June 2026

A big month for reporting and deal flexibility. We shipped a brand-new Revenue Projection Report to help you see what’s coming, gave service managers more control over labor rates, and added more flexibility when building deals and managing inventory.

• New Revenue Projection Report – forecast upcoming revenue, now including pending profit, with its own access permission so you control who sees it.
• Per-technician labor rates – set individual labor rates by tech for more accurate service pricing.
• Add or remove a boat trailer on an existing deal – adjust deals without starting over.
• Full control over units built from a template – once a unit is created from a template, you can now fully edit the unit and its pricing.
• Canned jobs as dealer-installed options – reuse canned jobs as installed options on units.
• More lead tools – new follow-up date filters on the lead grid, and deals now show their linked quote right on the quote grid.
• New & updated state forms – Arizona and Utah forms added.
• Longer item descriptions – inventory item descriptions expanded to 6,000 characters.
• Custom fields in the API – expose your custom fields through the API for integrations.