Company · Changelog

Changelog. What shipped, when.

New features, improvements, and fixes. See what we've shipped.

July 2026

v5.25 July 23, 2026

Richer colour picker + clearer grid buttons

  • Full colour palette. The Drawings & Sketch colour picker now opens a 24-colour palette alongside the spectrum wheel, hex entry, and your recently-used colours — the quick swatches stay on the toolbar.
  • Distinct grid buttons. The sketch grid show/hide button now uses an eye icon so it no longer looks identical to the square↔isometric switch beside it.
v5.25 rounds out the colour picker into a proper hybrid — a 24-swatch palette, the spectrum wheel, a hex field, and recent colours in one popover — and swaps the grid on/off button to an eye / eye-off glyph so it reads distinctly from the graph↔isometric type switch in the zoom cluster.
v5.24 July 23, 2026

Sketch grid: square or isometric

  • Grid controls moved to the canvas. The sketch grid on/off button now lives with the zoom controls at the bottom-left of the canvas, and a new button next to it switches the background between a square grid and an isometric grid.
  • Isometric drawing. Switch to the isometric grid to sketch 3D-style — the drawing snap follows the isometric lattice, and your choice is saved with the sheet.
v5.24 relocates the sketch grid on/off toggle into the bottom-left zoom cluster and adds a square↔isometric background switch beside it. The grid type is a property of the sheet (persisted), and the drawing snap follows whichever grid is active. On/off stays a per-view preference; existing sketches default to the square grid and are unchanged.
v5.23 July 23, 2026

Line types & the Spline tool

  • Construction line types. Any line, shape, or freehand mark in the Drawings & Sketch editor can now be set to a standard drafting linetype — dashed, dotted, dash-dot, center, or phantom — from a new line-type chip.
  • Spline tool. A new tool that fits a smooth curve through a freehand trace — ideal for waterproofing membranes and contour outlines. Combine it with a dashed line type for a proper membrane symbol.
v5.23 adds a line-type picker (solid / dashed / dotted / dash-dot / center / phantom) that applies to any stroke-bearing mark and carries through to exports, and a Spline tool that smooth-fits your freehand trace into an open curve (rides the pen family; no new mark type). Both are web-only for now and leave every existing markup unchanged.
v5.22 July 23, 2026

Construction material hatches

  • Material fill patterns. The Drawings & Sketch hatch picker now offers a dozen industry-standard construction materials — concrete, block, brick, earth, sand, gravel, steel, wood, batt & rigid insulation, gypsum, and glass — from a labelled flyout with a live preview of each. Patterns render in the viewer and carry through to the exported PDF/PNG.
v5.22 replaces the three-pattern hatch row with a single chip that opens a labelled picker of ~12 industry-standard construction material patterns, each shown as a live swatch in the mark's own colour. Applies to any fillable shape (and the dedicated Hatch tool), in the viewer and in exports. The earlier generic diagonal / cross-hatch / dots patterns remain valid, so shapes hatched before this update are unchanged.
v5.21 July 23, 2026

Select many marks at once

  • Multi-select. In the Drawings & Sketch editor, Shift- or Ctrl/⌘-click to add marks to a selection, or drag a box around several. Then move, recolour, or delete the whole group in one step — with a single undo.
v5.21 adds multi-select to the markup editor: Shift/Ctrl-click to toggle marks in or out of a selection, or drag a marquee box to grab everything inside it. A group shows each mark outlined with a bounding box; you can drag it, recolour it, or delete it as one action, and undo/redo treats the whole group as a single step. Single selection and everything else in the editor are unchanged.
v5.20 July 23, 2026

Hatches — material & section fills

  • Hatch fills. Shapes (box, circle, cloud, free-form) can now be filled with hatch patterns — diagonal, cross-hatch, or dots — for section cuts and material call-outs. Pick a pattern from the Fill row, or use the dedicated Hatch tool to drag a hatched box.
v5.20 adds hatch fill patterns (diagonal / cross-hatch / dots) to the Drawings & Sketch editor, in the mark's own colour, both as a Fill option on any fillable shape and as a dedicated Hatch tool. Patterns render in the viewer and carry through to the exported PDF/PNG. Existing fills and un-hatched shapes are unchanged.
v5.19 July 23, 2026

Any colour you like on markups

  • Full colour picker. The Drawings & Sketch colour control keeps its quick swatches and adds a “More” button that opens a full picker — spectrum plus hex entry — along with a row of your recently-used colours.
v5.19 upgrades the markup colour control from seven fixed swatches to a full picker: a spectrum and a hex field for any colour, plus your recent colours remembered across sessions. Dragging the spectrum previews live on a selected mark and records a single, clean undo step when you commit — not one per shade.
v5.18 July 23, 2026

Sketch tools: circle/oval, a grid toggle, and a titled export

  • Circle & oval tool. The Drawings & Sketch editor gains a dedicated ellipse tool — drag to draw an oval, hold Shift for a circle.
  • Show / hide the grid. A new toggle on sketch sheets turns the background grid on or off so your markup reads clearly (it carries into the export too).
  • Named exports. Exporting a sketch now stamps a proper title block — the sketch name, scale and date — below the drawing, instead of a tiny caption.
  • Cleaner sketch toolbar. The photo-pin tool (for pinning site photos to a plan) is now hidden on sketch sheets, where it didn't belong.
v5.18 polishes the sketch tools: a first-class ellipse/circle tool (Shift constrains to a circle, with fill support like the box tool), a per-sheet grid show/hide toggle that also applies to the exported PDF/PNG, a real title block (name + scale + date) on sketch exports in place of the old edge caption, and the photo-pin tool suppressed on sketch sheets. All changes are scoped to sketches or additive — PDF plan sheets are unaffected.
v5.17 July 23, 2026

Undo & redo in Drawings and Sketches

  • Undo/redo for markups. The Drawings & Sketch editor now has Undo and Redo — buttons in the toolbar plus Ctrl/⌘ Z and Ctrl/⌘⇧ Z. It covers drawing, deleting, moving, resizing, restyling, recoloring and editing the text of marks, and steps back through your recent changes per sheet.
v5.17 adds a proper undo/redo history to the web Drawings & Sketch markup editor (it previously had none — every mark saved to the server as you drew it). Undo replays the inverse of each change against the server: a draw is undone by deleting it, a delete by re-creating it, and a move/restyle/text edit by restoring the prior value. History is per-sheet, holds your last 60 changes, and each step is only recorded once the server confirms it. Linked pins that create tracker items (RFI/punch/task) are intentionally left off the stack so an undo can't silently reverse a tracker record.
v5.16 July 23, 2026

Drawing tools on top, a real Select tool, and wrapping text

  • Toolbar moved to the top. The drawing & sketch markup tools now sit in a horizontal bar across the top — like the photo editor — so you never have to scroll a long side rail to reach a tool. The width / fill / text controls only show for the tool that uses them.
  • A dedicated Select tool. A new cursor tool lets you click any mark to move, resize, restyle or delete it — separate from Pan, which stays for moving around the sheet.
  • Text that wraps. Long notes now wrap onto multiple lines inside their box instead of running off the edge of the sheet — in the viewer and in exported PDFs.
  • Fixed a start-up error. Cleared an error that could surface an “Error Log” button on page load (a returning-visitor boot path referenced a helper that wasn’t in scope). No data was affected.
v5.16 brings the Drawings markup editor in line with the photo editor: the tool rail is now a horizontal top bar that wraps instead of scrolling, with contextual style controls (only the active tool’s width/fill/text options show). A first-class Select tool joins Pan — click a mark to move, resize, restyle, or delete it — and text notes wrap onto multiple lines rather than overflowing the sheet (carried through to PDF exports too). It also fixes a boot-time reference error (_externalGateThen was defined inside one auth path but called from a second one) that surfaced the Error-Log affordance on load without affecting any data.
v5.15 July 22, 2026

More markup dialogs that open where you can see them

  • Delete, edit, and label prompts come to the front. Deleting a photo from the viewer, editing a drawing's text or pin label, and editing a dimension label now open their confirmation on top of the viewer instead of behind it — the same fix as v5.14, applied to the last few dialogs that still hid.
A follow-up to v5.14: three more dialogs were rendering behind the full-screen photo viewer or drawing sheet (the photo-delete confirmation, the drawing text/pin label editor, and the new dimension-label editor). All now float above the viewer, so they're visible and clickable. The photo-delete one mattered most — its confirmation was hidden, so a stray Enter could confirm a delete you couldn't see.
v5.14 July 22, 2026

Sketch to scale — a blank drawing when you don't have one

  • Start a scaled sketch. In Drawings, create a blank sheet at the scale you choose (1/4"=1', 1:50, and the rest) — then draw walls, lines and shapes with snap-to-grid, drop dimensions that read in real-world feet or metres, and export with a scale bar. Takeoffs measure off it just like a real sheet.
  • Text & callouts stay put. Fixed a markup bug where picking the Text or Callout tool could bounce you back to the media library instead of letting you type.
  • Clear and save, reliably. The markup trash now clears the sheet, and press-and-hold once more saves the current tool as a preset — both confirmations now open on top of the editor instead of behind it.
v5.14 adds a scaled sketching surface inside Drawings: a blank sheet carries a real drawing scale, snap-to-grid, dimension marks that convert to true dimensions, and a scale bar on export — so a hand sketch behaves like a measured drawing, takeoffs included. It also fixes three markup-editor issues where the confirmation and text dialogs were rendering behind the full-screen editor (or the photo lightbox underneath it): the Text/Callout tool no longer kicks you out, the trash clears markup, and hold-to-save presets work.
v5.13 July 22, 2026

Cleaner markup controls on the web

  • Only the controls the tool needs. The photo markup toolbar now shows just the adjustments that apply to the tool you've picked — width for the pen, fill for shapes, size and background for text — matching the field app.
  • Sliders you can actually see. The width, fill, and text sliders got a visible track and a brighter handle, so it's obvious they're adjustable.
v5.13 brings the web photo-markup toolbar in line with the field app: the Width / Fill / Text / Background controls are now contextual to the selected tool (or the selected mark) instead of always showing, and the range sliders were restyled with a clear track and a high-contrast handle so they read as controls, not decoration.
v5.12 July 22, 2026

See who can see your shared items

  • Track every RFI you sent for review. Open an RFI and you now see who you invited to respond — whether they've opened it, viewed it, or replied — with one-tap Remind and Revoke on each.
  • Share a schedule progress link, then manage it. Send a read-only progress link from the Schedule, and a new panel lists every link you've shared with its view count, so you can copy it again or revoke it the moment it's no longer needed.
v5.12 brings the RFI and Schedule sharing surfaces up to the same management bar as bid invitations: a status strip (sent / viewed / responded / expired / revoked) with Remind and Revoke on RFI review links, and a Share-progress-link control on the Schedule with a manage panel to copy or revoke each link. Revoking is immediate and can be done by any project owner.
v5.11 July 22, 2026

Save your favorite markup tools

  • Preset slots you can find. The markup editors' preset chips now show a “hold to save” cue — set up a tool the way you like (color, width, fill) and hold a slot to save it. A quick confirmation shows exactly what it will store, so nothing gets overwritten by accident.
v5.11 makes the annotation preset slots discoverable: a visible hint that they're customizable, and a hold-to-save gesture that previews the tool, color and width it will keep before you commit. On the platform and the field app, drawings and photos alike.
v5.10 July 22, 2026

Conversations on your records

  • Comment threads. RFIs, submittals, change orders, QA/QC items, contracts, and schedule activities now carry a conversation — ask a question, leave context, and keep the back-and-forth attached to the record instead of scattered across email.
  • @mention a teammate. Type @ to tag anyone on the project; they get a notification (in-app and by email) that links straight to the thread.
v5.10 puts the discussion where the decision gets made. Every mention rides the same notification pipeline as assignments, so a question directed at you reaches you the same day — and the whole thread stays on the record for the next person who opens it.
v5.9 July 22, 2026

Markup polish on the platform

  • Text works on photo markup. Adding or editing a text label on a photo now opens its editor in front where you can see it — a layering issue kept it hidden before.
  • Restyle a shape you already drew. Select a mark and change its color, fill, or line width and it updates on the spot — and a freshly drawn shape is ready to restyle immediately.
  • Hold Shift to keep proportions. Drag a corner handle with Shift held and the shape resizes at its original aspect ratio, on both the drawing and photo editors.
v5.9 cleans up the web markup editors: photo text entry renders above the editor, the color/fill/width controls apply to a selected mark (not just the next one you draw), and Shift-drag on a resize handle preserves aspect ratio. No saved markup was ever affected — these were input and display fixes only.
v5.8 July 22, 2026

Markup that feels like paper

  • Rough shape, clean result. Sketch a box, circle, or line and hold — it snaps to a crisp shape. Gloved-hand marks come out looking drafted, and you never have to hunt for the right tool first.
  • Steadier strokes, pencil-first. Lines are smoothed as you draw; with an Apple Pencil, your finger pans and only the Pencil marks (a resting palm no longer draws) — toggle it off for glove-only crews. Hold a second finger to lock a line to 0/45/90°.
  • Live dimensions on your marks. On a calibrated sheet or photo, any line or box can show its real length or area — a markup that says “11′-4″” is an instruction, not a picture.
  • Preset chips & construction stamps. One-tap presets for your go-to pen, highlighter, and cloud; a stamp set for north arrows, door swings, keynotes, detail bubbles, and “verify in field.”
v5.8 rebuilds the drawing and photo markup feel around the jobsite: palm rejection, stroke stabilization, shape-snap, angle constraints, and quick undo — all on the same annotation format that renders identically on the app, the platform, and in PDF exports. Dimension labels reuse the measurement engine, so they stay true to scale.
v5.7 July 22, 2026

Notifications — your work now finds you

  • An in-app notification center. The bell in the header now carries an unread badge and a feed: when anything is assigned to you — a task, an RFI, a punch item, any assignable record, including ball-in-court on RFIs and submittals — it lands there, and one click takes you straight to the item.
  • Assignment emails. Get an email when work is assigned to you, batched so a bulk reassignment arrives as one message, with a link that lands on the exact record. Turn it off any time in Settings → Notifications.
  • Schedule baselines, visible. A Baselines toggle shows ghost bars of the original plan under every activity, with slip chips (+3d, −2d, on-baseline) next to the slack chips — set a baseline once and watch variance live.
  • Straight talk on integrations. The help center's integration pages now describe exactly what ships today and what's on the roadmap — no more, no less.
v5.7 makes assignment real: whoever you hand work to now hears about it, in the app and by email, from every assignable tracker. Under the hood the fan-out runs at the database layer, so it catches every write path — web, field app, and AI-created records alike — and can never slow down or fail a save.
v5.6 July 22, 2026

The daily log meets the schedule — and the field app grows up

  • Today's activities in the daily log. The log now shows the schedule activities active on that day as a checklist — tick progress in the field and it writes straight back to the schedule, updates linked tasks, and re-runs the risk forecast.
  • Offline drawings you can trust. A download manager on the app shows every set's true state — downloading with progress, available offline, or not on the device — with cancel, storage totals, and cleanup. No more guessing in the basement.
  • Back-charges are editable in the field. Tap any back-charge to update its status, cost, trade, and assignee — and attach photos of the damage right from the sheet.
  • Create anything from a photo or video. Task, punch item, RFI, safety incident, or back-charge — each with an assignee, and the media files itself to the record it created.
  • Pins tell you what they are. Every pin now carries its tracker's mark — a check for tasks, ? for RFIs, ! for punch, + for safety, $ for back-charges — identical on the app, the platform, and in exports.
  • Schedule and tasks stay in step. Moving a linked activity updates its task's due date; completing it completes the task; and bulk changes trigger one risk re-run instead of a storm.
v5.6 closes the loop between planning and the field. Progress entered in the daily log flows to the schedule, its linked records, and the risk forecast in one motion; drawings downloads are explicit and honest about what's on the device; and anything a camera captures can become an owned, assigned record in two taps.
v5.5 July 22, 2026

Markup everywhere, schedule by trade, and edit from the field

  • Photo markups now show on the web. Annotations drawn on a photo in the field — arrows, clouds, callouts, measurements, highlights — now appear and stay editable on the platform, and the web photo editor gained the full markup toolset to match the app.
  • Drawing markups reach full parity. Free-form shapes, clouds, double-ended arrows, highlighter and background-free text all render identically on web and mobile, and flow through to exported PDFs.
  • Schedule by trade & CSI division. Activities can carry a trade and a CSI division; group the Gantt by division, and the look-ahead report finally groups work by trade instead of collapsing everything under “Unassigned.”
  • Edit more from your phone. Advance an RFI's status and assign it, set a schedule activity's owner, and check off or reassign meeting action items — all from the field app, with changes flowing to the same places the web does.
v5.5 brings the field and the office to the same picture. Photo and drawing annotations share one format across mobile and web, so a markup made on either surface renders the same on the other and in PDF exports. The schedule gains trade and CSI-division grouping end to end — Gantt, look-ahead report and CSV. And the field app picks up the edit actions that mattered most: RFI status and assignment, schedule ownership, and meeting action-item completion and reassignment.
v5.4 July 21, 2026

Meeting action items get owners — and changes follow through

  • Assign right on the minutes. Every action item in a meeting's minutes — draft or finalized — now has an inline assignee field with your project roster one click away. The AI-extracted name is pre-filled; picking a person links their account.
  • Reassignments follow through. Changing an action item's assignee also updates the task it was promoted to, so the minutes and the task list never disagree about who owns the work.
  • Platform map corrected. The “How it works” map now shows the product's real five project phases and draws its counts from the same source as the rest of the platform.
  • Sharper permission boundaries. A hardening pass across the platform's write operations so every permission check is resolved against the organization that owns the data.
v5.4 closes the loop on meeting accountability: assignees set during minutes review carry a real user identity, flow into promoted tasks, and show up in each person's My Work. Under the hood, permission checks across the API now resolve in the organization that owns the resource being changed.
v5.3 July 21, 2026

Accountability everywhere — assignees, Mine filters & schedule risk on the Gantt

  • Every item has an owner. All 17 work-item trackers now carry an assignee, picked from your project roster, and My Work gathers open items from every one of them — an item stays on the assignee's list until it is genuinely closed.
  • One tap to “Mine.” Every tracker gained an All / Mine filter, so anyone can cut a register down to just the items they own — including items assigned by name before user accounts were linked.
  • Schedule risk, on the schedule. After a Schedule Risk run, the Gantt shows each activity's slack as a color-coded chip and marks the P90 finish date on the bar — the simulation's per-activity results now live where you plan.
  • Procurement meets the schedule. Purchase items can link to the schedule activity they serve; the required-on-job date prefills from the activity's start, and the link is validated so it always points at a real activity on your project.
  • Back-charges tracker on the web. Back-charges recorded in the field now land in a full web register beside T&M — filter, edit, assign and export like any other tracker.
  • Delete photos and videos. Project media can now be deleted from the platform — removals are recoverable, and field devices deliberately cannot delete evidence.
  • Press Escape, close the dialog. Dialogs across the platform now close with the Escape key, one layer at a time — a dropdown inside a dialog closes first, the dialog second — and composing text with an international input method never loses your dialog.
v5.3 is the accountability release. Assignees are wired end to end — picker, database identity, and the My Work dashboard — across every work-item tracker, with Mine filters to match. The schedule closed its loop: the Monte Carlo engine's per-activity results persist to the plan, appear on the Gantt, and connect procurement to the activities it feeds. Escape-key dismissal now reaches every dialog on the platform and always routes through each dialog's own close logic, so cleanup behaves exactly as if you had clicked Cancel.

June 2026

v5.2 June 30, 2026

Team roles & permissions — enforced on every action

  • Granular roles, not just admin or member. Give each teammate exactly the access their job needs — Finance, Project and Sales permissions you set individually, with one-click presets for Estimator, PM, Foreman, Controller and Bookkeeper.
  • Read-only is truly read-only. A viewer can follow the job without being able to change it — budgets, pay apps, change orders, daily logs, safety records and field logs are all write-protected for anyone you haven't granted edit rights, on every screen and through every path.
  • Money controls stay with the right people. Certifying a pay app, approving a vendor payment, posting to the ledger or verifying a lien waiver each require their own permission — and the two-person controls hold no matter how the action is started.
  • Stronger separation between companies. Each organization's projects, documents, job-site photos and financials stay strictly its own — tightened isolation across the platform, including the AI search that reads your project memory.
v5.2 makes the granular permission model for teams enforced end to end. Every Finance, Project and Sales capability is now checked on every action and every screen — a read-only viewer can browse but never modify, and the maker/checker controls on pay-app certification, payment approval, GL posting and lien-waiver verification hold across all paths. We also tightened the isolation between organizations so each company's data — including the documents and photos the AI assistant retrieves — stays strictly its own. Define a role once and trust that the platform enforces it everywhere.
v5.1 June 25, 2026

Meeting intelligence — timestamped notes & a Mac recorder

  • Jump-to-the-moment transcripts. Every action item, decision and risk pulled from a recorded meeting now links back to the exact second it was said — tap the timestamp to replay that moment and confirm the context before you act on it.
  • Tighter notes on long meetings. Hour-long calls no longer over-extract: the action / decision / risk lists stay focused on what actually matters instead of ballooning with duplicates, and long recordings transcribe and finalize reliably end to end.
  • Trueleveler Meetings for Mac. The desktop meeting recorder is now available for Apple Silicon Macs alongside Windows — capture the whole call, get a transcript, and file notes and action items straight to the project.
  • A cleaner Meetings list. Cancelled or no-audio recordings no longer leave empty entries behind, so a project's meeting history stays clean and scannable.
v5.1 sharpens the meeting recorder. Extracted action items, decisions and risks are now anchored to the moment they were spoken, so you can replay the exact context with a tap; long meetings produce tighter, de-duplicated notes and finalize reliably end to end; and the recorder is now available as a native Mac app for Apple Silicon in addition to Windows. Housekeeping: recordings that capture no audio are cleaned up automatically instead of cluttering a project's Meetings list.
v5.0 June 12, 2026

Financial integrity — job costing that ties out

  • Accrual job costing. Cost actuals now post on an accrual basis the moment a delivery is confirmed — not when the invoice clears — so committed-vs-actual on every cost code reflects what the job has actually consumed. Deposits stay committed (not actual) until goods arrive, and partial deliveries prorate by quantity received.
  • One-click year-end close. Close a fiscal year and Trueleveler rolls net income into retained earnings, stamps the period start, and resets the P&L — the close entry every job needs before its books carry into the next year, posted the auditable way.
  • Vendor payments & pay-app reversals that restate cleanly. Vendor payments post to the right GL accounts and stamp the paid date and 1099 trail automatically; reopening or voiding a certified pay app now reverses its postings instead of leaving the ledger out of balance.
  • Cradle-to-grave across 22 trackers. From pursuit and bid leveling through procurement, delivery, billing and closeout, the same record carries its full history — one consolidated procurement stage model drives status forward automatically and can never silently downgrade.
  • Resilient financial surfaces. Every financial screen now fails gracefully — a clear message and a Retry button instead of a blank panel when a number can't load — so the books are never ambiguous about whether a figure is zero or just missing.
  • Self-healing pipeline data. Cost codes now inherit straight from the purchase-order line so every actual lands on the right code instead of an "unmapped" bucket, and the job-cost rollup repairs itself on the next write — a class of latent accounting drift fixed at the source.
v5.0 makes the General Ledger we shipped in v4.5 actually tie out. Job costing is now accrual-based and reconciles to the books to the penny: deliveries book cost the day they land, deposits and partial shipments are handled correctly, and a one-click year-end close rolls the year into retained earnings. Vendor payments and pay-app reversals restate cleanly, the procurement lifecycle drives financial status automatically across all 22 trackers, and every financial surface now degrades gracefully instead of going blank. Next: two-way QuickBooks Online sync so the ledger Trueleveler keeps flows into the accounting system your bookkeeper already lives in.
v4.5 June 9, 2026

Native General Ledger, financial controls & the Sales workspace

  • Native per-job General Ledger. Every job now carries a true double-entry ledger underneath it. Pay-app revenue recognition, cash receipts, cost actuals (COGS / AP accrual) and vendor payments all post real journal entries automatically — no manual bookkeeping, no parallel spreadsheet.
  • Financial statements on demand. Generate a P&L and Balance Sheet for any job straight from the ledger, view it in-app, and export the statements as a formatted PDF — ready to hand to your accountant, surety or lender.
  • Trial balance & journal CSV exports. Download the trial balance and the full journal-entry register as CSV (Excel-ready, with totals), scoped to one job or company-wide.
  • Per-job ledger view + inline entry drill-in. Pick any job to see its own ledger, banner and WIP residual; expand any journal entry inline to read its debit/credit lines without leaving the page.
  • Maker/checker posting controls. Journal entries follow a maker/checker model — the person who posts isn't the person who approves. Defaults are restrictive, so nothing reaches the books without the right permission.
  • Closed-period locking. Close a month to freeze it, and reopen with a recorded reason if you must. Posting into a locked period is gated, so prior-period numbers you've already reported stay exactly as reported.
  • Reverse, restate & void. Correct mistakes the auditable way instead of editing history — every correction leaves a trail.
  • WIP ↔ GL tie-out. Your WIP schedule and your General Ledger now reconcile to the penny, surfaced as a passive health chip so you can see at a glance whether your job costing and your books agree — with a tie-out report when they don't.
  • As-of WIP snapshots. Reproduce the exact WIP schedule you sent the surety on any past date, plus a "what's moved since" restatement diff. Every change to a financial figure is tracked in a field-level finance change log.
  • Schedule of Values export. The project budget / SOV now exports as CSV (cost code, budget, contingency, committed, actual, forecast-at-completion and variance, with totals) and as a branded PDF — the one artifact owners, sureties and lenders always ask for as a file.
  • Sales workspace mode. A dedicated third workspace alongside Project and Finance, with its own dashboard, sidebar and home — built for the bid-to-award world instead of the build world.
  • Pipeline board & Pursuit Dashboard. Drag-and-drop pursuit cards across stages (each stage fits on one page), stage-gate exit criteria and stage-weighted probability, plus a full tabbed deal page: Bid Room with typed document sections, a line-item estimate model, a branded proposal generator with Word export, a bid-period RFI log, an addenda log and a Files panel.
  • CRM, forecasting & an AI sales coach. Accounts and contacts linked into the pipeline; forecast categories (Commit / Best case / Pipeline) with weekly trend snapshots, a monthly bookings goal and a gap-to-goal banner; per-pursuit deal-health scoring, Go/No-Go scorecards, named-competitor battlecards, a Next-Best-Action "My Day" queue, an AI drafter and win/loss debrief coaching.
  • Won deal → seeded budget. Winning a pursuit carries the won contract value straight onto the job and seeds its budget from the winning estimate — with integrity checks on the reverse path if a won deal is reopened.
  • Connected email (Outlook). Connect your Microsoft 365 / Outlook mailbox to provision it now; read-only inbox→pursuit matching rolls out next and switches on automatically when it ships.
  • Finance accuracy fixes. The G702/G703 pay-app form now foots correctly (net-change-by-change-orders reflects approved COs, not a stored zero); estimate-at-completion uses an additive estimate-to-complete; margin is no longer reported as "healthy" before the cost basis has loaded; and budget lines drill cost-source → cost-code → individual transaction.
  • UX fixes. Pay-app PDF 404 resolved; "?" help icons now reveal their explanation on click; the Sales pursuit-switcher works without opening the board first; a new-version detector shows a "Reload" banner when the app updates underneath you; and cash cards show 2-decimal millions to match the Cash Flow screen.
  • Cross-tenant security hardening. Closed an IDOR in PDF rendering, scoped sub-risk reports correctly across tenants, made AI engine and chat project-ownership checks org-aware for multi-seat teams, gated the 1099 and sub-risk reports behind the "view financials" permission, added write-side capability gates on period close/reopen and pay-app certification, rate-limited COI OCR, and hardened internal report fetches against SSRF.
v4.5 is our biggest financial release since launch. Trueleveler now keeps a real, double-entry General Ledger under every job — with statements, CSV/PDF exports, WIP↔GL reconciliation, and the maker/checker and closed-period controls that sureties and lenders expect. Alongside it, a dedicated Sales workspace turns the pipeline board into a full pursuit-to-award command center: bid room, estimate model, branded proposals, forecasting, CRM and an AI coach — with a clean hand-off that seeds the job budget the moment a deal is won. The release also closes a round of cross-tenant security gaps. Next milestone: making this ledger tie out under load — accrual job costing and year-end close (shipped in v5.0).

May 2026

v4.0 May 25, 2026

Marketing v4 · Engine pages depth pass · Backend hardening

  • Marketing nav v4 — unified across the entire site. Capitalized "Trueleveler" everywhere (was lowercase in 80+ places). Replaced the dot-and-text brand with the full /trueleveler-logo.svg wordmark, grown 50% (28→42px). Menus centered in a 1280px container, bolded. Log in pinned to the top-right corner, Sign up as the amber CTA second from right. The homepage's old .nav__* CSS system (115 lines of dead overrides) was stripped — marketing-v2.css is now the single source of truth for the nav on all 80+ pages.
  • "Book a demo" → "Sign up" everywhere. The legacy "Book a demo" CTA pointed at #demo, an anchor that didn't exist on any page — clicking just scrolled to top. Swapped to "Sign up" wired to /login#signup (which auto-opens the Create Account tab). 115 text swaps + 117 link swaps + 25 footer capitalizations across 130 files.
  • Engine page-depth pass (§13 handover). Five engine pages went from ~8KB stubs to full marketing pages: contract-review (28.5KB, 7 sections, side-by-side review mockup, owner-language tricks grid, 7-item FAQ), change-order-review (24KB, PCO review-panel mockup with $73K disputed-dollars finding), daily-log-synth (18.8KB, synthesized-log mockup, manpower-from-photos pitch), equipment-scheduler (18KB, 8-category coverage), and meetings extended (18.5KB, new "The replay UI" mockup + Privacy & retention section). Per-page CTAs replaced the bid-leveling default everywhere.
  • Recent engine runs table cleanup. Dropped the cryptic RUN-UUID column from the Project Dashboard's recent-runs table — engine name + scope + timestamp already identifies each row. Freed 110px to ENGINE and SCOPE columns so they stop ellipsis-truncating.
  • Tasks source chips now readable. The source chip on Tasks now shows the human-readable label ("Email: HVAC bid follow-up", "Daily log 2026-04-19 · weather", "RFI: Roof drain") instead of the cryptic ↳ PO-c0000000 short form. The source_label field has been populated since migration 057 — it was just being suppressed.
  • Procurement "Not on a PO" section removed. The PO tab's bottom-of-page "Not on a PO" table was duplicating rows already visible on the Items tab. Replaced with a defensive data-integrity warning banner that only fires when items at a post-PO stage are missing their po_number (the real edge case that previously hid silently).
  • Results page header glitch fixed. The Project Log lens header was inserted by setTimeout(350ms) polling, so the body rendered ~350ms before the header bar appeared — a visible flash on every navigation to Results. Replaced with a MutationObserver that fires synchronously the moment the container's innerHTML changes; the user never sees a frame where the bar is missing.
  • Engine Picker + Results lens italic restored to canonical .tl-italic. Both surfaces were drifting from the Punch List / Tasks / RFI italic treatment (deep amber Newsreader 500) — rendering instead as bright-yellow #fbbf24 at weight 400. Now both consume the shared .tl-italic class so future tweaks propagate automatically.
  • Settings toggle visual-state fix. The Engine Behavior toggles (Show Notes, Auto-create procurement, Auto-save engine PDFs, etc.) clicked correctly but the switch never visually moved — state was baked into HTML at render time instead of CSS-driven. Replaced with a :checked + sibling selector pattern so the knob slides on click.
  • Migration 133 — org-scoped GL code library. New org_gl_codes table backs the Chart of Accounts UI in Settings; PO line autocomplete now reads from the firm's real GL codes instead of six hardcoded defaults. Per-org scope, role-gated mutations (viewers read-only).
  • Migration 134 — durable Pulse Q&A threads. New pulse_threads table replaces localStorage-only persistence. Threads now sync across devices, with per-user RLS and an updated_at trigger so the sidebar's "recent threads" ordering stays accurate.
  • Migration 135 — granular PO audit log. New po_audit_log table with an auto-insert trigger on purchase_orders INSERT/status-change. The PO Detail page Timeline now shows real timestamps for created/issued/email_sent/delivered/invoiced/paid events instead of synthesizing them from created_at + updated_at.
  • Build idempotency restored. Earlier in the marketing v3 pass, running node src/build.js kept clobbering §1/§7/§8 fixes because the atlas builder and docs builder regenerated public/how-trueleveler-works.html + public/help/*.html from stale sources. Updated the source JSONs (src/docs/pages/*.json) to the canonical 25-engine taxonomy and fixed scripts/atlas-styles.css border-radius scale at the source. Build is now idempotent; two consecutive runs produce zero diff.
  • Validation script · §13 page-depth checks. File-size, section-count, and per-page-CTA assertions for all 5 engine pages. scripts/validate-public.sh exits 0 across §1–§11 plus the new §13 gates.
v4.0 is the marketing-and-app modernization release. The marketing site went from inconsistent (different headers, different brand styles, different CTAs across pages) to coherent — one nav system, one logo, one signup flow. The five P0/P1/P2 engine pages went from teaser-stubs to confident product pages with real mockups and FAQs. The app side closed three structural backend gaps (133/134/135) and fixed two annoying UX bugs (the Results header flash, the cryptic task source chips). The build process itself is now durable — the source files match the canonical taxonomy so future builds don't silently undo work. Next milestone (v4.1+): the Phase 1 financial-core sequence — Project Budget tracker, Job Cost rollup, Owner Pay App Drafter — plus the CO outbound input and T&M ticket tracker that round out the change-order story.
v3.10 May 23, 2026

PDF exports v2 · Tracker export standardization · Design handover gap closure

  • 25 PDF design specs all wired — every Claude Design v2.0 PDF template from the May-23 design handoff is registered server-side. 8 engine PDFs (Contract Review, RFI Drafter, Schedule Risk, Pay App Review, Submittal Reviewer, Meetings, Project Pulse, Pulse Q&A Export) plus a generic tracker-register.js template that handles 13 tracker + specialty IDs (tasks · rfi · submittals · procurement · schedule-gantt · insurance-compliance · media-photo-log · meeting-minutes-signoff · vendor-profile · engine-history-export · project-dashboard-snapshot · co-review-variance).
  • Tracker export dropdowns standardized — every tracker (Procurement, CO, RFI, Negotiations, Punch List, Vendors, Insurance/COI, Tasks, Schedule, Submittals) now has the same Export ▾ dropdown with CSV + PDF options. The dropdown opens with click, closes on outside-click, and dispatches the right export per the active tracker. Replaces the prior mix of flat buttons and inconsistent labels.
  • PDF register exports — clicking "PDF" on any tracker downloads a tracker-state register PDF grouped meaningfully (CO by verdict · RFI by open/recent · Negotiations by status · Punch by priority · Vendors by trade · Insurance by compliance status · Tasks by assignee · Submittals by status).
  • Procurement deep-dive cleanup — renamed the confusing "PO active" stage section in the Items tab to "On order" (was visually colliding with the top-level "Purchase Orders" tab). Removed the Import button (auto-imports still work via submittal-extractor flow). Export consolidated to the standardized dropdown.
  • 13 new help articles from the Design handover — meetings-voice-synthesis · submittal-reviewer-engine · schedule-risk-engine · rfi-drafter-engine · pay-app-review · daily-log-synth-engine · warranty-compiler-engine · asbuilt-reconciler-engine · bid-vs-actual-engine · meetings-tracker · emails-tracker · engine-history · mobile-capture.
  • Homepage news drip — new "★ Shipping log" section between the hero and the Platform browser surfaces the 3 latest platform updates (Voice → Minutes, Project Pulse, Schedule Risk).
  • Taxonomy fix across the marketing site — "19 engines + 6 productivity tools" replaced with "26 engines + 15 trackers" everywhere; SoftwareApplication JSON-LD featureList expanded to the full canonical 33-entry taxonomy; Voice Synthesis (Meetings) added to the help engines index.
  • Migration 132 — fixed the latent market_check_bids RPC type mismatch (PERCENTILE_CONT returns double precision but the function declared NUMERIC). Surfaced during H7 audit verification post-mig-131; the benchmark feature was effectively broken until now.
  • Migration 131 — closed the historical_bids cross-tenant RLS leak (H7 audit gap). Direct table reads are now org-scoped; the benchmark RPC still sees the full cross-tenant pool via SECURITY DEFINER.
  • Tasks list polish — integrated column-header row (TASK · SOURCE · DUE · OWNER) at the top of the list card; source-chip references truncated to 8-char UUID prefix (was overflowing the column).
  • 7 new resource pages from the SEO content roadmap — Prevailing Wage & Davis-Bacon · Construction Dispute Prevention · AI & Digital Transformation in Construction · Sustainable Construction Procurement · Construction Compliance & Regulatory Hub · Construction Technology Buyer's Guide · Small Contractor Procurement. Closes 18/18 of the resource roadmap.
v3.10 is the design-handover closure release. Every PDF template from the Claude Design v2.0 batch is wired, every tracker has a standardized Export dropdown, and the live marketing site is reconciled to the canonical "26 engines + 15 trackers" taxonomy. Two Supabase migrations (131 + 132) close the historical_bids audit gap and fix a latent benchmark-RPC type mismatch. 13 new help articles ship in /help/ covering the new engines + workspace views. The remaining design-handover work (12 P1 engine-page refreshes, OG image generation, marketing video) is the v3.11 backlog.
v3.9 May 23, 2026

Resource Library Expansion & Security Hardening

  • Six new long-form resource pages joined the SEO library — Prevailing Wage & Davis-Bacon, Construction Dispute Prevention, AI & Digital Transformation in Construction, Sustainable Construction Procurement (Buy Clean / LEED v5), Construction Compliance & Regulatory Hub (12-regime map), and the Construction Technology Buyer's Guide. Each follows the established Blueprint Amber visual language, includes Schema.org Article + BreadcrumbList structured data, and ties back to specific Trueleveler engines.
  • Tasks list view polish: integrated column-header row (TASK · SOURCE · DUE · OWNER) at the top of the list card, and source-chip references now collapse Supabase UUIDs to first-8 prefix (e.g. "PO-c0000000" instead of the full 36-char UUID) so the source column stays compact.
  • Migration 131 closes audit gap H7: historical_bids RLS no longer exposes "was_awarded = true" rows cross-tenant. The market_check_bids RPC continues working unchanged because it's declared SECURITY DEFINER and bypasses RLS for aggregate queries — benchmark feature intact, raw-row exfiltration vector closed.
  • Home-page nav flyout surfaces all six new pages under a new "Compliance & Strategy" sub-label so they're discoverable without going through the sitemap.
v3.9 follows v3.8 on the same day — the engineering marathon kept rolling into a focused content + security batch after the major engine work landed. The resource-page additions complete 17 of the 18 pages on the original SEO content roadmap (the 18th, Modular/Prefab Procurement, sits in the backlog as a niche P3). Migration 131's historical_bids lockdown was a deferred item from the May 9 audit; the prior migration (129) noted that the benchmark RPC needed cross-tenant visibility but didn't recognize that SECURITY DEFINER already bypasses RLS — this release corrects that gap by tightening the policy to org-only while leaving the aggregate benchmark unchanged.
v3.8 May 23, 2026

Negotiation Intelligence, CO Review Engine & 16 Claude Design PDFs

  • Negotiation Intelligence Module: Brand-new tracker for live vendor negotiations. Open a session, log every touchpoint (call · email · in-person), record the vendor's response, and capture the $ / schedule delta. AI coach surfaces opening moves, anchor points, resistance handling, and walk-away triggers tailored to one of six focus modes (Discount · Delivery · Terms · Scope Lock · Substitution · Relationship).
  • Vendor Profile aggregator: Every closed session feeds a per-vendor profile — responsiveness score, flexibility score, average concession %, and inferred common tactics (stonewalling · incremental concessions · delivery padding · overhead inflation). The next negotiation with that vendor opens with sharper coaching grounded in their history.
  • Voice dictation on touchpoints: Walk out of a vendor call and dictate the notes — the browser's built-in speech recognition transcribes "Our position" and "Vendor response" fields live, no extra typing.
  • Change Order Review engine modernized: Engine 7 (CO Review) now writes a structured record to the change_orders table per run — verdict, recommended $, savings, manipulation flags, cited clauses. New Change Orders sidebar tracker lists every analyzed CO with one-click Export PDF, Push to Schedule (auto-creates a tagged slip), and Negotiate (opens a pre-filled negotiation session).
  • RFI citations persistence: Drafter-emitted citations now persist to a dedicated rfi_citations table. Tracker rows surface a 🔖 N chip when an RFI has cited evidence; modal Citations section lets the PM add manual references (source · page · quote) for audit-ready evidence trails.
  • 16 engine result PDFs upgraded: Bid Leveling · Scope Check · PM Handoff · Bid vs Actual · RFQ Generator · Scope Builder · PO vs Quote · PO vs Invoice · Quote vs Invoice · Submittal Extractor · Punch List Drafter · Daily Log Synthesis · Equipment Scheduler · Warranty Compiler · Closeout Builder · As-built Reconciler — all now download Claude Design-specced PDFs instead of opening a print-preview window. Templates pull structured engine data so layouts stay consistent regardless of result shape.
  • Project Dashboard Negotiation KPIs: Three new tiles (ACTIVE · WON 30D · SAVED YTD) sit alongside the existing Procurement KPI strip, each clickable to deep-link into the Negotiations tracker filtered to that state.
  • Org-aware RLS for team workspaces: Voice recordings, audio anchors, and the delivery receipts table all now flow through the organization-membership policy so teammates can collaborate on shared projects without losing row-level isolation across orgs.
  • Pulse Q&A auto-reindex: Newly-created RFIs, analyzed COs, and disputed COs automatically refresh the project's Q&A retrieval corpus — no more manual reindex clicks before asking "what was decided last week."
  • 7 quality-of-life features: Submittals "My BIC queue" tab · Insurance tracker row drawer + kebab menu · Schedule "Tag cause" chips on behind rows · Tasks bulk reassign / re-due typeahead picker · Daily Log PDF export · Meetings speaker diarization · RFI Drafter per-field confidence chips with mandatory citation slot for low-confidence fields.
  • Cross-engine fixes: Bid vs Actual · Schedule Risk · Pay App Review all now read the correct procurement + change_orders column names — three silent "empty rollup" bugs closed in one audit pass.
v3.8 is the largest single release since launch — 36 commits introducing the Negotiation Intelligence Module (the biggest revenue lever on the post-audit roadmap), modernizing Change Order Review into a server-side engine with full tracker integration, and finishing the migration of every engine result panel onto Claude Design's PDF template system. Five Supabase migrations (126: rfi_citations · 127: CO analysis columns · 128: negotiation schema · 129: org-aware RLS · 130: NUMERIC widening for mega-project COs) shipped alongside. Cross-engine reads (Bid vs Actual, Schedule Risk, Daily Log Synthesis, Pay App Review) all caught up to the live column names after a follow-up audit surfaced three silent failure modes. The Negotiation Module's "closed-loop" story spans Bid Leveling → new negotiation session pre-filled with the recommended vendor → AI coaching with vendor profile history → close-won feeds the next negotiation's coach.

April 2026

v3.7 April 26, 2026

Blueprint App Rollout, Skeleton Loading & Lighthouse 100s

  • Blueprint App design system: The full app — sidebar, header, project dashboard, engine results, doc chat, charts, modals — now wears the same Blueprint Amber identity as the landing page, with mono section labels, amber active states, and a unified focus ring on every interactive element.
  • Skeleton loading on dashboards: Project and company dashboards now show shimmer placeholders while content loads, replacing the moment of empty-screen flicker on first visit and re-renders.
  • AT A GLANCE grid lock: Project dashboard stat cards now lock to a 2-column layout that always fits the right rail — the "Savings Found" card no longer clips on default desktop widths.
  • Subcontractor Prequalification guide: New long-form resource on prequalifying subs — financial review, safety record, EMR thresholds, and the documents to collect before bid day.
  • i18n expansion: 35+ more strings translated across all 10 supported languages — sidebar breadcrumbs, toast messages, empty-state primitives, and AI-confidence badges all read in your active locale.
  • Lighthouse 100/100/100: Accessibility, Best Practices, and SEO all hit perfect scores on the homepage. Performance follows close behind.
  • Platform Atlas SEO: /how-trueleveler-works now ships structured-data markup so Google can surface engine details and FAQ entries in rich results.
  • Mobile + print pass: Tighter mobile breakpoints across modals, sidebars, and dashboards, plus cleaner print styles for tracker PDFs and engine result exports.
  • Visual fixes: How It Works dropdown nav now renders correctly (it had been collapsing into raw blue links on the live page). Paper-section headlines are visually amber again — the previous shade was darkened past what the WCAG large-text rule actually requires.
The v3.7 release brings the app surface in line with the landing page identity. Every shell element — sidebar, header, modals, charts, breadcrumbs — now uses the Blueprint Amber tokens, mono section labels, and the unified focus ring system. Skeleton loaders smooth out the dashboard reload moment, and the AT A GLANCE stat grid is locked to a deterministic 2-column layout so wide values like savings totals never clip out of the box. A new long-form resource on subcontractor prequalification joins the guide library. SEO got a structured-data pass: rich-result markup landed on the Platform Atlas, sitemap orphans closed, and meta descriptions tightened to within Google's recommended length. Internally, the design audit's 5-phase token migration completed (legacy <code>--blue-*</code> aliases moved to <code>--accent-amber-*</code> across the codebase) so future contrast and theme adjustments have a single source of truth.
v3.6 April 21, 2026

Tracker PDFs, Schedule Impact & Platform Hardening

  • Tracker PDF exports: Generate branded PDF reports from the Punch List, RFI, and Insurance trackers with one click. Photos are auto-downsampled so even photo-heavy punch lists fit within serverless limits.
  • Schedule Impact in Change Orders: CO analysis now surfaces days of schedule impact alongside cost so you can answer the liquidated-damages question directly from the summary bar.
  • 10-vendor bid leveling: Level up to 10 vendor quotes in a single run (up from 5) to match real trade-package bid spreads on mid-size projects.
  • Dark mode follows your OS: Theme switches live when you change macOS or Windows appearance settings — no reload needed.
  • Procurement toolbar fixes: CSV import is now visible in the toolbar so you can bring existing POs from a spreadsheet. The non-functional "Open in Sheets" button was removed in favor of Export CSV.
  • GDPR data export pagination: Personal-data export now returns up to 50,000 rows per table (previously capped silently at 1,000) — full history even on heavily-used projects.
  • Faster dashboard reloads: Recent activity is cached for 60 seconds with invalidation on new events, so repeat dashboard visits load instantly.
  • Accessibility sweep: Every modal now has an accessible name for screen readers, all sidebar navigation buttons are labeled, the language picker is fully keyboard-accessible, and focus rings meet WCAG 3:1 contrast on dark backgrounds.
  • Language attribute sync: The <html lang> attribute now updates instantly when you switch between the 10 supported languages, so screen readers pick the correct voice profile automatically.
  • Free-trial signup clarity: The 14-day trial call-to-action now lands directly on the Create Account tab, and provider attribution is shown on free-trial analysis results.
The v3.6 release focuses on closing user-reported gaps and hardening the platform. Beta testers asked for Schedule Impact in Change Orders and tracker-level PDF exports — both shipped. Procurement import friction, a hidden import button and a non-functional "Open in Sheets" button, is resolved. A large accessibility sweep brings the app within reach of WCAG 2.1 AA: every modal is announced by name, every sidebar button is labeled, the language picker is fully keyboard-accessible, and focus rings are visible on dark backgrounds. Under the hood, plan-limit enforcement was unified across three API endpoints, GDPR data export scales to 50,000 rows per table, and photo-heavy PDF reports now gzip and auto-downsample so they fit within serverless payload limits.
v3.5 April 12, 2026

Team Collaboration, Mobile & Dashboards

  • Team collaboration: Invite team members via email to share projects, procurement, submittals, and vendor data across your organization
  • Company + Project Dashboard: Separate company-wide overview (overdue items, health scores, suggestions) and per-project dashboard with active alerts and action items
  • Usage tracker: Always-visible progress ring in the header showing your monthly AI run usage with detailed breakdown on click
  • Mobile support: Full responsive layout for phones and tablets across all pages, trackers, and modals
  • Procurement workflow: Items, RFQs, and Purchase Orders displayed in a clean 3-zone vertical layout with unified search
  • Project card actions: Quick-access menu on each project card for editing and changing status. At Risk status is now automatic when project health drops below 60
  • RFQ to Bid Leveling: Generate an RFQ from procurement items, then flow directly into bid comparison and PO creation
  • Overdue tracking: Company Dashboard surfaces overdue items from procurement and submittals across all active projects
  • Document counts: Document page now shows total count including AI analysis results alongside uploaded files
The v3.5 release makes Trueleveler team-ready. Team members share a unified view of all project data through organization-level access. The split dashboard gives executives a bird's-eye view while PMs get project-specific alerts with actionable next steps. Health scores now compute automatically across all project views. Mobile support covers all screen sizes from large monitors down to small phones.
v3.4 April 8, 2026

Punch List Redesign & 10-Dimension Project Health

  • Punch List redesign: Professional modal forms with photo upload, drag-and-drop, trade/type dropdowns, inline status changes, and a shareable report with photo viewer
  • Punch List sharing: Print, download, email, or copy reports — share directly with clients and subs
  • 10-dimension Pulse score: Project health now measures 10 dimensions including Punch List, RFI Management, and Insurance Compliance using live tracker data
  • AI Recommendations: Pulse alerts flag specific overdue items, critical deficiencies, and expired insurance with direct links to fix them
  • Persistent tracker data: Punch List, RFI, and COI tracker items now persist across sessions
  • Updated onboarding: 5-step guided tour reflects current platform capabilities
The v3.4 release is focused on closeout workflows and project health visibility. The Punch List tracker was rebuilt with professional forms, photo management, and shareable reports. The Pulse health score was expanded to 10 dimensions that pull live data from all 5 trackers, and AI recommendations now generate specific, actionable alerts instead of generic summaries.
v3.3 April 5, 2026

Faster AI, Better UX & Accessibility

  • Faster analysis: Optimized document processing reduces AI analysis time significantly for large construction documents
  • Smooth loading: Shimmer placeholders and animated progress bars show real-time status during AI analysis
  • Notification center: Bell icon in the header tracks analysis completions and quota warnings across sessions
  • Deeper contract analysis: Contract Review, Scope Check, and Change Order Review now perform deeper reasoning for more thorough results
  • Cost tracking: Analytics panel shows AI usage costs and per-engine breakdown
  • CSI MasterFormat: Division codes resolve instantly without requiring AI processing
  • Accessibility: Improved color contrast ratios and added color-blind safe indicators to all status badges
  • Security improvements: Enhanced protection across authentication, payments, and API endpoints
The v3.3 release focuses on speed, polish, and accessibility. Document analysis runs faster through smarter text processing. The progress bar provides smooth visual feedback during long analyses. Security was hardened across all endpoints, and accessibility was improved to meet WCAG 2.1 AA standards.
v3.2 April 4, 2026

Pay App Financial Controls

  • Retainage analysis: Pay App Review now surfaces retainage rate, amount held, contract value, and flags discrepancies between the pay app and contract terms
  • Cumulative billing tracker: Displays prior periods, this-period amounts, running total, percent complete, and balance to finish — with front-loading detection
  • Lien waiver checklist: Verifies prior unconditional waiver, current conditional waiver, and sub-tier waiver status with clear pass/fail indicators
  • AIA compliance badge: Instant compliance indicator for AIA G702/G703 format requirements
  • SOV overbilling flags: Lists specific Schedule of Values line items where billed percentage exceeds documented completion
  • Stored materials & prevailing wage flags: Highlights when stored materials are claimed or prevailing wage documentation should be verified
The Pay Application Review engine now renders a full financial controls panel alongside the line-item table. Retainage, cumulative billing, and lien waiver data were already being extracted by the AI but were not displayed — this release brings them to the surface as structured panels with colour-coded status indicators. Front-loading patterns, retainage discrepancies, and missing waivers all trigger prominent warnings. AIA compliance, SOV overbilling flags, stored materials claims, and prevailing wage requirements are surfaced as status badges above the red flags section.
v3.1 April 4, 2026

5 New AI Engines + Trust Signals

  • COI Tracker: Upload certificates of insurance — AI verifies coverage limits, expiry dates, additional insured, and flags gaps against requirements
  • RFI Tracker: Extract and prioritize open RFIs with cost and schedule impact flagging
  • Owner Report: Generate concise owner reports with schedule status, budget performance, risks, and action items
  • Field Report: Structure daily site reports — manpower, weather delays, work completed, issues
  • Punch List: Extract deficiency items by trade, priority, and status from inspection reports
  • Bid/No-Bid scoring: Scope Compliance engine now returns a scored bid recommendation (0-100) with reasons to bid, concerns, and clarifications needed
  • Trust signals: Confidence score bar and document volume indicator on all analysis results
  • 10-vendor Bid Leveling: Expanded from 5 to 10 vendor slots — compare more quotes side by side
This release adds five new post-award AI engines covering the entire construction project lifecycle from COI compliance through project closeout. Every scope check now produces a structured bid/no-bid recommendation with confidence score and itemized reasons. Trust signals were added to all engines: a confidence bar and document volume indicator. Bid Leveling was expanded to support up to 10 simultaneous vendor comparisons.
v3.0 April 1, 2026

Security, UX & Tariff Calculator

  • Tariff Calculator: New free resource — HTS code lookup and tariff cost calculator for 20+ construction materials
  • Light mode: Full light mode polish — topbar chrome, header pills, and all interactive elements render correctly in both themes
  • Security: Document text is sanitized before AI processing to prevent prompt injection
  • Error handling: Analysis failures show an actionable error card with guidance and a Try Again button
  • UX improvements: Escape key closes modals properly, sticky table headers on scroll, improved keyboard navigation
The v3.0 release focused on security, UX polish, and new tools. Document processing was hardened with input sanitization. The tariff calculator provides a free resource for estimating material import costs.

March 2026

v2.1 March 26, 2026

Platform Hardening

  • Security: Enhanced authentication, CSRF protection, and API security across all endpoints
  • 10 languages: Full translation support for English, German, French, Spanish, Norwegian, Swedish, Danish, Dutch, Italian, and Polish
  • Audit trail: All actions logged with timestamps for compliance and accountability
  • Accessibility: WCAG 2.1 AA compliance with improved color contrast and keyboard navigation
This release focused on production readiness. Security was hardened across all endpoints, translation coverage was expanded to 10 languages, and a full audit trail was added for compliance requirements.
v2.0 March 20, 2026

Beta Launch Prep

  • 26 AI engines: Bid Leveling, Contract Review, RFQ Generator, Document Compare, PM Contract Summary, Bid Scope Compliance, Change Order Review, Pay App Review, PM Handoff Report, Submittal Extractor, Procurement Tracker, COI Tracker, RFI Tracker, Owner Report, Field Report, Punch List, Submittal Tracker, Negotiation Intelligence, Project Pulse
  • Submittal Tracker: 7-phase workflow with auto-extraction from specs
  • Procurement Tracker: CSI-coded items with PO/invoice tracking
  • Vendor Database: Automatic vendor scoring, duplicate detection, and performance ratings
  • Analytics Dashboard: Usage trends, engine distribution, and cost tracking
  • 14 jurisdictions: Jurisdiction-aware contract analysis for US, UK, AU, CA, EU, and Nordics
The v2.0 release marks the feature-complete beta milestone with 26 AI engines covering the full construction project lifecycle. The submittal tracker manages a 7-phase workflow from extraction through approval. Procurement tracking supports CSI MasterFormat codes with purchase order and invoice matching.
v1.5 March 15, 2026

Content & SEO

  • 13 resource pages: Insurance, lien waivers, bid templates, incoterms, and more
  • 165+ localized blog posts across 11 regions
  • JSON-LD structured data on all 36 pages
  • Sitemap with 200+ URLs
  • hreflang tags for 10 languages
This content release added 13 in-depth resource pages covering construction insurance, lien waivers, bid templates, incoterms, material price tracking, RFP/RFQ guides, cost estimating, contract types, supply chain management, vendor management, material takeoffs, and payment processes. Blog content was localized for the US, UK, Germany, France, Spain, Norway, Sweden, Denmark, Netherlands, Italy, and Poland. All pages include JSON-LD structured data (Article, FAQPage, BreadcrumbList schemas) and hreflang tags for multi-language discovery.
v1.0 March 1, 2026

Initial Release

  • Core platform with 5 AI engines
  • Supabase auth with row-level security
  • Dark/light mode, responsive design
  • Free trial with 5 analyses
The initial release of Trueleveler launched with five core AI engines: Bid Leveling, Contract Review, RFQ Generator, Document Compare, and PM Contract Summary. Authentication is powered by Supabase with row-level security policies ensuring data isolation between organizations. The interface supports both dark and light modes with full responsive behavior across desktop, tablet, and mobile viewports. New users receive 5 free AI analyses to evaluate the platform before subscribing.

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