October 9, 2026 Update

🎉 The Client Portal

Your client portal has an updated look. One that speaks of Luxury, and prestige.

Watch the video walkthrough here:

What your client sees

• A landing page that opens with your welcome note, then Waiting on you — everything that actually needs them, grouped into Investment, Products, To sign and Events.

• The Work — tiles for the rooms, selection boards and presentations on the project, with previews of what's inside each.

• Project overview — your own overview sections, folded shut by default because it's reference rather than news.

• A property switcher — a client with two houses sees "Everything" first, then can narrow to one.

The sections Overview, Messages, Files, Finances, Budget, Products, Links, Calendar and Activity.

• Messages — the same thread you're in, not a thinner copy. DMs included.

• Budget — the full investment overview: what's committed, invoiced, paid and outstanding, furnishings broken down By room or By category, plus design fee, extra costs and retainers.

• Products — their schedule, with Needs you and En route counts, grouped by room, category or status.

• Finances — their estimates, invoices and change orders.

• Files — the documents you've shared, and nothing else.

• Calendar — what's booked, plus Request a time so they can ask for one.

• Activity — everything that's happened, newest first.

• Links — everything shared across the project's rooms.

What they can do

• Pay an invoice — opens a payment form, not a document.

• Approve or decline a piece, with a note.

• Approve an estimate or change order, or Request changes — which now opens a box asking what they'd like different, and posts it to your thread as a message from them that you can reply to.

• Snooze anything until later.

• Search across their portal.

• Sign out — including from the maintenance screen.

You control what they see

• Turn off any section per project — Messages, Files, Finances, Budget, Products, Links, Calendar, Activity. A section that's off isn't drawn and can't be reached by its address either. It applies to every client on that project, not just the primary contact.

• Choose which product fields reach a client, and how the schedule is organised.

• Choose which of your product statuses clients see, and what each one is called to them — editable right from the Client view panel, and it applies across every client and project.

• Set a banner (eight supplied images, your own upload, or the project's cover photo), your logo, your typefaces and your colours — per client, across every project they own.

• Control who's in which room from Clients & access.

Maintenance mode — close your client portals with one switch, with an option to let one client through for demos. Available per studio, and platform-wide.

💬 Comms — rebuilt

The whole module has been rebuilt on the design system.

The shape of it

• A rail showing your projects with each one's own code and colour, archived projects in their own section.

• Needs you and Unread are a queue of things to act on, not an inbox.

• Every project is born with two chats — your team's and your client's.

• Presentation rooms replace design boards: Canva, Google Slides, Figma, a mood board or a PDF, with the conversation beside it.

• Selection rooms for product approvals — and you can now remove a piece from a board, not just add one. Decisions already made are kept.

Records in the thread

• Type # to attach an estimate, invoice, purchase order, bill, change order, product, mood board or product schedule — it renders as a card, never a blank bubble.

• Cards say what the record is, what state it's in and what it's worth, and carry the actions that make sense: Approve, Request changes, Pay, Schedule, Record payment, Nudge, Add tracking.

• Opening a record opens it beside the thread, not in a new tab.

• Cards show your client their version — vendor names and model numbers never reach them.

The conversation

• Message bubbles, with your own messages in your accent colour.

• Reply quotes the message you're answering and links back to it.

• @ tags a person and notifies them.

• Edit a message in place; deleting one no longer makes you type "Delete".

• Messages are grouped by who actually said them (they were all appearing under one author).

• Files shared in a chat are filed to the project's Documents automatically — and shared with the client when the room is one they're in.

• Add tracking to a piece from the thread.

Per-room tabs — Files, Finances, Budget, Products, Links and Overview, each scoped to that project. The jobsite schedule stays internal.

Client view panel — one place to set everything a client sees, with a live preview.

📁 Documents — new module

• A landing page, a storage meter measured against your plan, and Documents inside every project.

• Everything uploaded anywhere in Workroom is filed to its record automatically — products, tasks, invoices, estimates, POs, chat attachments.

• Folders, bulk actions, row menus, and a Trash with Undo on everything destructive.

• Share rooms for trades, with an optional password gate and a replaceable password.

• Margin Guard review queue — anything that might show your margin is held for review before it can be shared.

• Search reads inside your files, with Walter over the results.

• Import from Google Drive, scoped to what you pick.

• Version history with notes, and Upload new version.

• Comments with real names and working @-mentions.

• Originals are never touched — previews are separate, smaller copies.

• File-type icons for 71 formats, and rooms taken from the project's Budget.

🎨 Mood Boards

• A presented board gets the whole window, and the page switcher is visible.

• A text edit is kept however you close the editor.

• Instanced template elements get their own identity instead of sharing one.

• The recap opt-out is editable where it's shown.

🛋️ Library, Products & Rooms

• Room placeholders — a full workflow: offered in the create modal, seeded into rooms, carrying quantity, categories and product flags; the clipper can replace one; "Unit cost" reads Budgeted; and a placeholder never reaches a client.

• Super search in the Library, including colour (silently excluded before), with collapsed groups that stay collapsed.

• Expand a row's sub-items without reloading the page.

• Product images save and display properly.

• The rooms picker stops offering another project's custom rooms.

• A saved room remembers what it was called.

💰 Finances

• Invoices, estimates and POs list by their own date, not by when they were created.

• Invoice editing has no unlock step, and the figures hold.

• A paid invoice can still be corrected.

• Purchase orders: a data-point column that fills in whichever order the PO is built, and sub-items that show the image, the cost, the vendor and the sidemark — with a mark when a sub-item ships from a different vendor than its core item.

• Invoices and estimates fold hidden sub-items into the parent line's total.

• From Library opens scoped to the project.

• Retainers: delete or archive the retainer rather than its invoice, and reverse a disbursement from the ledger that shows it.

• Ready to Invoice refreshes when you save a time entry, and a draft keeps the project's number.

• WorkPay unlocks when it can actually process payments, and team members can reach their company to fill the boarding form.

✂️ Clipper

• The project pickers load when a project is already chosen.

• Square-foot unit codes are recognised again.

• Large images no longer fail the import.

• A clipped product can replace a room placeholder.

⚙️ Settings, Automations & Elsewhere

• A profile save actually saves, and says so when it doesn't.

• One location-codes document, read the same way by every page.

• The weekly client update email is fixed — per-project toggles were all reading the same setting, and the email itself was nearly empty.

• Automations: merge fields resolve, greetings aren't titles, and an archived project fires nothing.

• Vendor import tells you why rows were skipped, and no longer finishes silently.

• Imports catch a percentage column that's been given an amount.

• Dates: a calendar date is no longer treated as an instant — the cause of records showing a day early.

• Forms: the popup trigger's text and font are editable, and the popup's accent reaches the form inside it.

• Workroom recovers from a deploy that lands while your page is open instead of breaking.

• Documents and PDFs: one image resolver everywhere, and nothing stores a URL that expires.