Change orders that move. The redesigned change order workflow includes expanded statuses — including "Tentatively Approved" — plus custom tags and one-click email. Approvals don't stall. Billing doesn't lag behind the work. With structured status data now built into every change order, OpsAI can watch for stalled approvals and unbilled CORs before they slip through month-end.

Submittals on mobile. Field inspectors can now view submittal packages, items, and attachments from their phones — no GC portal login, no call to the office. Less downtime waiting on confirmation. Fewer interruptions to the crew. OpsAI can see what’s approved, what’s pending, and where field work is at risk of getting ahead of paperwork.

Job reports that look the part. Optional toggles for task descriptions and notes let the same job produce a polished client version and a detailed internal version — no manual editing required.

Every RFI, submittal, and change order now travels with the job — from the drawing on a foreman's phone to the PM's approval queue — without a single handoff getting lost. That's the structured foundation OpsAI needs to keep documents moving while your crews keep building.

See What's Working — and What's Costing You, So OpsAI Can Guard Your Margins

This release cycle locks down cleaner job cost data from day one — and gives OpsAI the financial “single source of truth” it needs to spot risk before your month-end does.

Labor cost codes that only show what's valid. Daily Reports now filter to labor-budgeted cost codes only — so mis-coded time gets stopped at the source, not cleaned up at month-end. Clean data in, clean data out — and data OpsAI can trust for anomaly detection when something looks off.

Finance views that remember how you work. Project managers and controllers can save custom views with filters, columns, and groupings that persist across sessions, plus frozen headers on budget tables. No more re-sorting every time you open a project.

Dashboards that replace the spreadsheet. The new Finance Dashboard gives owners a consolidated view of billings, profit, and cost performance across jobs, service agreements, and projects. The Service WIP Dashboard surfaces earned revenue, margin, and over/under billings — no manual exports required. That's the unified source of financial truth OpsAI needs to surface margin drift and billing gaps automatically — not just report what already went wrong.

Project cost data is now clean by design — from the first timesheet entry to the final WIP run — so your team (and OpsAI) can catch what's costing you before it's too late to act.

Built for How Commercial Crews Really Work — Fuel for OpsAI in the Field

The best tool is the one crews actually use. That means it loads fast, handles real-world edge cases, and doesn't create paperwork to fix the paperwork. Every improvement here also gives OpsAI better, more timely operations data — straight from the field, without extra steps.

Overnight shifts, handled correctly. Techs can now select the next calendar day in the time picker for shift end, event start and end, and break times — so overnight entries submit cleanly without manual correction. Payroll admins stop spending Monday morning fixing what the system couldn't handle Friday night. Accurate time flows through from the first entry — which means OpsAI is working from real data, not corrected data.

Alex Crumb

From To-do to Done | May Product Webinar

One Source of Truth For Projects