How often does Projul release software updates?

Projul releases updates on a weekly basis. Each release includes a mix of new features, improvements to existing functionality, and bug fixes. You can check the release notes to see exactly what changed in each build.

Where can I find out what's new in Projul?

The current release notes are at projul.com/blog/ongoing-release-notes/. This page is the archive of older builds. We post detailed release notes for every build, including new additions, remodeled features, and bug fixes. You can also check in-app notifications for highlights of major updates.

Does Projul support Spanish language?

Yes. Projul's Spanish language support lets each user set their preferred language. Everyone works in the same system, but the app displays in the language they choose. This was introduced in Build 2.1.226.

Can I reply to emails sent from Projul?

Yes. Estimates, invoices, and other customer-facing emails from Projul now include a Reply-To address. When your customer hits Reply, their message routes to the right person automatically based on your portal settings.

Does Projul have a customer portal?

Yes. Projul's Customer Portal lets you share schedules, communicate with clients, and keep everything documented in one place. Clients can view project updates, approve estimates, and stay in the loop without calling or texting you directly.

Projul Release Notes Archive (Builds 1.4.5473 to 2.1.260)

This is the release notes archive. The current Projul release notes live at projul.com/blog/ongoing-release-notes. This page covers builds 1.4.5473 through 2.1.260.

Build Notes 2.1.260

Posted on Monday, June 29th, 2026

Remodeled

Dark Mode is here! Switch your Projul theme in settings.
Estimate template upgrades: set a default estimate template, create reusable introduction templates, set default introduction and contract details in your estimate and invoice settings, and enjoy an improved new-estimate start experience.
Attach documents to people records: employees, contractors/vendors, and customers.
New alerts for change orders and updated alerts for completed items.

Repaired

Fixed an issue where task messages could fail to appear on the sender’s screen until a manual refresh.
Improved estimate saving reliability, and fixed an issue where the quote photo picker could show all company photos and close after a single selection.
Fixed an issue where importing introduction and contract details into invoices could fail.
Fixed an issue where leads could fail to appear in the client portal.
Fixed issues that could affect scheduling follow-up reminders and change orders with selections.
Improved connection reliability for QuickBooks Desktop sync.
Android: Improved load times and fixed a crash affecting some devices.
Fixed a Spanish translation issue in the payments onboarding form.
Mobile: Fixed an issue with time log notes on the Track Your Hours page, and an issue where Week/Day schedule filters could hide unassigned tasks.

Build Notes 2.1.259

Posted on Monday, June 22nd, 2026

Remodeled

Add multiple contacts to a single company, each with their own role, phone number, and email.
Client receipts now show the amount paid including fees.
More consistent search results.
Logged hours on the budget now display in a more useful order.

Repaired

Fixed estimate line items that could unexpectedly reset to zero, and corrected an estimate total calculation issue.
Fixed estimates not showing on the pipeline.
Fixed an issue where bulk uploads of many photos could attach to the client instead of the estimate and upload out of order.
Fixed an issue where photos could disappear, and PNG images being treated as files.
Fixed client email edits on the lead details panel not carrying over to the estimate/invoice send screen.
Purchase orders: receiving a partial actual now moves the PO to “Partially Received,” plus fixes to vendor/file permissions and the project address on the PO.
Invoice fixes: email background color, the Unpaid Due Invoices display, and an invoice permissions issue.
Time tracking: edits to additional clocked time on a budget now update immediately, plus fixes to a time log report date issue and project search within time logs.
Mobile: Fixed timeline tasks disappearing mid-session, photos not displaying until fully synced, and adding photos to estimate line items.
Additional reliability and usability improvements across removing estimate sections, task display and assignment on the schedule, time off block colors, the task list filter after a page refresh, and iPad photo editing.

Build Notes 2.1.258

Posted on Monday, June 15th, 2026

Remodeled

Copy one employee’s time entries to another.
Set custom invoice terms per client on their client profile.
Move line items within the project budget.
Jump straight to documents from the Estimates Report and Invoice Register with direct links.
New project type column in the Invoice Register.
New option to hide completed projects on the Gantt view.
Choose a color when creating a contractor.
A new date picker across the app.
The project budget now shows minutes instead of decimal hours.
Continued polish across the schedule Day, Week, Month, Gantt, and Agenda/Map views, on web and mobile.

Repaired

Fixed an issue that could create duplicate customers when syncing with QuickBooks Online.
Estimate fixes: corrected the estimate card and editor showing $0 while the print preview was correct, improved total consistency when saving, and corrected a tax rounding issue.
Fixed the Send Quote button missing for non-admin users after an estimate was approved.
Fixed “Sort by next task date” on the projects page.
Schedule fixes: deleted tasks could remain visible until signing out and back in, and the pipeline task list could open in the wrong spot.
Fixed payment options getting cut off on small or zoomed-in screens.
Fixed user map pins not showing, and address links now open correctly in Google Maps on iOS.
Fixed the clock page showing “Task” instead of the completed task’s name.
Purchase orders: fixed a sync permissions issue and added the missing Choose Project button on the mobile PO screen.
Fixed importing invoice cost descriptions.
Additional reliability and display improvements for the portfolio summary, photo uploads, and iPad layouts.

Build Notes 2.1.257

Posted on Monday, June 8th, 2026

Remodeled

Continued polish across the scheduling experience, including the schedule conflict feature.
QuickBooks Online: When a purchase order or bill line item is missing an expense account, the sync now shows a clear, actionable message instead of a generic QuickBooks error.

Repaired

QuickBooks Online: The customer or project on purchase order line items now carries over during sync.
QuickBooks Online: Client names that end with an extra space now match their QuickBooks customer.
Client portal: Estimate signing now updates in real time for anyone else viewing the estimate.
Saving invoices is now more reliable.
Improved attaching photos to purchase orders.
Schedule improvements for scrolling, project view, drag and drop, multi-day tasks, the Worker Type filter, and schedule templates in filters.
The timeline view no longer resets to active projects each time it opens, plus improvements to project page filters, project display, and the default view.
The “archive tasks after being completed” setting now saves correctly.
Pipeline drips now update when you log in.
Estimate settings now show your updated company contact information after a branding change.
Improved task search.
Mobile: Improved project loading, exporting labor to tasks, and the display of the time log editor’s Cancel and Save buttons.

Build Notes 2.1.256

Posted on Monday, June 1st, 2026

Remodeled

Attach photos and files to Actuals on budget line items.
Set custom default invoice terms in your settings.
Change a project’s client directly from the project editor.
Alerts now include time stamps.
Mobile: A larger notes editor for time logs and general messaging polish.

Repaired

Improved budget consistency when closing estimates.
Improved file handling so deleting a file no longer removes it from approved estimates.
CSV imports: Fixed missing employee fields and mismatches between sample files and downloaded templates.
The Revenue Projections chart now shows per-week amounts rather than cumulative totals.
Fixed an issue where a project could disappear from the project list after editing.
Fixed the “My Projects” count and the lead-to-sale ratio not including archived projects.
Fixed the budget’s actual cost not updating until you clicked out of the quantity field, and fixed photo uploads on the budget.
Fixed reminder alerts not appearing until the alert bell was clicked.
Task fixes: changing a task type now updates the task list right away, plus fixes to completed-task display and marking tasks complete.
Mobile: Fixed editing the task applied to a time log, company email wrapping on the estimate view, and a task scheduling issue.
Additional reliability and usability improvements across schedule templates in the task list, lead pipeline filters, Invoice Register sorting, converting time to overtime, the budget’s project profit popup, file favorites, and time log editing.

Build Notes 2.1.255

Posted on Monday, May 25th, 2026

Remodeled

Redesigned schedule views. The Day view shows everyone’s tasks along with clock-in and clock-out times, the Week and Month views now show document dates like estimate due dates and invoice dates, and the Gantt view has been rebuilt for smoother rescheduling. Each view has new options to choose what information is shown.

Schedule conflicts. See at a glance when someone is double-booked, scheduled on a non-work day, outside their work hours, or during a break. Click a conflict to see what overlaps, then fix it by rescheduling or reassigning. You can choose which kinds of conflicts to show.

Photo reports are now interactive. Recipients can browse photos in a live gallery view instead of a static page.
Gantt view improvements. You can now resize the name column and view project details like tags directly from the Gantt view.
Improved real-time syncing for project updates and collaborative features.

Repaired

Fixed an issue where payments syncing to QuickBooks Online could show an incorrect payment date, along with additional payment sync reliability improvements.
Fixed an issue where scheduling a task across multiple days could create a duplicate task.
Schedule filters now stay in place between visits, and filters from one schedule tab no longer carry over to the Agenda view.
Fixed issues where applying a schedule template or working with tasks could reset your project list filter or scroll position.
Fixed an issue where leads coming in through Zapier could be combined incorrectly.
Fixed an issue where client reminder emails were not appearing on the email tracking page.
Improved consistency of actual hours between the timeline card and the budget totals.
Corrected the invoice financial summary display after an invoice is marked as closed.
Fixed an issue that could prevent deleting actuals from the budget.
Additional reliability and display improvements across the schedule and timeline views, search results, the Profitability Analysis Report and project summary, photo editing controls, and project notes on mobile.

Build Notes 2.1.254

Posted on Monday, May 11th, 2026

Repaired

Improved task update reliability. Fixed an issue where quickly editing a task could briefly show an older version of it, even though your changes were saved correctly.

Build Notes 2.1.253

Posted on Monday, May 4th, 2026

Remodeled

More reliable live updates. Live updates across Projul and the customer portal now recover more quickly after a brief network interruption.
New option to hide your company name on document headers.
QuickBooks Online: Time logs now sync with the service item based on the time log’s payroll item.

Repaired

Fixed an issue where schedule templates were not showing on mobile.
Fixed an issue where a “trying to connect” bar could linger on mobile, and an issue where the connection banner could cause the mobile schedule view to go blank.
Fixed an issue when placing calls from the app.
Made performance improvements to address slowness some users experienced in the app.
Improved mobile performance and stability across the app.

Build Notes 2.1.252

Posted on Monday, April 27th, 2026

Remodeled

Purchase order workflow overhaul. Purchase orders now associate cleanly to projects, with smarter budget linking, more consistent popout behavior, and reliable PO buttons in the pipeline view.
Streamlined PO startup. The PO startup popup no longer appears for projects without estimates.

Repaired

Purchase order editor. Fixed a popup flash, a double-save error, and an unresponsive cost picker in the PO editor on projects without an estimate.
Multi-user task drag on the schedule. Fixed an issue where dragging a task assigned to multiple users could create duplicate tasks on the schedule.
Leads report Client Name column. Fixed an issue where the Client Name column on the Leads report could appear blank for some entries.
Project documents now refresh immediately after changes.
Folder icon colors now display correctly.
Phone numbers no longer show a stray comma in display fields.
Projects refresh more reliably. Fixed several cases where a project wouldn’t update right away after a task was completed, a cover photo was set, or a purchase order was changed. Photos and files sent from the field now update the right project too.
Improved alert reliability. Fixed an issue where opening an alert could leave the related record out of sync with what was shown.

Build Notes 2.1.250

Posted on Monday, April 13th, 2026

Remodeled

Email tracking. A new email tracking page shows who opened each estimate, invoice, or message you sent from Projul, with filters, a sidebar detail view, and infinite scroll. Recipient email addresses now appear in the delivery timeline so you can tell which event ties to which recipient when an email goes to multiple addresses.
Bounce notifications. New settings let you configure bounce notifications and route clicks to email tracking so you don’t have to wonder whether an estimate or invoice email actually landed.
Closed status for estimates and invoices. Estimates and invoices now have a dedicated Closed status with date and user stamps, filter support, pipeline behavior, customer portal display, and inclusion in estimate report filters.
Merge clients. A new Merge Clients option lets you combine duplicate client records cleanly with a picker and preview dialog.
Printable task document. You can now generate a printable task document with an in-app print preview.
Column visibility on reports. Reports now have full column visibility controls, including a Hide All toggle, with pinned columns hidden from the menu and the leftmost columns pinned by default. The Profitability Analysis and WIP reports also support sorting by Item Type.
Improved archiving. Unarchiving now works consistently for clients, contractors, and vendors, with their details kept intact.
Lead pipeline counts. Lead pipeline counts update immediately when you move leads between stages, with no page refresh needed.

Repaired

Estimate meeting and write-estimate scheduling. Fixed incorrect scheduled dates appearing on estimate meeting and write estimate events.
Copied tasks. Fixed issues where copying a task on the timeline could leave a duplicate task visible, open the wrong editor when edited, or display incorrectly.
Closed invoice additionals in the estimate editor. Fixed a case where additionals on a closed invoice were missing in the estimate editor.
Estimate total on a sold lead. Fixed an issue where the estimate total could disappear after closing a lead as sold.
Project status. Fixed a scenario that could create a project without a status assigned.
Remaining balance and “to be invoiced” totals. Corrected display of these values in certain scenarios.
Phone numbers on unarchive. Improved unarchiving so phone numbers are kept for contractors, clients, and vendors.
Estimate number on a new project. Fixed an issue where the estimate number wouldn’t populate when creating a new project, and didn’t update visually after switching projects.
WIP for budgets without an estimate. WIP now shows actuals for budgets that have no estimate attached.
Estimates by Role report. Rejected estimates are now included in the Estimates by Role report.
Timeline navigation to past dates. Fixed an issue where sliding the timeline to a past date could cause stacked dates and disappearing cards.
Filter projects by estimate. Project filtering by estimate now returns the expected results.
Additional polish. Reliability and usability improvements for task end times when picking dates quickly, tags list scrolling, the email tracking page on mobile, client CSV export formatting, invoice register sorting by client name, print preview selections, and the gallery search button.

Build Notes 2.1.240

Posted on Tuesday, March 24th, 2026

Remodeled

File attachments in conversations. You can now attach files (PDFs, Word docs, spreadsheets, and more) to conversation threads with customers, not just photos.
Faster task updates with limited offline support. Task changes now feel snappier: the screen updates right away while your changes save. This also enables some limited offline functionality for tasks.

Repaired

Estimate card status mismatch. Fixed an issue where rejecting a project from the lead pipeline showed “Client Rejected” on the estimate card instead of “Company Rejected.”
Schedule template cleanup. Fixed an issue where creating a schedule template from an existing project carried over address info, completion status, and overdue flags from the original project.
iPad font editing. Fixed a display issue on iPad where highlighting text and tapping a formatting tool appeared to unselect the text (the formatting still applied, but the visual feedback was misleading).
Project summary report on iPad. Fixed a display issue where the project summary report could show estimates and change orders twice on iPad/iPhone.
Real-time updates. Improved real-time syncing and notifications across Projul, including the customer portal.
Email log formatting. Fixed an issue where email previews showed plain text instead of the formatted version. This applies to emails sent after this update.

Build Notes 2.1.236

Posted on Tuesday, March 10th, 2026

Remodeled

Print preview selection options. In print preview, you can now see all selection options before they are selected by the client, making it easier to review estimates and contracts before sending.
Show unscheduled tasks in timeline view. Unscheduled tasks now appear in the timeline view so nothing falls through the cracks when planning your schedule.

Repaired

Corrected invoice balance display in certain scenarios where it could show a negative amount.
Fixed Sales Revenue Report totals not updating when you changed filters.
Fixed a task edit permissions issue where users could encounter unexpected restrictions.
Corrected the financial summary at the bottom of invoices when a project has rejected change orders.
Fixed payment reference numbers not saving on mobile, plus an intermittent payment display issue.
Fixed an issue where a pay rate could show as $0 in certain cases.
Fixed an issue where assigning a task to a project didn’t assign the associated time logs to the project.
Fixed an issue updating the email address at the bottom of estimate, invoice, and PO email templates.
Fixed an issue that could prevent tasks from being marked complete.
Improved report accuracy for estimates that use selections.
Improved partial-payment handling on mobile.
Fixed a “Something went wrong” error when saving estimates in certain scenarios.
Additional reliability and usability improvements, including a smoother mobile login screen, faster photo tagging from the project gallery on mobile, trial sign-up translations, tablet display fixes, iPad timeline updates, mobile time log reports, invoice register sorting, fewer unexpected task page refreshes and estimate views closing, and more reliable push notifications on Android.

Build Notes 2.1.232

Posted on Tuesday, March 3rd, 2026

Remodeled

Create invoices from tasks. You can now generate an invoice directly from tasks, streamlining your billing workflow and saving time when converting completed work into billable items.

Repaired

Fixed an issue where payments recorded in QuickBooks Online might not sync correctly to Projul in some cases.
Fixed a “Something went wrong” error that could appear when saving estimates.

Build Notes 2.1.231

Posted on Friday, February 20th, 2026

Remodeled

Updated Pro features list. The label in the Pro features list has been updated for clarity so it’s easier to understand which features are available on each plan.

Repaired

Fixed an issue where additional line items were not syncing to Products and Services in QuickBooks Online.
Fixed a time log report crash that occurred in specific account configurations.
Fixed an issue where certain searches weren’t returning expected results.

Build Notes 2.1.226

Posted on Friday, February 6th, 2026

Remodeled

Introducing Spanish Translation. Projul’s Spanish language support allows each user to work in the same system while using the app in the language they prefer.

Reply directly to Projul emails (no more “noreply” dead-ends). Estimates, invoices, and other customer-facing emails sent from Projul now include a Reply-To address. When your customer hits “Reply,” their message goes to the right person automatically (based on a priority order like assigned estimator, your portal reply-to setting, company email, etc.), helping you keep conversations organized and preventing missed replies.

Sales Revenue Report improvements. Updated the Sales Revenue Report so exports are easier to use for tracking revenue and commissions. Project Type now carries through to Estimates and Change Orders, exports include clearer item labeling, and pre-tax/tax totals roll up more reliably for accurate reporting.
Built-in client importing. Import clients directly in Projul, replacing the previous third-party import flow.

Repaired

iPad estimate editor content showing blank. Fixed an issue where estimate Introduction and Contract Details could appear blank in the editor even though the content existed and showed correctly in client preview / browser.
View-only budget access and scrolling. Users with View permission can now open budgets in a read-only experience (no editing/saving) and scroll through the full budget reliably.
Client info saving. Fixed an issue where updating client details could freeze on “Save and Close.”
Unscheduled task alerts restored. Fixed an issue where unscheduled task alerts might not be sent in some cases.
Improved payment processing synchronization reliability.
Improved syncing reliability.
Improved the password reset experience.

Build Notes 2.1.225

Posted on Friday, January 30, 2026

Remodeled

Report filters and column controls. You can now filter key reports directly in Projul and hide columns you don’t need, so you can view exactly what you want without exporting first. Exports now only include the filtered results.
Time-off notifications. Employees can add time off events and notify managers/supervisors automatically. Admins can choose which trades receive notifications, turn notifications on/off, and optionally set time off events to show as “tentative” by default on the calendar.

Repaired

Photo uploads are more reliable on large projects. Fixed an issue where opening the gallery or uploading photos to projects with a lot of existing photos/files/messages could cause an app crash in some cases.
Faster, more reliable search. Search results now pick up your changes more efficiently.
Faster notifications. Improved notifications so the notification panel and badge counts load much faster.
Photo thumbnails. Photos that were missing thumbnails are now repaired automatically.

Build Notes 2.1.223

Posted on Friday, January 23, 2026

Remodeled

New Invoice Report with Sales Rep Details. You can now run an Invoice Report that includes the Sales Rep, along with invoice date and amount. This makes it easier to review sales performance, commissions, and invoicing activity all in one place.

Repaired

Recurring task date change marking task complete. Fixed an issue where changing the date for “this event only” on a recurring task could incorrectly mark the task as complete.
Invoice ”-$0.00” display issue. Fixed ”-$0.00” appearing on “Removed from previous Estimate” lines when those amounts had already been fully invoiced.
Invoice Project Financials discount/tax display. Fixed Project Financials in the invoice client portal so discounts and related tax adjustments display correctly when using a pre-tax dollar discount.
Estimate drag-and-drop into collapsed sections. Fixed an issue where dropping an item into a collapsed estimate section could replace the first item; dropped items now add correctly to the end of the section.
Project notes. Improved reliability when saving project notes.
Unpaid Due Invoices report amount due. Overdue invoices with partial payments now show the correct remaining amount due on the Unpaid Due Invoices report.
Purchase Order “Ship to” address saving. Fixed an issue where selecting a project address for the “Ship to” field could revert after saving; the selected shipping address now stays in place.
Projects/photos not loading fully. Fixed an issue where the Projects page (and related photo loading) could stop after loading only the first set of items without a refresh.
Timeline updates. Fixed issues where timeline changes could fail to appear without refreshing, and where recurring tasks could fail to display on the Project Timeline.
Invoice missing from Estimate view. Fixed an issue where an invoice associated to a project might not appear in the Estimate editor’s “Project & documents” list.
Offline time logs. Improved syncing so time logs created offline show up on other devices and display properly on the Time Logs page.
Estimate crossed-out total not updating with selections. Fixed the crossed-out pre-discount total and final total so they update correctly when switching selections on estimates with discounts.
Additional fixes. Reliability and usability improvements for Lead Pipeline and Estimates filters on mobile, adding project phone numbers on mobile, saved filter names and counts, project card sizing for canceled or completed projects, the estimate client view layout, the overdue task count, duplicate notifications when a client views an estimate, and search opening unexpectedly while editing an employee.

Build Notes 2.1.222

Posted on Friday, January 16, 2026

Remodeled

New Invoice Report with Sales Rep Details. You can now run an Invoice Report that includes the Sales Rep, along with invoice date and amount. This makes it easier to review sales performance, commissions, and invoicing activity all in one place.

Repaired

Employees can reliably record hours. Fixed an issue where some users were unable to enter hours and were redirected without saving.
Photo uploads and display. Resolved an issue where photos were not displaying or uploading correctly, so images load and appear consistently across projects.

Build Notes 2.1.221

Posted on Friday, January 9, 2026

Remodeled

Client Numbers. You can now add a Client Number to customer records, useful for matching clients in Projul with customer IDs from another system.
Client Numbers are searchable
Shown on the client page and project details
Supported in client imports for easier setup and data migration
Smoother sign-in experience. We’ve updated the sign-in flow to make logging into Projul faster and more consistent.

Repaired

Project budgets. Improved reliability when saving budget changes and budget notes with Save or Save & Close.
More reliable time tracking. Hours now record and display correctly when clocking in, clocking out, or switching tasks.
Time log approvals without full admin access. Users with time log approval permissions can now approve time logs without needing full Admin rights.
Sales Revenue Report. Project types now display in the Sales Revenue Report.
Estimate Report restored. The Estimate Report is working as expected again.
Mobile lead pipeline improvements. When completing an estimate meeting (Next Step) from the lead pipeline on mobile, the correct options now display.
Employee edits. Employee information now stays intact after editing and refreshing.

Build Notes 2.1.216

Posted on Friday, December 12th, 2025

Remodeled

Improved system capacity for continued growth. We made upgrades behind the scenes to increase capacity, helping ensure Projul continues to perform reliably as your data and usage grow.
Stronger monitoring for system health. Added proactive monitoring to identify potential capacity or performance issues early, allowing us to address them before they impact your day-to-day work.
Improved diagnostics for faster issue resolution. Behind-the-scenes improvements help our team identify and resolve issues more quickly when something does come up.

Repaired

Sales account slide fixed. Resolved an issue with the sales account slide so it now works as expected.
Correct build version display. Fixed an issue where build version numbers were not displaying correctly.

Build Notes 2.1.215

Posted on Friday, November 21st, 2025

Repaired

Fixed a display issue in the mobile Agenda view.

Build Notes 2.1.214

Posted on Friday, November 14th, 2025

Remodeled

Smarter photo file names. Photos taken in the app now get descriptive, consistent filenames instead of random numbers.
Filenames now include things like project ID (when available), a precise timestamp, and user initials.
Example: 1015_20250619T083456_JD.jpg or 20250619T112245_AM.jpg when there’s no project.
Photo details like capture time, GPS location, and camera info are kept when photos are renamed.
Easier project timeline navigation. The project timeline got a quality-of-life pass to make working with past and current tasks much smoother:
You can scroll into the past immediately, with no need to “unlock” it first.
The old “Overdue / See past” control now works as “Jump to oldest task”, auto-scrolling you to the earliest tasks (with a tooltip to match).
New “Jump to today” button jumps you back to the default position; its arrow points left/right depending on whether you’re ahead of or behind today.
Default scroll behavior has been tuned so on web you can generally see yesterday’s tasks plus today without manual scrolling, while schedule templates always start at the oldest task.
On mobile, the Today line is positioned so it’s consistently visible based on screen width, even when there are no past or future tasks.
Project header controls are now consistent with our Purchase Order header style, and timeline/month view cards have updated layouts.
Schedule templates now show days of the week instead of specific dates for a cleaner, reusable layout.
Task card file access stays on screen. The files option on task cards no longer drifts off to the right on some layouts. It now stays within view so you can always quickly open task-related files.

Repaired

Estimate stability & filters
Fixed an issue where saving an estimate could show a “Something went wrong” message and make the estimate appear blank.
On the mobile estimates page, when filtering by more than one client or employee, the filter bar now correctly shows each selected name once, instead of repeating the first one.
Estimate section names are no longer treated like global tags. They will only appear where you manage estimate/CO sections, not in project filters, photo tags, or other tag lists.
Tag filters on the main pages (task list, leads, projects, estimates, invoices, POs, schedule, people) now behave as intended: “Tags” lists only project tags.
“Tags, Trades, Roles” includes project tags plus trades/roles, but excludes photo tags, estimate section names, and other tag types.

On mobile, if a user only has access to estimates (no invoices or payments), the bottom nav bar on the estimates page no longer shows a blank strip that covers part of the screen.

Photos & document layout
Fixed issues where photo uploads on the latest iOS and Android versions of the app could fail or upload to the wrong “files” area. Photos now upload correctly to the intended location.
Fixed a crash that could occur when scrolling through project photos on iPhone; scrolling photo galleries is improved.
When viewing a paid invoice in the client portal, the right side of the invoice is no longer cut off. The document now displays with balanced margins on both sides across screen sizes.
Improved accuracy of the “remaining amount to invoice” on invoice PDFs.
Purchase orders & date picker
In the Purchase Order Details panel, the Purchase Order Date picker could get cut off. It now opens where there’s space so the full calendar is usable.
Time tracking & location accuracy
Improved clock in and clock out reliability so employees can clock in, clock out, or switch tasks even while data is loading.
Fixed cases where the app could show an employee as not clocked in while the admin view showed them as clocked in.

Added further fixes for location services and time logs:

Employees with location services enabled now consistently create time logs with valid locations.
From the Track Your Hours page, clocking into a task now correctly records a known location instead of showing an “unknown” pin in time logs.

The time log editor no longer reverts the selected project after you remove a task, change the project, add a new task, and save, even when other users make updates while you’re editing. What you pick is what gets saved.

Miscellaneous polish
Additional fixes for remaining invoice amounts, tags, and layout alignment so totals, filters, and layouts behave as expected across the app.

Build Notes 2.1.213

Posted on Friday, November 7th, 2025

Remodeled

Take photos directly inside estimates (mobile). On mobile, you can now take photos right from the estimate you’re working on and attach them either to the estimate or to individual cost lines. This makes it easier to walk a job, document each area, and keep pictures tied to the exact work being priced.
See totals for all estimates (approved and rejected) in the Leads report. The Leads report now includes estimate totals for both approved and rejected estimates. This helps you analyze lost jobs by dollar amount and location (for example, seeing patterns in jobs you lose in specific price ranges or towns).
“Draft Invoiced Total” on the Project Summary document. We added a Draft Invoiced Total field to the Project Summary document so you can see how much is queued up in draft invoices alongside what’s already been billed and paid.
Automatically use the project address as the PO “Ship To” address. When you create a purchase order from an existing project, Projul can now automatically use the project address as the shipping address, saving time and reducing errors when sending materials to job sites.
Estimate & invoice filters visually match the PO page. We updated the status filters and page layout on the Estimates and Invoices pages to better match the PO page styling. The header is less distracting, especially on mobile, and it’s clearer that you can filter by status right away.
Years added to project timeline dates. The project timeline now shows the month and year (e.g., “October 2024”) instead of just the month. This is especially helpful for long-running projects that span multiple years.
Clearer “Data synchronization required” messaging. We refined when the “Data synchronization required” pop-up appears and what it says, so it’s easier to understand when Projul needs to sync your data.

Repaired

Itemized display toggle affecting “Quantity is visible”. Fixed an issue where turning on the Display itemized toggle could unintentionally turn off the Quantity is visible toggle for line items. Your quantity visibility settings now remain consistent when adjusting itemized display options.
Purchase order item selection. Fixed an issue where purchase orders could automatically include items that weren’t intended for that purchase order. POs now include only the items you choose.
Dragging line items or sections. Fixed errors that could occur when dragging line items or sections in editors. Drag-and-drop is now more stable and responsive.
Invoice financial summary. Improved consistency between the financial summary on invoices and the total the client signed on the proposal, so project financials on the invoice align with the approved estimate.
Canadian tax display in the estimate editor. Canadian tax amounts now appear while you’re editing the estimate, without needing to close and reopen it.
Payment progress on invoice print previews. Payment progress information no longer appears on invoice print previews when it shouldn’t.
Estimate photos only loading after scrolling. Fixed an issue where photos attached to estimates didn’t load until you scrolled. Photos now load as soon as you open the estimate.
Location pin accuracy when clocking in from the welcome/map page. Improved the accuracy of the location pin on time logs when workers clock in from the welcome/map page, so GPS locations better reflect where the work is actually happening.
Projects with only start and end dates not showing on the calendar. Projects that have a start and end date but no tasks now appear on the calendar based on their project dates.
Mobile photo-related crashes. Fixed an issue where the app could crash when working with photos on mobile. Photo capture and viewing on mobile is now more stable.

Build Notes 2.1.211

Posted on Friday, October 31st, 2025

Remodeled

Cleaner project change history for your customers. The change history your clients see no longer includes technical codes, so it’s easier to read.
Clearer invoice financials when discounts are involved. Discounts and the remaining balance now display more clearly on invoices, so customers can better understand what they still owe after the current invoice.
Search now shows phone and email labels. When you search by client, project, or contact, phone numbers and emails display with their labels (for example, Mobile, Office, Billing), just like in the Lead Pipeline. The labels also show when you view the client, so you don’t have to open the editor to see which number is which.
Better phone number search. Searching for a phone number now finds related projects and documents, not just the client, including archived projects.
Search by full invoice number. You can now search using the full invoice number, including the hyphen, on desktop and mobile.
More control over which client email gets portal access. For clients with more than one email address, you now have better control over which email is used for client portal login.
Live document summary for estimates, change orders, and invoices. You can now combine estimate, change order, and invoice information into one live, up-to-date view of project pricing to share with your customers, without rebuilding it in spreadsheets.

Repaired

Estimates now display correctly when viewed on an iPhone.
More accurate project percent complete. Schedule deadlines could be counted as completed tasks in some cases, showing a higher percent complete than actual. Percent complete now counts only tasks marked complete.
Canceled projects no longer move back to Active when the project is saved.
Deleting a subsection in an estimate or contract now works reliably.
Corrected pay rate selection on time logs so entries use the worker’s configured pay rate.
Fixed a case where a new blank estimate editor could open after an estimate was already saved.
Fixed an issue on iOS where the camera could stay on screen after taking photos.
Purchase order due dates now match the selected terms (Due on Receipt, Net 15, Net 30, Net 45, Net 60, and Net 90) on newly sent POs.

Build Notes 2.1.210

Posted on Friday, October 24th, 2025

Remodeled

Stronger GPS enforcement for time tracking. For companies that require GPS on clock-ins, location services are now required even for users who can add or edit their own time logs.
Pay rate protection on older mobile app versions. When someone clocks in from an older version of the mobile app, Projul now checks the pay rate and corrects it to match the worker’s configured rate, helping keep labor costs and reports accurate.
Refreshed Lead Pipeline layout. Based on customer feedback, the lead pipeline is easier to scan and lets you move leads through your sales process with fewer clicks.
Profitability Analysis report upgrades. Added Estimator and Project Manager so you can see who scoped and who is running each job, and the Actual Labor and Actual Materials columns now include both line-item and additional costs for a more complete picture of profitability.
Web app updates roll out sooner. The web app now moves to the latest version more quickly after a release, helping keep your team on the same version.
Faster loading on weak connections. Reopening Projul on slow or unstable internet is smoother, with fewer long loading spinners, especially while teammates are making changes.

Repaired

Improved reliability of cost item descriptions on estimates and contracts so they stay saved and visible.
Photos attached to material items now display on estimates again, and the “Display photos” option works with previously uploaded photos.
The invoice tag filter now shows only invoices with the selected tag.
Gantt chart dependencies now hold their relationships and schedules after dragging tasks.
Copy buttons for contact info on project cards now display consistently.
The Item Sync Status visibility options now control which synced items are shown.
The iPad monthly calendar no longer jumps back to the top when you interact with it.
Corrected pay rate selection when clocking in from the Scheduler.
Improved mobile app version tracking so updates are recognized correctly on your account.

Build Notes 2.1.209

Posted on Friday, October 17th, 2025

Repaired

Cost items now appear as expected when applying a template.
Opening the project editor from the “Projects & Documents” list while in a fullscreen editor (such as an estimate, invoice, or PO) now opens it as a sidebar next to the editor instead of replacing it.
The project timeline card now has a scroll bar at the bottom for scrolling horizontally.
The calendar now opens to the correct starting day.
Client phone numbers now display correctly in the project dropdown in Search, and display and save correctly when opening the project editor from Search.
Clicking a document alert while logged in to the client portal now opens that document.
Filtering by a project or client on the project month and Gantt views now hides unrelated projects.
The “Contact Support” button works again and files a support ticket.
Filtering the Sold phase of the Lead Pipeline by both a client and one of their projects now shows a single lead card, and filtering by an unarchived estimate on the Estimates page shows it as expected.
Corrected pay rate selection when clocking in from the Track Your Hours page.

Build Notes 2.1.207

Posted on Friday, October 10th, 2025

Remodeled

Faster project timeline cards. The Projects page loads faster, switching statuses, sorting, and filtering are quicker, and cards no longer flicker when several people make changes at once.
Added a Reference column to the Cash Receipts report.
Deleting a pay rate in settings now removes it from all employees and everywhere it can be selected, and clears it as a default in company settings, on employees, and on tasks and projects. Employees whose default is removed get the company default instead, if it’s a different rate. Existing time logs keep the deleted pay rate.

Repaired

Estimate client portal views now show the correct cost line rate even when the quantity is zero.
Time logs now keep the pay rate and overtime multiplier that applied when they were created, so later changes to pay rate settings don’t change existing time logs.
Fixed issue so that the daily logs page shows only the time logs that the current user has “View” permissions for.
Tasks now show “Clock out” after clocking in from the Track Your Hours page.
Users with “Add” permission for Clients can now see and edit clients created from their own projects, in the project editor and on the Clients page.
Fixed an issue where removing photos and then marking up a photo could create duplicate images.
Fixed issue so that clients are not able to create or remove dependencies on the project gantt view.
The QuickBooks Online sync status page now scrolls through all synced items in a batch, and items no longer disappear when returning to the sync status list.
Opening the in-app camera no longer freezes.
Estimates not linked to a client or project now appear in the correct date range and status in the Estimates Report.
On the Calendar Day and Week views, tasks that start within an hour of each other now appear side by side instead of overlapping.
Additional speed and usability improvements, including a faster Estimate card and editor, better performance on older phones, up-to-date client info in the project editor after editing a client, and a visible cursor in mobile message fields.

Build Notes 2.1.206

Posted on Friday, October 3rd, 2025

Remodeled

Search now shows the most relevant items at the top of the results.

Repaired

Lists with multiple tabs now display correctly and no longer turn letters into numbers after closing the editor.
Filtering the Estimates page by several different types of items now shows results for all selected filters, instead of only the latest one.
The mobile month schedule no longer disappears on iOS 26.
When signing a purchase order, the Save button stays disabled until a full name is entered.
A selected cover photo now shows on the project editor and project card.
When another user has changed an estimate template you’re editing, accepting their changes now loads their version, and discarding keeps your current changes.
Fixed issues that could prevent marking tasks complete or deleting tasks.
Fixed issue so that users who don’t have estimate permissions and can’t see the estimated value on the lead pipeline card also are not able to see the estimated value (projected project total) in the project editor.
On mobile, new tasks created on the Schedule page now show up for everyone with access without a long delay.
Fixed issue so that clients are not able to double click on tasks, projects or blank spots and make edits.
Corrected the Lead Dashboard reports. The Lead Sales Breakdown now includes every project sold or rejected in the selected time frame and filters, each in its own slice, and the Sales Ratio By Zip Code report now shows each zip code’s ratio of sold projects to all sold and rejected projects.

Build Notes 2.1.205

Posted on Friday, September 26th, 2025

Remodeled

The Project Timeline view loads faster with less lag.
Image messages now appear in the channel with a loading icon while sending, and keep sending in the background if you close the app.
Downloaded document PDFs now use consistent file names across Projul.

Repaired

Corrected invoice status so paid invoices no longer show as overdue in some cases.
The unsaved changes pop-up no longer appears on older invoices when nothing was changed.
Opening the photo picker from a project’s message channel now shows that project’s photos by default. You can clear the filter to see all photos.
For projects that were previously on hold, “Go to lead” in Search and lead filters on the Lead Pipeline now take you to the lead’s current status.
Sending an invoice email while the invoice is a draft now saves and publishes it as expected.
The invoice editor now opens from the invoice card’s three-dot menu when adding another invoice to a project with an overdue invoice.
Wide logos no longer look squished in the estimate print preview.
Invoice images now load correctly after clicking “Discard Other’s Changes”.
Change orders now show the correct value when you remove a section and add a selection on the same change order.
Schedule templates no longer appear in the Schedule page filter, and their tasks no longer show on the mobile Schedule page.

Build Notes 2.1.204

Posted on Friday, September 19th, 2025

Remodeled

Faster app loading, with less time spent on the spinning hammer.
Purchase order custom fields that don’t have a title in purchase order settings now show only the value, not “Custom Field #”.
The Estimated Revenue report now hides archived employees unless they have data in the selected time span.

Repaired

The suggested-text dropdown no longer covers the page in the estimate “Apply template to estimate” and “Add estimate section template” popups, or the purchase order “Choose a project, lead or estimate”, “Duplicate purchase order”, and “Choose items to include” popups.
Cash Receipts Journal CSV exports now use the same date format as the report in Projul.
The change order count in the project lead and active project 9-square menus no longer shows “1” when there’s an estimate but no change orders.
Corrected invoice status in Search so overdue invoices show as “Overdue” instead of “Paid”.
Updated the “Was on hold” popup so it’s easier to understand and matches the rest of Projul.
Rejected leads with a rejected estimate now show the rejected total, even when the estimate is saved after being rejected. If the project has documents that aren’t rejected, the projected total is shown instead.
Reports now scroll vertically on mobile.
Change orders now appear in the client portal on projects with a large number of published documents.
Client names now display correctly in the Lead Pipeline.
Corrected scheduled hours in the project budget for exported labor tasks saved with the same start and end time.
A client address saved in the address menu now shows in the task and project menus.

Build Notes 2.1.203

Posted on Friday, September 12th, 2025

Remodeled

Search now works with 2-character terms after you press Enter or click out of the search field.
In the client portal, the “Previous Project Total” and “Revised Project Total” on a change order now include only published, non-rejected documents dated before the change order being viewed.
Photos taken with the in-app camera are now smaller and upload faster.

Repaired

Sorting the Scheduler by team/group name now lists employees and subs alphabetically within each team/group.
Corrected the approved total in the invoice editor, which could show $0 when the estimate was itemized and all of its cost items were in a subsection.
The People column in the main Search now scrolls all the way to the left on all screen sizes.
“Go to lead” from the main Search now clears existing Lead Pipeline filters so only the selected lead is shown.
Client portal views of estimates, change orders, invoices, and photo reports now match the web app’s formatting.
The rejected count on the Lead Pipeline now reflects your filters.
When you delete a project and choose to delete its documents, those estimates and invoices are now fully deleted and no longer appear in Search.

Build Notes 2.1.202

Posted on Friday, September 5th, 2025

Remodeled

Faster loading for reports including Estimators, Cash Receipts Journal, Estimates Report, Estimates By Role Report, Lead Reports, Project Type Estimated Revenue Report, Estimator Estimated Revenue Report, and Leads Dashboard.
Photo reports and purchase orders can now include photos that are still uploading. The editor shows a message that the photo hasn’t finished uploading and won’t show in the client portal yet. If a photo report is saved before the photo finishes loading, the client portal shows a placeholder image.
Clearer Zapier error message when an archived user tries to connect Zapier to Projul, directing them to contact their Projul administrator.
You can now mark up a photo that’s still uploading. The marked-up version uploads the same way as the original, with a spinner on the card.

Repaired

The photo markup editor now closes as soon as the spinner finishes after tapping Done, preventing duplicate markups.
Projul now checks email addresses entered in the client editor and flags invalid ones (such as a comma in place of a period) instead of trying to send to them.
Sorting estimates by approval date now lists unapproved estimates at the end.
Location tracking data now loads correctly on mobile.
Improved reliability of automatic QuickBooks Online syncing so it no longer gets stuck.

Build Notes 2.1.200

Posted on Friday, August 29th, 2025

Remodeled

Closing the photo editor now keeps the photo sidebar open, saving extra navigation.
Improved the search menu on tablet-sized screens.

Repaired

Improved reliability of descriptions applied from estimate templates so they stay saved.
Corrected tax values on invoices when taxed items from an approved estimate section are removed or edited into a change order. Tax now shows correctly per line item in the invoice editor and in the total on the client portal.
Deleted estimate templates now disappear from the Templates page and from the apply template popup in the estimate editor.
The comment icon now shows on project timeline tasks that have comments, along with the number of comments.
Fixed issues with the Calendar View so that task visibility is consistent and shows the tasks as expected based on the users schedule permissions.
The picture gallery no longer jumps when scrolling down.
“Go to” options in Search (project, estimate, invoice, purchase order, employee, subcontractor, client, vendor, and task) now clear previous filters, open the selected item, and show all statuses on that page so the item is always visible.
You can now change a new lead’s status with the “Project Lead Status” field before saving it.
Projul now prevents saving cost templates with duplicate names and shows “There is already a template with this name.” This also helps template names sync correctly to QuickBooks Online.
Corrected the estimated project balance in the client portal so it matches the print preview.
Prevented duplicate payments from being applied to a single invoice, which could lead to the extra payment being refunded.

Build Notes 2.1.198

Posted on Friday, August 22nd, 2025

Remodeled

Search is easier to use, with the most relevant results at the top.
Deleting a logo image (used on a cost item, as a document header, or as your account logo) no longer removes it from cost items and documents that already use it. It’s only hidden from future selection.
Faster loading for the Register, Unpaid Due Invoices, and Client Ledger reports.

Repaired

When attaching a photo or file to an estimate or invoice on a project, the photo list now shows that project’s photos.
The save prompt no longer appears when no changes were made to an estimate or invoice.
With “Require tax on each estimate cost item” turned on, invoicing a taxed line from an estimate now shows the tax being applied to the invoice.
Published or approved estimates with no project now appear in the Estimates by Role report under “No assigned sales rep”, “No assigned estimator”, and “No assigned project manager”.
Discounts on paid invoices now reduce projected profit in the budget, the same as estimate and change order discounts, and are included in the “less” or “more” value.
Users without permission to apply templates can now type cost item names in estimates and change orders without seeing the template list.
Project counts in the project type dropdown (“My projects”, “Active projects”, etc.) now reflect active filters.

Build Notes 2.1.197

Posted on Friday, August 15th, 2025

Remodeled

The Estimate Editor now opens and responds faster.
When recording a follow-up changes a lead’s status, a blue alert now shows “Project lead [ProjectNumber] moved to [NewStatus]”.
Password resets now work in your default browser, so you don’t have to copy the reset link into Chrome. Once the password is set, you’re redirected to a supported browser.

Repaired

Schedule information now shows in the client portal.
The option to email a purchase order is now available when sending a PO on mobile and tablet.
You can now scroll through picture attachments in Estimates and Change Orders.
On mobile, time log actuals in the project budget now stay within the expanded labor item.
Fixed issue so that moving an estimate to “Sell” does not publish the estimate and when a company has the review estimate setting enabled, If a user without review permissions moves a lead to sold, the estimate changes to the Waiting for review status instead of approved.
Corrected the balance due shown after a client payment fails.

Build Notes 2.1.195

Posted on Friday, August 8th, 2025

Remodeled

Redesigned search in Projul, with better matching, more relevant results, and an updated look.
New “Reply-to Email” setting in Client Portal settings lets you choose the reply-to email shown at the bottom of estimate, change order, invoice, project report, and reminder emails sent from Projul.
Projul now shows “Projul is not supported on this browser” on unsupported browsers and points users to Chrome or Edge. Projul can no longer be used on unsupported browsers, which helps prevent glitches.
Purchase order PDF emails can now be sent from your phone without waiting for the PDF to generate first.
Faster payouts through our partner JustiFi. ACH payouts now arrive in 3 to 4 business days and credit card payments in 1 to 2 business days.
Purchase orders now appear at the top of the “documents” column in search, and vendors at the bottom of the “workers” column.

Repaired

Estimates with a line item that has a $0 cost and a price above $0 can now be saved without an error.
On the iPhone app, you can now scroll through the full list of documents when searching.
Opening an address from Search now opens the selected map with that address.

Build Notes 2.1.193

Posted on Friday, August 1st, 2025

Remodeled

The Estimator Estimated Revenue and Project Type Estimated Revenue reports now count approved estimate and change order totals in the month they were approved.
The Project WIP report now shows project budget data for all projects in one place.
You can now sort the Invoice Register, Estimate Report, Estimates by Role, Project WIP, Profitability Analysis, and Leads reports by any column.
You can now add photos to an estimate or invoice while they’re still uploading, which helps in low-bandwidth areas.
New “Ordered Status” filter in the purchase order “Add Items” and “Choose Items to Include” popups, with Never been ordered, Partially ordered, and Fully ordered options.

Repaired

With “Mark invoice (or purchase order) as sent upon sending email” turned on, emailing an invoice or purchase order through Projul now publishes it automatically.
Items added to a purchase order from an estimate now keep their attached images.
Fixed issue so that the project and document dropdown button do not show on a Clients account view.
With “Require tax on each line item” turned off, you can now make individual line items taxable.
Alerts now work consistently: the person who takes an action no longer gets the alert for it. For example, when a user rejects a project lead, the project managers, estimators, and sales reps are notified, but not the person who rejected it.
Improved reliability so all projects, clients, and invoices display as expected.
Invoice review alerts now send when the invoice term date is set to a later week.
Time logs now use the pay rate value from the employee’s own settings instead of the company settings.

Build Notes 2.1.192

Posted on Friday, July 25th, 2025

Remodeled

Added Sold Date, Start Date, Project Type, and Lead Source columns to the Project WIP report.
You can now drag and drop leads to “Completed” and “Canceled” in the Lead Pipeline.
The project timeline view now shows a project count at the top.

Repaired

Reduced memory use on mobile devices so the app is more responsive.
The app stays responsive while the Projects & Documents button loads.
The “Unsaved changes” pop-up now appears when you leave through the “Projects and Documents” dropdown before saving.
Fixed broken image links when selecting multiple photos for a new purchase order.
“Go to Purchase Order” from an estimate’s three-dot menu no longer opens a blank page.
Toggling “Show days off” on the Schedule page now switches correctly between all days and work days only, without missing tasks or misplaced “days off” shading.
Vendor names now display in an estimate’s Materials Breakdown PDF.
On iPad, printing an estimate now shows images the same way as the print preview.

Build Notes 2.1.190

Posted on Friday, July 18th, 2025

Remodeled

Unassociated purchase order actuals can now be linked to a budget.
New “Required Date” field for the whole purchase order. It applies to any items that don’t have their own required date.
Added apply, save, and update template buttons to the default introductions and default terms in the Vendor editor.
The Project Budget page now shows the date of each time log for each person when you open labor actuals to date.

Repaired

Invoices with additional line items that have a tax rate now sync to Canadian QuickBooks Online accounts.
Estimate custom fields with identical names now fully display when reopening a saved estimate.
On the Android app, you can now edit and save the discount value in the discount editor.
“Go to Purchase Orders” from the Lead Pipeline or Projects pages now shows purchase orders of every status for that project or lead.
Syncing a project update from QuickBooks Online no longer adds the project number to the project name in Projul.
Pay Rate Totals for Period now add up correctly when time is tracked to deleted pay rates.
Improved reliability of purchase order custom fields so their data stays saved and displays after reopening the purchase order.
Editing tasks in the “Schedule templates” view of the project Gantt page no longer sends you back to the template list when you save.
The crossed-out total now displays in the iPad print preview of an estimate with a discount.
Additional usability improvements, including the filter count on the mobile Purchase Orders page, consistent client display names on invoice cards, correct project addresses on mobile timeline cards, and preventing double clicks when marking a project complete.

Build Notes 2.1.188

Posted on Friday, July 11th, 2025

Remodeled

Added a Cancel button to the delete time log warning.
New Invoice Settings option to automatically copy descriptions from an estimate into an itemized invoice.

Repaired

When an invoiced item is removed from its estimate or change order (moving it to an additional line item on the invoice), its amount is now removed from the original document’s invoiced amount so the overall invoice total stays the same.
Shift-select now selects all files between two selected files.
On paid invoices, the “This Invoice” percentage now factors in discounts. It’s the pre-tax invoice subtotal over the estimate pre-tax subtotal, both including discounts. Invoice-only discounts apply to both values, since the invoice discount becomes part of the approved project total once the invoice is paid.
Changes to the street address in the task editor now save as expected.
“Additional expenses over budget” in a project budget is now included in projected profit, as part of the “Unexpected actuals” value.
The item name on a non-itemized estimate now looks the same in the web app print preview as in the client portal, with no empty underlined row when there’s no name.
Quantities now support up to 6 decimal places to prevent rounding issues, especially in assemblies.
With “Mark estimate as sent upon sending email” turned on, emailing an estimate through Projul now publishes it automatically.

Build Notes 2.1.187

Posted on Thursday, July 3rd, 2025

Repaired

Projul runs faster when viewing project data.
You can now drag a lead with invoices to a different phase in the pipeline.
The “Clock in” button on the dashboard works again.

Build Notes 2.1.186

Posted on Friday, June 27th, 2025

Additions

Introducing Purchase Orders!
Purchase Orders simplify procurement, help you track costs against your budget, and give you more control over job costs.
Simplified procurement workflow. Create and send purchase orders to vendors and subcontractors directly from your project estimate, with line items pulled straight from the estimate so there’s no double entry. Purchase orders are fully available on mobile, so your team can create and manage them from the office or the field.
Smarter cost tracking and budget accuracy. As materials or services are marked received, actuals are automatically added to your project budget. Upload receipts directly to each purchase order to keep documentation organized. Purchase orders sync automatically with QuickBooks Online.
Complete control over job costs. Track committed costs and actuals as purchase orders are fulfilled, and quickly see which items are still outstanding. Purchase orders are for internal use, giving your team full control over vendor and subcontractor spending.

Repaired

Fixed an issue where photos taken on an iPhone could fail to upload. The Cancel button now stays active while photos upload, so you can close the popup and return to your work at any time.

Build Notes 2.1.184

Posted on Friday, June 20th, 2025

Remodeled

You can now assign a team as the sales rep, estimator, or project manager on a project.
Improved photo sorting. When sorting by date uploaded, photo cards show the user’s initials, the upload icon, and the upload date, in that order. When sorting by date taken, photos without a date taken (which show the upload date instead) display the upload icon.
Mobile estimate, invoice, and photo report PDF previews and saved PDFs now match the web app versions.
Improved how overhead is shown in the budget so it is easier to understand.
Task cards on the Time Tracking page now show the project color, project display name, client name, and project address for tasks linked to a project.
Photos now appear as soon as you take or upload them, before the upload finishes. You can open them right away to edit details or mark them up, and each photo shows an icon while it uploads. Because of this, the “Photos uploaded” banner at the top of the page has been removed.
Improved filtering on the Photos & Files page. Filtering from the wrong view now takes you to the correct view, and filters stay in place when switching between Gallery, Files, and Downloads, clearing only when you go to a different page.

Repaired

Pre-tax and post-tax discounts on estimates and change orders now display correctly.
Images in a cost item no longer rearrange after dragging them in the estimate or cost template editor. Images now keep the order you set.
Marking up an image from the estimate section template popup no longer closes other open popups. When you finish the markup, you return to the section template popup.
User and “Projul Support” icons now display correctly in change history, showing who made each change.

Build Notes 2.1.182

Posted on Friday, June 13th, 2025

Remodeled

Updated the Default Time Zone options under Settings > Scheduling to remove misleading choices that could cause confusion or notifications going out at unexpected times.
JustiFi payments with a pending payout now show as “Pending” instead of $0.
In the Gantt view, double-clicking a task now opens its editor, and double-clicking an empty space creates a new all-day task for that project on the date you clicked.
Task notes are now visible in the Calendar List View, and a Print button has been added to the List View.
Messages in ”# All Channels” now show which channel each message is in.
In the mobile app, swiping to open the navigation menu works more reliably, and swiping all the way across the screen opens search. The mobile navigation menu also has a refreshed style.
Project financials shown on invoices in the client portal are now based on published values instead of approved values.
Added a “Select all” button to the associated tasks section when adding files, making it faster to add multiple files.
Invoice print previews and the client portal now show the percent invoiced on each line item for the invoice being viewed, rather than across the entire project. Print previews also show “Invoiced” after each percentage to match the client portal.
You can now enter GPS coordinates in an address field. They save and display in the correct location on the map.

Repaired

Clicking Edit on an image in an estimate, change order, or invoice now opens the image editor instead of the name and notes popup. Changes to an image’s name, notes, or file name now show on the card right away without reloading the document.
Invoice line items with a quantity of 0 now keep that quantity after saving and reopening the invoice, and the markup no longer changes to -100%.
Each new estimate now gets its own custom fields based on your current settings, so renaming, adding, or removing custom fields in Settings no longer affects existing estimates.
Grouped multi-day tasks and events in the Calendar Month view no longer appear duplicated when toggling other “Item visibility” controls.
Toggling the “Other cost templates” permission no longer toggles all other template permissions.
Assembly quantities now show the multiplication sign (×) with spaces on either side, making estimates easier to read.
Double-clicking “Send email” when emailing an estimate to a client no longer posts two messages to the project’s client channel.
Images uploaded to a task from the task editor now upload right away without needing to save, and are automatically linked to the task’s project.
In the scheduler Week and Month views with workdays hidden, turning workdays back on after moving to a new week or month now restores the workday columns, gray non-workday styling, and days off correctly.
Items removed from an estimate after being invoiced now move to additional line items on the invoice when the estimate is reapproved without saving first.
Removed the Tasks and Events headers that split task types into two groups. Task types now show as 8 boxes for clarity.
Switching an invoice between itemized and non-itemized now prompts you to save when closing it or previewing the client portal.

Build Notes 2.1.180

Posted on Friday, May 30th, 2025

Remodeled

Downloading a photo now saves it directly without taking you out of Projul.
Updated user icons above messages in channels to match the rest of Projul, and updated user and client icons and names in the client messages channel to match other channels.
“Comment” is now called “message” everywhere in Projul, and related wording in menus, alerts, and notifications has been updated to be easier to understand.

Repaired

Editing a middle occurrence of a recurring task now includes the selected day instead of skipping it.
Clicking same-day or next-day rollup alerts now opens the task list set to “Me” (or “My tasks”) and “Today.”
Project leads in the “Send” stage now have a “Move lead to sell” button in the 3-dot menu and the “Next action” menu. It moves the project to the “Estimates to sell” phase without changing the estimate status. The “Mark estimate sent” button is now hidden when the lead has no estimate or its estimate is already published.
When using “Select in schedule” to schedule a task, the schedule tooltip now shows the task’s start time instead of defaulting to 12:00 am.
The count of unapproved time logs at the top of the Time Logs page and the count of logs to sync to QuickBooks no longer include archived users, and time logs from archived users no longer sync.
The scheduler Week view no longer occasionally shows up blank or needs a view change to load.

Build Notes 2.1.178

Posted on Friday, May 23rd, 2025

Remodeled

JustiFi has improved payout speeds. Credit card payments now consistently reach your bank in 1–3 business days (2 on average), and ACH payments in 3–5 business days (4 on average).
Users with the “User has tasks for their project” schedule permission can now view, edit, and delete all tasks on projects where they are assigned at least one task, and can select those projects in the task editor.
Pay rate names are now clearer. For new accounts, the default “Regular” pay rate is now called “Standard.” For all accounts, the “Visible” column in pay rate settings is now labeled “Active.”
Photos uploaded to task notes or to a task are now automatically linked to the task and the task’s project.

Repaired

When your settings are set to show margin instead of markup, new cost lines now insert the correct default margin percentage.
Pasted video links in estimates now embed and show a video thumbnail.
Sorting the project timeline by next scheduled task now sorts multi-day tasks correctly when they have days both in the past and in the future.
Project addresses now display in the correct location.
Portrait photos no longer shrink after processing and keep their full size when opened in fullscreen.

Build Notes 2.1.176

Posted on Friday, May 16th, 2025

Remodeled

Column headers in all reports now stay visible while you scroll.
Marking up an image from an estimate, change order, or invoice now replaces the image in the document with the marked-up version. Both the original and the marked-up image are linked to the document’s project, so both are available when attaching more images.
The estimate editor now shows icons for other users who are working on the same estimate.
Photos without a “date taken” value now show the upload date on the photo card, and sorting by date taken uses the upload date for those photos.

Repaired

Improved reliability when editing project notes.
The “Project has sold” alert no longer triggers when a project moves back to Active from Completed or Canceled.
Corrected the “Previous Project Total” and “Revised Project Total” shown in the invoice client portal so they no longer include rejected change orders.
Improved alert reliability.
Fixed jumpy scrolling in the mobile app after entering estimate meeting notes.
Syncing a payment to an invoice from QuickBooks no longer changes the invoice to unpublished.
Employees assigned to an estimate meeting task with “Select in schedule” are now added to the project as an estimator.

Build Notes 2.1.174

Posted on Friday, May 9th, 2025

Repaired

Time log changes, including edits and splitting a time log, now save correctly even if the associated pay rate was deleted.
Removed extra spacing between itemized items on invoices.
The project margin value in the “Insufficient margin” popup now displays correctly.
Fixed an issue where company logos could disappear.
You can now open and edit a client that has been archived in QuickBooks.
Links in channel messages are now underlined and open correctly.
The item description editor now uses a 12px font to match the default cost item description size.
Sorting the files gallery by project now groups files under a header for each project, and the sort stays in place when you leave and come back.
Tasks now display correctly in the task list when you create a recurring task, manually exclude some occurrences, and then create another recurring task with the same rule.

Build Notes 2.1.173

Posted on Monday, May 5th, 2025

Additions- Introducing offline clock in and clock out. You can now clock in or out while offline, and Projul syncs the time log when you’re back online. The Time Logs page also shows an overlap indicator above any time log that overlaps a previous entry, and a new time log conflict alert is available. A new approval setting can warn you when approving time logs that have a conflict.

Remodeled-Clearing a subsection assembly inside an assembly section now resets the subsection’s assembly quantity to its previous value instead of turning off the assembly.

Saving a subsection assembly as a template now scales item quantities by the subsection’s assembly quantity instead of the parent section’s.
The “Document Outdated” popup is now easier to use. It explains what changed in the estimate or invoice and lets you choose which changes to discard.
The “Sync all approved time logs” button now syncs only approved logs in the pay period you’re viewing, instead of all approved logs in the account. It’s now labeled “Push (x) time logs to QuickBooks” so it’s clear which time logs will be sent.

Repaired

On Android, tapping a customer address from search now opens Google Maps.
The project end date marker now appears after the final task.
Editing “this event only” on a recurring task no longer creates a duplicate task.
Removed items now show in the client portal view of estimates and change orders, matching the print preview.
Deleting a recurring estimate meeting no longer shows a prompt saying the meeting needs a project.
Changing the client on a project now also updates it in the QuickBooks edit menu.
The “No Internet” banner no longer pushes the footer and Save button off the screen, and it now stays visible in slide-in editors, fullscreen photos, the Contact Support page, and popups.

Build Notes 2.1.171

Posted on Friday, April 25th, 2025

Remodeled-The Projul import tool now accepts all unit types in cost lines, including custom unit types you’ve added.

If an estimate and all of its change orders are rejected, the estimate card now shows a “Rejected total” (the total of all rejected documents) instead of the “Projected total.” Creating a new change order switches the card back to the “Projected total.”
New estimates and invoices now show their draft status and draft action buttons before they are saved. The Send button appears but is disabled, with a “Save to send” tooltip.
When editing an estimate template, the Send, Approve without signature, and Publish buttons no longer appear.
You can now set the approval date when approving an estimate without a signature.
The “New Invoice” button now always appears in the estimate editor footer.
On mobile, estimate and invoice action buttons now appear in the editor footer instead of behind a dropdown menu.
Added a “Publishing an Estimate” setting in Estimate settings, above “Send document behavior,” with 3 options for what happens after you mark an estimate as published.
Unpublished invoices no longer automatically change to Paid, Partially Paid, or Published when you add a payment. The invoice date is now always shown; editing it manually turns off the “Update Invoice date when invoice is published” toggle, and invoice terms stay editable after publishing. You’ll now be asked to confirm before publishing an invoice whose total is less than the amount already paid. A new “Unpublish & edit invoice” button returns an invoice to Draft without removing its payments.
The invoice editor now shows the estimate or change order title and number above each document’s cost lines. If a document is unapproved after some of its items were invoiced, those items now stay under the document header with its new status instead of becoming additional line items. A new “Add unapproved document” button above the additional line items lists the project’s documents that aren’t approved yet. Items from unapproved documents that have been invoiced and paid now appear in the budget under their document, the same as approved documents.

Repaired

On mobile, recording a payment now opens a new Record Payment popup with updated fields and a Cancel button, replacing the dropdown menu.
When an estimate section is edited or removed in a change order, any actuals already recorded against its line items (expenses or time logs) now move to the Additional Expenses section of the budget.
On the Samsung S25 Ultra, tapping an employee’s icon on a task card in the mobile scheduler now shows the users assigned to the task.
Users with estimate approval permissions can now publish and approve draft estimates.
Clicking the checkmark after editing a subsection assembly quantity now exits edit mode, and new subsections in an assembly section now start with an assembly quantity of 1.
Marked-up images now appear in the same image selector after saving.
Corrected invoice totals in the Unpaid Due Invoices report so they include tax, showing the amount the client will actually pay.
In the estimate editor, cost items with a price but no cost can no longer have their markup or margin set as a percent, matching the invoice editor.

Build Notes 2.1.170

Posted on Friday, April 18th, 2025

Repaired

The “Mark Project Complete” popup now closes correctly for imported leads.
The dollar sign on the price no longer disappears when editing cost and markup in the cost template editor.
When an estimate (or another fullscreen editor) and an estimate template are both open with unsaved changes, clicking a navigation option now prompts you to save the template first, then the other editor, closing each one only after you confirm.
The [Estimator Phone] variable in estimate and change order emails now uses standard North American phone number formatting.
Tasks from schedule templates no longer appear on the “Track your hours” time logs page.
Images attached to estimates now appear in PDFs printed from a tablet.
Opening the keyboard on the time log page no longer shifts the app up on iOS devices.
Emails for an estimate now use the estimate’s header image as the company logo.
Estimate print previews now match the client portal’s font sizes, styles, and spacing within and between cost items, and invoice print preview descriptions now match the client portal’s font.
Improved QuickBooks Online and QuickBooks Desktop sync reliability.

Build Notes 2.1.169

Posted on Friday, April 11th, 2025

Repaired

Company phone numbers in all client reminder emails now use standard phone number formatting.
The Save and Save and Close buttons in the Project Editor now stay fixed at the bottom of the editor.
The company logo now displays at the correct size in email templates.
A newly assigned estimator can now see the estimate right away without refreshing.
Opening an estimate template after opening an estimate from the Search page no longer closes the estimate.

Build Notes 2.1.167

Posted on Friday, March 28th, 2025

Remodeled- The Profitability Analysis report is now clearer and includes more useful information.

13977 profitability analysis report improvements

Images uploaded in rich text editors now upload correctly and appear in the editor and the main Projul gallery. They are also linked to the related project or task (for example, images in task notes go to the task’s gallery, and images in an estimate go to the project’s gallery).
Pressing Enter in a number field now works the same as clicking outside the field.
Opening a fullscreen editor from the Dashboard now collapses the navigation bar, and closing the editor expands it again.
Added a setting to allow estimate and invoice approval by admins. It adds a “Submit for review” button to estimates and invoices when “Require estimate review to publish” is turned on.

Repaired

Typing a negative value in a percent field no longer moves the cursor to the end of the field.
Creating or duplicating a subsection assembly in a section that isn’t an assembly now scales quantities correctly.
Improved image resolution in photo report PDFs.
The word “Estimates” in filters now uses the term from your settings.
Selecting a task or project on a time log now automatically applies its pay rate. If both the task and the project have a pay rate, the task’s pay rate is used.
After setting an assembly for the first time in an estimate, closing and reopening the estimate editor now shows the correct assembly value.
Checking “Don’t show menu hints again” now stays in effect even after signing out and back in.
The company phone number in the signed estimate confirmation email to clients is no longer missing its first digit.
With “Only complete follow-ups when recorded” turned on, follow-up tasks are now marked complete when a follow-up message is recorded and stay complete when later messages are recorded.

Build Notes 2.1.165

Posted on Friday, March 21st, 2025

Remodeled-Updated all dropdown menus with a consistent, more modern style.

Improved project data exports so they show the correct data and are easier to understand.

Repaired

Searching in a filter menu no longer hides the “Clients” label.
Uploading an image to a cost item from the cost template editor now uploads and attaches it correctly.
In the mobile app, you can now drag cost items into an empty subsection of an estimate.
Entering a quantity right after turning a section into an assembly now sets the assembly quantity without scaling the section.
On mobile and tablet, the invoice actions dropdown now works when an invoice has no invoice number.
The dots on the mobile calendar that show how many tasks are scheduled each day now display correctly.
The “Record payment” menu no longer closes when selecting a payment date.
Fixed an issue on certain iPhones where the app could refresh unexpectedly when scrolling or closing a photo.
Splitting a time log now shows the correct project and task for each new log, lets you select a project or task, and keeps the original pay rate on both logs.
Closing a fullscreen photo no longer closes another open popup.
Small popups, such as menus, now close when you click outside them.
HEIC and HEIF images uploaded on Android are now converted to JPG, matching the web app.

Build Notes 2.1.164

Posted on Friday, March 14th, 2025

Repaired

You can now add or remove rows and columns in tables pasted into rich text editors.
The warning popup shown when removing an estimator from a project now shows the correct project name.
The mouse cursor in estimates now correctly shows which items are clickable.
Photo reports with more than 9 photos no longer reorder the images.
All rows now display consistently when saving as a PDF layout.
In the client portal on iOS, photo report images now display at the size chosen in the photo report editor.
Projul no longer refreshes repeatedly while writing estimates on certain mobile devices.
Clicking in a field, dragging, and releasing in another field now keeps the cursor in the field you clicked.
Pasting or tabbing into a phone number in the client editor or project lead editor now saves the number correctly, the same as typing it.
Improved QuickBooks Desktop sync reliability when syncing tax.
Associating a project with an estimate now automatically associates the estimate’s invoices with the same project.
Client reminder emails now show the correct time, accounting for time zone changes.

Build Notes 2.1.162

Posted on Friday, March 7th, 2025

Remodeled

Cost lines, sections, and subsections in estimates can now be collapsed, making drag and drop easier.
Email reminders can now be tracked for all clients, not just those with client portal access.

Repaired

The cost item removal popup now appears only once when “Remove Material Cost” is pressed.
Autoformat now works correctly in rich text editors.
“See task steps & notes” on scheduler task cards now shows all information.
Using Page Up and Page Down in an estimate no longer breaks formatting.
On mobile, the Cancel Project and Reject Project Lead popups now scroll to show all buttons.

Build Notes 2.1.153

Posted on Monday, March 3rd, 2025

Remodeled

The taxable subtotal and tax at the bottom of the estimate editor are now based on the projected project total, including the estimate, change orders, and invoice additional line items regardless of status.

Repaired

Corrected additional line item calculations on invoices when the estimate was deleted or not associated with the invoice.
Improved tax consistency on estimates for Canadian accounts that use tax per line item, so tax is kept after closing and reopening an estimate.
Project budgets opened from a project card (timeline or pipeline) on projects without an estimate now show time logs for the project’s tasks.
Alerts are no longer sent repeatedly on the same day.
Cleaned up the information shown in “Sent emails from Projul.”
Tags added to a project now display correctly after assigning an estimator, sales rep, or project manager.
A task created from a project and assigned to the same person who is the project manager, estimator, and task worker now appears only once.
Users with “Add/edit” permission for schedule templates now see the “New schedule template” button on the schedule templates page.
Time logs that start or end at midnight now appear on the time log report.
Improved loading speed for payments and other views after viewing the last 12 months of payments.
Task rollup notifications now go out for the correct day.
Line item quantities now support up to 6 decimal places without rounding.

Build Notes 2.1.152

Posted on Monday, February 24th, 2025

Additions

Introducing Publishing!
Publishing improves how you create, review, and manage estimates, change orders, invoices, and photo reports. It’s easier to tell when a client can see an estimate, simpler to keep track of which documents you’ve sent to clients, and clearer financially, with only approved values counted in project totals. The Estimate page layout has also been updated to be more intuitive. The new publishing and approval workflow handles estimating, invoicing, and project approvals in fewer steps.

Repaired

HEIC and HEIF photos can now be uploaded to Projul.
Taxes now show when opening estimates from search in Canadian accounts.
Creating estimate templates no longer increases the universal number, so it no longer creates gaps in project numbers.
Clicking an alert now opens the correctly filtered page.
On the Scheduler Day view map, tasks that use their project’s address as a placeholder now appear at that address on the day they are scheduled (with “Show Tasks” turned on).
In the client portal, line items with a quantity of 0 now show the correct units and rate.
In the estimate editor, you can no longer associate an estimate with a rejected lead that already has an estimate.
New unassigned tasks created on the Schedule page now appear right away without leaving and returning to the page.

Build Notes 2.1.150

Posted on Monday, February 17th, 2025

Repaired

Sliding single-day tasks (or tasks with single-day assignments) no longer splits them across multiple days.
Improved the display of the “Company Contact information,” “Company Display Info,” “Client Display Info,” and “Project Display” buttons on estimates and invoices to make them clearer.

Build Notes 2.1.149

Posted on Monday, February 10th, 2025

Repaired

Photo reports now display extra rows and columns correctly.
Mobile notifications for approved estimates now send correctly.
Marking an estimate meeting complete no longer sends an estimate meeting notification to the client.
Subsection prices are now reduced correctly by the assembly quantity when saved as a template.
The full estimate now shows in the client preview, without sections being cut off in rare cases.
Deleted project types no longer appear in search.
The task editor now loads correctly the first time you open it after logging in.
In the client portal, clicking a photo no longer leaves it stuck on the screen. Press Escape or click outside the photo to close it.

Build Notes 2.1.146

Posted on Monday, February 3rd, 2025

Remodeled

For photos not taken in the Projul app, “Date Taken” now shows the date the photo was taken when available, otherwise the date it was uploaded to Projul.
Deleting or archiving a contractor, employee, or client from the Search page now updates the results right away.
Improved the Estimate by Role report so its data is more consistent, accurate, and easier to understand.

Repaired

If an image used in a photo report is deleted, the photo report now shows the text “Image has been deleted” in its place.
Fixed an issue where project cards could show an invalid value after applying a sort order with 2 new tasks.
Copying and pasting a phone number into the project and client editors now works correctly.
The materials breakdown PDF for estimates now shows each material’s company cost in the COST column instead of the price.
On the Cost Templates page, cost items can now have a quantity of 0 without changing the “Price per” value to 0 or losing the markup.
Updating a project address now updates the address on related tasks.
Project budget line items now display in the order they were created, with the oldest additional expense at the top.

Build Notes 2.1.143

Posted on Monday, January 27th, 2025

Remodeled

Camera and photo improvements: marking up a photo now keeps its original “date taken,” photos taken in the app inside a communication channel now also appear in the main photo gallery, tapping a fullscreen image no longer closes it, and deleting the only photo in the gallery now returns you to the “See all your photos here” page without reloading.
QuickBooks Online sync no longer creates duplicate categories or shows error messages when a deleted category’s name is reused.

Repaired

Fixed file uploads to projects and estimates.
Clients no longer receive unexpected estimate notifications after a job is sold.
Corrected invoice tax and total display in the customer preview for non-itemized estimates that use a section as a selection.
Adding CC and BCC recipients in the “email content” popup now works as expected.
The calendar’s “Agenda View” no longer slows down Projul or makes it unresponsive.
Improved reliability of cost item descriptions, which could disappear after dragging a section and saving.
Save buttons on estimates and invoices now appear on certain iPad models in landscape mode.
Improved reliability of estimate intro and contract details, which could disappear in some cases.
Project files in tasks can now be viewed by everyone with permission to view them.
Users with two different permission sets, one of which allows clocking in and out, can now clock out as expected.
Additional usability fixes across the 9-dot menu (Open Estimate and Change Order counts, Add Invoice on the Gantt view), lead durations for rejected leads, the task editor, estimate notifications, the mobile photo viewer, cost description formatting, the client editor, and popups on the Gantt view.

Build Notes 2.1.139

Posted on Monday, January 20th, 2025

Additions

A new information chip on each photo card shows the date taken, date uploaded, and who uploaded the photo. Photo sorting has also been improved.

Screenshot 2025 02 06 at 1 43 53 pm

Remodeled

On mobile, tapping a photo once now opens the expanded view instead of triggering the hover effect. This applies to all photos.
Faster data loading for basic users when they log in.
Improved resolution for uploaded photos.

Repaired

Improved reliability when saving project notes.
Changes to client alerts now save correctly.
The time tracking and task list pages now load correctly.
Fixed the “Client Portal Instructions” link in emails sent from Projul to clients.
Editing images in invoices and estimates now works as expected.
Custom pay rates on time logs now save correctly, including after splitting a time log.
Additional usability fixes across the scheduler (copying tasks, assigning workers in the Day view, the global filter, and calendar scrolling), the date picker in the “Apply schedule template” popup on Apple devices, the fullscreen photo viewer, map popups, daily logs filtering, the time log editor and Time Log Report, adding estimators and project managers in the client section, the comments editor, and the side menu in the mobile app.

Build Notes 2.1.136

Posted on Monday, January 13th, 2025

Additions

You can now duplicate cost items, subsections, sections, and assemblies when building estimates.

13699 1

New option to require location tracking when clocking in. When enabled, employees must accept location tracking to clock in to Projul.

10814

Remodeled

Performance improvements to shorten the time spent on the spinning hammer while loading.
Improved margins and description popups in the full-page estimate and invoice editor.
Faster performance on the Project List page.
Information now stays in sync across multiple open Projul tabs.

Repaired

Saving a marked-up image in the estimate editor on mobile no longer closes the app unexpectedly.
Discounts now appear and calculate correctly in an estimate’s cost breakdown, between the subtotal and total.
Apple Pencil now works as expected in Projul and can select all options in the photo markup menu.
The “Estimate approve, start project” button now works as expected.
You can now add cards to payment methods in the popup for enabling the 1build integration.
Fixed a rare issue where the client name could be copied into estimate fields when applying an estimate template.
When adding a time card for an employee on the Time page, the employee’s pay rate is now selected whether a project, a task, or both are selected.
The “unsaved changes” warning now works correctly throughout the app.
Email content now matches the formatting shown in the email preview.
The project budget now shows invoiced discounts when opened from the lead pipeline for projects with a discounted invoice.
Time logs can no longer be saved with an “in” time later than the current time. Clocking out from the time log editor now fills in the out time instead of closing the editor.
Archived users no longer receive alerts from Projul.
Additional fixes across time log editing, the map (user paths and “Who’s working”), the mobile calendar, project number sorting, search in project info dropdowns, the estimate editor’s discount edit icon and cost line dropdown, photo markup icons on mobile, the order of additional expenses in the project budget, employee availability settings, the Project report on mobile, project card and project photo buttons, scheduler templates, filters on the project timeline page, and portal links for deleted invoices.

Build Notes 2.1.132

Posted on Monday, December 16th, 2024

Remodeled

Improved client reminders so they are not sent after an invoice has been paid.
Faster uploads when adding multiple photos.

Repaired

Corrected estimate section and document totals after dragging and dropping cost items into an estimate.
Client users can now download photos uploaded by your team in the project comment channel.
QuickBooks Online sync no longer creates duplicates when syncing employees that already exist in QuickBooks.
Removed the edit button on images sent in the client communication channel, to match images in other channels.
The pie chart on the estimate card now better accounts for discounts.

Build Notes 2.1.128

Posted on Monday, December 9th, 2024

Repaired

Fixed unwanted popups when opening 1build in the Projul mobile app.
The QuickBooks Online sync menu above the sync icon now fits fully on screen.
Time zones in emails sent to clients now update correctly after daylight saving time changes, without re-saving your time zone settings.
Selecting and unselecting photos or files to attach in the estimate and invoice editors now works as expected.
When saving an assembly as a section template, item prices in the “Make estimate section template” popup now show the correct value when the quantity is 1.

Build Notes 2.1.124

Posted on Monday, December 2nd, 2024

Remodeled

Budget line items, overhead percentage, and budget notes now stay in the budget even if an estimate is created or deleted after the budget was set up.
Improved invoice editing in the mobile app.

Repaired

Cost line and section menus now stay visible when opening an estimate with the “Edit” button from global search.
When adding a new project from the invoice editor, the client information now displays correctly after adding or removing a client.
Numeric fields in the estimate, invoice, and budget editors now display values up to 10 million.
Markup and margin calculations are now consistent for items with a quantity of 0 or a cost of $0.
Users with permission to edit a project can now see and edit the “estimate value” field when the “edit estimate value without estimate” setting is on and the project has no estimate.
Filtering on a searched name now works as expected.
Improved reliability when saving employee details.
Client portal improved so clients using the mobile app and clicking on alerts brings them to the proper channel. The client will also not be able to see task list items in both mobile and desktop.

Build Notes 2.1.120

Posted on Monday, November 25th, 2024

Remodeled

Location tracking features now handle large amounts of location data, especially for larger companies.
Improved automatic adjustments when editing time logs.

Repaired

Photo uploads are more reliable in areas with poor service.
The image upload counter now resets when you log out.
Copying a task with no name from the Schedule page no longer shows unexpected text as its name.
Project tags now show on the lead pipeline without opening the project editor first.
Filtering tasks on the Schedule page now shows the matching task at the top of the page.
The estimate title now displays correctly in the estimate email template.

Build Notes 2.1.112

Posted on Monday, November 18th, 2024

Repaired

Improved syncing across devices.
Smoother scrolling and better performance in the estimate editor for large estimates.
Improved clock in and clock out performance.
Sorting projects by start date now keeps a consistent order when start dates have not changed.
Clicking “Send Email” multiple times no longer opens multiple email editors.
Client portal links for deleted invoices now show a “The document you’re looking for doesn’t exist” screen.

Build Notes 2.1.108

Posted on Monday, November 11th, 2024

Repaired

General performance improvements across Projul.
The black scroll arrow now appears whenever there is more content hidden beneath a footer.
The email send button now works in the Projul mobile app.
New projects now follow the default project color setting.
Task overdue alerts are no longer sent for completed tasks.
Archived projects now appear in search on all devices.
Project Card data updates faster when you complete a task from the Project Card.
When you change a time log’s task or project from within a project budget, the time log is now removed from the previous task or project.
Images now show correctly in the image selector when associating images with a task.
Fixed rounding in time logs.
Improved formatting of quantities on the materials line (when visible).
The company phone number now displays correctly in all email editors for +2 country codes.
The Unscheduled Tasks button now stays visible after a project is completed.

Build Notes 2.1.104

Posted on Monday, November 4th, 2024

Additions

Introducing schedule templates, for more flexibility when scheduling projects. Schedule templates save and apply only a project’s tasks and timelines. You can still create and apply project templates to template all project details (project type, lead source, project tags, and more).

Screenshot 2024 11 05 at 1 27 24 pm - Templates can be created from the project timeline and can be viewed from the drop-down in the top right of the projects page.

You can also now set permissions for creating and applying both schedule templates and project templates.

Remodeled-Estimate template and estimate section template selectors have been updated. This provides more clarity into the template amounts and details of the estimate template being applied.

Screenshot 2024 11 05 at 1 31 10 pm

Repaired

Faster syncing of payments between QuickBooks Online and Projul.
Invoices that are not fully paid now appear in the “waiting for payment” filter on the Invoices screen.
For “every other week” pay periods, the two-week cycle now follows the start date selected when payroll settings were first set up.
Faster overnight automatic syncs from Projul to QuickBooks.
The “Use this filter until Projul is closed” option now works with project status filters on the Estimates page, and filters are kept when you return to the page.
Faster project sliding on project timelines.
Files now stay associated with projects on the Files screen after the projects are archived.

Build Notes 2.1.103

Posted on Monday, October 28th, 2024

Don’t just take our word for it. See what contractors say about Projul.

Additions

Automated reminders update: you can now edit and customize the email messages sent as automated client reminders, so your follow-ups stay automated while feeling more personal.

Customize Automated Email Reminders with Projul

Repaired

Alert center notifications now show the company name when a project uses only a company name.
Converting an estimate with a negative value to an invoice now shows the invoice as negative too.
Selecting a task icon on an iPad now works, and all icons display correctly.
Adding a negative cost line on the budget/job costing page now works as expected.

Build Notes 2.1.101

Posted on Monday, October 21st, 2024

Remodeled

When you delete a project, a new popup lets you choose what happens to connected documents, tasks, and more: delete everything connected to the project, or remove the documents from the project when it is deleted. This helps keep your data clean and accurate.

Deleting project details

Repaired

The QuickBooks sync icon no longer shows on payments that cannot be synced yet. Once the payment is processed, the icon appears or the payment syncs automatically.
The “no estimated revenue” option on the lead card now displays correctly for users with permission to view estimates when a lead has no estimate.
Time logs on the time card now display in chronological order, including manually added time.
Filters on the Invoices and Estimates pages now stay applied when you move to a new page. The filter selector display has also been improved.
On the mobile app, clients who open automated reminder notifications for estimates and invoice due dates are now taken to the related estimate or invoice portal link.
Invoice totals now display correctly when looked up from the sync status page.
Dollar values now display with only two decimal places.
Labor lines removed in a change order are no longer converted to tasks when the “convert labor items to task” option is selected.
Additional display and usability fixes for the mobile app (cost breakdown PDF downloads, the “remove in change order” option, and the navigation bar), the employee selector on iPad, the cost item editor on the Estimates page, and sending photos in client portal messaging.

Build Notes 2.1.100

Posted on Monday, October 14th, 2024

Remodeled

If a user does not have permission to view estimates, but does have access to the lead pipeline, the “estimated revenue” field on each lead card is not visible.
Faster loading for photos added to text editor fields like project notes, improving overall app performance.
New orange “connection lost” banner that appears when your device loses its internet connection.

Repaired

Project templates no longer appear in the project type filter on project pages.
In the invoice editor, the choice of who pays processing fees now only changes when you click the option itself, not the area around it.
Remaining balances now calculate correctly on invoices created from an estimate that was discounted before tax, and no balance remains once the full invoice total is paid.
Faster uploads when adding multiple photos from an iPhone camera roll to a task in the mobile app.
Schedule changes now sync in real time for all users.
Improved QuickBooks Online auto sync reliability when syncing multiple items.
When an estimate line item is measured in “hours,” each labor item on the job costing page now shows the estimated hours, even if no time has been scheduled for it.
The automated reminder to approve an estimate is no longer sent after the estimate has been approved.
Pay period date ranges now display correctly in payroll mode, based on your payroll timing settings.
Estimate templates that use margin instead of markup now calculate margins correctly.
The lead report on the Reports page now opens as expected.
Cancellation reasons on canceled projects now save correctly and appear in the project export .csv file.
Display fixes for the time tracking menu in the sidebar and for long section template names.

Build Notes 2.1.93

Posted on Monday, Sep 30th, 2024

Remodeled

The “Help Us Help You” form is now the “Contact Support” form and has moved to the navigation sidebar, so it no longer covers controls (especially on mobile) and is easy to reach from anywhere in Projul.

Blog illustration

Repaired

“Price for customer” now displays correctly on the client preview of an estimate.
Saved markup on estimate and section templates now applies correctly to new estimates.
Changes to an employee’s details now save correctly.
Opening an invoice from the item sync status page now works as expected.
The “edit” button in the QB sync dropdown for editing employees should be hidden if the user does not have permission to edit employees. This applies not only to employees but to all types of entities that can sync to QB and have permission controls.
Time clocked to a labor task that was removed by a change order now still shows in the project budget, keeping job costing accurate.

Build Notes 2.1.92

Posted on Monday, Sep 23rd, 2024

Additions

Negative line items are now available. Use negative numbers on an estimate line item or change order to subtract from the project value without adding a discount.

Negative Line Items

Estimate footer updates: see markup and margin for labor, materials, and the whole project. You can turn this off in the estimate section of company settings.

Margin on the estimate

A new minimum margin warning replaces the old “minimum markup.” It helps protect project profits by warning when a job may be underbid or miscalculated, even for new estimators.

Minimum markup warning

You can now set either a markup or a margin on estimate line items. Markup increases the cost ($100 cost + 100% markup = $200 price), while margin sets the profit ($100 cost + 50% margin = $200 price).

Margin vs Markup

Margin vs markup

Remodeled

Changing the “customer price” on an estimate when the cost is already known now updates the markup instead of the company cost, so you can add profit without changing your hard costs.
On invoices, you can now add markup or margin to additional line items. This helps when invoicing without an estimate while still tracking markup or margin vs. hard cost.

Invoice with markup

The job budget now shows an itemized list of discounts on a project instead of one combined discount line.
The mobile app keyboard now has a +/- option for adding negative line items to estimates and invoices.
When invoicing a percentage of an entire estimate, that percentage is now applied to each line item instead of an equal dollar amount. For example, invoicing 25% of the estimate charges 25% of each line item.

Progress Invoices

Repaired

“Add another invoice” on the invoice card now works, with new invoices linked to the selected project.
Unnamed estimate sections are now grouped together in the project budget instead of appearing under other sections.
Closing the invoice editor no longer warns about unsaved changes after you have already saved.
The time logs page now shows all time logs for the pay period without refreshing or switching pay periods.
Long cost item names on the budget screen no longer overlap other budget fields.
Closing the camera in the mobile app now works as expected.
Corrected rounding on fully paid invoices so the remaining amount shows as zero, with no extra cents.
Searching for and selecting an employee in the task editor now works as expected.
PDFs now open in the browser’s PDF viewer instead of downloading to the device.

Build Notes 2.1.91

Posted on Monday, Sep 16th, 2024

Remodeled

Faster photo and file uploads, with a more accurate upload progress bar.
Adding an invoice to a project with no ID now opens a popup to select a project ID and add documents to the project.

Repaired

When creating a project from an estimate, you can now choose its lead pipeline stage. By default, the project now starts in “to write” instead of “new”.
Clearing a filter on the Estimates page now updates the dollar amount and count after estimates in that filter change (for example, marking an estimate as rejected removes it from the waiting filter).
Filtering the Estimates screen by “on hold” status now works as expected.
The graph on an estimate card now updates as you make changes, without refreshing the page.
Invoice numbers greater than 4 now display correctly on invoices.
When the number generation setting is turned off, project ID popups no longer appear.
With the “skip days off” setting on, you can now slide a project backward on the project timeline.
On the mobile app, the navigation sidebar now closes when the Estimates or Invoices screen is open.

Build Notes 2.1.90

Posted on Monday, Sep 9th, 2024

Repaired

Several improvements when adding a project from the Estimates or Invoices screen, including:
When a project is linked to an estimate, you can now unlink it and then add a different project.
Saving a project with a project ID that already exists now shows a warning to help prevent duplicates.
Creating a project from an invoice now uses the invoice ID instead of a different number.
Bullet points in cost item descriptions now sync to QuickBooks correctly instead of appearing as asterisks.
A warning now appears when a project’s client has no first or last name.
Selecting the project cover photo from the project editor now opens the image as expected.
Task steps now appear in the correct order when a project template is applied.

Build Notes 2.1.89

Posted on Monday, Sep 2nd, 2024

Repaired

Closing the editor after editing a material template from the QuickBooks sync menu now works as expected.
Searching for a tag name in the filter menu now shows the matching tags as filter options.
Turning on “Client can approve estimate after the expiration date” no longer changes the estimate’s published date, so estimates show the expected date in the Reports tab.
Overdue estimates now appear in the “client approval overdue” filter instead of “waiting for client approval.”
Filtering by an employee in the scheduler views now shows all tasks assigned to that employee.
Invoices from deleted projects no longer appear on the overdue invoice report.

Faster project schedule sliding, and selected days off are now skipped when “skip days off” is on.
Users with permission to delete photos, estimates, projects, and other items can now delete them as expected.
Payment due dates now display correctly when clients view an invoice in their portal.
Leads imported from the lead contact form now get unique automatically generated numbers.

Build Notes 2.1.88

Posted on Monday, Aug 26th, 2024

Additions

Refer and Earn: thank you for being a loyal Projul customer. Now you can share Projul with others.

We’re excited to introduce our “Refer and Earn” program! When you refer a friend to Projul and they become a customer, both you and your friend will receive an Amazon.com gift card as a token of our appreciation. It’s easy - just fill out the referral form in your Projul account, and we’ll handle the rest. Your recommendation helps us grow, and we’re grateful for your continued support.

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Repaired

Estimates can now be attached to or created on clients imported from QuickBooks Online.
The minimum number field on invoices now accepts only numbers, so invoices are created as expected.
When editing a labor or material cost item from the invoice editor, clicking outside the category field now closes the dropdown, matching other places this editor opens.
Choosing “Continue editing” when closing a project lead editor with no client info now keeps the editor open.
Editing a client’s billing address now updates the estimate address on both the print preview and the client portal view.
Closing an estimate after changing its title now prompts you to save.
Corrected an extra cent that could appear on Justifi ACH payments after a payment was recorded.
Changing a change order number by updating the project ID now updates all associated and selected documents.
Faster invoice syncing to QuickBooks Online.
Once Payroll mode is set up on the time logs screen, it now opens in payroll mode by default.
Pressing Enter in an estimate text field now adds a new line instead of opening account settings.
Adding an estimate to a project with no number now creates a number when the project numbering setting is on.
Searching for “project type” in the universal filter no longer shows duplicate project types.

Build Notes 2.1.87

Posted on Monday, Aug 19th, 2024

Additions

A new project numbering system helps keep data clean, makes project numbers easier to update, and prevents duplicates. Each project now has a “Project ID” that ties directly to the documents created for that project. For example: If a Project ID is 1412, the project, estimate, invoice, and change orders will all use that project ID in the numbering system (i.e. E-1412).

When a project ID changes, a new screen lets you update all associated numbers and documents at once, keeping data consistent without creating duplicates. Check out the screen below.

Screenshot 2024 08 20 at 7 45 42 am

Remodeled

If a client has a company name instead of a first and last name, the company name is now used in automated reminders and other emails sent to the client.

Repaired

Files over 100MB can now be uploaded to a project.
Clicking outside an open photo on the Photos page now closes it instead of leaving it stuck on screen.
Pending invoices now show the QuickBooks sync icon on the Payments page.
Permission changes for users on Android devices now apply without signing out and back in.
Turning a section into an assembly after adding a subsection now carries the section quantity over to the subsection.
Easier to close an estimate print preview on mobile devices.
Updates to cost lines on the cost line template page now save for future use and apply across all templates that use those line items.
Creating a project from a project template now creates a new, unique project number instead of reusing the template’s number.

Build Notes 2.1.85

Posted on Monday, Aug 12th, 2024

Remodeled

Automated client reminders no longer require client portal access. When automated reminders are turned on in company settings, every client receives the reminders you have set, including project start dates, estimate and invoice due dates, and upcoming estimate meetings. Check out the video in the previous post to see how to set up automated reminders.

*Annual Pro Plan Feature

Updated font on estimates and invoices makes estimate, invoice, and change order totals easier for clients to read at a glance.

Repaired

Faster loading when a client opens an estimate, invoice, or change order from its link.
Improved account switching on the mobile app so notifications come from the account you are currently signed in to.
Uploading multiple photos to an estimate at once is now faster and works as expected.
Alert counts in the client portal alert center are now accurate and go down as notifications are viewed.

Build Notes 2.1.83

Posted on Monday, Aug 5th, 2024

Repaired

Improved reliability when saving notes: the page no longer refreshes while a text editor, like the estimate meeting notes field, is open.
Estimate PDFs saved on an iPad now show photos in the print preview and PDF.
Editing and closing the name of an estimate template now works as expected.
Improved two-way tax sync between QuickBooks Online and Projul, so invoice values match and taxes display correctly when invoices with a selected tax rate sync to QuickBooks.
Improved employee sync with QuickBooks Desktop, so employee names and email addresses display correctly.

Build Notes 2.1.82

Posted on Monday, July 29th, 2024

Additions:New Syncing Functionality for Estimate Selections with QuickBooks Desktop

This update improves how estimate selections sync with QuickBooks Desktop:

Required Single Selection Sections:

For estimates with a required single selection section, only the selected option syncs to QuickBooks Desktop, and invoices created from these estimates sync only the selected option too.
Disabling the selection syncs all cost lines in the section. Re-enabling it goes back to syncing only the selected option.

Optional Single Selection Sections:

For estimates with an optional single selection section, only the selected option syncs to QuickBooks Desktop, and invoices created from these estimates sync only the selected option too.
Disabling the selection syncs all cost lines in the section. Re-enabling it goes back to syncing only the selected option.

Optional Multiple Selection Sections:

For estimates with an optional multiple selection section, only the selected options sync to QuickBooks Desktop, and invoices created from these estimates sync only the selected options too.
Disabling the selection syncs all cost lines in the section. Re-enabling it goes back to syncing only the selected options.

Change Orders:

Change orders with required single, optional single, or optional multiple selection sections sync only the selected option or options to QuickBooks Desktop, and invoices created from these change orders do the same.
Disabling the selection syncs all cost lines in the section. Re-enabling it goes back to syncing only the selected option or options.

Your estimates and change orders are now reflected more accurately in QuickBooks Desktop, giving you more control over your project financials.

Repaired

The time logs page now opens with the current date and remembers your selected date range when you leave and come back in the same session. Switching payroll mode on or off keeps your selected range; if you changed the range outside payroll mode, switching to payroll mode adjusts it to the full pay period that includes your previous start date (for example, with pay periods on the 1st and 15th, a range of the 13th through the 20th becomes the 1st through the 14th).
Estimates approved by the company now move to the top of the Estimates screen with the other approved estimates.
The “no internet” banner now shows at the top of the screen, even when another banner is displayed.
Photos taken without an internet connection now upload once the device reconnects.
App navigation now works as expected after fully closing and reopening the mobile app.
More accurate cursor placement in the mobile app makes it easier to update prices and other cost line details.
Deleting a project from the Projects page with an expanded project card now works as expected.
Clocking out from the mobile app now updates other devices in the company.

Build Notes 2.1.81

Posted on Monday, July 22nd, 2024

Additions:

Improved client communication! When a client approves and signs a quote, they now receive an automatic “thank you” email confirming that the quote has been approved and signed.

Sending estimate email example

Repaired

Tax values now display correctly in the customer preview of an estimate after taxes are applied from an estimate template.
All section and subsection prices now line up in the price column of the customer preview and print preview of estimates.
When a project starts and ends on the same day, today’s date and the start and end dates are now easier to tell apart.
When an estimate with change orders is saved as a template, the change orders are no longer saved as part of the template.

Build Notes 2.1.80

Posted on Monday, July 15th, 2024

Remodeled

Updates to estimate selections (pro feature)! Including the following:
When using a subsection for an estimate selection, you can now toggle “item is visible” for the line items in that subsection.
You can now edit the “selection type” and the pre-selected items on a selection section template.
The print preview of an estimate no longer shows unselected items.
When turning an estimate section into a selection from the 3-dot menu, the menu stays open after you toggle the selection on.
Turning off the “item is visible” toggle now automatically turns off the “photos are visible” and “quantity is visible” toggles too.
If a selection section’s type changes, the previously selected items stay selected by default.
Display improvements when a client views an estimate with selections after approving it.
Line items in an estimate selection now have the “quantity is visible” toggle.

Repaired

Adding a project to a time log from the time log page works correctly.
Scrolling on the search page is smoother, and pop-up menus scroll correctly.
Notifications from Projul are sent on time regardless of daylight saving time changes.
When the templates slide-out menu is open, the 3-dot menu on an estimate cost line shows the edit and delete options.
Refunding payments through Justifi works correctly.
When editing a task in a project template, you can select parent and child events correctly.
Closing the full-screen view of a product image while editing a cost line template returns you to the image gallery.
Task notifications are sent for the correct day when a task is rescheduled.
A change order with only a discount and no line items can now be marked approved.
Subsection totals display on an estimate when the subsection total display setting is turned on.
With the estimate setting “Require tax on each estimate cost item” turned on, applying an estimate section template now applies your account’s default tax to line items marked “taxable.”
Syncing projects to QuickBooks Desktop now syncs the billing address, name, email address, and phone number to the matching sub-customer.

Build Notes 2.1.79

Posted on Monday, July 8th, 2024

Additions

Automated Client Reminders are here!
Save time and keep clients and leads engaged with automated reminders. Notify clients by email and client portal message about upcoming estimate meetings, project start dates, estimate follow-ups, and invoice reminders. Turn this on from the notifications section of company settings.

Available in Projul Pro annual plan.*

Remodeled

The archive user pop-up now scrolls, making it easier to see all archived employees when the list is long.

Repaired

Syncing customers from QuickBooks Online into Projul is faster, and all customers sync correctly.
When projects have the same start and end date, all scheduling views show the start and end dates correctly.
The Projul Payment Center now shows the correct credit card or ACH processing fee and adds it to the payment amount correctly.
When an item is dragged into an estimate section and the section is saved as a template, the line item order is kept.
Clicking an address from the calendar view lets you choose whether to open it in Google Maps or Apple Maps.
Assembly quantities display in the client preview of an estimate when “quantity is visible” is turned on.
Importing the name and description from an estimate to an invoice works correctly, and formatting such as line breaks carries over to the invoice description.
Filtering schedules by employee works correctly, and all recurring tasks show on the filtered schedule.
Employees are now only clocked out when they, or a user with permission, clock them out.
If a user does not have access to view contractors, they will not be able to see the “contractors” drop-down as an option from the people page.
Discounts display on the client preview of a change order when there are no other line items.
Additional reliability and usability improvements across saved filters, project templates, time off and deadline tasks on the calendar, project reports, the estimate editor, line item company cost display, the live map, and company logo settings.

Build Notes 2.1.77

Posted on Monday, July 1st, 2024

Additions

More lead pipeline customization! A new setting lets you mark an estimate approved when a project is moved to the sold category. Find it in the “estimates” section of company settings.

Repaired

Deleted item categories on cost line item templates now stay deleted when saved, and drop-down fields like “categories” are visible in the cost line editor.
In the Estimates by Role report, approving an estimate no longer changes the date its count and value appear under “Published Estimate Count” and “Published Estimate Total.” Those stay based on the published/sent date. Approval adds the estimate’s count and value to “Approved Estimate Count” and “Approved Estimate Total” on the date it was approved.
Collapsed estimates and change orders now show their totals without needing to be expanded.
A manually entered project complete date now displays on the profitability analysis report instead of the automatic completion date.
Moving an overdue invoice’s date to a later date past the due date removes the overdue badge.
Export labor to tasks options now appear on estimates when labor items are only in subsections.
Downloading the time log report from a mobile device saves the file as a .csv file.
Creating an estimate from a template and marking it company-approved no longer adds a change order to the estimate.
Adding a change order shows the previous estimate total and the new change order total at the bottom of the client preview.
When a user is archived, a pop up tells the user their permissions are changed and then logs the user out.
When an estimate is approved or rejected, a notification is sent to all users set up to receive it.
Additional usability improvements to the task worker list, QuickBooks sync options when a sync is scheduled, the “Preview as client” button on change orders, and removing taxes from invoices.

Build Notes 2.1.75

Posted on Monday, June 24th, 2024

Repaired:

Removing a cost line while editing an estimate now saves correctly, stays removed after the page is refreshed, and no longer appears in the print preview.
On the mobile app agenda view, tasks show their selected icon instead of the default hammer icon.
Adding multiple addresses from the client editor works correctly.
Clocking in and out on the mobile app loads faster.

Build Notes 2.1.73

Posted on Monday, June 17th, 2024

Additions:

Create proposals that sell by adding photos to individual line items. Help clients visualize their projects with one or more photos from your device or your Projul camera roll. See how to add photos to line items below.

Available in any Projul plan*

Blog illustration Screenshot 2024 06 17 at 3 56 07 pm

Estimate selections are here! Let clients make specific choices while approving an estimate. Add optional items, required selections, and photos on individual line items, and manage client selections right in Projul. Check out the walkthrough video below.

Available in Projul Pro annual plan.*

Projul is in the Zapier app marketplace! You can now connect your lead generation to Projul through Zapier for more flexibility in how you manage leads. More Zapier events are coming soon.

Available in Projul Pro annual plan.*

You can now print photos along with estimate documents, for clients who prefer paper estimates.

Repaired:

The unpaid due invoices report no longer shows invoices that have been paid.
Tasks show in scheduled order on the project timeline.
Adding hyperlinks to project notes from the projects page works correctly.

Build Notes 2.1.72

Posted on Monday, June 10th, 2024

Additions:- Exciting updates for IOS and Mac users! When selecting an address inside Projul, you can now select which map you want to open: Apple Maps or Google Maps! Check out the quick video below. Fpb5x5gtqyss8mpdvs7dwx

Repaired:

Photos and files uploaded with the “attach file” icon now stay attached to the selected project.
“Import name and description from estimate” works on itemized invoices and shows the estimate’s subsection names on the invoice.
The “Lost connection” banner on mobile devices only shows when the connection is actually lost.
The rich text formatting toolbar now stays in place at the bottom of the text field instead of jumping around the screen.
Applying a discount now calculates the total correctly and shows it on the customer and print previews.
Adding a new discount to an estimate or change order works correctly.

Build Notes 2.1.70

Posted on Monday, June 3rd, 2024

Repaired:

Leads Dashboard reports work correctly, with improved calculations across those reports for more accurate data.
Justifi onboarding now lets you add multiple files and remove files from the onboarding form.
Users with permission to access projects can select projects from the project list in the task editor.
Adding a change order is faster, and a new change order scrolls to the top automatically so you can start adding items without extra scrolling.
Display improvements when adding a tag to an estimate, selecting a date range on time logs, and during Justifi onboarding.
Switching the projects view to project templates and back no longer changes the date range on the active projects view.
Estimates with multiple invoices open faster, including when you open the estimate from one of its invoices.
After editing and saving a photo, only that photo refreshes instead of the whole gallery, so pages load faster.
A new estimate or invoice now appears at the top of the estimate card view when filtering by estimate/invoice date.
The invoice editor opens after selecting “add an invoice” from the project page.

Build Notes 2.1.66

Posted on Tuesday, May 28th, 2024

Additions

Printing is now available in Projul Mobile! Print estimates, change orders, invoices, project reports, and anything else you can print from the Projul web app.

Remodeled:

The “estimates by role” report now reflects every estimator assigned to an estimate. Previously, an estimate’s value was only counted once when multiple estimators were assigned.
Improved protection against duplicate payments and signatures when clients view estimates and invoices. If a payment has already been made on an invoice, clients now see a warning right away.
Faster performance in the Projul web app, with better handling of slow or offline connections.

Repaired:

The clock-in/out option shows for users with the right permissions.
The import tool now catches duplicate customers when both a customer import and a project import are run.
Creating a project from the invoice page adds it to the sold status/active projects list.
Project financials display correctly when invoice permissions are applied.
When a user is archived by another user and they are currently logged in, they will no longer have access to Projul effective the time of the archive.
Editing a recurring event with “this event only” now updates the selected day instead of the first day of the event.
Faster syncing of change orders to QuickBooks Online.
Project addresses appear in the correct spot on the live map view.

Build Notes 2.1.61

Posted on Monday, May 20th, 2024

Remodeled:

When payments sync from QuickBooks into Projul, the payment center now updates with the latest data for more accurate, up-to-date information.

Repaired:

Search results display correctly when scrolling on the search page.
Invoice line items appear on the client preview in the same order as in the invoice editor.
Filtering the cash receipts journal by date range now shows the correct payments.
Task start dates display correctly for users in different time zones. For example, users in California and New York on the same Projul account each see the correct time for their location.
The “Visible to customer” tooltip on estimates is clearer: when an item is toggled on in a non-itemized estimate, its name and description show to the customer.
The number icon shows in the lead pipeline 9-dot menu when a file is attached to a project lead.
The QuickBooks sync pop-up now fits fully on screen.
The global filter shows tasks, invoices, and estimates correctly, and they stay filtered when the page is refreshed.
The upload photo option is available in a project’s “see comments” channel.

Build Notes 2.1.60

Posted on Monday, May 13th, 2024

Additions:

Share and store larger files in Projul! You can now add photos and files up to 400MB each, up from 100MB.

Remodeled:

Archived employees now keep an accurate history across the app, so past information stays reliable for employees and users who have been archived. These improvements include: Tasks: Tasks assigned to a user stay assigned after the user is archived. The user is removed from the scheduler view, but their tasks still show on the calendar view, the task list (when showing “Everyone”), and project schedule views. When editing the workers on these tasks, the archived user appears as selected but can’t be selected again.

Projects & Customers: Users assigned as project manager, estimator, or sales rep stay on those projects and customers after being archived. When editing these lists, the archived user appears as selected but can’t be selected again.

Time logs: Archived users are removed from the list of cards on the time logs page but still appear in the Company Pay Period Report for any pay periods where they logged time, with accurate hours per pay rate, accurate paid totals, and any custom pay rates set for them.

Project budget: Time logs from archived users still show the user’s name and correct pay rates in the project budget, even if those rates differ from the company default. Active users can edit those time logs just like they can from the Daily Logs page and see the correct user info in the editor.

Photos & Files: Photos and files uploaded by an archived user still show that user as the uploader.

Reports: These reports continue to show archived users’ data where applicable: Time Log Report, Contract Report (PM, SR, Estimator), Contract By Role Report, Profitability Analysis Report (Sales rep), Estimator Estimated Revenue Report, Estimators, and Leads Report (PM, SR, Estimator).

Map/Geolocation data: Existing map points for an archived user are kept and still show on the map for days when the user had location data.

Change histories: Change histories still show archived users who made changes. Hovering over an estimate or invoice status still shows the correct user who changed it, even if that user is now archived.

Communication channels: Messages sent by a user who is later archived stay visible in their communication channels.

Repaired:

When a discount is applied to an estimate and progress invoices are created afterward, the overall project balance reflects the discount.
Search on the search page is no longer case-sensitive.
Estimate and invoice links now work in Safari on iOS 12.
Leads in the “to revise” column are counted in the active project leads number.
The estimate report shows the correct estimates for the selected date range, without duplicates.
If the internet connection briefly drops while a user or client opens a portal link, the content loads once the connection is back.
The estimate viewed notification is sent when a client opens the estimate, and is not sent if that notification is turned off in settings.
Invoice “delete” permissions function as expected.
Users with invoice “add/edit” permissions can use the edit icon on invoice cards.
Users with invoice permission but not project permissions can see all invoices from the invoice screen.
Moving a project lead to the “to sell” stage no longer creates a blank estimate when no estimate exists yet.
Additional improvements to QuickBooks Desktop syncing, editing estimate section and cost item names, and filtering by trade on the scheduler view.

Build Notes 2.1.57

Posted on Monday, May 6th, 2024

Additions:

When archiving a user, a new prompt explains how archiving works: archiving removes the user’s access but does not change your subscription. Check it out below!

Archive user prompt

Repaired:

Highlights display in estimate item descriptions.
Calendar and schedule views now print in landscape.
If your Chrome browser needs an update, an alert prompts you to update for the best app performance.
Scrolling in the estimate and invoice editors on a mobile device is smoother.
The “delete all” option on the unscheduled task list is hidden when there are no unscheduled tasks.
The “select files” and “select photos” buttons are hidden when there are no photos or files on the page.
Man hours and days on the project card update as tasks are added, removed, or edited.
The back arrow on the scheduling page takes you back to the previous page.
The pop-up to schedule a follow-up reminder no longer shows on completed projects.
Time log reports include data from archived projects.
Saving a website domain on the lead capture form integration works even if there is a space before or after the domain.
Display improvements to the date picker in the reports tab.

Build Notes 2.1.53

Posted on Monday, April 8th, 2024

Additions:

You can now open project comments directly from the estimate and invoice editors, so estimators can see all the notes when creating change orders, invoices, or original estimates.

Comments from estimate

Remodeled:

Find and sort information faster! There is no longer a limit on how many items you can filter for on a page. For example, on any scheduling view you can now filter by multiple projects at once.
To better fit all types of construction companies, commercial and residential, the term “customer” has been changed to “client” throughout the app.

Repaired:

Change order subtotals display correctly.
Performance improvements when syncing tasks across devices, sliding project timelines in the timeline view, and syncing with QuickBooks Desktop.
“Out of bounds” clock-in alerts are sent correctly.
Users with no time log permission, but who do have access to the project budget, are not able to edit time logs on the budget page.
Default task names show on time logs when a task has no name.
Sending estimates from the project lead pipeline works correctly.
Approved estimate alerts now include any discounts applied to the estimate total.
Syncing with QuickBooks no longer removes employee/customer colors or project names.
Task changes now save when you click save on the unsaved changes warning.
Photo viewing permissions function as expected from the photos page.
An unsaved changes warning now appears if you add or remove a tax on an estimate and then try to leave the page.

Build Notes 2.1.51

Posted on Monday, April 1st, 2024

Additions:

If two users are viewing the same estimate and one saves changes, the other user’s page refreshes with the latest updates. This helps avoid conflicting edits, including when you work in multiple browsers, and lets your team see estimate changes in real time.
Refunds can no longer exceed the total amount the client paid, helping prevent billing errors and over-refunds.

Remodeled:

Searching for a project, estimate, or invoice number now brings up all related project information and documents, even when those numbers are different, so you can find everything faster.

Repaired:

Invoices now update when changes are made to tax rates.
Pictures on an estimate now display to the client in the same order as in the editor.
Using search from an editor prompts you to save first.
Uploading pictures from a phone camera roll into Projul works correctly.
On the clock-in page, a button to add a project now displays if there is no project to track time to.
Users without the “Add/Edit” permission for “Templates” do not see the “Add cost” button when typing the name of a cost line in an estimate or invoice.
Users without lead/project permissions do not see the “Lead pipeline” button on the welcome page as expected.
Manually adding a time log for an employee now shows that time under “other time logged today.”
Estimates only sync to QuickBooks when that setting is turned on from the integrations page.
Overdue task icons and scheduled hours icons update correctly after another user makes changes.
Opening the project editor from an estimate shows the correct information, even for completed projects.
Additional improvements to QuickBooks Online tax rate and time log syncing, time off on user schedules, the mobile calendar on Google Pixel devices, pasting emails and websites into contractor and employee info, the photo tag filter, and the display of item descriptions and project notes.

Build Notes 2.1.50

Posted on Monday, March 25th, 2024

Additions:

Updates to the time tracking and live map view! Increased visibility, easily adjustable settings, and more! Check out this video walking through the update.

Is1eujepxijvttygnpq7pv

Remodeled:

Improved customer communication! In addition to the email notifications sent when a comment is made in the customer communication channel, notifications now also appear in the alert channel for better visibility and organization.

Repaired:

When another user clocks in, the map view you are looking at keeps its current zoom.
The mobile app loads faster.
Adding a project tag from the estimate card works correctly.
Project leads show in the client portal under “pending projects.”
Editing time log clock-in and clock-out times that fall in different months works correctly.
Adding an invoice before an estimate keeps the invoice associated with the project.
Using “select in schedule” for estimate meetings saves correctly.
Marking an invoice as paid no longer marks the whole estimate as paid when the full estimate has not been paid.
Scheduling an estimate meeting from the lead pipeline now shows it as the scheduled next action.
Additional improvements to entering decimal values on estimates, showing active projects on the map, the budget/job-costing page, photos on project reports, adding an estimate from the invoice project editor, image titles with special characters, keeping sort order when moving between screens, saving and editing time logs, and syncing email addresses from QuickBooks.

Build Notes 2.1.48

Posted on Monday, March 18th, 2024

Remodeled

Improved lead pipeline workflow! When a client approves an estimate, it now moves automatically to the “to sell” status in the lead pipeline, so all approved estimates are in one place.

Repaired:

Invoice numbers now follow your invoice number settings.
When adding a task and then associating it with a project, clicking the folder icon opens the selector.
Improved syncing of time logs from Projul to QuickBooks Online.
Invoices show the correct amount when a project is marked as paid in full.
When adding a project from the projects page, the screen now says “add a new project.”

Build Notes 2.1.47

Posted on Tuesday, March 12th, 2024

Remodeled

Changing a saved tax rate no longer updates estimates or invoices that already had that rate applied. For example, if you sell an estimate at an 8% tax rate this month and the rate in your area changes to 8.5% next month, the earlier estimate stays the same. This helps keep your documents accurate as tax rates change.
Another tax rate update! A new setting lets you pull tax rates from QuickBooks instead of updating them in Projul, so QuickBooks stays your source of truth and all estimates and invoices use the correct tax.

Changing taxes from QuickBooks

The payment center has several updates, including tabs to switch between estimates and invoices, the option to hide columns, more sorting options, and export to a .csv file.

Updated Payment Center

Repaired:

Estimate approval stamps and project date stamps now match in the lead pipeline.
Changing the workers assigned to a task no longer changes the task’s duration.
Invoices sync to QuickBooks Online faster, and values now match.
Improved location tracking and display of location points.
When you add a new estimate line item with a $ amount markup, the correct percentage is now applied based on your default markup settings.
Tasks save faster.
Estimate totals display correctly on the project close-out page.
Changing the project address updates it on invoices and estimates.
Updating a customer’s portal email updates their customer portal login.
Exporting the invoice register and unpaid due invoice reports works correctly.
You can now upload new images to a cost item template.

Build Notes 2.1.40

Posted on Monday, February 19th, 2024

Remodeled

Updates to QuickBooks auto-sync. As long as a sync is not already in progress, users with sync permissions can click “Start a sync” at any time to run a full QuickBooks sync. Projul also runs a full sync automatically at 11 pm to keep your books up to date without any manual steps.

Repaired:

Improved syncing of employees, cost lines, and addresses with QuickBooks Desktop.
Improved syncing of invoices, project names, and project numbers to QuickBooks Online.
Sliding a project timeline no longer jumps back to the start of the project.
A customer’s default tax rate now updates their estimates and invoices.
“Remove/edit in a change order” works correctly, and you can choose which change order to add the update to when an estimate has more than one.
Removing and re-adding a customer approval updates the approval date.
Faster WIP report estimated revenue calculations, plus display improvements to the report headers.
Uploading multiple photos at once works correctly.
Bulk deleting photos or files from a project works correctly.
The job costing page filters tasks correctly.
Item visibility toggles and other filter options on the Gantt chart are saved when you move to another screen.
Additional improvements to photo uploads and deletion, filtering by customer, filtering projects on tablets, follow-up reminder end times, the template selector, uploading photos to change orders on iPhone, project colors on invoices, overtime time log display, and project tags in the project month view.

Build Notes 2.1.38

Posted on Monday, February 12th, 2024

Additions

New in the payment center: a payout date column shows the payout date for each payment, for better visibility into payment processor payouts.

Remodeled

If you have not signed up with our payment processor Justifi, selecting “no thanks” on the sign-up prompt now dismisses it for good. Reach out anytime with questions about setting up in-app payment processing.

Repaired:

Project WIP Report percentages now display in the export.
Faster performance and display improvements in the lead pipeline on mobile devices, and the “Sold” status now works correctly in the mobile app.
“Next action” buttons on leads display correctly.
Improved performance of the profitability analysis report.
Editing time logs now saves without needing to close the time log, and selecting a new time is faster.
Discounts display on the invoice print preview.
Leads imported from your website now get a project number.
The mobile app opens faster.

Build Notes 2.1.35

Posted on Monday, February 5th, 2024

Remodeled

The payment center is now interactive for faster navigation. Click a customer to see their contact information, click invoice fields to open the invoice, and more.
Payments made through Justifi now have refund time limits: 90 days for ACH payments and 365 days for card payments.

Repaired:

Improved estimate syncing, ensuring synced estimate values are greater than zero.
A variety of improvements to QuickBooks syncing for better accuracy and clarity.
Company logos display in the customer portal.
Agenda view tasks sort by start time.
The arrows for moving between photos work when “show project photos” is selected in an estimate.
The “today” button in the agenda view works correctly.
The time logs report remembers your selected time period when you leave the page and come back.
Associating an estimate with a project that is already sold keeps the project in its current stage. Customer notes display correctly on the customer record.
Completed tasks show as completed on tasks with multiple steps.

Build Notes 2.1.34

Posted on Monday, January 29th, 2024

Additions:

The Projul payment center is now on mobile! View, refund, and check the status of payments from any device.
Tooltips in the payment center now show more detail, including who applied a payment and when it succeeded. Check it out below!

Payment Center Tool Tip Payment Notification

Remodeled

Clicking a payment alert now opens the payment center filtered to that invoice, so staying on top of payments is even faster.
Column widths you set in the payment center now stay the same when you go to another page or refresh your browser.
The “payouts” tab in the payment center is now called “processor payouts.” Use it to track payouts from Justifi.

Repaired:

Cost line names display on the cost breakdown report, even when set to display as the category name on the estimate.
Deleting an estimate meeting also deletes its “write estimate” task.
Manual payments applied to invoices show as a full payout in the payment center.
Failed payments no longer sync to QuickBooks.
Improved syncing of time logs, employees, and payments to QuickBooks Online.
Phone numbers pasted into Projul now save correctly.
The “Customer approved” tooltip shows the customer’s name.
The date on the estimate approval stamp now matches the date the estimate was signed.
Taxes display correctly when opening an estimate from the search bar (Canadian accounts).
Invoice filters at the top left of the invoice page show the correct amounts.
Additional improvements to the payment center, loading tasks and schedules on mobile, closing photos in the mobile estimate editor, and sorting project files.

Dragging multi-day events on the calendar view works correctly.
Company names appear on associated tasks.

Build Notes 2.1.31

Posted on Monday, January 22nd, 2024

Additions:- Updates to Projul’s Payment Center! You can now sync payments from QuickBooks in bulk into the payment center. This will pull in all payments made in QuickBooks for invoices created in Projul based on the date range you select.Remodeled

Updates to the payment confirmation and failed payment emails that go to your customers after making a payment through Justifi! These updates provide additional clarity and details to your customer, making the integrated payment processing experience even smoother. Check out the emails below!

Payment Receipts

Failed Payment Repaired:

Performance improvements to QuickBooks syncing, including how the selected date range is applied when bulk syncing data from QuickBooks Online into Projul.
The sync icon now displays after applying a payment and saving the invoice.
If a customer and project already exist in QuickBooks, syncing from Projul now links them to the existing customer.
Estimate signatures now need to meet a minimum size to be accepted, to help meet contract requirements.
Switching the markup type from a percentage to a dollar amount now works correctly.
If an item already exists in QuickBooks, the cost line now matches the existing item instead of showing a sync error.
Justifi payment alerts are sent as expected.
Marking a project as sold when no estimate exists no longer creates a blank $0 estimate.
Customers with only a company name (no first or last name) now display correctly on estimates and invoices.
Company logos now appear on all past invoices.
Faster loading of the company pay period report, photo gallery sorting, saving project templates, project numbering, and sending invoice email templates.
Additional usability fixes: time log notes stay open when other users clock in or out, the mobile month view shows project lines and start and end dates, and hovering over the tax list shows the full tax name.

Build Notes 2.1.27

Posted on Monday, January 15th 2024

Additions:- Introducing Projul’s payment center! This portal will allow you to easily track payments that have been made on your Projul invoices. This portal will show all payments from Justifi, payments synced from QuickBooks Online, and manually entered payments on your invoices. This provides one spot for you to see the status of payments, as well as provide refunds to your customer on payments made through Justifi. If you have any questions about the new payment center, please reach out to our support team.

Blog illustration Payment Center

Remodeled

If using a browser besides Google Chrome, you will get a pop-up encouraging you to download Chrome. Google Chrome has proven to be the best browser when operating Projul and the one a majority of customers use. Projul will be the most performant within this browser.Repaired:
Faster photo uploads in the comment channel.
Importing the name and description from an estimate line item now works correctly.
Display improvements on the “full admin” permissions profile.
If an estimate has unsaved changes when it tries to sync to QuickBooks, a warning now asks you to save the estimate first.
QuickBooks sync improvements, including more accurate rounding of decimal amounts.
Exporting labor to tasks now shows the tasks in the correct order on the scheduler page.
Items with a $0 value on an estimate no longer display on an itemized invoice.
Print preview and customer portal preview now match.
Faster data exports, including the leads export and customer export.
An invoice header set in account settings is no longer replaced by the project’s estimate header.
After selecting a task or project to clock in to, the selector now closes automatically.

Build Notes 2.1.24

Posted on Monday, January 8th 2024

Additions:- Updates to copy and paste addresses inside of Projul. There is now a quick option to copy addresses from anywhere they show inside of Projul allowing for faster navigation and eliminating the need to open an editor when copying. Check it out below!

Copy addresses from Projul

Remodeled

Updates to the tax field in Projul! You can now add up to 5 decimal places, matching the tax precision in QuickBooks Online.
After selecting a sort option on the photos and files page, the sort stays in place for the rest of your session. If you navigate away from the page, your selections will remain.
You can now edit an invoice date inside Projul. If you need to update an invoice date after sending the invoice, you can now.
When a project lead is moved into the sold status, the “project sold date” field of a project is automatically updated, unless the field already has been manually updated.
Project exports now include an estimate total field and a “change order total” field, so you can quickly compare the original value of a project with any additions or adjustments from change orders.

Repaired:

Consecutive-day multi-day tasks now display as connected.
A second attempt to onboard with Justifi now submits correctly.
QuickBooks sync improvements, including payment dates, invoice item descriptions, estimate line item order, and payment syncing.
Deleting a payment now updates the invoice status.
Creating a project from within an estimate now works correctly.
Time log reports now export in the correct order.
Company logos now display on change orders.
Marking an invoice as paid now updates the status on the invoice card.
Estimate tax now displays correctly in the customer preview.
Faster calendar sorting by time, photo gallery loading, and filtering by project.
Additional usability fixes for project follow-up edit buttons, the project report customer preview, proposal names on the estimate screen, leads on iPhone 13 Pro Max, arrow-key navigation in estimates, addresses in search results, and renaming files.

Build Notes 2.1.22

Posted on Tuesday January 2nd, 2024

Additions:-Update to QuickBooks Online Sync! You can now select a cost of goods account inside of Projul’s list of expense accounts to select from! This will allow for more accurate accounting, and eliminate manual editing inside of QuickBooks.

Remodeled

Update to Project Export CSV! When a project export is made, you can now see the following:
“Total selling price” (this is the entire value of the project including the estimate value, sales tax and change orders)
“Sales Tax”
“Total price minus sales tax”

Repaired:

Faster data loading after logging in.
Moving line items into a new section now updates cost totals correctly.
Filtering by invoice number now works for invoices created on the invoice screen.
You can now delete an estimate without saving and closing it first.
Faster searching and filtering of estimates by customer name on the search page.
The “Connection Lost” warning now appears only when the connection is lost for more than 20 seconds, not during brief interruptions.
Justifi payment notifications now show the actual payment amount, including cents, without processing fees.

Build Notes 2.5995

Posted on Wednesday Dec 27th, 2023

Additions:

Exciting updates made to the calendar view! On the calendar view, you will now have a toggle to “group consecutive multi-day events”. If a task spans multiple days, you will be able to easily see the tasks span multiple days. Check it out below!

Projul Multi-day Calendar View

Additional keywords for estimate email templates! To add more personalization and eliminate more manual entry, you can now select the following as keywords to include in your estimate emails:

[PROJECT NAME]Inserts the name of the project associated with the estimate

[PROJECT ADDRESS]

Inserts the address of the project associated with the estimate

[ESTIMATOR NAME]

Inserts the full name of the estimator assigned to the estimate’s project

[ESTIMATOR EMAIL]

Inserts the estimator’s email address

[ESTIMATOR PHONE]

Inserts the estimator’s phone number

Remodeled

Updated Justifi payment notifications. You can enable notifications for when a payment is rejected, processing, or completed. Check out the examples below and stay in the loop with all of your payments!

Payment Notifications with Projul

On the calendar view, you can hide tasks from the calendar with the “tasks” toggle in the item visibility section.

Repaired:

Performance improvements when editing project dates in the calendar view, saving tasks from the schedule page, creating invoices as a non-admin user, syncing with QuickBooks Online, sending payment notifications, loading Gantt charts, saving invoices, and attaching logos to estimates, invoices, and project reports.
When “require estimate approval” is on, sending an estimate after it has been approved now works correctly.
Copy and paste improvements: you can now copy and paste notes without opening the editor for project notes, time logs, lead info, and more.
Attachments on an estimate now open correctly.
Selected filters on the day scheduler map view now stay selected after leaving the page.
When “display company name” is selected for a customer, the company name now shows on the estimate header.
Forward and back arrows now work when browsing photos on an estimate.
Filtering by project photos on a project now works correctly.

Build Notes 2.5994

Posted on Monday December 11th, 2023

Additions:

Get set up with our new payment processor Justifi! As we communicated earlier this week, WePay is shutting down, and Justifi will be the new integrated payment processor with Projul.

Summary

WePay is going out of business.
Projul has contracted a new payment processor (JustiFi).
To continue using payment processing through Projul, you will need to sign up with JustiFi before the end of December!

Signing up with JustiFi will involve a simple, in-app process for submitting your company info and supporting documents. We will be prompting your company admin(s) in the Projul app for one of you to complete the JustiFi sign-up.

Justifi integration prompt Repaired:

Faster time tracking, including clocking in and out and admin time tracking views, and faster map views in the day scheduler and live map.
New project numbers are now created correctly.
Selecting “update costs in templates” on the cost line management page now updates the cost lines in your templates.
Editing the assigned user on an overdue multi-day task now works correctly.
Creating an estimate from an estimate meeting task now creates an estimate number.
The estimate report now displays customer and project information.
Discounts now apply to invoices correctly.
Completed, canceled, and rejected projects no longer appear when selecting a project for a task.
When scheduling a task for multiple days, “schedule more days” now creates a task for the next work day.
Cost line descriptions now copy from the estimate to the invoice.
Dragging line items from a subsection into another section now works correctly, and visibility toggles stay as selected.
Adding a task in the timeline view no longer jumps the timeline back to the start of the project, making it faster to create tasks from the projects page.

IMPORTANT: New Payment Processor

Posted on Tuesday December 5th, 2023

We are reaching out with important information regarding a significant change in payment processing services that will benefit your experience with us.

Summary

WePay is going out of business.
Projul has contracted a new payment processor (JustiFi).
To continue using payment processing through Projul, you will need to sign up with JustiFi before the end of December!
Signing up with JustiFi will involve a simple, in-app process for submitting your company info and supporting documents. We will be prompting your company admin(s) in the Projul app for one of you to complete the JustiFi sign-up

More details are available below.

End of Partnership with WePay

Firstly, we regret to inform you that WePay, our current payment processing partner, is ceasing its operations in 2024. Our contract with WePay concludes on January 10th, and consequently, we will no longer have payment processing service from WePay after this date.

For those of you that love payment processing through WePay, we attempted to create an extension to our agreement. Unfortunately, because WePay is completely closing their business (they are not even transferring the WePay customer base to a Chase Bank alternative), they could not do that.

Welcoming JustiFi as Our New Partner

In light of this change, we are excited to announce our new partnership with JustiFi, a payment processing service provider that we expect to provide great reliability and support for your company.

Faster Processing

One of the biggest benefits of JustiFi will be payment processing speed. WePay has a standard payment processing window of 1 to 5 business days (1 to 2 for credit card and 3 to 5 for ACH), while JustiFi has a standard processing time of 1 to 3 business days (1 to 2 for credit card and 3 for ACH).

Surcharging Capability

Don’t worry, JustiFi offers the same capability for surcharging as you had in WePay, giving you continued flexibility in passing on those transaction costs for those of you residing in states that allow surcharging.

Smooth Transition and Support

Our team is committed to ensuring a smooth transition to JustiFi. We will provide all the necessary support and guidance during this changeover.

Next Steps. Getting Signed Up With JustiFi

The team has developed a simple process allowing you to sign up with JustiFi right in the Projul app. We will be prompting your company admin(s) in the Projul app to complete the sign up. This will involve submitting your company and banking info (along with some supporting documentation) to JustiFi. To ensure continuity in your payment processing capabilities, it is crucial to complete this registration promptly (before the end of December). Our team will be available to assist with any queries and to help you take full advantage of the new features that JustiFi offers.

Your Feedback Matters

Your satisfaction is our priority. If you have any concerns, questions, or need assistance, please do not hesitate to reach out to our customer support team (+1 844-394-8541 or support@projul.com).

Thank you for your continued partnership with Projul! We look forward to bringing you an improved payment processing experience with JustiFi.

Best regards,

Kurt ClaysonProjul Founder & CEO

Build Notes 2.5990

Posted on Monday December 4th, 2023

Repaired:

Faster loading of Gantt charts and their tasks, clocking in from the home screen, and opening and editing tasks in the task editor.
Faster lead pipeline for basic users, and pipeline counters now display correctly.
Unpaid invoices now display on the invoice page.
The “Actuals to date” field on the budget page now displays correctly.
Addresses at the top of estimates now display correctly.
Clicking “see estimates” on a customer profile from search now shows all estimates for that customer.
Print preview now shows cost lines and items in the same order as the estimate editor.
After adding an employee to a task, the search field resets so you can quickly add more employees.
Faster estimate page, including moving between the estimate and budget pages and saving templates.
When adding project notes, the cursor now starts at the bottom of the text box, making it easier to add new notes.
Associating a customer with an estimate now works correctly.

Build Notes 2.5989

Posted on Monday November 27th, 2023

Additions:

Update to the cost template page! You can now toggle columns on or off on the cost template page, so you see the information most relevant to you when managing costs. Use the dropdown in the top right of the template screen to choose which columns to display. Check it out below!

Cost Line Column Visibility toggle

Repaired:

When adding an unscheduled, unassigned task, the “continue editing” prompt now works correctly.
Photos no longer save to the device’s camera roll, unless the device is offline and the photos can’t upload to the cloud.
Clock-in overdue reminders now work correctly.
Sorting by project type in the lead pipeline now works correctly.
Turning off the “public” toggle on a photo now works correctly.
Smoother drag and drop of line items on iPad.
Splitting a time log no longer clocks out the assigned worker if they are currently clocked in.

Build Notes 2.5985

Posted on Monday November 20th, 2023

Remodeled:

When adding a cost line, there is now a “price for customer” field, so you can see the final price after markup is applied to a cost line.

Cost Template with default price for customer

Clearer saving in the cost line editor. After adding a cost, you can choose “save and close”, making it easy to see what has been saved.

Save and close, cost editor

Display improvements on the cost line page! The cost item name field now expands to fit long cost item names, making your cost lines much easier to work through and find.

Expanded Item Names

Repaired:

Additional fixes and performance improvements across scheduling, search, the lead pipeline, estimates, and time logs.

Build Notes 2.5981

Posted on Monday November 13th, 2023

Remodeled:

When selecting a project on the time logs page, task editor, photos page, or anywhere else the project name appears, the project number now appears too, making it easier to find the project you are looking for!

Project numbers in time logs

Repaired:

Faster schedule page, search, photo capture, mobile contractor list, and closing the schedule and calendar pages.
Filtering by date in the estimate sales report now works correctly.
Addresses in the lead pipeline now display correctly.
Clicking a comment alert now takes you to the comment channel.
Filtering for on-hold leads now works correctly.
Lead pipeline filters now stay applied when switching status in the pipeline.
Employees now display in alphabetical order when assigning a task.
The copy email button now works when sending an estimate.
After a supervisor approves an estimate, the employee can now send it.
Previous project names now display when adding a new project for that customer.
Time logs now load into the project budget correctly.

Build Notes 2.5951

Posted on Monday October 30th, 2023

Additions:

Big performance improvements to Projul Version 2! Data now loads faster across the entire app. When you first load Projul, it mainly downloads active and future projects. You can still access older projects, estimates, and other data by searching for them in the search field.

Blog illustration

Repaired:

Filtering and sorting fixes on the estimates screen (filtering by employee), the lead pipeline (filtering by tags and sorting by sales rep/estimator), and time logs (searching by customer name).
Invoice dates now display correctly after sending the invoice to a customer.
You can now add a time log manually without clocking out an employee who is currently clocked in.
After editing costs on the cost management page, unsaved items in an estimate template now stay in the template.
Performance improvements to the search page, sending messages in the comment channel, scrolling the estimate status filter in the mobile app, and scrolling the project list in the estimate and invoice editors.
Edit options on recurring tasks now work correctly.
Project permission views function as expected
Estimate names are now kept after applying an estimate template.
Changing a project address now also updates the associated task address.
After a tax is deleted, it no longer shows in settings or as an option on new invoices.
Actuals and expenses at the bottom of the estimate editor now display correctly.
Estimate discounts now display correctly on the customer preview of an invoice.
Additional display and usability fixes for the time log page, rejecting leads from the lead editor, customer phone numbers and capitalization on the search page, estimate headers in the estimate report, selecting dates on the calendar view, company logos on invoices, comment channel images and arrow-key navigation, the iPad agenda view, deleting cost templates, typing cost item names, hyperlinks in text editors, employee names on task cards, project tasks when selecting a time log, and inbound call logging.

Build Notes 2.5913

Posted on Monday October 16th, 2023

Repaired:

Invoices now show the correct status.
Printing from the Chrome browser now works correctly.
Faster dragging and dropping of line items out of subsections and into sections, and visibility toggles now work correctly after the move.
Wrapped text in the lead pipeline now displays correctly.
Gantt charts now display in the mobile app.
Faster sending of estimates to customers with the next action button and from your company’s email client, and live links now display correctly.
Line items in the print preview now appear in the same order as in the estimate editor.
Logging an “in-person” communication from the lead pipeline now works correctly.

Build Notes 2.5902

Posted on Tuesday October 10th, 2023

Remodeled:

Improved visibility when selecting line items to add to an estimate! The dropdown now expands to show the full item name. Check it out below!

Screenshot 2023 10 10 at 12 38 39 pm

Faster photo viewing in the app. Thumbnails load faster and match the resolution of the uploaded photo.

Screenshot 2023 10 10 at 12 41 55 pm

Repaired:

Faster search page.
Scrolling through cost line templates from within an estimate now works correctly.
Task cards now display correctly when scrolling on the scheduler page.
Searching by project number on the time log page now works correctly.
Filtering by employee on the calendar page now works correctly.

Build Notes 2.5899

Posted on Tuesday October 3rd, 2023

Repaired:

Faster application of cost item templates.
Smoother photo scrolling in the mobile app.
Converting estimates to tasks now works when an estimate section is blank.
Improved QuickBooks syncing, and bulk syncing items now works correctly.
“Don’t show again” prompts now work correctly.
QuickBooks sync settings now stay as selected after saving.
Saving and applying estimate section templates now works correctly.
1build items now display correctly on invoices.
Improved photo uploads from the photo gallery on Android devices.

Build Notes 2.5897

Posted on Thursday September 28th, 2023

Additions:

Keep your costs up to date faster than ever! After adding a line item from 1build, you can save that item as a template for future use. You can now click “Update 1build Prices” to pull the latest prices from 1build’s database, keeping your cost database and templates current with material and labor rate changes!

Blog illustration

Screenshot 2023 09 28 at 2 43 39 pm

Improved collaboration between users in your company! If you have an editor open and another user changes that document, you will now be warned so you don’t overwrite each other’s changes and nothing is lost.

Remodeled:

When you are using a mobile device or web browser in an area with low service or a weak connection, a banner at the top of your screen now warns you that loading may be slower. You will also be warned when your device is not connected to the internet at all.

When searching for projects in time logs, you can now search by project number, making it easier to find the project you are looking for!

Screenshot 2023 09 28 at 2 51 58 pm

When adding a line item to an estimate, only two decimal places show. If you need more precision, you can enter up to four decimal places.

Repaired:

Project sliding now works correctly.
Italic text on line items now displays correctly on estimates and invoices.
You will now be prompted to save a change order before it can be sent to a customer.
Improvements to creating invoices directly from estimates.
Faster performance across the app, especially in time tracking, dropdowns, and selectors.
On the cost line templates page, you can now enter decimals without entering a whole number first.
Dollar markups on line items now display correctly.
Removing estimate sections now works correctly.
Faster saving and save-and-close for estimates.
The task list now displays correctly on iPads.

Build Notes 2.5893

Posted on Tuesday September 19th, 2023

Additions:

Introducing an updated integration with 1build! This update adds 600,000+ more line items to the live cost database, a new interface, direct links to supplier websites, and much more! Check out the video below to see the updates.

Remodeled:

If you receive a notification, or click an old notification, for a task or project that was deleted, you will now see that it was deleted and when it was removed. This keeps your team on the same page and working from the most accurate information.

Deleted task notice

Repaired:

Invoice, proposal, and project numbers now match when a new project is created.
Improved search in the mobile app.
Marked-up costs now display correctly on estimates.
Eyeball toggles for estimate line items now work correctly.
Applying a saved estimate template now uses the quantities saved with the template.
The customer portal now displays the estimate value correctly.

Build Notes 2.5884

Posted on Friday September 15th, 2023

Remodeled:

New font! A clean, modern, consistent font across Projul makes data easier to read, especially on estimates and in the lead pipeline. Check it out below!

Blog illustration Screenshot 2023 09 15 at 8.37.54 am

Repaired:

On the search page, you can now use the “See in [page]” option to navigate the app.
More accurate search bar results.
Filtering the mobile app task list now works correctly.
Faster scheduler views. Initial data loads quicker and changes respond faster.
Improvements to automatic QuickBooks syncing in V2, including sync schedules and timing.
The estimate report now displays data correctly.
You can now change text color in email templates.
Only users with QuickBooks syncing permissions who start a sync will see the sync progress bar in their account.
Overdue payments now show on invoice cards.
When applying templates to estimates, section templates now display in the order they were saved.
When adding a company logo from the gallery view, the thumbnail now shows the entire image.
Improvements to the global filter in the mobile app and to the “default tax” icon in company settings.

Build Notes 2.5863

Posted on Thursday September 7th, 2023

Remodeled:

Update to V2 time log syncing with QuickBooks! You can now bulk sync time logs to QuickBooks from the time log screen. With one click, sync all time for the selected pay period.

If a customer in Projul and a customer in QuickBooks have the same first and last name but are from different companies, you can now sync that customer to QuickBooks and it will create a separate customer.

Repaired:

Faster mobile experience. Tasks and other data load more quickly when you first open the app, with more performance improvements for mobile and desktop on the way.
Project start and end dates now show in the agenda view on mobile devices.
The QuickBooks sync progress bar now updates correctly.
New cost line templates now show the default QuickBooks income and expense accounts.
Users’ default pay rates now apply correctly when tracking time from tasks.
Improved dragging and dropping of cost lines from one estimate section into another.
Opening the project report from the Project editor now works correctly.
Labor items measured in units other than hours (SQFT, LF, Unit) now show the correct unit of measure on the project budget/job costing page.
Saving a 1build material item as a template now works correctly.
Display and usability updates to the location tracking setting, swiping down to close a photo on mobile devices, the invoice 3-dot menu, the “help us help you” feedback button, and the “lead source” selector and dropdown arrow in the project editor.

Build Notes 2.5832

Posted on Thursday August 24th, 2023

Additions:

More discount options for estimates and invoices. You can now create percentage discounts in addition to dollar amounts, and Projul does the math on your estimates, invoices, and change orders.

Blog illustration Screenshot 2023 08 24 at 9 09 49 am

Track discounts without double entry! Introducing QuickBooks sync for discounts, so discounts are tracked in QuickBooks without manually entering them on your invoices or estimates.

Quickbooks discount sync

Remodeled:

Clearer discounts! Discounts added to estimates or change orders now show which document they came from (for example, a discount added to the estimate displays as “Estimate Discount”).
Track cost data more accurately. When you add an item from 1build, the state and county of the pricing data are saved to the line item.

Repaired:

Clearer prompts about what needs to be saved when switching between pages.
Change order numbering now works correctly.
Changing the customer on a project now works correctly.
Photos added to the description and pricing section of estimates now scale correctly.
Adding a labor item to an estimate no longer opens the material cost dropdown.
Improved lead capture from websites. Customers’ company names are now added to Projul correctly.
Project types are now added to project tags.
Sorting a time log report by date now shows data in the correct order.
Task names now display better, regardless of name length.

Build Notes 2.5821

Posted on Friday August 18th, 2023

Additions:

Help us help you! Introducing the “Help us help you” feedback button. On your mobile device or computer, click the prompt at the bottom of any page to send feedback or requests straight to our support team. Your feedback is documented and helps us find the areas of the app where we can help most!

Feedback on mobile 2

Remodeled:

Updates to Projul’s integration with 1build! You can now add 1build items directly into subsections of an estimate, giving you more control over how cost lines are displayed.

1build subscections

When adding an assembly to your estimate from 1build, the unit of measure (for example, SQFT or LF) for labor items now matches the material, making it easier to accurately measure labor and material for your projects.

Repaired:

Overall improvements to the scheduling views, including:
Faster loading times across the schedule views
Improved data syncing speeds across devices and different users
Smoother drag and drop scheduling process

Build Notes 2.1.2354

Posted on Monday August 7th, 2023

Additions:

Our #1 requested integration is now live in Projul V2! Introducing 1build live cost data now available in Projul.
Know what to charge. Get fast, accurate labor and material costs for your estimates. 1build pulls the most recent data points from all over the country so you are getting the most up-to-date pricing for your area.
Save loads of time and effort. No more calling or driving around to get updated pricing for your estimates!
Instant access to 68 million live construction data points! Including costs local to your area.
Accurate and up-to-date construction materials, labor, equipment, and assembly costs.
Faster estimating by inserting cost items directly into your estimates. Way less typing!
Be more profitable with accurate pricing data.

Check out this video to learn more about 1build!

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Keep track of costs and better understand expenses at all stages of your project!

Start tracking project expenses even if you don’t have a project budget created first. You can now add additional expenses to the job costing page without having an estimate created first.

Remodeled:

Save alerts now notify you when you have multiple editors open with unsaved changes in your Projul account.
Projul now allows up to 4 decimal places when adding costs and quantities to an estimate. This is especially helpful when using assemblies and you want to enter a certain price for an item without affecting the quantity.

Repaired:

Improved saving so the most current data is stored safely across all devices.
When syncing payments with QuickBooks, the payment date now displays correctly.
When editing lead details, the “time in status” in the lead pipeline now works correctly.

Build Notes 2.1.2158

Posted on Friday, July 7th, 2023

Additions:

Improve customer communication, present estimates more professionally, and save time with Projul’s new discount feature!

Create and save standard discounts like “Veterans Discount”, “Holiday Sale”, or “Referral Discount” and then easily apply them to your estimates. This makes tracking and presenting discounts simple.

Check out this video to see how the discounts feature works inside of Projul.

Applying templates to your estimate is easier than ever! When creating an estimate, you can now add an estimate section template from the main estimate editor.

Adding section templates

Remodeled:

When editing a project or lead, customer information is now easier to see and access within the editor. Quickly find phone numbers, addresses, and other important details!
When logging in to Projul, a loading indicator now shows when all your data has been securely loaded from the cloud.

Repaired:

All buttons on the project editor screen now work correctly.
Improvements to the task card menu buttons on the schedule page.
Editing project notes now works correctly.

Improvements made to the job costing page performance.
Filtering by photo, file, and project tags works as expected
Improvements made to the estimate assemblies editor. Updating assembly units properly updates section prices.

[Important] Projul Version 2. Upgrade beginning this month!

Posted on Monday, March 13th, 2023

Dear Projul customers,

We are excited to announce the release of our all-new Projul Version 2! Our development team has been working overtime for months to build V2, and we will begin migrating customers (in phases) to this new version this month.

We will notify you in the app within the next several weeks when your company will be migrated to V2. At that time you will be prompted to re-login to your account using your existing username and password. For mobile app users, you will also be prompted to download and install the new mobile app before signing in. QuickBooks integration users will need to connect their QuickBooks account to V2.

Some of the new features and improvements you can expect to see in the initial V2 release include:

Faster, more reliable performance across Projul
High-performance native mobile app
Faster and more stable overall experience
Near-instant data sync between devices
Improved and faster QuickBooks integration
New scheduler with improved controls
Easier and smarter user permissions
Boosted Gantt chart functionality
Estimate and invoice discounts
New photo markup tools
New communications center
New notifications center
Numerous other improvements and performance improvements

The user interface of this initial release has been designed to feel very familiar to our current app to minimize confusion and keep you working efficiently.

We appreciate your continued support of Projul, and we hope that you will love the new features and improvements in Version 2. If you have any questions or comments, please don’t hesitate to contact us at +1 844-394-8541 or support@projul.com.

Best,

Projul Team

P.S. In case you’re curious about what’s coming after the V2 release, below is a list of some of the exciting features that are already designed for development and implementation over the next several months!

Customizable alerts, including reminders
Improved customer portal
Purchase orders
Selections for estimates
Estimates and invoices redesign and upgrade
Implementation of JustiFi: an alternative payment processor option to WePay
Implementation of 1Build: real-time, local cost data (paid 3rd party feature)
And much much more!

Build Notes 1.4.5473

Posted on Monday Dec 5th, 2022

Additions:

Communicating with customers just became even easier! We know that both your schedule and your customers schedule’s are extremely busy, and ensuring everyone is kept in the loop of communication is a challenge. Now, when you or your customer sends a message in the customer communications channel, the Project Manager on each job and the customer receive an email notification that a comment has been made. No matter where you are, or what device you are on, you can be tied into all customer conversations.

Remodeled:

We have made an adjustment to estimate templates. You can now create templates with customer estimate fields! If you have specific requirements for an estimate like federal ID numbers, specific estimator info, or any other custom field, these can be built into your templates. Eliminate dual entry and get your estimates turned around even faster.

Repaired:

Want to see this in action? Get a live demo of Projul and find out how it fits your workflow.

Adding cost lines and material categories from the cost line management page functions as expected. (7523)
General improvements to clocking in and out from mobile devices. (7603)