July to October 2026

A summary of what has shipped in Cloudflow Web since the July 10 release. Features marked beta are available to selected organizations.

Sales and Estimating

Added a Leads workspace under Sales that combines sales pins and instant-estimate requests in one table, with a territory map and sales charts. Add leads from the map or with New lead, and convert a lead directly to a service.
Added Proposals (beta): build multi-page proposals with Good, Better and Best packages, import quantities from Hover or EagleView measurements, send them to customers, and collect electronic signatures.
Added ABC Supply (beta): connect your account, choose Ship-To locations and branches, refresh branch-specific pricing, and order materials from a service's Materials tab.
Improved the Materials page with a new toolbar and filters, more reliable supplier connections, and measurement coverage on catalog items.

Added a Tasks page with search, due date, assignee and source filters, and bulk completion. Define automated tasks under Settings > Tasks.
Added service labels, managed under Settings > Labels, which can be shown on the Dispatch map and used by automations.
Customers can book their own appointment from a scheduling link you create on a service or send by email or text.
Added the Flagged scheduling conflicts report, which shows overbooked time slots by market and lets you dismiss conflicts or export them.
Expanded Dispatch scheduling rules with SLA limits, same-day control, capacity basis, recommendation goals and search-ahead.
Markets can now auto-assign the best-fit technician, optionally allowing over-capacity assignment.
Improved the services board workflow, quick create, activity history and recurring service handling.
Added support for a custom slot length in the Market Availability API.

Automations are now sequential workflows with filters, fixed-length waits and Yes/No branches. They stay as drafts until you publish.
Added Execution history with run details, retry from the failed step, and cancel. Older rules can be upgraded or combined into one workflow.
Added automated notes, which ask the person making a change a few questions and write a consistent note to the service.
Automations can send text messages with merge fields and a live segment and cost estimate.
Automations can order EagleView reports and send Hover capture requests, and can start when a measurement order changes status.
Settings > Alerts now emails you about integration problems, automation failures and email delivery failures.
Added Jarvis, an in-app assistant that answers questions about your services, customers, technicians, schedules and notes.

Added EagleView: order measurement reports from a service with a price preview, status updates, and reports delivered to the job's files. Hover and EagleView orders can run on the same service.
Added a QuickBooks Online integration with guided setup that sends customers, charges and invoices to QuickBooks.
Updated XactAnalysis with dataset routing, one document per assignment, email-based customer matching and confirmed QA and Client approved status updates.
Added Alacrity settings for auto-acknowledge, auto customer-contacted and trade mapping.

Uploads continue and recover in the background, and file categories and file naming rules keep names consistent.
Reconcile invoices in bulk from a CSV or Excel file, and choose the service status applied after payment.
Added split invoices by charge with correct commissions, an invoice watermark with custom wording, and an Invoice Charge Summary column for reports.
Deleting an invoice now resets the invoice status shown on the service.

The Roles and permissions page now covers note type, status change, correction, task and mobile app permissions.