This release is all about helping your team move faster, stay organized, and keep financials tighter from day one. We focused on eliminating workflow slowdowns, improving mobile usability in the field, and making it easier to stay on top of job completion and billing.
New
- Quick add creation while you work (Jobs and Expenses): When you’re entering an expense or setting up a job and realize you’re missing a supplier, customer, or job status, you can now create it instantly without leaving your current screen. This keeps momentum high, reduces back-and-forth admin work, and helps your team capture info while it’s fresh. View feature spotlight.
- Job punch lists: You can now create punch list items directly on a job, assign them to the right person, and set due dates so nothing slips through the cracks. This makes closeout cleaner, keeps crews aligned on what’s left, and gives the office an easy way to track progress without chasing updates. View feature spotlight.
- Safety talks in Spanish: All 230+ safety talks are now available in Spanish, helping bilingual teams run clearer toolbox talks and keep safety documentation consistent across the crew. It’s an easy way to support communication on site, reinforce expectations, and help everyone go home safe at the end of the day.
Improved
- Faster photo uploads in the field: Photo uploads are now optimized to perform better, especially in areas with weaker cell service. That means less waiting, fewer interruptions, and a smoother experience when documenting job progress, issues, or completed work.
- Commerce tab inside Jobs and Customers: A new Commerce tab brings key financial records together in one place, so you can quickly view related estimates, invoices, payments, and purchase orders right from the job or customer record. It’s a faster way to answer “Where are we at?” and keep billing and documentation organized without digging through menus.
- Better layouts for estimates, invoices, and purchase orders: We refreshed these screens to work more smoothly on smaller devices and lower resolutions. The result is a cleaner, more readable view that makes it easier to review, update, and manage documents whether you’re at a desk or on the go.
- Improved QuickBooks Online integration: Connecting SimplySub to QuickBooks Online is now easier, with an improved workflow supporting estimates, invoices, payments, and purchase orders. This helps teams keep books cleaner with fewer manual steps, so accounting stays aligned with what’s happening in the field.
- Create jobs without assigning a customer: The ability to create a job first and assign the customer later is back, based on customer feedback. This gives you more flexibility when you need to get a job started quickly and fill in details as they’re confirmed, without blocking your workflow.
Fixed
- Applying payments to invoices: We resolved an issue where, in rare cases, payments could not be applied to open invoices. This helps ensure your receivables stay accurate and your team can close out billing smoothly without workarounds or delays.