Changelog

Deleting a folder or a selection no longer works through the files one at a time while you watch a progress bar: the server does it in one step, and you can leave the page. A folder goes with everything inside it you may delete; anything that has to stay stays in its folder, and the message tells you what was kept and why. A file linked to a task now has to be unlinked on the task before it can be deleted, instead of being unlinked for you. In the mobile app, Delete folder now deletes the files inside too, the same as on the web; update to version 1.1.3 or later to delete files from your phone. See how selection and deleting work.

Quote Generation no longer saves on its own every few seconds, which could bring back text you had just cleared. Your edits stay on screen marked Unsaved changes until you press Save or Ctrl+S, and Generate PDF, Email draft and Submit save first so they always use what you see.

The screen is tidier too: each section sits on its own card, labels read in plain case, Duplicate and Delete live in the ⋯ menu, and the client contact comes from the same contact book as the job's point of contact.

A file over 500 MB, a PDF over 500 pages, or a photo over 3.75 MB is now stored like any other file but marked Not readable instead of being read over and over. Select the file and the reason sits under its status. A file that fails for another reason now stays Failed until you press Retry, and Retry gives it a fresh set of attempts. See what the AI reads.

A restricted file or folder now carries a Restricted mark in its details, and the line under it names the people it is actually shared with: "Restricted to Trevor", not "shared with 14 others". Shop owners always have access and are no longer counted as people something is shared with, which is what made a folder restricted to one person look like it was open to everyone.

When you open a restricted folder to Anyone, Jeevy now asks whether the files inside should follow, because each file keeps its own setting. And if a change to access is refused, the dialog says why instead of quietly switching back.

The upload picker no longer refuses a file for its type. An NWD, an SLDPRT, a MOV or a file nobody here can name all upload, all appear in the list, and a zip of SolidWorks parts unpacks every part instead of nothing.

What opens in the preview pane depends on the file. Documents, spreadsheets and images open in the viewer as before. STEP, DXF, DWG, Inventor, and now SolidWorks and Navisworks models open in the 3D viewer. Video and audio play in the pane (a MOV encoded as HEVC plays in Safari only). Plain text, JSON and Markdown show as text. Anything else gets a card with the name, size and type, and a Download button.

A file the job cannot read, such as a video or a SolidWorks, Navisworks or Inventor model, is stored and shown with the status Not readable rather than failing and retrying. STEP, IGES, DXF and DWG are read as before. See what you can upload.

A .zip now uploads like any other file and is kept, instead of being unpacked in your browser as it uploaded. When you want what is inside, right-click the zip and choose Extract here: a folder named after it appears beside it and fills on the server, so a big package no longer stalls the upload window and you can close the tab while it runs. See what you can upload.

Upload a folder to the file manager and it now arrives as that folder, subfolders and all, instead of its files flattened into one level. Drop files into an open folder and every one of them lands in it: the file that used to slip out and sit at the root of the list is gone, because a file is now created in its folder rather than moved there afterwards.

An upload never overwrites what is already there. A file or folder whose name is already taken at that level arrives as Name (1), the way Drive does it, and the question about replacing an existing file no longer interrupts an upload. To replace a drawing, use Add revision on the file, which keeps its history in one place. One more thing you will notice on a big batch: if a few files fail, the ones that worked are in the list and only the failed ones stay in the upload window, ready to retry.

A shop's name now shows a small seal when it holds a verified status: gold for Jeevy's own shop, blue for an ITAR registered shop. Rest on any shop name to open its profile card, with its location and distance, NDA, capabilities, standards and track record. See shop profiles for what each seal means.

A shop that applies to join the Jeevy Network used to get one email and nothing after it. Plenty of them filled the form, meant to finish, and never did, so the application sat open and nobody noticed. Now the network follows up on its own: a reminder two days after the application, again at five days and nine days, then once a week, each one carrying a fresh link straight to the setup screen.

The nudges stop the moment the shop is set up, and they stop altogether after six weeks, because an application that old deserves a phone call rather than another email. Each message names a person to call instead of asking for a reply.

A message on an outsourced job now sends a text as well as an email. When you write to a partner shop they get one, and when a shop writes to you your project managers get one, which is the first text the network has ever sent in that direction. A shop with a question is a shop that has stopped working, so it is worth the interruption. Several messages in a row still ring once rather than once each.

Two pieces of naming changed with it. A request to quote now carries its RFQ number in the text and the email, the same number the shop sees on their own Quotes page, so a text and a mail about one job are obviously about one job. And an offer now reads as what it is: awarded you, PO and the number, rather than the vaguer wording it used before.

The quote deadline is no longer frozen once work goes out. Edit on the Outsourcing board or the job's Packets section opens the same form, and a changed deadline now updates every invited shop's copy of the quote, so both sides always read the same date. Changing the title or scope updates shops that have not answered yet, while a submitted quote keeps the text it was priced against. Shop names on the bids list now open that shop's profile, and naming a new packet the same as one already out gets a warning before it causes confusion.

When you send work out for quotes, the partner shop now hears about it more than once. A reminder goes to their owners two days after the invite, then more often as the quote deadline gets close, naming each open request and its closing date. A shop that submits a quote or presses No bid stops getting reminders for that request immediately, and if a deadline passes unanswered their next email says so once. Shops with nothing open get a single weekly note instead, built from their shop profile.

Select now sits with the other markup tools. V selects, M pins, P draws, H highlights, T is text, B is the box, and E erases. Corner handles on a selected box are easier to grab, and a slider sets how solid that box's fill is.

Clicking off a selected mark clears it. A box, a circle, and text share one resize box, with a rotate handle above it. Text stays upright when you rotate the page.

The pin tool is gone. Right-click Box and choose Circle to drag an ellipse. The text size slider changes the words you are typing, and it changes a text mark again after you select it.

Details under a file preview now folds shut, so the drawing or photo can use the space. The choice lasts for this browser session, and the next file you open follows it. See File Manager.

The file details row above the sheet is gone. Source, category, date, uploader, type, and size stay on Overview. vN beside Save version opens version history.

Time can now be clocked onto a project or a work stream, not only onto a task. The worker home and the kiosk have two views and a switcher at the top: My tasks is the assigned work exactly as before, and the new Projects view lists every ongoing job in the shop, one row each. Tap a row to start on that job and tap it again to stop. Where a job has work streams, the chevron opens them so the hours can land on one stream instead.

This is for the crew that never builds a plan. A small shop that works straight off the drawing had no way to put labor on a job at all, so its margin counted materials and nothing else. Now those hours reach the job in one tap, with nothing to set up first. It is quicker for a large shop too: a welder told which job they are on today no longer scrolls a hundred assigned tasks to find it.

Managers get the same choice. Clock / Add on Shop Time, and Log time on a job's Tasking tab, now ask what the hours are for first: Project, Work stream or Task. A new Type column on the session log says which level each session was on. Clocking somebody onto anything ends whatever they were on already, so the same hour is never charged to two jobs. See Shop Time and Task Time and Kiosk and worker home.

Flat-pattern drawings now upload like any other file. Pick a .dxf in File Manager, drag one in, or leave one inside a .zip and it arrives with everything else. Until now the only CAD format on the list was STEP, so a DXF had to be exported to PDF first, which flattened the layers somebody on the floor needed.

Click one and it opens in place rather than downloading. See File Manager.

Open a PDF or image in the full document viewer and draw on it. Save version stores that marked-up file as the next version. Timeline posts it as an attachment without changing the current file. Once you have drawn something, Download offers the annotated file next to the original.

Timeline now lives in the menu on Save version in the full document viewer. Save version still stores the marked-up file as the next version. Timeline still posts it as an attachment without changing the current file.

You can now attach up to 50 files to one chat message, 25 MB each, and ask about all of them together, such as the total across a stack of purchase orders. The assistant reads the pages it needs instead of the whole of every file, so long files no longer make the message too long. Your files stay available, so you can ask about them again later, even in a new chat. A file attached in the shop chat is only visible to you; one attached on a quote or a job can be read by anyone who can see that quote or job. Neither shows up in the job's Files. See The assistant.

The Financials tab, the spend and hours beside a job's tabs, and the Contract value on Contract information are now visible to owners and project managers only. Other roles see the job without those figures. Jeevy can turn access on for another role in your shop. See Inside a job.

A project now shows what it has spent against its contract at the right of its tabs, split into materials, shop labor, and other costs, with the hours logged and the last 7 days beside it. A warning mark appears only when the forecast margin is under target; hover it for the numbers. The Financials & P&L tab is now Financials, and Sections moved up beside the brief toggle. See Inside a job.

Receiving work from another shop on the Jeevy network now needs one agreement, signed once for your shop. It lives in Shop Overview, then Settings, then the new Partner network group, where the full text sits on the card so you can read it before you sign anything.

A shop owner or manager signs it: a full legal name, a job title, and a tick confirming they accept it for the shop. It never expires, and it belongs to the shop rather than to the person, so somebody leaving does not undo it. Once signed, the card records who signed, as what, and when, with a link to the signed copy as a PDF.

Until a shop has signed, a request from another shop arrives as an envelope with nothing readable in it: no scope, no drawings, no material list, and no way to submit a price or pass on the job. That is true of work already in progress as well as new requests. An invitation can still reach a shop before it signs, which is usually what prompts the signature in the first place.

There is one agreement, and any change to its wording is a new version that every shop signs before it can read again. There is no smaller kind of edit, so a change is rare and deliberate. What you have already signed does not change under you: your signature keeps its own copy of the exact words you accepted, and that copy is the PDF on your card. There is more in the shop settings guide.

A quote now has an Outsourcing screen of its own, in the same place in the left nav as a project's. Build a packet from the quote's work streams, material and files, invite partner shops, and read their prices side by side, all before you have won the job. That is the point: when a third of a skid is machining you do not do, the number you put in front of your client depends on what a machine shop will charge you for it, and until now you could not ask until the project existed.

Everything up to the award is identical to a project: rounds, re-invites, closing a round, messages and addenda. The award waits for the project, because awarding forks a project into the partner's shop, issues a purchase order and moves the work streams, and none of that has anywhere to go while your side is still a quote. So a quote-owned packet shows every bid and no Offer button, and Send to one shop is not offered. Convert the quote and the award is there, with the packets, their rounds, their bids and their messages carried onto the new project untouched.

One consequence worth knowing: a project that already has a packet out at a shop can no longer be reverted back to a quote. Pull the packet back, or complete it, first. See Sending work to a shop.

A packet no longer needs a work stream. Untick them all and the job description plus the files you pick are the whole brief, which is the right shape for asking a shop to price or build from a drawing when there is no task plan to hand over. The packet can still be sent directly, put out for bids, awarded, pulled back and completed exactly as before.

A packet with no streams has no task plan, so the screens stop offering one: the shop lands on File Manager rather than an empty Tasking tab, Progress is not shown, and the line never reads ready to close, because there are no tasks to count. Press Complete when the shop has delivered. A packet still has to carry something, so one of the three is required: a work stream, a job description, or a file. See Sending work to a shop.

Account, under AI Settings, now lists everything the assistant has remembered about you: preferences learned from your chats, habits inferred from your work, and notes from past chats. You can edit a memory's wording, see its history, or forget it so the assistant stops using it and does not learn it again. The kiosk account settings have the same panel.

The assistant also keeps its memory tidier. Saying the same preference twice in different words now updates one memory instead of saving two, and changing a value replaces the old one. See Your account.

The rules you set in Assistant Preferences, like "keep answers short", used to apply only in the chat on a job or a quote. The assistant on the dashboard now follows them too, along with what it has learned about you, so you get the same assistant wherever you ask. When an answer used what it has learned about you, a line under the answer says so, as it does on a job. Replies it sends by email or text still never use either. See your preferences.

The shop Schedule board now has a search field next to Tasks and Deliveries. Type a task, person, job, vendor, or PO to hide the rows that do not match. See Reading the Gantt.

Each day on the shop Schedule calendar now shows how many people the deployed tasks need. Hover the day to see the capabilities; click it for a table of people, tasks, and capability types. See Reading the Gantt.

The shop Schedule board no longer has an All or Unassigned chip. Pick Tasks or Deliveries. See Reading the Gantt.

Converting a quote to a project still shows the client PO number and document, but neither is required. Name and client already came from the quote. See Quotes and projects.

Clock / Add and Log time now pick one day, then start and end hours, instead of a date on each timestamp. A session is one chunk of work on that day. Leave End blank to leave it open. See Shop Time and Task Time.

Clock / Add on Shop Time now uses the same work-stream tree as Add labor. Projects label the streams, and you can search by project name when that is all you remember. Log time on a project's Tasking tab is the same flow, limited to that job. See Shop Time and Task Time.

Log time is now on Tasking Overview as well as inside a work stream. Opening it from a stream already chooses that stream, so you only pick the task. See Shop Time and Task Time.

The Expenses tab is open to everyone on the job now, not only people with purchasing access. Log the hardware run, the site gas or the courier with its receipt, and it counts in the P&L straight away; managers still see every expense and mark them paid, and everyone else sees their own. Material purchases have moved out of this tab and live only in Purchasing. See Job cost.

The notebook on a quote or project row is Project Logs. It is the same log as inside the job. See Quotes and projects.

Add documentation in Shop settings attaches one file to a single capability, or to a single certification. Each one can have one file. On a shop profile, a capability or certification with a file is green, and the link opens that file. See Shop settings.

Shop Basics in Shop settings has Listed capabilities: the work you do, what you build, your certifications, and your equipment. Saving replaces the answers from your network application. Platform admins search shops from the list you save. See Shop settings.

On the mobile app, tapping a quote or project now opens a job dashboard instead of jumping straight into a full-page description. Overview is the description you already had. File Manager, Purchasing, Tasking, and Quote Generation sit in a bottom tab bar on that same screen.

Labor in Shop settings is now Shop Rate. A base rate sits above the capability table and starts at $70 an hour. Financials prices hours from those shop rates. Hours that are not on a task with a capability use the base rate.

The financials cards are Completed Purchases and Completed Labor. Add labor on the shop labor card, and the same button on Tasking, records hours that were not clocked. You can name the person and the work stream or task, or leave both blank. See Shop settings and Inside a job.

Home is the first row of the left sidebar on every screen, including inside a job or a quote. It opens the dashboard. The logo at the top of the sidebar still does the same thing. See Inside a job.

Add new address in the address book starts a blank place, so you can save one without editing a place already on the client. See Inside a job.

The shop assistant now reads files you attach, the same way it already does on a quote or a job. Use the paperclip for a PDF, a Word or Excel file, a spreadsheet, or plain text, or paste an image. @ opens a mention only at the start of a word, so an email address does not. If that message names a job or a quote, the file is also saved there. See the assistant.

Quote Generation keeps Bid reasoning in a panel on the right. Link the materials and work streams the price is built from, and write the hours and margin there. It stays off the PDF. Notes are what print. See Building the bid.

AI Brief and Progress Brief now use the same card as Financial Brief. The header, the edge, and the summary sit the same way in the rail on every tab. See Inside a job.

On the client card, the point of contact now shows the same person mark as the project owner, beside the name. See Inside a job.

The contact book lists people in one scrolling directory. A profile now shows team, work location, and notes along with email and phone. See Inside a job.

The project card labels that row Data classification. Commercial and Export controlled use the same white as the other values on the card. See Inside a job.

The financials card that was Labour burden is now Labor cost. The figure is still the loaded cost of hours logged on the job. See Inside a job.

The labor cost card now labels the week's hours as Last 7d: 0h, instead of a bare 7d beside 0h. See Inside a job.

The contract value card now names the percent after the target budget as the margin, as in Target budget: $97,500 (25% margin). See Inside a job.

Each assistant chat can have its own name. One you start with + is called New Chat, and the pencil beside a chat in the list renames it. See the assistant.

Pipeline activity opens under the status chip in the assistant header, and the X closes it. See the assistant.

The financials card that was Confirmed costs is now Purchases. It is still materials ordered plus expenses logged on the job. See Inside a job.

A quote's details page now uses the same cards as a job: quote information, the client with its contact book and address book, the bid, and the description. See Inside a job.

The Labor column is gone from Quote Generation on quotes and projects. A line is quantity times rate. Tick the rows you want to remove and use Delete selected to take them out together. See Building the bid.

A quote's sidebar now uses the same Overview and Workspace groups as a job, and the quote name sits on one line the same way. See Inside a job.

Project details, Financials & P&L, and Progress tracking now open with the same space between the tab bar and the first row of cards. See Inside a job.

Shipping on the client card is the place name and one line of the address, the same shape as the contact above it. A long name or address is cut so Project, Client, and Contract stay the same height. An unassigned project owner reads in the same colour as the other values. See Inside a job.

The right rail no longer wraps the brief in an AI Overview section. Project details shows AI Brief, Financials & P&L shows Financial Brief, and Progress tracking shows Progress Brief. Each one is written for that tab. See Inside a job.

The gross profit card's line under the figure now reads the target gross in dollars, as in Target gross: $32,500, instead of the target percent. See Inside a job.

The contract value card now puts the target margin in parentheses after the target budget, as in Target budget: $97,500 (25%). See Inside a job.

Add person has an Additional details section for status, pay rate, language, Gusto ID, address, emergency contact, and notes. Those used to wait until you opened the person's record. See your people.

Cards now sits on the same line as Project details, at the right. The empty row it used to occupy above the job cards is gone. See Inside a job.

The point of contact on a job now opens a contact book. Names sit on the left and the selected person's profile sits on the right. Add saves a new contact on the client. See Inside a job.

On the detailed create form, the point of contact is the dropdown next to the client. It lists that client's saved contacts. Add new contact opens a dialog for the name, email, and phone. See Quotes and projects.

Creating a quote or a project still shows the description on the short form, and a project still shows the client PO number, but neither is required. Name and client are enough. See Quotes and projects.

Click the created date to change it, the same way as the delivery deadline. A different month assigns a new generated project number, and that asks you to confirm. Shipping opens a dialog: search the address, see it on a map, then save. See Inside a job.

A job's details now open with the same pairs the old project form used: number beside estimated delivery, title beside the deadline, location beside the owner, client beside the point of contact, and the latest bid beside the client PO. Each fact is a card. Click it to change it, and the field appears only while you are editing. A row of chips above them names the job, the PO, the stage, and when it was created. The description still runs the full width underneath. See Inside a job.

Export authorization and pay rate both sit under Additional details on Add person and on the person's record. They stay there until you open that section. See your people.

The pencil beside Project information, Client information, and Contract information is gone. Click a value on those cards to change that field. The description still has its own pencil. See Inside a job.

Hire date on Add person can be left blank. It only feeds the tenure shown on the roster. The schedule, assignments and pay do not use it.

Invite to the Shop on a person's record is the same checkbox as on Add person. Shop role sits beside employee type. Checking it emails them a login. See your people.

The header on a project or quote, with the client, the job number, the stage and milestones, now stays in place when you open another section. Add a Note is on that header. When the job has a client PO, that number sits beside the project number. See Inside a job.

Kiosk is in the apps menu with Projects, Schedule and the rest. Pin it to keep it in the top bar, or unpin it to leave it in the menu.

Managers with Clock Management on the mobile app now get a caret next to the shop clock in the kiosk header. Use Shop in workers… or Shop out workers… to pick teams or individuals, run the batch, and review per-worker results, the same live proxy flow as the web portal bulk shop clock.

The shipping dialog puts the client's saved places on the left and a map you can pan, zoom, and click on the right. Give a place a name and save it on the client, then the next job can pick Dock or the site instead of searching the street again. See Inside a job.

Editing a person now follows the same order as Add person. Name, contact, hire date, employee type, and shop role stay up top. Pay rate, language, Gusto ID, address, emergency contact, and notes are under Additional details. See your people.

On Contract information, a PO that has a file shows that file's name. The revision, Versions, and Upload rev sit on one line under the name. See Inside a job.

Project details is now four cards you can show or hide: project, client, contract and schedule, and the description, plus notes and the activity log. Cards at the top right keeps the choice on this device. The client card names the client in full, puts the point of contact in its own contact card with phone and email, and carries the shipping address. Contract and schedule always shows the client PO, including the file, its revision, and upload. See Inside a job.

Contract information is now a compact card next to project and client: value, delivery deadline, client PO number, and the PO file with revision upload. The right rail is the AI overview only. Enter starts a new line in the description; Shift+Enter saves. You can override the project number and change data classification from Project information, each with a confirmation. See Inside a job.

The job stage menu no longer lists Needs Invoicing. That step is Ready for Invoicing, in the same place between In Fabrication and Invoice Sent. Jobs already on either name stay on Ready for Invoicing. See Inside a job.

The page that holds Personnel, Clients, and the rest is Shop Overview. Settings stays the last tab, which is where the working week, labor rates, and the other shop-wide defaults live.

Settings on the Shop screen are grouped, with a list on the left: Shop Basics, Scheduling, Labor, Inventory and Purchasing, and Quoting. Pick a group to open just those settings.

The changelog no longer opens on its own when you arrive. It is still in the help menu, under What's new and Full changelog. See your first 30 minutes.

Creating a quote or a project now opens a short form: the required fields and a file drop. Add Detailed Fields opens the rest of the form, with the same fields as before.

There is a Dark / Light switcher at the foot of the left sidebar. It changes the screen in front of you the moment you press it, and it changes nothing else, which is what you want on a shop terminal three people share.

The durable setting is separate, under Appearance on your Account screen. That one is the theme you get on every device you sign in on, so a laptop you have never opened Jeevy on before starts in the mode you chose rather than the default. Saving it also applies it to the device you saved it from.

Light mode is a full rebuild of the palette rather than the dark one turned inside out. Panels, hovers and selected rows all had to be re-measured against white, and a handful of things that were legible on navy and would not have been on paper, chart colours and the label on a red Delete, were corrected on the way through.

A new shop no longer gets the five-step setup checklist, and the help menu does not offer it. A shop that already started the checklist still has it, and can bring it back with Show Onboarding Checklist. See your first 30 minutes.

Shop settings opens on Personnel. Clients, vendors, payables, documentation and settings follow it.

You can add a person with no email, no phone and no PIN. They are not a portal user until you choose Send an email invite, on that form or later from their record. A PIN, when you set one, lets them clock in. See your people.

Creating a shop now plays the welcome animation with the line Setting up your Shop, then a screen that asks you to save how to reach Jeevy. Copy puts the list on the clipboard: email support@jeevyfabrication.com, call or text the CTO at 941-918-0000, and the docs. A personal engineer helps with setup. The setup checklist and screen tips stay off until you open them from the help menu. See your first 30 minutes.

Uploading quotes and projects during shop setup now walks through the file, a column map with a short preview, and a full editable preview before the rows are added. See your first 30 minutes.

Creating a client no longer asks for a three-letter alias. Jeevy takes the letters from the client name, and you can change them later on the Clients tab. See client aliases and job numbers.

A materials or work-stream draft the assistant is building in chat no longer has to be finished in one sitting. A Drafts from this chat panel shows the current draft with a Save to project (or quote) button, so you can keep a version at any point. Clearing a chat now always asks first and lists any drafts still waiting to be kept, so a clear never throws away work you meant to save. Everything you keep shows up in a Kept drafts section on the job's Description tab. See keeping a draft.

An answer worth keeping no longer has to be found by scrolling back through the chat. Hover a message and press the bookmark icon to save it, with an optional title, and choose to keep the question beside it. Saved messages show up in a Saved messages section on the job's Description tab, visible to everyone on the job, and stay there even after the chat is cleared. See saving a message.

The first step of shop setup now takes a logo and a point of contact for the shop. The last step can take a spreadsheet of quotes and projects you already have. Only the shop name is required. See your first 30 minutes.

Open a task and you will find two new rows under Duration: Capability, the trade the work is done at, and Crew, how many people it takes. Both feed the job's projection, so a welding hour and a paint hour no longer cost the same when you have priced them differently in Labor rates.

Capability fills itself in from the task's title where it can, so "Weld out spool 3" arrives set to welding and "Fitup and plasma" picks the dearer of the two rather than flattering the margin. A title that matches nothing is left blank rather than guessed at, and those hours are reported as uncosted instead of being costed at zero. Whatever it guesses, you can change in one click.

A new shop's checklist now has five steps: create a project, add a note, add a file, create tasking, and generate a quote. Each one unlocks when the one before it is done. See your first 30 minutes.

Material you send now lands as real rows on the receiving shop's own bill of materials, not as a read-only copy they had to retype before they could order anything. You pick material item by item, and each item carries one more answer: whether you supply it or they do. What you supply is reserved off your stock at award and arrives already marked received on a list called Supplied by your shop, so they can receive against it, inspect it and tell you if it came up short. What they supply lands on a second list, To source for your shop, with no price and no vendor, ready to quote and order in their own Purchasing.

The files you send now sit in a folder named From your shop inside their own File Manager, alongside their own folders, so they open, preview, search and sort like everything else. They stay read-only, and the portal now leaves rename, move and delete off those rows rather than offering buttons that refuse.

Send work to a shop is now New packet, everywhere it appears. The old name promised a single shop when the same form can also open a bid round across several, so it described half of what the button did. The Bids board in the PM console is now Outsourcing, it includes drafts, and it has a New packet button of its own: pick a project and it takes you there to fill in the form. Each sent job also has a History view now, grouped by round, so a job that went out three times reads as three rounds instead of one long list. See Sending work to a shop.

The person panel, the add-vendor dialog and the document upload dialog are now built from the same parts as the screens behind them: one field height, one button set, and dropdowns that the dark theme actually reaches. Before this, a dropdown inside a dialog was drawn by your operating system, so it opened as a white list with a blue highlight over a dark page.

Sub-navigation stops competing with the page. Personnel and Documentation each had a second underlined tab strip sitting a few pixels under the main one, both drawing the same coloured rule; those are now a single grouped switcher, so it is clear which row names the page and which names the view inside it. The vendor page picks up the same treatment, along with the standard page width.

All six tabs of Shop settings now draw from the same palette, type scale and control sizes as every other screen: one row height down a table instead of rows that grew with their contents, one tab strip instead of three different ones, and proper menus in place of the operating system's own dropdowns, which ignored the dark theme entirely. The Personnel roster's twenty-two capability colours are now one neutral tag, so a capability your shop adds tomorrow looks like the ones that shipped with it.

Accounts payable gained a clearer read of where a vendor stands: the four summary figures are larger, and remaining credit is green while there is headroom and red once a vendor is drawn past their limit. A negative amount also formats as -$1,200.00 rather than $-1,200.00, everywhere money appears.

A shop you send work to now gets a bell and email when the job arrives, when you pull it back, when you complete it, and when you edit the packet (deadlines, description, files, lists, download). Invite, bid, award and round-closed notices were already there. Changing a line on a shared material list in Purchasing is still silent: tell them on the packet or Ask. See Sending work to a shop.

The PM console now lists every shop you may see and opens a profile for each: a closed capability list you tick per shop, notes with author and date, people and equipment, the next four weeks of load, the Jeevy work the shop did and two plain performance facts. Shops without a portal yet can be added as prospects and converted later on the same row. See Shop profiles.

Send work to a shop can now invite bids instead: tick several shops and each gets a quote on its own Quotes page, tagged Jeevy RFQ, with your scope, files and material lists attached read-only. Shops price it as they price any job and press Submit to Jeevy. Your project and the PM console's Bids board show every quote side by side; Award moves the work to the shop you pick and closes the others. See Sending work to a shop.

Each packet under Work sent to other shops, and each awarded row on the PM console's Bids board, now has Progress: every stream's task counts and roster, the issues raised on those tasks, and the photos and documents attached to them. Status only: who is doing the work, and for how long, stays with the shop. See Sending work to a shop.

Assign to shop is now Send work to a shop. Pick the work streams, the material lists and the files, write a scope note, choose the shop. The receiving shop gets the work as its own row, with your lists read only and your files viewable, and an Ask Jeevy box to reach you. Take the work back with Pull back, or close it with Complete when it is delivered. See Sending work to a shop.

If you already have the part, book it where you would have ordered it: Already in hand on Order Stock for shop stock, or Already purchased on a job list. Raise PO no longer has an Already received shortcut, and Receiving no longer has a separate walk-in form. Receive delivery only books arrival against an open PO. Metal that arrived with no order is Order Stock with Already in hand. See Stock and deliveries and Materials and POs.

A catalog part can now carry the suppliers that sell it and the numbers they use. Open the part from Catalog or On Hand and use Vendors, or fill vendor and vendor part number when you Add parts (including the CSV columns). A later search for that supplier code finds the same part. See Stock and deliveries.

The caret that expanded work streams on the quotes and projects list is gone. Contact on a row now opens that client's saved people, with Add new contact in the same menu. The list opens on PO, client, contact, location, owner, stage and deadline. Class stays in View, off until you turn it on. Labor and Floor Rhythm only appear in View when Clock Management is on; they stay off until you turn them on. Floor Rhythm is the whole shop: hide it in View.

PO Approvals is on Task Review again, next to Review, Pending action and History. Purchases waiting on sign-off, missing receipts and reimbursements all live there. See Work waiting on you.

Click a task or a work stream on the shop Schedule board to open its details on the right, the same pane the tasking tab uses. The caret still collapses a stream. Bars now use the same status colours as the Gantt so the span of the work is visible. See Reading the Gantt.

The shop Schedule board now nests work streams under each project, with denser rows and a collapse control on the project. People uses the same grouping under each person, so assignments no longer stack on one overlapping row. See Reading the Gantt.

The task and work stream panes on the shop Schedule board now include Open work stream, which takes you to that stream. See Reading the Gantt.

You can now collapse a work stream on the shop Schedule board, not only the project around it. The person-by-person calendar is gone from this page. See Reading the Gantt.

Shop In on the top bar stays green. Once you are shopped in it splits into Lunch and Shop Out. End lunch before you can shop out. See Shop time and task time.

The shop Schedule page is now a shop-wide board, not a week grid behind a hidden staffing modal. Work lists every deployed task and expected material delivery, grouped by job. People is still the person-by-person view for moving assignments. See Reading the Gantt.

Quotes and projects now open the same assistant as the rest of the shop: one header with your threads behind a dropdown, a greeting with prompts to start from, and replies laid out so you can tell at a glance who said what. Everything the job assistant already did is still there, including @-mentioning a file, attachments and approvals. More in the assistant guide.

The 9-dot apps menu is gone. Projects, Schedule, Cameras and the rest of Manage sit in the top bar again, with bug reporting beside them. Help is under your account menu. Floor rhythm can be collapsed on the dashboard, and it stays hidden when Clock Management is off.

The Purchasing tour now walks through the real work: your lists, All Items, the line-item table, its filters and, on a project, Raise PO. Replay it any time from the help menu. All Items also moved to the top of the sidebar and now has the same header, tabs and filters as a single list, so searching every line on the job happens right above the table. More in Materials and POs.

Parts are filed by category and part type, and a starter set of types is included. Adding a part of a type that has properties asks for them, such as a length with its unit. Several catalog parts can be added at once from Inventory.

Creating a quote or project, or converting a quote, now takes an optional number of your own, shown alongside the job.

A new user creates their shop and walks through setup, with address autocomplete.

The Documentation tab has four sections: Documentation Library, Code Library (where enabled), Client Specifications and Material Data Sheets. The assistant can search these shop documents.

Everything arriving at the dock goes through one form, and a delivery can carry several items. QC sign-off for multiple items happens in one dialog, with a storage-location picker. Every Purchase History row has its PDF.

On Hand shows one row per part, with a drawer holding its batch history. Consuming stock draws from the oldest batches first, and scrapping is recorded separately. Shop restocks raise their own POs with custom numbers, several items and the $1,000 sign-off. Duplicate parts can be merged and un-merged, and stock can be claimed for a project task and returned.

The Shop In menu in the top bar can shop several workers in or out together. From a work stream's task table, a manager can clock many workers into one task.

The Android app covers shop in and out, clocking in and out of tasks, task history with attachments, and push notifications. The site footer links to Google Play and marks the App Store as coming soon.

A whole PO or a recorded purchase can be voided, and cancelled POs stay in Purchase History. A unit price can be corrected after purchase, and sign-off is asked for again if the change crosses your threshold. Quantity locks once items are received. Reimbursements keep a paid history that owners and PMs can reopen, and items can carry photos.

The table and Gantt were rebuilt. Bars show when a task is waiting on material, including partial deliveries, and a hover card explains a bar's dates. Conflicts from other jobs open in a popover, and dependencies are picked from a searchable list.

Create a link to a job's schedule that expires after 1, 7, 30 or 90 days, and revoke it at any time.

You can paste or attach images as context. Images stay with the conversation, and chats open in separate tabs.

From chat, the assistant can change who a task is assigned to, its schedule, its status and its progress.

Connect the shop's Gmail, and the agent reviews incoming email for POs and routes what it finds to the right client or vendor. Email Audit shows what it read and where it sent it, and you can give it instructions from your account.

A job can hold service lists as well as material lists. Vendors are marked as supplying materials, services or both, and the vendor list filters on that.

Shop Settings can import your country's public holidays for the coming years. The scheduling engine then skips those days.

Typing @ in a note picks a person from your shop and notifies them.

Manage access on any file or folder lets you add people as viewers or editors, or keep it restricted. Owners and uploaders are listed. You can open two to five files side by side, and a timeline records each revision.

The items table takes custom columns (a Location column, for example). Each list can be filtered by status and vendor, and each shop sets the dollar amount at which a purchase needs sign-off.

A scheduling engine works out task dates from dependencies, shop holidays and worker availability. It flags scheduling conflicts in the app and by text.

Items can be imported from CSV. Raise PO now handles picking vendors and requires sign-off on purchases over $1,000. After a PO is created you land in its track panel, where you can download it, and quotes, POs and RFQs can name a point of contact on each side.

QC sign-off runs straight from the delivery. Placement comes from storage areas you define in Shop Settings, and it can be edited later. A shop-wide Required Actions list shows what needs attention, and items received without a job can be assigned to a project or list.

A translate button on task instructions, feedback and rejection reasons shows an English or Spanish translation under the original. Managers can switch on Require photo on review for a task. Notifications can also be dismissed all at once.

Tasks can carry checklists, filled in from the operation type's template, which can be required in order and sent to a PM for approval. Crews can clock into a group of tasks together, each task keeps an activity history, and PM Review merges Pending and QA into one Review tab.

Folders can nest and show a breadcrumb path. You can select and drag many files at once, use Move to, sort, filter by category and search inside nested folders. A file, a folder or a whole selection downloads as a zip that keeps its folder structure, and 3D models preview inline.

A quote or project can be marked Export Controlled. Its documents only open for people whose personnel record grants export-controlled access.

Workers can ask for a timesheet correction. Managers get one queue for completed tasks and those requests, with notifications that open the item directly.

Clocking out of a task now records whether it is still in progress, blocked or done. Workers can take a lunch break from the kiosk, and they see a summary of the day's task time before they shop out. A guest login and a Shop In button are also on the kiosk.