The AI Bid Level button no longer appears when all documents in a document batch have been rejected, preventing users from attempting to process invalid data.

The “Create more lines” toggle switch and text in the Add Scope Item modal footer now stay properly aligned on a single line, preventing layout issues when adding bid items.

This resolves the issue where text overlapped on timeline bars when exporting workforce utilization and assignments reports, making the exported PDFs readable and professional.

Previously, workforce assignment exports included data outside the selected date range, making reports inaccurate. Now exports properly filter to show only assignments within your chosen timeframe.

This change reduces page load times by serving smaller, WebP-formatted thumbnails (500x500 max) instead of full-size images for account logos throughout the application.

A color-coded status badge now appears at the top of each bid submission, helping teams quickly track which bids need attention and which have been awarded.

When modifying or deleting time off, the system now intelligently re-aligns affected project assignments to maintain accurate workforce utilization. This prevents scheduling gaps and ensures assignments properly reflect employee availability.

Filter selections are automatically saved per package and persist between sessions, reducing repetitive work when comparing bids.

The award dropdown has moved from individual bidder menus to a centralized toolbar, making it faster to switch awards between bidders.

Resolved database query performance issues that caused slow page loads when viewing submissions with multiple budget codes and attachments.

The redesigned header includes visual icons for each bid status (awarded, submitted, draft, rejected) and a new dropdown to instantly change which bidder is awarded, streamlining the bid comparison process.

This eliminates the visual glitch where buttons, forms, and other interactive components would briefly disappear and reappear when navigating between pages.

The small badge that indicated whether an image had been cropped has been removed for a cleaner, simpler interface. Images still function the same way - you can still crop them when uploading.

Profile photos, logos, and other images can be cropped to the exact dimensions needed during upload, ensuring consistent appearance across the platform.

The document review process is now streamlined with clear radio buttons for accept/reject actions, improved trade partner assignment forms, and a more professional card-based layout.

Project managers save time as the system automatically captures contact names, emails, and phone numbers from uploaded bid documents, eliminating manual data entry.

The bidders table now displays colored status badges (Not Submitted, Draft, Pending Review, Awarded, Not Awarded) with a dropdown filter to quickly find bidders at any stage of the bidding process.

The new bid leveling feature allows teams to manage the competitive bidding process with tools for tracking scope items, comparing prices across bidders, and awarding contracts directly from the platform.

Click any bid package name to instantly view pricing breakdowns, scope items, and contractor notes in a modal. This eliminates the need to navigate between multiple pages when reviewing budget submissions.

Previously, all project measurements were incorrectly added to milestone budgets, inflating totals. Now only measurements specifically marked for inclusion are counted, ensuring accurate budget calculations.

This update prevents users from uploading non-PDF files during bulk bid document uploads and when editing bid submissions, ensuring all bid documentation is in a standardized format.

This helps users quickly identify which budget group a code belongs to when viewing bidding packages, improving navigation and reducing confusion when working with multiple budget codes.

The file size limit for bid submission attachments has been removed, allowing contractors to upload larger documents such as detailed proposals, drawings, and specifications without encountering upload errors.

Workforce employee fields are now filtered out on mobile devices to reduce complexity and focus on core CRM functionality.

Access the new Bidding tab in your projects to create bid packages, invite bidders, and track submissions. This Beta feature replaces manual bid tracking with an integrated workflow.

This resolves an issue where users couldn’t create bid submissions for bidders that were added manually to a project, preventing them from entering bid amounts for these contractors.

Users can now see which budget group each code belongs to when creating or viewing bid packages, making it easier to organize and understand complex budget structures.

This update enhances accessibility for keyboard users when selecting dates in forms. Additionally, it fixes a rare issue where the calendar might not display properly when navigating to future years.

When project managers accept a bid submission, any previously accepted bids for the same package automatically return to “submitted” status. This ensures only one vendor can be the active winner per package at any time.

The system now automatically prevents duplicate budget code entries when creating or editing bidding packages, ensuring cleaner data and reducing confusion during the bidding process.

This resolves the issue where the “Add Budget Code” button was not functioning in the bid package form, preventing proper cost tracking during the bidding process.

Previously deactivated budget groups were excluded from financial summaries, causing incomplete cost reporting. All historical costs are now included regardless of group status.

Users working with bidding packages and bidders will see improved table layouts that make better use of available screen space while maintaining readability.

Budget summaries now display costs grouped by your custom categories like site work, vertical construction, and other project phases, providing clearer visibility into where project costs are allocated.

Copy and paste functionality now preserves formulas when duplicating line items. Users can select cells and drag the fill handle to quickly populate multiple rows with the same values, similar to Excel.

Project owners can view these notes when evaluating bids, helping them understand pricing context, exclusions, or special conditions that bidders want to communicate.

Click “AI Bid Level” on any bidding package to automatically match uploaded contractor bids to your line items, eliminating hours of manual data entry.

Search results now prioritize exact matches and support partial text matching, making it easier to find the right cost code whether you search by number (like “03-30-00”) or description (like “Concrete”).

Click the copy icon next to any line item to create a duplicate with " (Copy)" added to its name. This speeds up budget creation when adding similar items.

Save time creating budgets by copying line items with formulas - the calculation logic is preserved when pasting to other rows.

The budget editor’s action buttons (Save Changes, Discard Changes, Cancel) now use a more compact layout, providing additional vertical space for viewing and editing budget line items.

The bidding module is now available for the Southtree account (ID: 1405), joining Mint and Faber as early access users. This enables Southtree to manage bid packages, track bidders, and streamline their subcontractor bidding process.

Formula buttons now display in blue when formulas exist, making it easier to identify calculated values at a glance.

The @ symbol now correctly triggers user suggestions and displays properly in saved mentions.

This resolves an issue where typing @ to mention team members would fail or show errors in the comment editor.