Bulk Documentation

Released 2026-06-08

Version 3.11.14

Notes 172 of 72

  1. Audits — The create schedule dialog keeps its action buttons visible on smaller screens, so you can always save your schedule.

  2. Custom fields — Deleted fields now stay on existing inbound and production records while staying hidden from new records.

  3. Customers — Newly added currencies can now be used when creating customers.

  4. Dashboards — Quality widget defect counts now show as whole numbers instead of long decimals.

  5. Inbound — Loading messages for document item actions now close properly when the action finishes.

  6. Inbound Documents — New documents now show their linked production order number as soon as one is reserved.

  7. MCP & Agents — Agents can now find the right Bulk tool faster, with searchable tool guides, stronger schemas, structured results, and clearer warnings before risky actions.

  8. MCP · Production — Agents can now target production cleanup more precisely, preview backdated close times, and use more typed production admin tools without driving the app manually.

  9. Navigation — The back button now reliably takes you to the right place — even when you open a link directly, refresh the page, or arrive from outside the app — instead of doing nothing.

  10. Notifications — Order due, overdue, and aging alerts now clear automatically when an order is deleted or completed, so you no longer see reminders for orders that are gone.

  11. People · News — The news composer now supports rich formatting, links, mentions, images, and file attachments that carry through save, publish, reading, and PDF export.

  12. Pricing — Right-click a category in the service editor to archive it from suggestions; services in the catalogue keep their grouping. Archived categories can be restored from the same editor.

  13. Pricing — Removed Duplicate from rate templates; use the rate matrix to set customer rates instead.

  14. Pricing — Customer rate cards are now named automatically after the category and customer, so the name stays consistent and can't drift.

  15. Settings · Units — Import only the unit presets you need, delete unused custom units, and reorder units by dragging rows.

  16. Sign in — Browser windows now keep separate sessions, so old logged-out windows no longer interrupt active production dialogs.

  17. Across the app — Empty states now share one consistent, friendlier look with clearer guidance on what to do next.

  18. Currencies — Pricing, customers, jobs, orders, invoices, and dashboard totals now use your organization’s selected global currency.

  19. Currencies — Totals now warn when a needed conversion rate is missing instead of silently mixing currencies.

  20. Files — When attaching a file to a process you can now browse folders, search, and upload a new file straight into the folder you choose — all without leaving the dialog.

  21. Forms — Custom field inputs and dropdowns now match the size of other fields on document forms.

  22. Inbound — Custom fields on new documents now save as you type, so your entries are still there when you come back and documents can be created without surprise required-field errors.

  23. Inbound — Line items can now use zero unit and total prices.

  24. Inbound — Status labels on documents and uploads now use solid colored badges for clearer at-a-glance reading.

  25. Notifications — Loading toasts now close when an action finishes or when you tap the X.

  26. Settings — Entity settings now let you make PDFs optional for inbound documents and lock all job quantities to 1.

  27. Tables — Choose which columns you see, reorder and pin them, and save named views per table.

  28. Tables — Search, Filters, and the view/column controls now share a single toolbar row for a cleaner, more compact layout.

  29. Filters — Filter options now use clear checkbox and radio lists with result counts, instead of colored chips.

  30. Filters — Filtering panels now open as a cleaner side drawer with collapsible groups and a clearer header and footer.

  31. Filters — Fixed filter options being cut off on small screens and a case where the wrong filter group could change.

  32. Inbound — Customize which columns you see on the Inbound Documents list and save your preferred view.

  33. Inbound — Inbound Documents now offers more optional columns, including document custom fields, for saved table views.

  34. News — Removed the unused Preview button from the post composer.

  35. News — The post body placeholder now explains you can type / or @ for more options.

  36. Pricing — Template price previews now match saved pricing totals while editing.

  37. Safety — Risk assessment status and risk level badges now use solid colors for clearer reading.

  38. Tasks — Block drag and add controls in the description editor are easier to see and match the rest of the app.

  39. Tasks — Clicking the task description field now shows the text cursor immediately so you can start typing on the first click.

  40. Tasks — The block options menu opened from the drag handle is now more compact.

  41. Tasks — The block picker menu in task descriptions is more compact and easier to scan.

  42. Tasks — The formatting toolbar above selected description text now works, so you can apply bold, italic, and underline.

  43. Tasks — The task description editor now uses the full box, so you can click and type anywhere in the field.

  44. Activity logs — Empty log tabs now use the same empty-state layout as other job detail tabs.

  45. API keys — Added a Documentation button to open the REST API reference directly from the API keys page.

  46. Asset readiness — Assets running under a manager override now correctly show an Override status instead of appearing Ready, and the last-checked time stays current.

  47. Asset readiness — The asset readiness board now uses a cleaner, unified sheet layout, making each asset's pre-use check status easier to scan at a glance.

  48. Filters — Expand/collapse arrows now match the rest of the app controls.

  49. Inbound — Approval requests can now be cancelled so documents can be edited and resubmitted.

  50. Inbound — Custom document items on new documents now show a clear name instead of an internal ID.

  51. Inbound — Custom fields on new documents now stay saved after refreshing the page.

  52. Inbound Documents — Currency on item pricing is shown on its own row below quantity and price fields for easier reading.

  53. Inbound Documents — The draft picker list now appears as one connected list instead of separate cards.

  54. Inbound Documents — The draft picker now includes a Cancel button to return to the documents list.

  55. Inbound — Rejecting a document now asks for a reason and reliably sends it back for correction.

  56. Inbound uploads — File status badges on session details are easier to read, with clearer labels and counts.

  57. Inbound uploads — Uploader avatars on session cards now use the standard avatar style.

  58. Inbound uploads — Uploader avatars on session cards are slightly larger so initials read more clearly.

  59. Incidents — Five Whys analysis steps use a cleaner timeline layout that's easier to read during investigations.

  60. Production — Order, job, and phase status badges now use filled colors for quicker scanning in tables.

  61. Production Orders — Job priority and due-date badges in the order jobs table now use filled colors, matching other status badges.

  62. Production Orders — Opening a linked inbound document from an order preview now closes the preview automatically.

  63. Production — Workstation load and completion screens now handle permissions, expired sessions, and device time differences more clearly.

  64. Production · Routing — Bottom dock icons now look correct in dark mode.

  65. Safety — Incident type and status badges now use solid fills.

  66. Safety — Risk assessment status and risk level badges now use solid fills.

  67. Safety — Risk level badges on assessment details now use solid fills.

  68. Safety — The close-incident dialog layout is easier to read.

  69. Search & filters — The Filters button now matches the height of other toolbar controls.

  70. Search & filters — Toolbar icons in filter and table controls are slightly smaller and easier to read alongside labels.

  71. Status badges — Solid status badges look clearer in dark mode.

  72. Tasks — Task status badges now use solid fills.