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Version 1.4.0 – Major Update Coming Soon

Release Date: September 1st, 2026

• 📧 Email / Sending
• Custom SMTP: Send quotes, invoices, and POs from your own email address — no more [email protected].
• Send as PDF: Send Quotes and POs directly from the software as PDF attachments, just like invoices.
• 💡 Quotes
• Status Tabs: Open / Sent / Lost-No Reply / Won / No Quote — update automatically based on actions (created, sent, job created, etc.).
• Organized Table: Quotes list is now organized by status tabs for faster navigation and a cleaner view.
• File Sections per Part: Each part number now has its own Drawings/Models and Other Files section, in addition to the existing general files section.
• 🛒 Purchase Orders
• Packing Lists: Generate packing lists directly from POs — mirrors the invoice packing list and handles multi-job/multi-PO line items.
• AS9100 Tracking: On-Time and Parts Returned to Vendor checkboxes for objectives tracking.
• Material Fields: DIA and bar length fields added for material POs.
• Searchable Vendor Dropdown: Find vendors faster with a searchable dropdown.
• Multi-Job Support: One PO can span multiple job numbers — each line item can be assigned to a specific job, and financials reflect per-job amounts accurately.
• 🧾 Invoices
• Multi Job# / PO# Support: A "Multi" badge appears when more than one job or PO is on an invoice, with a modal showing all linked numbers.
• ⚙️ Jobs
• Open / Closed Tables: Jobs are now split into Open Jobs and Closed-Complete Jobs for a cleaner view.
• Assemblies & Repeat Runs: Full support for repeat runs (-R1, -R2, -R3) and assembly components (-C1, -C2). Labels shown everywhere — work schedule, machine view, shop view, TV display, and dashboard.
• Setup Instructions: Moved from Inventory to Jobs for better context.
• RFQ System: Send RFQs directly from outside operations — includes vendor contact picker, file selection, and a full history of sends and responses per operation.
• Create POs from Routing: Generate pre-filled purchase orders directly from routing operations.
• Create Invoices from Jobs: Generate pre-filled invoices directly from a job.
• Edit Logged Parts: Edit the amount of parts logged in production history.
• Customer Returns (NCR Tab): Check and record if parts were returned by the customer, for AS9100 tracking.
• Compare to Quote: Compare quoted vs. actual times per operation, with saved comparison sessions.
• 🗓️ Work Schedule
• Rebuilt from Scratch: Production View, Assignments View, and an Unscheduled Jobs view.
• Beta AI Work Scheduler: AI-assisted scheduling based on machine capacity and job priorities.
• 📺 TV Display
• Widget System: Enable, disable, and freely arrange any combination of widgets.
• Multiple TV Configs: Set up as many TVs as you want, each with its own layout customized per screen size.
• 🖥️ Machine View
• Multi-Qty Logging: Log multiple parts at once when a single cycle produces more than one part.
• Easier Operation Lookup: Find operations assigned to you via the work schedule, or look up all open operations — no need for the traveler.
• Bug Fixes: Fixed idle timer, activity state, run timer, and the Finish Day / Start Day reset bug.
• 📊 Dashboard
• Rebuilt Objectives: Bigger, clearer charts with an average % shown per card.
• On-Time Delivery: Now allows a 5-business-day tolerance.
• Schedule Adherence: Replaces the old Capacity Load metric.
• Export Reports: Export performance reports to Excel or PDF.
• 🏭 Inventory
• CNC Tooling Rebuilt: Searchable card layout, barcode search, and New/Used condition tags.
• Reorder Flow: Preview the reorder email before it's sent.
• Raw Materials & Parts/Fixtures: Rebuilt with the same card layout, search, and pagination.
• 👷 Employees
• File Storage: Attach and manage documents per employee.
• Performance Report: Reliability score (A+ to F), revenue contribution, peer comparison, and overall score.
• 🔧 Settings
• Email Intelligence Tab: Configure IMAP, Claude API key, and keyword lists for auto-classifying incoming email.
• License Tab: Recovery-key-protected deactivation.
• Password Recovery: Recover access using your license key.
• 🤖 Email Intelligence (New)
• Inbox Monitor: Watches your email and uses AI to flag incoming quotes and job orders.
• Approve / Reject Queue: Approved suggestions auto-create quotes (with part numbers and attachments) or jobs (with PDF POs parsed for line items and quantity).
• ✨ And More
• Numerous small improvements, UI polish, and bug fixes are included throughout the platform — too many to list individually, but all aimed at making day-to-day use faster and more reliable.