] Stop-timer reliability, the blank-page crash on the timelog list, and soft-deleted
[FIX] Team members now see the workspace's timelogs
[FIX] Deleting a timelog no longer summons demo rows from the void

[UPDATED] Redesigned Timelogs page and Start/Log modals
[UPDATED] Billable/Non-billable auto-fills from the chosen service
[UPDATED] Invoice-link column, auto "Billed" flag when a timelog is invoiced

// INVOICES:

[NEW] Convert Invoice → Purchase Order in one click, confirmation # of POs
[NEW] Refunds: refund line items, refund history, and balances that reflect refunds
[NEW] Activity tab, payment-schedule section, and browser draft auto-save
[NEW] Lists auto-refresh on changes (no manual refresh)
[NEW] Designers can now sign invoices!
[NEW] Updated PDF export layout

[FIX] Auto-numbering, tax % and rounding precision, fee recalculation against current items
[FIX] Auto-flips to Paid on full payment; payment amount clamped to balance due
[FIX] Client-view now shows the proper name for the product
[FIX] You can now see the linked PO and Estimate documents that were created from this inv.

[UPDATED] Redesigned detail and preview panels
[UPDATED] Color-coded status pills and a card-style item picker

// ESTIMATES:

[NEW] Convert Estimate → Invoice; per-item client approvals with a designer
[NEW] "Reset to pending" for when the client changes their mind (they will)
[NEW] "Reset to pending" individual items for when the client changes their mind (they will)
[NEW] Client selections auto-save and survive refresh; the client view locks after submit
[NEW] Estimate and Invoice follow-up email templates for the polite-but-firm phase of the job
[NEW] Designers can now sign estimates!
[NEW] Updated PDF export layout
[NEW] Status auto-updates when estimate is approved or declined by client.

[FIX] Client-view status now displays correctly;
[FIX] Totals/tax precision; convert-to-invoice data integrity
[FIX] You can now see the linked inv. and po’s documents that were created from this est.

[UPDATED] Redesigned (slightly) client view — larger thumbnails, image lightbox, status pills; bidirectional linked-document navigation so you can hop Estimate → Invoice

// PURCHASE ORDERS:

[NEW] Auto-create POs from approved invoices/estimates, grouped by vendor
[NEW] Vendor payments with auto-flip to Paid; editor draft auto-save
[NEW] Purchase orders now have live status. Sent > paid when payment recorded, etc.

[FIX] Imported products now carry their vendor correctly, so invoice→PO
[FIX] PO list shows the real project instead of "No Project";
[FIX] PO date would default to a day in the future. Now auto-PO date defaults to today

[UPDATED] Status pills UI
[UPDATED] Delivery status mirrored to the catalog,
[UPDATED] Tracker column retired,
[UPDATED] Dropdowns no longer clipped

// PAYMENTS, CREDITS & RETAINERS:

[NEW] "Apply Credits" payments wired to the client ledger;
[NEW] Retainer flow runs through Create Invoice and auto-credits on payment
[NEW] Vendor direct payments — record the money going the other direction

[FIX] Payment modal client/amount issues\
[FIX] Balance and refund accuracy across the lists

[UPDATED] Redesigned Payments list and modal;
[UPDATED] "Applied To" links into the invoice split view so you can see exactly where a payment landed

// PROJECTS:

[NEW] Project suite officially releases
[NEW] Products tab on projects, plus
[NEW] Project-scoped Timelogs
[NEW] Project-scoped invoices, estimates and PO
[NEW] Project notes
[NEW] Project overview to get the team in sync.
[NEW] Project dashboard.

[UPDATED] Retired the legacy sidebar/workflows

// CONTACTS & VENDORS:

[NEW] Contact/vendor CSV import with template downloads and result counts
[NEW] Bulk actions in the page header,
[NEW] Linked-projects tile,
[NEW] Smarter contact search
[NEW] Completely re-designed contact and vendor profiles

[FIX] Contacts/vendors page crashes, search crashes,
[FIX] Vendor PO tab matching,
[FIX] Tag delete/rename persistence

[UPDATED] Labels retired and consolidated into Tags (redesigned manage UI with color)
[UPDATED] Star/favorite gone
[UPDATED] Profile cards show all fields

// PRODUCTS / FF&E:

[NEW] Products tab on every project

[FIX] Product import dropping rows, wrong margins, and missing vendor links — all sorted
[FIX] Sub-item URLs no longer wiped on edit; empty dropdowns refilled

[FIX] Markup and margin compound correctly (the math is mathing)

[UPDATED] FF&E Settings rebuilt as a master/detail page — Categories and Location Codes, [UPDATED] Clearer import error messages
[UPDATED] Updated pill UI
[UPDATED] Some status’ auto-change such as when a estimate is approved by client.

// EMAIL & TEMPLATES:

[NEW] You can now email invoices + estimates to your clients, and PO to vendor
[NEW] Email Templates settings page
[NEW] "Send to Client" for estimates and invoices — rich-text editor, variable auto-fill
[NEW] Email-open ("Seen") tracking so you know when the client actually opened it
[NEW] Sends now logged to the document's activity tab

[FIX] The infamous SMTP "settings not found" send failures
[FIX] Designer and owner accounts can now send; resend no longer blocked

[UPDATED] Centralized sending using your workspace from-name and reply-to;
[UPDATED] Simplified Email Settings

// SETTINGS:

[NEW] Hotkey guide in the header — a keycap popover of every shortcut you keep forgetting
[NEW] Auto-save for Company Info,
[NEW] Email sender identity, and Contact/Vendor edits (with a save-status badge)
[NEW] Redesigned Profile page with a password generator

[FIX] Finance settings failing to save and the memo box losing focus after one character
[FIX] Settings menu scrolling over the header;
[FIX] Sidebar grouping so Finances items only expand Finances;
[FIX] Contact-import template error

[UPDATED] Consistent card layout across Company Info, Team Members, Statuses, Service & Activity Types, FF&E, and Finance

[UPDATED] Service and Activity Type rates simplified to either Global or Per-Project [UPDATED] Redesigned add-member page

// NOTIFICATIONS, REMINDERS & NOTES:

[NEW] Notification bell with per-user notifications
[NEW] [@]mention notifications in project notes
[NEW] Daily task-reminder — due soon, today, and overdue

[FIX] Notes editor: Enter now starts a new line
[FIX] Mention links open the exact note, not a vague vicinity

// INTEGRATIONS & PLATFORM:

[NEW] Studio Search — global Cmd+K search across projects, contacts, tasks, products, invoices, estimates, POs, and more

[NEW] Secure, read-only Claude (AI) connector to query your workspace data
[NEW] QuickBooks two-way integration is in planning/analysis — no customer-visible changes yet, just letting you know it's on the loom

[UPDATED] Replaced Intercom with Featurebase for feedback;
[UPDATED] Retired the legacy task manager that was hidden, Gantt, scrumboard, and old chat

[UPDATED] Platform font set to Lato;
[UPDATED] UI for all headers, removing secondary menu and giving more real estate for data.
[UPDATED] Unified modal "gray-out" behind every dialog;
[UPDATED] Broad performance & stability improvements (faster lists, fewer re-renders, removed delays)

Today, we bring you a very large update, with tons of fixes to issues throughout the system as well as the release of a major module. This update marks something big with indema, a new milestone to help designers manage their team better. From list view to Gantt charts for projects, you can now add all of your tasks, track time against them, and more to come.

// TIMELOGS:
[FIX] An issue where time logs were not able to be deleted.
[FIX] An issue where time logs filters were not working properly.
[FIX] In time log filter, filter by billable and non billable were set to a wrong value.

// PRODUCTS:
[FIX] Product import error that prevented the import operation from processing.
[FIX] Product PDF export sheet to auto-adjust column width with more data.
[FIX] Product PDF export sheet where a lot of text was overlapping.
[FIX] Product PDF export to auto-adjust width of columns when removing others.
[FIX] Product PDF export where projects dropdown was removed.
[FIX] An issue where product import was showing 500 error when importing.

// FINANCIALS:
[FIX] An issue where estimates were not auto-converting to invoices and PO’s.
[FIX] An issue where sub-item descriptions were not saving on main product page.
[FIX] An issue where estimates, invoices and PO’s were not showing on the main lists
[FIX] An issue where on estimate/invoice PDF there was a weird _id code showing on spec info

[NEW] Work in progress has been released! You can now add tasks into indema.
[NEW] Task import capabilities: Note: you must add projects/phases first!
[NEW] Completely re-designed the Reports pages for feedback.

[STATUS]: Project suite:
Project suite is almost completed! We have completed the Dashboard, Project notes, and moved to Overview. Once the overview is completed, we will push the project suite to the development server for testing. From there, we will then push to live, and begin implementing the project products, invoices, estimates, Po’s and documents pages.

[STATUS]: Quickbooks:
Quickbooks is slightly delayed with implementation. We have to do some re-factoring on the code for performance issues that we recently discovered where for some users, pages may go white, and you have to go back to the main dashboard. We are unsure exactly why this happens for some and not others, but we have to fix it and isolate the exact reason.