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Click the banner on a Classic checklist template and it converts to Advanced right away, so you don't have to rebuild it by hand. The conversion is a direct 1-to-1 mapping with no AI involved: your fields carry over exactly as they were, so the Advanced template matches what you already had. If the template is also used as a project template, it updates there at the same time, and the confirmation tells you so. Not ready? You can revert to Classic in the UI (the revert applies to the linked project template too) and upgrade again whenever you like, which makes trying it low risk. You can also ask the Assistant to create an Advanced version of a Classic template.

The new map view shows your project photos on a map using the geolocation of each photo or video. Click a cluster of photos to zoom in, or use regular map zoom. Click a photo and it comes up over the map view, so you can interact with it without changing your location in the app.

Documents on the web has a new Photo Settings tab in the side panel, next to Table of Contents. Click the Layout Icon on a photo group to select it, then adjust its layout (List or Gallery), photo size, photo shape, and photo text in one place. Click Apply to Entire Page to use the same settings on every photo group. Before, layout, size, and shape lived in the Layout Icon menu, and photo details like capture details, tags, and location were toggles in Document Settings, so you had to go to a few different places to get a photo group looking right. Now setting up photo layouts happens in one place, and you can see which photo group you're changing.

You can now drag and drop photos to reorder them within a photo group in Documents on web. Open Reorder photos from the group's 3 Dot Menu, and you'll see the group's photos numbered in one view, so you can drag them into the order you want and click Done. Before, you could only drag a photo around on the page, and the page didn't scroll well while you held it. The new Reorder option helps you get your Document photos just right, without the clunkiness.

Auto Drafting Proposals adds a starter card to the AI assistant inside a proposal, and it drafts the proposal for you using the context already on the project.

Writing a proposal has meant re-entering details the team already captured on the jobsite, so this turns that project context into a first draft, and you spend your time reviewing and adjusting a proposal instead of building one from scratch. The draft uses what's on the project, so the scope and details reflect what was actually seen on site.

When you open the assistant inside a proposal, the card appears if the project has enough context to create a proposal or has a walkthrough note, so you can start a draft in one click. If you don't see the card, the project likely has neither yet.

You can now group files and pages (documents) into folders on a project template. Create a folder, drop documents into it, and move them between folders or back out to the top level. When someone starts a project from that template, the folders and documents come across with it, and the use-a-template preview shows the folders too, so you can see how a template is organized before you pick it. The project template editor is cleaner, too: the Add buttons for each section moved up into the section headers, so you don't have to scroll past a long list to add anything.

You can see who's on the clock at a glance: clock-ins show up fast, clock-outs show the right time, and no one appears twice. Names now display correctly in Search, so you can find projects easily, and photo annotations update right away. Photo details, tags, and location sit together in a cleaner Document settings sheet, and the update also includes bug fixes and improvements.

Reports, pages, and files now live together in the Documents tab, and that’s where you’ll build your reports going forward. Your existing reports stay in your account, so you can still open, edit, and share them like always. Your report templates carry over as Document Templates, so you can start your next report without rebuilding anything.

To build one, open a project, tap Documents, and pick a template. If you want to save a new template, tap the three dots on any document and choose Save as New Template.

We’re rolling this out in steps, so you may still see Reports in your account for now. When it’s your turn, we’ll let you know in the app. Either way, Documents is the home for everything you create, and it’s where we’re putting our work.
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A good one-off checklist doesn't have to stay one-off. You can now save an Advanced checklist from a project as a company template. Here's how it works.

"Save Checklist as Template" is a new action in the checklist menu that turns a one-off Advanced Checklist on a Project into a reusable Template. The Checklist stays on the Project, and the new Template shows up in your company's Template Library. Until now, if someone built a good one-off Advanced Checklist on a job, the only way to reuse it was to rebuild it from scratch as a Template. Now, the structure they already built goes straight into the library, so the next crew starts from it instead of a blank page. Sections, fields, conditional logic, and the description carry over, while answers, completions, assignments, and response photos stay on the Project Checklist, so the Template is clean and ready to reuse. If the Checklist has already been saved as a Template, you're told and can create another anyway, and the new one gets a differentiator in its name, like Title (1) or Title (2), so nothing is overwritten and you can tell the versions apart.

Mobile update 10.0.64 is live in the app stores for Android and iOS. In your docs, you can set the photo layout once and apply it to every group in a tap, and you can annotate photos without leaving the doc, with tall photos now fitting the page. In crew chat, you can answer with a quick emoji reaction. 👍