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more - Quoting form: added specific expiration date date picker
- bug fixes
3.38.1.5 19 Aug
- Customer audit timeline on the customer details screen — who changed what and when, with field-level before/after values.
- Carriers: the Orders tab is now scoped to the selected carrier instead of listing every order in the organization, and the Carriers list search field returns matching results.
3.38.1 6 Aug
- One-time Order Memo - A memo tied to a single order that pops up on every order open until dismissed.
- Common quoting on primary mixes - Primary concrete mixes can be marked as common-quotable for quick addition to quotes.
- Placement method in Order Details - The concrete placement/application method is now shown per schedule in Order Details.
- Escalators - Percentage escalators are locked out (amount-only) on quotes flagged for SAP transmission.
3.38.0.5 22 Jul
- The opportunity timeline can now be grouped by customer, quote version, and events via a new group-by-version switch
- Order Details now shows the concrete placement/application method
- The quoting form's Customers step now includes PO Required and Taxable checkboxes on quotes
- Variable Pricing can now be enabled for concrete (primary) products at the project-product level
3.38.0 9 Jul
- Collapsible quote timeline, grouped by version.
- Quoting Step 2 now defaults the plant to the nearest plant after the address is entered.
- Salesperson jobsites map view.
- Fixed an SSO sign-in failure
3.37.2.5 25 Jun
- Admin-defined custom properties for opportunity concrete products on iPad and iPhone.
- New "Miscellaneous" fourth bulk product category alongside Aggregate, Asphalt, and Cement.
- Document type selector on the Regenerate PDF confirmation (All documents, Original only, Final only, or Batch weights only).
3.37.1.5 1 Jun
Bug fixes and UI improvements
3.37.1.0 15 May
- customer credit info flag in quoting
- progress tool - truck demand graph overlay
- customizable commonly used customer notes
- new ticket progress for DF organizations
3.37.0.5 5 May
- Bundle linked product custom pricing in opportunities and projects (Edit button on plant row, per-plant custom prices for linked products).
- Copy Customer Notes to All Quotes on Step 3 of the quoting workflow.
- Common quote product combinations per plant group (plant-group prepopulation in Step 4).
- Opportunity version no longer increments when navigating quoting steps without making changes.
3.37.0 21 Apr
### New Features
- Plant progress screen now displays a production rate donut chart and silo capacity information
- Lien-related fields added to project form: Liens checkbox, Filing Status dropdown, and Parcel text field
- Contact form enhanced with preferred communication channel dropdown and conditional title dropdown
### Improvements
- Sales context menu on iPad now displays all available actions
3.36.2.5 1 Apr
- Lien tracking fields on the Project form: Lien Filed checkbox, Lien Number, and Parcel
- Dynamic opportunity result and bid statuses replacing hardcoded Won/Lost buttons
- Plant group lists and dropdowns now filter out Bulk groups when in RMX mode
3.36.2 19 Mar
- Quoting form: Added quantity field to bundle linked products
3.36.1.5 4 Mar
- Added product variants to Quoting form
- Added ability to cc employees while sending emails from quoting
3.36.1 26 Feb
- fixed bugs in Project form
- few UI bugs fixed
3.36.0.9 23 Feb
- Added bulk export of tickets to PDF
- Added multi-plant pricing support in Project form with expandable per-plant price rows
- Added "is available" checkbox to Project products step
- Added LOB-specific price level fields for Customer and Project
3.36.0.6 19 Feb
- Timeline tool added to Project
- LOB - new properties for payment terms
- New validation error handler
Patch:
- fixed a bug in validation messages
- fixed a bug in Project form
3.36.0.1 20 Jan
- Timeline tool added to Project
- LOB - new properties for payment terms
- New validation error handler
3.36.0 17 Jan
- bug in project form fixed
3.35.2.1 18/12/2025
- Added Priority notes (memos) tool
- ILOB - Scorecard tool for bulk context
- Attachment tool - support for MP3 and wav files
- Added Customer Ranking tool
- Magic links
3.35.2 17/12/2025
- Products: added support for equivalent mixes
- Project can now be restricted to multiple Plants
- Customer/Project records with active Tickets cannot be deleted
- product pricing support for up to 10 levels
- Plant records added to Benchmark subscriptions
- Bug fixes and improvements
3.35.1.5 03/12/2025
- Opportunity timeline product plant change tracking
- Integrated Lines Of Business
- Consolidate fine aggregate and coarse aggregate into aggregate
- Bug fixes
3.35.1 17/11/2025
Fixed an issue with empty plants in quoting products
3.35.0.6 31/10/2025
- Quote products out of multiple plants
- Added new filters in subsription form
- Added project end date filter
3.35.0.5 30/10/2025
- Added plant group filters to projects, orders, tickets, and products in Bulk MP
- Added support for multi level quote approvals
- Added customer form
- Added support for record attachments (customers, projects, orders, tickets) in bulk organizations
- Added support for running WCR value calculated in transit
- Added export to calendar function to meetings, opportunities, orders, and projects
3.35.0 20/10/2025
- Fixed an issue where min and max slump in product details was always N/A
- Improved colors of home screen ordered graph to better display with dark colors
- Updated logic to show 0.00 gallons of added water instead of N/A when a zero value was received from external sources
3.34.2.5 01/10/2025
- Quoting form: added specific expiration date date picker
- bug fixes
more Version 3.38.1.5 19 Aug
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