November 1, 2026

This release introduces SimplySub's new Digital Forms system, more flexible crew management, and improved control over estimates, invoices, and customer payments. We've also made a number of improvements to scheduling, job management, reporting, and everyday workflows to help make running your business easier.

New

• 🔥 Digital Forms: Create custom forms, checklists, inspections, and reports directly within SimplySub. Build forms using a variety of question types, including text, multiple choice, signatures, photos, file uploads, and Pass/Fail responses. Forms can be connected to jobs, customers, employees, contractors, equipment, vehicles, and other records. You can also use conditional questions, administrative reviews, automatic email notifications, and professionally formatted PDF reports. Whether you're completing safety inspections, documenting before-and-after work, or collecting important jobsite information, Digital Forms helps keep everything organized in one place.

• 🔥 Crew Member Tags: Organize employees and contractors using customizable tags that fit the way your business operates. Create tags for divisions, departments, crews, or other classifications, then assign multiple tags to each crew member. Tags can also be used to filter crew schedules and payroll reports, making it easier to manage larger teams without adding unnecessary complexity for smaller businesses.

• Electronic Payment Default Settings: Three new settings in the Financial Settings Manager let you choose whether credit card, ACH bank payments, and Klarna are enabled by default when creating invoices. SimplySub automatically applies your configured preferences to new invoices, saving time and helping you maintain control over which payment methods customers can use.

• Estimate and Invoice Summaries: Add an optional summary to estimates and invoices to provide customers with important project details, a description of the work, or additional context before they review individual line items. The summary appears below the customer information and above the line items, and is automatically hidden when left blank.

• 🎉 Flexible Crew Scheduling Overrides: Crew Scheduling and Dispatch now allows authorized users to intentionally schedule employees or contractors into overlapping time slots. SimplySub continues to warn you about potential scheduling conflicts, but you can choose to proceed when an overlap is intentional. This provides additional flexibility while retaining safeguards against accidental double bookings.

Improved

• 🔥 Easier Estimate-to-Invoice Conversion: We've improved the process of converting estimates into invoices with three clearly defined options: Standard Invoice, Deposit Invoice, and Progress Invoice. Deposit invoices automatically use the deposit percentage configured on the estimate, while progress invoices let you select the percentage of the project to bill. SimplySub handles the calculations, making it easier to bill customers at different stages of a project.

• 🎉 Improved Invoice Financial Snapshot: We've expanded and reorganized the financial information displayed on invoices to provide a clearer picture of your project's billing status. Easily review the project total, amount paid, remaining project balance, amount not yet invoiced, current invoice amount, and total invoiced. These improvements make it easier to understand where a project stands financially.

• Review Payment Methods Before Sending Invoices: The Send Invoice screen now clearly displays which electronic payment methods are enabled for the selected invoice. This allows you to verify whether credit cards, ACH, or Klarna are available before sending the invoice to your customer. We've also simplified the interface by removing unnecessary information, making the sending process cleaner and easier to follow.

• Automatic Saving of Estimate and Invoice Options: Changes to supported estimate and invoice document settings now save automatically as soon as you make them. Previously, you needed to remember to save or update the document after changing certain options. Now, SimplySub applies your preferences immediately, reducing extra steps and helping prevent forgotten changes.

• Improved Job Overview and Contact Information: We've reorganized portions of the Job Overview page to make important information easier to access, particularly on mobile devices. The Job Contacts section now provides a cleaner layout with direct access to assigned job contacts and customer contact information, including quick actions to call, email, or view additional contact details.

• Job Numbers Displayed Throughout SimplySub: Automatically generated job numbers now appear in more areas of SimplySub, including reports, job selection menus, and scheduling workflows. These improvements make it easier to identify the correct project, especially when multiple jobs have similar names.

• More Flexible Photo and File Reports: Photo reports now offer additional options for organizing and presenting job documentation. Choose whether to include file notes, group photos by category, and sort files by date or file name. These improvements give you more control over how project photos and supporting documents appear in exported reports.

• Improved Image Annotation Tools: We've enhanced the image annotation experience with a new crop tool, additional resizing controls and a wider range of annotation sizes. Existing annotations can now be resized by dragging their corners, making it easier to highlight important details in photos, drawings, and other images.

• Easier Date and Time Selection: Date and time selection controls have been refined throughout SimplySub, including Crew Scheduling and Dispatch. These improvements make selecting specific dates and times more convenient and provide a more consistent experience across the application.

• Faster Job Creation From Customer Records: When creating a new job directly from a customer's record, SimplySub now automatically selects the associated customer. This eliminates the need to manually search for and select the same customer again, reducing repetitive data entry.

• Purchase Order Numbers on Invoices: Purchase order numbers are now displayed directly on invoices within the SimplySub application. This makes it easier to reference customer purchase orders and verify important billing details without navigating to additional records.

• More Reliable Estimate and Invoice Creation: We've added additional safeguards to prevent duplicate estimates and invoices from being created when a submission is accidentally repeated. This helps maintain cleaner records and reduces the chance of sending duplicate financial documents to customers.

Fixed

• Job Expense Attachments: Resolved an issue that could occur when adding a new expense to a job while uploading certain types of file attachments, improving the reliability of the expense creation process.

• Job Status Selection From Invoices: Corrected an issue where job status options could fail to appear when creating a new job from the invoice editing screen.

• Phone Number Login: Fixed an issue that could prevent some users from signing in with their phone number after making changes to their account profile.

• Duplicate Payment Notifications: Resolved an issue that could occasionally cause multiple notifications to be sent for the same customer payment, helping ensure users receive the appropriate notification only once.

• Google and Microsoft Email Replies: Corrected an issue where customer replies to estimates, invoices, and other emails sent through connected Google or Microsoft accounts could be directed to the user's SimplySub account email instead of their connected email address. Replies now use the appropriate connected email address.

Notes

• 🔔 Job Assignment Text Notifications Discontinued: Text message notifications for job assignments have been discontinued. Email notifications and SimplySub app push notifications remain available, allowing team members to continue receiving job assignment updates through those methods.