What's newin Specifi.

• New feature

  Build with Bob: describe what you want and Bob writes the whole proposal, with sections appearing as they're written. Bob uses the project's scope, payment terms, about-us text and service plans, and the build keeps going even if you leave the page.

• New feature

  Edit on the page: click any text to edit it exactly as the customer will see it, change fonts, colours and backgrounds, swap images from your media or free stock photos, or select any part and ask Bob to change just that. Advanced users can edit a section's HTML and CSS directly.

• New feature

  Brand kit and templates: draft brand guidelines from your company website and save the colours, fonts and design rules that Bob follows on every build. Save any section or a whole proposal as a template and start new proposals from it.

• New feature

  Send and control access: email the proposal from Specifi, copy the link or show it in the customer portal. Add a password, an expiry date or a view limit, and choose when customers can see it with Draft, Live and Agreed status.

• New feature

  Online acceptance: customers sign with a drawn or typed signature, pick optional upgrades with totals updating live, pin comments to any part of the proposal, and download a PDF.

• New feature

  Proposal analytics: see how often the proposal was opened, how long customers read and how far they got. See which sections held their attention, replay a visit, and know when a customer has it open right now.

• New feature

  Team comments: discuss the proposal internally in threaded comments the customer never sees, get notified in real time, and see which version each comment was made on.

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• New feature

  Dispatch, under Work Orders → Dispatch. Jobs waiting for a visit sit on the left, and your crew's day or week on the right. Drag a job onto a person at a time to book it. Drag a visit to move it, or pull its edge to change its length. Undo is there for 10 seconds.

• New feature

  Book a crew across several days. Pick the people, the first day and how many days, weekdays only if you like. Specifi suggests the three best time slots: right role, nearest and least booked. If anyone would clash, nothing is booked and you're told who.

• New feature

  Plan mode. Try out changes without booking anything or messaging anyone. Drafts show dashed on the board. Auto-fill the day places unbooked jobs for you, urgent first. When you're happy, Review & apply books everything in one go.

• New feature

  The Dispatch map. Every visit and unbooked job is on the map, with each person's route. Each person starts from home or the office, and you can change that for a single day. Drive times between visits show on the board. For crew sharing their location, you'll see a live arrival time and a Text customer button if they're running late.

• New feature

  Customer confirmations. Nothing goes to the customer unless you choose. You can send a confirmation link; when the customer confirms, you're notified. Visits set to notify the customer also send an "On my way" text when the crew clock in on travel.

• Improvement

  Fewer messages for your crew. Changes made together send one message per person instead of one per change.

• Improvement

  Working hours at a glance. Rows shade outside each person's working hours and leave. Each row shows booked against working hours, in red when someone is over. A visit turns red if nobody has clocked in 10 minutes after it should have started.

• Improvement

  Kit for the day. Click a person's name to see everything they need for that day's jobs. Job cards show whether the kit is ready.

• Improvement

  Faster planning. Select several visits and move them together. Use the arrow keys to nudge a visit 15 minutes or move it to another person. On a tablet, tap to book. Press ? for all the help.

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• New feature

  A new work order page. Everything about a job now sits on one page. The stages run across the top (Preparing, In Progress, Completion) with estimated, booked, actual and travel hours. Scope of work, visits, tasks, products, misc items and labour follow in one scroll. The customer price, agreement and sign-off sit on the right, including the customer's signature. There's no separate Allocation stage any more: book visits straight from the job with Plan a visit.

• New feature

  A new Work Orders dashboard. Counts across the top, and who is where today with a map of every visit. Lists of jobs that need your attention, such as jobs with no visit booked or overdue invoices. Each job in the list shows its next visit, crew, hours, tasks and value. Pin important jobs to the top. Signed-off jobs now have their own Completed tab.

• New feature

  Types of work. Tag each job as Site survey, First fix, Installation, Programming & commissioning, Handover & training, Snagging, Service call, Maintenance, Remote support, Upgrade, Warranty & swap-out, Removal or Other. Rename any type and give it a colour in Work Orders → Settings → Types of work. The type shows on the job, in the work order list and in Dispatch.

• New feature

  Priority and arrival window. In Edit Work Order, mark a job High or Urgent and set the customer's arrival window. Urgent and high jobs come first in the lists that need attention.

• New feature

  Kit & tools. Every job now lists what the crew needs to take to site: its products, the tools you add, and misc items ticked "Crew takes this to site". It works whether or not you use Inventory.

• New feature

  Link a standalone work order to a project. Open the job and click Link to project next to the customer's name, then choose one of that customer's projects. This is for jobs that don't have products, labour, misc items, purchase orders or invoices yet; a job that already has them stays standalone. Expenses and mileage on the job move to the project.

• Improvement

  Add from project is quicker on big projects. Search by room or product, and filter by brand, system and stage. Select everything at once with Select all. Products show their MPN and the names you gave them on the project.

• Improvement

  MPNs now show on products on the work order. Product names you changed on a project carry through to the work order and the customer's sign-off.

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• New feature

  Habitech products in Specifi now show your own negotiated trade pricing, pulled straight from Habitech and refreshed daily, instead of a price list that goes out of date between updates. Once your Habitech account is connected, every Habitech product shows your own trade price and retail price. (Available to UK customers with an active Habitech trade account.)

• New feature

  To connect, go to My Suppliers, open Habitech, click Update Supplier Settings and open the Live Pricing section. Enter your company name exactly as you trade with Habitech and click Request Connection. Habitech reviews requests by hand, normally within a few days, and your live pricing switches on automatically once they approve it.

• Improvement

  Already linked to Habitech? Your account has been connected for you and live pricing is already on, so there is nothing to do. The Live Pricing section in your Habitech supplier settings shows Active. If you see a pricing error, or it shows Not Connected, go to My Suppliers, click Unlink on Habitech, then link Habitech again.

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• New feature

  Catalogue products, custom products and bundles on standalone invoices. Add Products works same as on a project. Quantities and discounts per line.

• New feature

  Discounts on standalone work orders. Any product, bundle or accessory line.

• New feature

  Digital change order sign-off. Emailed secure link, customer signs on screen, signed copy stored.

• Improvement

  Project tiles compact layout plus search box.

• Improvement

  Access Permissions new look in Company Settings, with search and filtering.

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• New feature

  Offline mode: with no signal you can still clock in and out, take your breaks, switch role, add photos and write notes, and read the screens you have already opened. Other parts of the app, and anything you have not opened before, still need a connection. Your changes are saved on the phone and sync on their own when you are back online, with a banner showing what is still waiting

• New feature

  New Location & Privacy page in the app: see exactly what is shared, switch your sharing off, follow a live status, and set the team policy to Off, While clocked in, or During working hours

• New feature

  New Location & Privacy page in the app: see exactly what is shared, switch your sharing off, follow a live status, and set the team policy to Off, While clocked in, or During working hours

• New feature

  Notes with @mentions on customers, work orders, tasks and timesheets, with replies and push notifications, and they work offline too

• New feature

  Expenses in the app: create, view and edit expenses and mileage claims from your phone, receipts included

• New feature

  Photos and documents: photos you take in the app record where they were taken, so anyone in the office can open the exact spot on a map, and a photo added to a timesheet on a job is saved to the job as well. Plus browse, upload and view work order, project and customer files

• New feature

  Live timer on your lock screen while clocked in, on iPhone and Android, including an on break indicator

• New feature

  Timesheet breaks in the app: pause and resume from the timer, with break time kept separate from worked time

• New feature

  Task templates in the app: apply a ready made task list to a work order or customer in two taps

• New feature

  Job alerts: a push when a job is assigned to you, rescheduled or cancelled, a reminder 30 minutes before it starts, a nudge if you have not clocked in, and warnings for overtime or still being clocked in late. The new Notifications page in settings lists them all and shows whether push is switched on

• New feature

  Coming soon: more of the app working offline, proposals in the app, and an inventory scanner so you can scan stock and work through pick lists from your phone

• Improvement

  A fresh new look across the whole app matching the web, a photo annotation tool rebuilt for phones and tablets, faster screens that refresh when you come back to them, images that load instantly, and timesheets that update live so a change made in the office shows on your phone straight away

• Improvement

  Work orders and invoices caught up with the web: add products slideout, product editing, accessories, payment accounts, and calendar events on the dashboard

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• New feature

  The full Savant US catalogue is now in Specifi, with live dealer pricing pulled straight from Savant. Once you link your Savant dealer account, every Savant product shows your own dealer cost, MSRP and margin, updated live from Savant rather than a price list that goes out of date between updates. (Available to US customers with an active Savant dealer account.)

• New feature

  To link your account, go to Suppliers, open Savant US and click Login. Enter the email address registered with your Savant dealer account, it may be different from your Specifi login, and Savant will confirm it's an active dealer. Your pricing switches on straight away.

• Improvement

  Already linked to Savant? You'll need to add your dealer email before live pricing appears. Go to My Suppliers, open Savant US, click Update Supplier Settings and fill in the Savant Dealer Email field.

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• Improvement

  URLs in notes, comments and activities are now clickable links, including on existing notes.

• Improvement

  Links in sales proposals, scope of work and about us are clickable for customers, in the proposal view and the downloaded PDF, and keep your styling.

• Improvement

  Custom fields containing a web address now show it as a clickable link.

• Improvement

  Links always open in a new tab so you never lose your place.

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• New feature

  You can now create reusable task templates, groups of pre-made tasks you set up once and apply again and again. Build a template for processes you repeat, like site surveys, installs, or customer onboarding, then apply it to any project, work order, or customer in a couple of clicks and every task is created for you instantly, complete with titles, descriptions, subtasks, and due dates set automatically from the day you apply it. No more building the same task list from scratch every time.

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• New feature

  Task notes and a unified notes timeline: You can now add notes and comments to individual tasks and mention teammates to notify them. Notes from tasks, work orders, projects, and customers all come together in one timeline, so the full history of a job is in one place.

• New feature

  Task templates: Build reusable groups of tasks and apply them to a project, work order, or customer in a couple of clicks. Perfect for standardising recurring processes like installs, surveys, and onboarding.

• New feature

  Change order emails: Change orders can now be emailed to customers directly from Specifi using your own email integration, so getting sign off no longer means leaving the platform.

• New feature

  Addresses and contacts on leads: Leads can now hold multiple addresses and contacts, managed from the lead page just like customers. Everything carries across when a lead converts to a customer, and you can copy details to the clipboard with one click.

• New feature

  Documents on expenses: Attach receipts and supporting documents directly to expenses and mileage claims, keeping everything needed for approval and bookkeeping together.

• Improvement

  Customer page financial overview: The customer page now shows a fuller financial picture, including project value, work order value, draft invoices, and archived totals, with tooltips explaining each figure. You can also now find customers and leads by searching their address.

• Bug fix

  Customers can now be saved without an email address, change orders handle product bundles more reliably, and live ADI pricing now appears on far more products.

Open this release →

• New feature

  Labour no longer has to be typed in by hand. The system now generates labour automatically from the products in the project, every product carries install times per position (engineer, programmer, etc.), and the project's labour builds itself from what's actually being installed, from first proposal through to customer sign-off.

• New feature

  Turn on Auto Labour when creating a proposal, it's part of proposal setup, configurable there or later from the Labour panel, with a choice to keep or discard the auto lines if it's switched off.

• New feature

  Six customer-facing breakdown styles, whole project as one line, per room, per room + system, per room + position, per system, or per position. Same hours, presented the way that suits the customer.

• New feature

  Position Breakdown view, see internally exactly which trades make up the labour cost.

• New feature

  Upgrade options carry their own install times. If the customer picks an upgrade on their proposal, the labour and price update automatically to match. No more upgrades sold with the base product's labour.

• New feature

  Proposal totals stay honest. The proposal's labour line, totals, and tax always reflect the current product list and the customer's selections.

• New feature

  Exemptions list. Exclude specific products or systems that shouldn't carry labour.

• New feature

  Clearly badged. Auto labour rows are marked "Auto" alongside any manual labour.

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• New feature

  Change orders used to be a simple form. Add some products, and that was it. Creating one now opens a full editor showing the project as it is, floor by floor and room by room, with the financial impact calculated live.

• New feature

  Work from the existing project. Every room's current products with +/− quantity controls; increases become additions, decreases become removals, and the change order builds itself.

• New feature

  Full product slideout, same as Build catalogue, bundles, favourites, custom products, recently used/viewed; configure bundles inside the change order; add bundles and custom products to multiple rooms in one action; rooms pending from other change orders are visible; adding the same product again increases quantity instead of duplicating.

• New feature

  Add floors and rooms, structural additions, not just product tweaks.

• New feature

  Change labour and additional costs in the change order, not only products.

• New feature

  Auto Labour works inside change orders, labour adjusts automatically as products change, with a preview of the impact before committing.

• New feature

  Edit after creating. A proper Edit mode on the same editor (previously create-only).

• New feature

  Navigate big projects. Global search and filters across rooms/products/systems, jump controls, table display settings.

• New feature

  See the money clearly. Live summary with subtotal, per-rate tax breakdown, and total change value; per-line discounts including accessory discounts; a redesigned change order list showing each CO's impact on project value.

• New feature

  Review with confidence. The read-only view is organised room by room into Added / Removed / Swapped tables; every product is clickable for full details (pricing, tax, accessories, bundle contents, MPN); products affected by a pending change order are badged in Build so nobody edits something mid-change; and approval now runs conflict detection on removals and swaps, warning you before clashing changes go through

• Improvement

  Redesigned change order PDF.

Open this release →

• New feature

  Custom SMTP / IMAP Email. Send email through your own SMTP provider, with IMAP support and stricter attachment validation.

• New feature

  Timesheet Breaks & Pause. Pause timesheets for breaks; forgotten breaks auto-end. Improved timesheet UI shell and date picker. Coming to the App Soon!

• New feature

  Holiday Management. Full holiday module: allowances, requests/approvals, notifications, activity log, danger zone (reset/rollover tools), year-rollover handling, and automated scheduling of holiday jobs.

• New feature

  Room Totals in Room List. Each room now shows its total value in the project room list.

• New feature

  Sales Proposal PDF Image Quality Options. Choose image-quality presets when downloading PDFs (smaller files vs. sharper images).

• New feature

  Blackwire Catalog Integration (US). Blackwire dealers can link their account for catalog/dealer pricing, with automatic delisting of products Blackwire no longer offers

• New feature

  Sharper Logos on PDFs. Improved SVG-to-PNG conversion and upgraded image processing engine.

• Improvement

  Refreshed Look & Feel. App-wide UI refresh: new typography, updated button styles and colors, consistent styling across proposals, invoices, projects, dashboard, and settings.

• Improvement

  Better Product Search. Search tokenization, improved relevance ranking and re-ranking, and caching for faster catalogue/custom product search.

• Improvement

  Faster App Performance. Project list API optimized, invoice loading sped up (eager loading)

• Improvement

  Product Tabs Unification. Catalogue/custom/product browsing unified into consistent tabs with accurate product counts; streamlined custom product creation; improved product walkthrough and add-product slideouts with better notifications.

• Improvement

  Invoice Overview URL Syncing. Invoice filters/views persist in the URL for shareable, refresh-safe links.

• Improvement

  Invoice and Purchase Order Xero Link Cleanups. Tidier invoice/Xero linking behaviour.

• Improvement

  Dashboard Tasks with Entity Links. Dashboard tasks link straight to their related project/work order/customer.

• Bug fix

  Tax rate changes not applying to products with accessories; bundle tax display

• Bug fix

  Installation time missing for product bundles, accessories, and existing products

• Bug fix

  Adding the same product again didn't increase quantity

• Bug fix

  Supplier filtering: manually linked suppliers now correctly show team-specific products

Open this release →

• New feature

  Project Price Update Check — Check a whole project for supplier price changes in one click. Updates are grouped by room and show supplier details, so you can review and apply new pricing before quoting.

• New feature

  Expenses & Mileage Claims with Receipt Scanning — Create expenses and mileage claims from work order now, also including a standalone expense creation screen. Scan a receipt and the details are captured. (Changes on the app will be coming soon)

• New feature

  Inventory Valuation Report — New valuation summary report for inventory, along with stock adjustment tools, so you can see the value of stock on hand at any time.

• Improvement

  Stocktake: Serial Numbers Kept on Save & Pause — Scanned serial numbers are now saved when you pause a stocktake, so nothing is lost between sessions.

• Improvement

  BOM PDF Layout — Add up to 3 blank columns to Bill of Materials PDFs for on-site notes.

• Bug fix

  Invoice edit button not appearing correctly

• Bug fix

  Custom products — slow typing no longer interrupts text entry, and updating custom products from a room works correctly again.

• Bug fix

  Product search — "Clear filter" now resets results properly.

• Bug fix

  Work orders — adding labour now applies the correct default tax rate.

• Bug fix

  PDFs — fixed SVG images not rendering in generated PDFs.

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• New feature

  New invoice settings are now available under Settings > Company Settings > Invoice Settings, where teams can manage payment notifications, automatic accounting sync, and default account code selection.

• New feature

  Inventory workflows have been improved across Kanban, movements, pick lists, products, RMAs, reservations, stock, stock loans, and procurement.

• New feature

  You can now use brand aliases in inventory product details and stock views, making it easier to recognise products by alternate brand names.

• Improvement

  Product search, filtering, transfers, procurement, and project inventory screens have been cleaned up to make day-to-day inventory work smoother.

• Improvement

  Stock imports now show clearer validation and file size messages, so upload issues are easier to understand and fix.

• Bug fix

  Fixed several display and messaging issues across customer emails, invoice sending, tax rate lookup, and account code display.

• Bug fix

  Fixed product editing issues in rooms, including missing fixes for product and product bundle edit modals.

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• New feature

  Added support for converting website form submissions into leads/customers.

• New feature

  Added a new room product row/list view, giving teams a clearer alternative to card based room product browsing.

• New feature

  Added product search within room views so users can quickly find products in a room.

• New feature

  Added product name alias support across product views, helping teams manage custom product naming more clearly.

• New feature

  Added a purchase order receiving scan session flow to make receiving inventory faster and easier.

• New feature

  Added new inventory and procurement views, including improved receiving, reservation, draft PO, and picked item visibility.

• New feature

  Added SureBright (US) extended warranty improvements, including activation status, customer badges, and clearer warranty options.

• New feature

  Added new CRM and task filtering options, including owner, tag, project, customer, and unlinked task filters.

• Improvement

  Improved sales quote and proposal settings with more control over product tables, room/system summaries, labour tables, labour summaries, and additional costs sections.

• Improvement

  Improved purchase order and inventory screens with clearer filters, summary cards, movement views, and layout refinements.

• Improvement

  Improved scanner camera handling, especially around permissions, retry behavior, and rear camera selection on mobile devices.

• Bug fix

  Fixed room editing issues, including empty scope text showing incorrectly and quote section spacing problems.

• Bug fix

  Fixed inventory related issues including missing kanban locations, product history display, movement rendering, and variant selection.

• Bug fix

  Fixed email folder naming, logo image type handling, truncation, and several minor UI warnings.

Open this release →