This month's release is the biggest one we've shipped in years — and everything below is live in your account right now, nothing to install.
Introducing Barb · AI Reporting
Ask for any report in plain English — Barb builds it on the spot NEW
This is the biggest thing we've ever added to reporting. Type a question the way you'd ask a person — "what is each salesperson's pipeline," "show me invoiced totals by month this year," "which jobs haven't been invoiced yet?" — and Barb, your AI reporting assistant, builds the report right in front of you: drillable groups, filters, and CSV/Excel export included.
Not quite right? Just tell her what to change — "now group it by location," "add change orders" — and she rebuilds it. Save any report she makes and it's reusable for your whole team. And she's learning your business: reports you save become examples she learns from, and your thumbs-up/thumbs-down feedback goes straight to our team — several improvements in this very release came from questions customers asked in Barb's first week.
Where: the Barb icon at the top of the left menu · an administrator accepts the terms once to turn her on for your company
Sales Terms & Deposits
Set deposit rules once — every estimate follows them Opt-in
Decide per payment term whether a deposit is required and the default amount — a percent or a flat figure — and every new estimate for a customer on that term arrives with the deposit already set. Works with native terms and terms synced from QuickBooks or Sage Intacct.
Where: Settings → Term / Account Type → Sales Terms
Deposit Warnings
Never start a job without the deposit
If an accepted estimate is still waiting on its deposit you'll see a clear warning on the project — and it turns red the moment work gets scheduled or a partial payment comes up short, with the shortfall spelled out ("$500 of $2,500 received"). The same alert shows right inside the work-order screen, so the person scheduling the crew sees it too. Once the job is invoiced and paid, the warnings step out of the way on their own.
Where: automatic on estimates, projects, and work orders once a term requires a deposit
BCC anyone, see exactly who opened it — and know right away when one bounces
Every send-email window now has a BCC field with the same quick-add picker as To and CC. Delivery status on estimates and invoices shows opens per recipient, and if an email can't be delivered, the sender gets a notification with the reason — so a quote never silently dies in a bad inbox.
Where: Send via Email on any estimate, work order, or invoice
QuickBooks Online
Credits, deposits & write-offs land in QuickBooks the way your accountant expects One-time setup
Customer credits sync as credit memos, deposits post as liabilities the day you receive them, and bad-debt write-offs go over as write-off memos — applied to the right invoices, so no more phantom cash inflating your QuickBooks deposits. Pick the three service items once and it's automatic from then on.
Where: Settings → Integrations → QuickBooks
PDFs
Make every PDF look the way you want
The new PDF Document Studio puts your estimates, invoices, work orders and other printables under your control — headers, columns, and rendering style, per document, with a live preview. Preserve-by-default: every PDF keeps rendering exactly as it does today until you save a change.
Where: Settings → PDFs
Barb stays off until an administrator enables her, deposit rules apply only after you set them on a term, your PDFs are unchanged until you save a setting in the Studio, and QuickBooks credit sync waits until you pick its items. Questions? Reach us at support@fieldgroove.com.