Finding the right item just got easier. You can now choose between two search modes in your inventory search bar:

• Query search (default): The most flexible way to search — use AND/OR logic to scan across multiple fields at once, great for broad or complex searches
• Exact match: Cuts through the noise and finds items by precise name — perfect for when you know exactly what you're looking for

Switch between modes using the dropdown in your inventory search bar. Learn how to use each mode →

We've tackled some behind-the-scenes issues that were creating friction in your daily tasks. These fixes should help everything work more reliably.

Inventory & items

• Items now upload and edit correctly—no more accidentally linking services to categories
• PDF files can now be attached to items
• Deleted items with set asides won't mysteriously reappear in your inventory
• Set aside quantities are easier to spot when adding items to contracts
• HEIC files uploaded through Windows browsers now process correctly
• Associated services can be created again when batch adding inventory
• Inventory lists won't unexpectedly refresh or trigger false "unsaved changes" warnings

Pricing & discounts

• Additional discounts on projects only accept valid amounts (no more odd entries)
• Bulk pricing edits for package wrappers work as expected
• Project inventory prices update correctly with decimal values

Contracts & projects

• Removing line item groups no longer refreshes the entire contract screen
• Deleted line item groups now disappear immediately for everyone viewing the project workbench
• Unsigned removals load successfully even without logistics dates on the contract
• Payments can only be captured when a payment policy exists

Dispatch

• Route detail panels close and refresh correctly after unscheduling stops
• Delivery logistics now include all waypoints when added to unsigned contracts as part of a package

Other improvements

• Service pools can no longer be created (since they weren't meant to be an option)

Questions?

Run into something that doesn't seem right? Let us know through the chat—we're here 9am-6pm ET, Monday through Friday.

You asked for a faster way to manage your Project List — we built it. The core of your Project List works the same way, but finding, filtering, and organizing your projects is now a lot easier.

What's new:

• Saved Views – Save your favorite filter and column combinations, then switch between them instantly. Set one up for upcoming projects, another for a specific venue, another for your team's workload — whatever fits how you run your business.
• Advanced filters – Filter by date, status, client, venue, business name, billing status, fulfillment status, logistics, and more. Multi-select lets you view projects across several team members at once instead of toggling one at a time.
• Easier navigation – Jump to any page directly, sort by any column, and use sticky headers that stay visible as you scroll. Your filters stick around when you refresh, too.

Your Project List works the way you're used to — just with a lot more control over how you see your work.

See it in action here:

When you convert a one-time custom item into a permanent inventory item, it now shows up in your Project Activity Log — so you always have a record of what got added and when.

What changed: When you delete a line item group from a contract, it now disappears immediately for everyone viewing that project—even if they have it open in another tab.

Why it matters: Previously, deleted line item groups could still appear in other open tabs, which sometimes led to confusion or accidentally adding items to groups that no longer existed. Now, your team always sees the most up-to-date version of every project.

What you need to do: Nothing! This improvement is already live and working behind the scenes.

Recent fixes that will make things run more smoothly.

We’ve recently cleaned up a handful of issues that were getting in the way of day-to-day work. Here’s what should feel better now:

Contracts & projects

• New contracts without dates now load item details correctly
• Item search won't get stuck when adding to projects
• Manual package pricing now calculates as expected

Messaging & contracts

• Message templates send reliably to your internal team
• You can't accidentally send contracts missing required terms
• Tax overrides only accept valid amounts (no more odd entries)

Dispatch settings

• Dispatch settings can now be saved correctly when shift times are optional.

Questions?

Run into something that doesn't seem right? Let us know through the chat—we're here 9am-6pm ET, Monday through Friday.

Stop manually sorting projects by county when it's time to file sales tax.

Your tax report exports now include county information—both as a column in your main report and as separate tabs that group projects by county. Projects within each county tab are sorted by start date, so everything's ready to view.

This makes it easier to report taxes in jurisdictions where county-level detail matters, without the spreadsheet juggling.

Generate your sales tax report to see it in action.

Your Inland Marine coverage now protects equipment for up to 4 days at no extra cost.

Coverage extends for your full logistics window - load, deliver, event, strike, and return.

Example: Deliver Thursday, wedding Saturday, pick up Sunday? All 4 days protected, same premium.

Your high-value gear is covered from the moment it leaves your warehouse until it's back - even if the actual event is just one day.

Stop editing taxes one line at a time.

Now you can add, clear, or replace tax types across your entire project in seconds—no more updating 47 line items individually or catching mistakes after you've sent the quote.

How it works:

This saves you from those "wait, did I update the tax on every item?" moments when you're rushing to get a quote out.

See it in action →

See category breakdowns for subrentals and view subrental items in aggregate pullsheets.

Get complete visibility into partner inventory for easier coordination and logistics planning - all in one view!