Changelog
What's new in Pipeline
Every release, feature and fix - newest first. We ship improvements continuously and note the highlights here.
Looking for what's coming next? See the product roadmap.
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Pipeline now includes built-in SMS credits and top-ups, live chat with recognised company context, more capable task boards and team messaging, plus safer backup and notification workflows.
- New Send customer SMS directly from Pipeline without connecting a Twilio account. Messages can be sent from leads, quotes, jobs and invoices, and replies are linked back to the right customer record.
- New SMS credits now show their current balance and usage history. Buy £10 or £20 credit bundles, optionally enable automatic top-ups below £2 after your first purchase, and manage the same controls from Billing or Settings → Apps.
- New Super Admins can set the SMS price and review tenant SMS usage, while message costs correctly account for multipart texts and failed sends return the unused credit.
- Improved The old WhatsApp connection path has been removed from shared send options. SMS availability now clearly reflects the managed provider and available credit balance.
- New SMS credit guidance is available through new Help Tours in Apps and Billing, and new tenants are pointed to SMS credits from onboarding.
- New Live chat is now available across the Pipeline website and desktop app, so visitors and users can contact the team without leaving the page they are working on.
- Improved When a signed-in user starts a chat, their verified name, email address and company name are shared securely with the support team, making it easier to identify the right account.
- New Job Task Boards and the Work Board now offer a focused full-screen view, making busy boards easier to scan and manage.
- Improved Task boards now support richer task uploads, clearer phase context and more reliable activity and mention notifications.
- Improved Team messages now support image, GIF and document attachments, allow media-only sends, wrap long messages on mobile and open the correct conversation from push notifications.
- New Super Admins can run a database backup on demand, and scheduled backups no longer depend on the server working directory.
- Fixed SMS pricing accepts decimal-pound values correctly, and the Billing SMS credit panel no longer fails to build because of a missing style token.
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Customer work schedules are now configurable and clearer to follow, while task boards stay live without getting in the way.
- New Jobs & Team settings now includes Customer Schedule controls, allowing authorised users to show or hide the team section and team phone numbers, and write a custom team disclaimer or leave it blank.
- New Customer schedules can now be shown as a Calendar, phase-and-task list or read-only Kanban board. The Kanban uses the business’s custom task-board columns, including empty columns.
- New Businesses can choose whether customers see task status, dates, priority and task images. Status and priority are presented as clear colour-coded tags, while task images open in a full-size lightbox.
- New Customer Schedule settings now offers optional email notifications for task status updates, completed tasks, completed jobs and jobs ready for sign-off. Each email explains the update and links directly to the live schedule, with sign-off emails also including the direct sign-off action.
- New When sending a customer schedule, teams can now include a matching PDF attachment. Calendar schedules retain their calendar layout in the PDF, while Kanban schedules use the task-list format for a clearer A4 document.
- Improved The task-list view now groups work by phase and keeps task details, thumbnails and status information neatly aligned. Kanban is presented in a dedicated schedule card, and calendar cards use the matching status colour.
- New Completed jobs continue to show their customer schedule, with a clear completion message and sign-off link when it is ready. The schedule also includes a refresh control and a consistently sticky customer footer.
- Improved Job details and job lists now clearly show whether a customer schedule has been sent. Once sent, the share action becomes Resend customer schedule.
- Fixed Customer schedules now show each task’s configured custom status label and reliably respect the selected task-image setting.
- Improved Job task boards now refresh quietly every 30 seconds, so changes made by another teammate appear without the board disappearing during the refresh.
- New Job phases now support editable descriptions, and task descriptions can hold longer notes while board cards keep their previews compact.
- New When a scheduled database backup fails, Super Admins now receive an in-app notification and email with the recorded error details.
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Prospecting outreach now supports scheduled follow-up emails and dedicated follow-up templates.
- New When creating or importing a prospecting lead, you can add up to two follow-up emails, scheduled by default for 3 and 7 days after the initial email.
- New Follow-up emails are sent automatically while the lead remains Contacted, and are skipped when the lead moves to another status.
- New Each follow-up email can now be saved as and loaded from a dedicated follow-up template library, kept separate from initial outreach templates.
- New Jobs can now be set to start automatically at their scheduled date and time, and completing a task automatically moves a scheduled job into In Progress.
- New Tags now follow work through the lifecycle, carrying from leads to quotes, invoices and jobs so related records stay consistently labelled.
- New A new View Job Value role permission lets Tenant Admins choose which roles can see or edit job values. Job values are hidden everywhere else, including lists, maps, recurring jobs, PDFs and the Work Board.
- Fixed Deleting a job now restores its associated accepted quote to the Work Board.
- New Customer Reminders now provides separate responsive Quote and Invoice cards with rich-text editors for each reminder email. They begin with the current default content and save a tenant-specific version.
- Improved The Xero app settings now show your connected Xero income, expense and payment accounts, plus tax rates, as clear account-code and name selectors.
- Improved QuickBooks app settings now provide the same guided selectors for income, expense, payment and tax-code mappings from your connected QuickBooks account.
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Automatic customer follow-up, personal reminders, detailed in-app guidance and a more capable prospecting workflow make it easier to turn new enquiries into work.
- New When an invoice is marked as paid, the customer now automatically receives a receipt email with a PDF copy of the invoice clearly marked PAID.
- New Reminders can now be added to leads, quotes, jobs and invoices. Tenant Admins and Managers can also schedule one for another user, who is notified as soon as it is assigned.
- New A new Quick Add reminder action in the web header and mobile app footer lets users search for a lead, quote, job or invoice and schedule a reminder without opening the record first.
- Improved Work Board cards now show a coloured reminder icon for upcoming reminders, with reminder times and details shown in a styled popover on hover.
- Improved Work Board reminder popovers now also surface linked upcoming and overdue appointments, using purple for upcoming appointments and red for overdue ones. Appointment status can be updated directly from the popover when permitted.
- New Reminders appear in the Daily To Do dashboard widget and morning digest, then send an email, in-app alert and mobile push notification 15 minutes before they are due.
- Improved Google Calendar sync now includes every Daily To Do item: leads, appointments, time off, quote expiries, jobs, job-task due dates, invoice due dates and personal reminders.
- New Appointment confirmation emails now include an Add to Calendar attachment that customers can open in Google Calendar, Outlook or Apple Calendar.
- Fixed Support reply notification buttons now open the correct ticket, and invalid links display a branded page instead of a generic application error.
- Fixed Reminders now leave the Daily To Do widget and daily email once their scheduled date and time has passed.
- New Leads can now be imported in bulk from CSV. Download a template from the Leads More menu, choose an assignee, and Pipeline links each lead to an existing customer by email or creates the customer when needed.
- New Bulk-imported leads can be marked as prospecting and sent a personalised outreach email automatically, with every email logged against the lead.
- New Prospecting emails now use a rich-text editor with customer-name, email and company placeholders, plus reusable outreach templates that can be loaded or saved from both lead import and manual lead creation.
- Improved Outreach templates use their subject as the template name; saving again with the same subject updates the existing template instead of creating a duplicate.
- New Leads now include Outreach as a source, helping teams identify prospects added through outbound campaigns.
- Improved Email messages now use a rich-text editor at a consistent 16px size, with an automatic personalised greeting clearly explained below the message label. SMS and WhatsApp messages remain plain text.
- New Company Settings now lets businesses add their social media links, which are included in the footer of branded customer emails.
- Improved Customer message, appointment, quote and invoice send forms now use a consistent modal width.
- Improved Mailing Lists now show delivered-email counts alongside campaign activity.
- New Every major workspace, settings and administration page now has a contextual Help Tour launched from the circular question-mark icon beside its breadcrumbs.
- Improved Help Tours now provide page-specific guidance for lists, records, forms, boards, drawers and modals, including customer and property records, leads, quotes, jobs, invoices, expenses, settings and support tools.
- Improved Work Board and Job Task Board tours now explain columns, cards, reminders, collapse controls, settings and task creation with precise highlighted controls.
- Improved Help Tour highlights now keep the selected control visible with a glow, skip controls unavailable to the current role, and include Previous and Close actions for easier navigation.
- New New users now receive a persistent Pipeline welcome introduction on their first Dashboard visit, with a video placeholder and direct pointers to onboarding, Support Centre and page Help Tours. It can be replayed from Support Centre.
- Improved The Dashboard Help Tour can be replayed without reopening the onboarding widget, and now covers navigation, search, Quick Add, Messages, Notifications, dark mode, the user menu, Reports, Admin and dashboard editing.
- Improved Support Centre now separates open and closed tickets, uses clearer primary and danger-outline actions, and keeps its Send Ticket and Send Reply buttons consistently bordered and rounded.
- Improved User management now has more useful sorting controls, a larger search field and a consistently sized Invite User action.
- Fixed The Dashboard Job Task Board now stays within its configured widget height, with task columns scrolling internally instead of overflowing the card.
- New Unexpected tenant-scoped API failures now create deduplicated urgent diagnostic tickets for Super Admin review, notify active Super Admins and remain hidden from tenant Support Centre views.
- Fixed Deposit invoices created when a customer accepts a VATable quote now retain the quote’s VAT rates, correctly separating the deposit net amount and VAT.
- Fixed Quote and overdue-invoice reminders now send reliably, calculate overdue intervals correctly and appear in the customer Messages and Activity history only once delivery succeeds.
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Clearer scheduling in the Daily To Do widget.
- Improved The Daily To Do widget now clearly schedules and labels quotes by their expiry date and invoices by their due date.
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Clearer customer and document history, a task-aware Work Board, more capable public forms and more reliable communications.
- New Leads, quotes, invoices and jobs now have a dedicated History tab before Activity, with each related lead, quote, job and invoice shown on its own linked timeline row.
- New Customer records now have a History tab bringing together the customer’s leads, quotes, jobs and invoices in one chronological view.
- Improved History entries show the number of customer views and the most recent view date for quotes and invoices where available.
- Improved Activity tabs can now switch between an individual item and the full customer history, including related records, messages and notifications with direct links.
- Fixed Messages and Activity tabs now retain consistent fixed-height cards with internal scrolling while the main detail page remains scrollable and the customer summary stays in its left column.
- Fixed Customers are no longer shown a failed quote acceptance when the quote was accepted successfully but a follow-up automation, notification or deposit-invoice operation encounters an error.
- Fixed Deposit invoices created when a quote is accepted are now sent automatically; if delivery fails, the invoice remains safely in Draft and the responsible user is notified.
- Fixed Creating a quote no longer raises a server error when a quote-created notification automation is enabled, and the configured customer email is sent successfully.
- Fixed After a customer accepts a quote, closing the acceptance modal now returns the customer to the top of the quote page.
- Improved Quote forms now include a right-aligned Add Group button below the final group for easier editing of larger quotes.
- New The Work Board now includes a Tasks column between In Progress Jobs and Invoices, showing all tasks from active jobs with direct status updates and links to the job’s Tasks tab.
- Improved Collapsed Work Board cards now keep their assigned tags visible.
- Improved The Leads board now uses the full available width, with its three columns sharing the space evenly.
- Fixed Adding a property while creating a lead no longer closes or incorrectly reports the unsaved lead form as completed.
- New Questionnaires now support file-upload questions, with submitted files available in the answers view and the related item’s attachments.
- Improved Lead-form descriptions now support rich-text formatting and display consistently on hosted and externally embedded forms.
- Fixed Lead-form descriptions now preserve apostrophes, dashes, accents and other UTF-8 characters, with previously corrupted descriptions repaired automatically.
- Fixed Custom messages entered while sending a quote are now included in the customer’s quote email.
- Fixed Company logos and banners in notification emails now use permanent image links, so branding remains visible when an email is reopened later.
- Improved Banner settings now provide responsive-image guidance, reject undersized uploads and preserve available high-resolution detail without enlarging the source image.
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Reusable quote templates and a focused mailing-list experience for customer communications.
- New Quote Templates are now available in Settings, with reusable sections, manual lines and catalogue items.
- New New quotes can be created from a saved quote template, retaining its sections, pricing, VAT and customer selection options.
- Improved Quote template sections and lines now use the same editor layout and WYSIWYG descriptions as add/edit quote.
- New Mailing Lists are now available in CRM for sending branded emails to opted-in customers and reviewing previous campaign delivery results.
- New Lead forms can now subscribe new customers and existing customers matched by email to the mailing list, with subscription status shown on customer records.
- New Mailing-list emails now include unique unsubscribe links and a branded confirmation page so customers can manage their subscription.
- Improved The Mailing Lists screen now keeps campaign history focused, with new emails composed from a modal and the navigation hidden in the mobile WebView.
- New Dashboard users can now hide the welcome banner with confirmation, restore it from dashboard edit mode and keep their preference saved per account.
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More reliable daily digest emails with deleted records excluded.
- Fixed Daily digest emails no longer include deleted jobs, invoices or other deleted records.
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Safer quote revisions, clearer record actions and a more polished mobile experience.
- New Quotes now support a Cancelled status, which appears in the Closed list and is excluded from the Work Board.
- New Duplicate & Close creates a new draft quote with the original details, cancels the previous quote and expires its customer link.
- New Duplicated quotes now retain links to their original quote, with a latest-first history shown on the quote Overview tab.
- Improved Sent quotes can no longer be edited; users can duplicate and close them to create a new draft revision while retaining the original history.
- Improved Quote, lead, job, invoice and expense detail screens now use a consistent primary Actions menu alongside the status selector and refresh control.
- Improved Mobile list and detail screens now use the available width more effectively, with simpler page titles, compact toolbars and controls kept on one line where possible.
- Fixed Quote and invoice date fields now stay within their cards on mobile screens, including inside the mobile WebView.
- Improved The mobile WebView now has branded startup, loading and offline screens using the auth background and white Pipeline logo.
- New The mobile WebView now supports native notification badges and places Messages in the final bottom-navigation position.
- Improved The mobile WebView release has been updated to version 0.1.3, with iOS build 2 and Android version code 6.
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More reliable rich-text formatting for quote and invoice line items.
- Fixed Bullet and numbered lists in quote and invoice rich-text descriptions now show their markers in editors, document views and customer-facing pages.
- Improved Image attachments have been removed from the quote and invoice rich-text editor toolbar.
- Improved The system footer now uses the Google Play badge beside the Pipeline logo for the mobile app testing link.
- New The system footer now includes an App Store badge with a coming-soon message until the iOS app is available.
- Improved Scheduled accounting status checks continue running for remote payment updates but no longer appear in integration history; only data sent to the provider is listed.
- Fixed Mailgun event webhooks now accept current top-level JSON payloads, including webhook test payloads, and continue updating tracked messages.
- Fixed Tracked customer emails now explicitly include and log their Mailgun Reply-To address so customer replies can be routed back into Pipeline.
- Fixed Email sending no longer fails when the API is deployed without Laravel’s view service registered.
- Fixed Production real-time notifications no longer try to connect to the customer’s own localhost Reverb server.
- Improved In-app notifications now use lightweight HTTPS polling on shared hosting instead of requiring a persistent WebSocket server.
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More transparent invoice workflows, customer payment reporting and safer payment corrections.
- New Customers can now report a bank transfer from the public invoice page, including the amount paid and an optional payment reference.
- New Invoice owners now receive a notification when a customer reports a bank transfer, with a direct link to review the claim.
- Improved Staff can review customer-reported payments in a confirmation modal and correct the amount, payment method, reference, date or notes before recording the real payment.
- New Invoice payment history now supports permission-controlled payment deletion, with invoice totals, payment method, paid date and status recalculated from the remaining payments.
- New Invoices now track customer view counts and the most recent customer view, shown in invoice lists and invoice details.
- New Users can now receive notifications when customers view public invoices, matching the existing quote-viewed notification workflow.
- Improved Xero and QuickBooks integration failures now show the provider failure reason in invoice and expense lists as well as detail views.
- New Xero and QuickBooks Online integrations are now available to all tenants.
- Improved Xero and QuickBooks Online are labelled Beta with a clear testing-phase disclaimer and a reminder to verify synced records.
- Improved Accepted quotes remain on the Work Board while only deposit invoices exist, and are removed once the quote moves to a job or full invoice.
- Improved Customer invoice actions now share the same sticky action bar layout as customer quote actions.
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A consistent tenant banner experience with accurate desktop and mobile previews before publishing.
- New Brand Identity PDF Settings now let companies choose an individual logo height for quote, invoice and job PDFs between 30 and 150 pixels.
- New Each PDF settings card now includes a Preview PDF action that opens the current document template with the selected logo and height, including unsaved changes.
- Fixed PDF previews now use the same quote, invoice and job templates as generated PDFs, including realistic examples for tenants without saved documents.
- Fixed Quote, invoice and job PDF logos now apply the configured height explicitly while preserving the existing width limit.
- Improved Tenant banner adjustment now shows the saved banner height and matching desktop and mobile previews, including the selected logo, heading and description positions.
- New The banner editor now marks a safe area so important image details can be kept clear of overlaid content and responsive cropping.
- Fixed Tenant banners now use one fixed height and centered image positioning across dashboard, customer-facing pages and brand settings previews.
- Fixed Customer-facing screens and emails now always use the light theme, regardless of the signed-in user’s dark-mode preference.
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A cleaner invoice editing experience with settings-managed terms and a more balanced form layout.
- Improved Invoice add and edit screens now use a tidier layout, with customer and property details, payment fields, description and notes arranged into clearer sections.
- Improved The editable Terms & Conditions box has been removed from invoice add and edit screens; invoice terms are now managed centrally through Settings.
- New Invoices now have an editable Invoice Date, defaulting to today for new invoices while allowing users to create invoices dated for a later day.
- Improved Invoice dates, payment terms and due dates are now shown in a clearer order, with Due Date calculated automatically from the Invoice Date and Payment Terms (days).
- New Quotes now have an editable Quote Date and Valid Term (days), with Valid Until calculated automatically and kept read-only.
- Improved Quote descriptions are now kept to a more compact five-row editing area, and discount fields appear below customer notes.
- New Quote/Invoice Settings now supports default quote validity days and invoice payment terms days, including automatic default date calculations when new documents are created.
- Improved Quote and invoice detail pages now use the available space more efficiently on mobile, removing the oversized gap caused by the stacked tag selector.
- Fixed The mobile dashboard no longer creates page-level horizontal scrolling when responsive widgets have wider internal content; widgets that need it retain their own contained scrolling.
- Fixed Invoice payment summaries now wrap into a responsive two-column layout on mobile so totals, paid amounts and balances stay inside the card.
- Fixed Reports banner statistics now use the active theme colours in dark mode instead of light-only surfaces.
- Fixed Reports now display the missing Pipeline section and Sales Pipeline titles and descriptions in English and French.
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Clearer customer, property, payment and document workflows alongside accounting integration visibility.
- New Customers can now have properties added and selected directly from customer and property workflows.
- New Address entry now starts with House Number/Name and a Postcode search, using the postcode lookup to populate the street, city, county and country fields; City uses the returned post town.
- New Invoice payments can now be recorded with a chosen payment date, and the payment date is shown in the payments list.
- Fixed Invoice, quote and job PDFs now keep cards, sections, totals, terms, signatures and attachments together across page breaks when printing or downloading.
- Improved Work Board lead cards are now removed once any quote has been created for the lead, preventing the same opportunity from appearing in both pipeline stages.
- Improved Accepted quote cards remain visible until they are converted, then are removed from the Work Board once a linked job or invoice has been created.
- Improved Customer creation and editing now puts Display name on documents first, so customers can be added using a display name such as “Mr & Mrs Moore” without entering first and last names.
- New Customer display names now best-effort parse titles, first names, surnames and people separated by & or and as you type, automatically creating additional contacts where possible.
- Improved Removed the manual primary-name and contact autofill button; generated customer details now preserve manual edits.
- New Quote and invoice descriptions, line items and catalogue items now support rich text formatting, including new lines, bold text and bullet points, across editing, customer-facing views and PDFs.
- Improved Quote Settings now lets companies turn Payment Frequency on or off; when disabled, quote lines default to One Off and frequency columns are hidden from quote screens, customer views and PDFs.
- Fixed Emails sent by automations now use the same tenant branding, logo, banner and footer as other application emails.
- Improved Work Board columns are wider for more compact job cards and can now be collapsed into slim rails without hiding them.
- Improved Work Board cards can now be collapsed to show only the item reference and title, making busy columns easier to scan.
- Improved Accounting integration status is now shown only when Xero or QuickBooks Online is connected for the tenant.
- New Invoice, credit note and expense lists now show the connected provider status and external item ID.
- Improved Integration failures that occur after a previous successful sync are now clearly identified.
- New Settings now includes a Tags page where users can create, edit and soft-delete coloured tags, with usage counts across customers, leads, quotes, jobs and invoices.
- Improved Quote and invoice item pickers now use compact multi-select dropdowns for manufacturer and product type filters.
- Improved Quote and invoice create and edit forms now use a clearer responsive layout on mobile screens.
- Fixed Quote and invoice unit prices now accept decimal values, including prices entered to two decimal places.
- Improved Email Automations now uses a compact plus icon for the Create action on mobile screens.
- Improved Quote creators can now preselect optional extras and a starting option in multiple-choice groups, so customers see the intended starting grand total and can reduce the quote if needed.
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Connected accounting workflows and reliability improvements for signed-in users and customer-facing documents.
- New Invoices and expenses can now sync to connected Xero and QuickBooks Online accounts, including create, update, delete and paid-status refresh operations.
- New Invoice and expense detail pages now show the latest accounting integration status and a complete sync attempt log.
- New Accounting sync requests now run in the background with provider rate limiting, retries and user notifications when a sync fails.
- New Connected accounting integrations now poll Xero and QuickBooks Online regularly so remote paid-status changes can update invoices and expenses in Pipeline.
- New Credit notes now sync to Xero and QuickBooks Online as customer credit notes and credit memos, including edits and voids.
- Fixed Profile refreshes can no longer let stale session data overwrite the user or tenant context after logout, login or token rotation.
- Fixed Customer-facing banners and dashboard welcome cards no longer briefly show a default Pipeline image while tenant branding loads.
- Improved Public quote, invoice and job pages now use cleaner print layouts with paginated tables, repeated headers and print-friendly spacing.
- Fixed Public quote and invoice line-item images now keep a consistent size instead of shifting the document layout.
- Fixed Quote line-item tables now use the correct translated Frequency label.
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A more connected support and scheduling experience, with private notes and flexible team availability.
- New Super admins can now add internal notes to support tickets without exposing them to tenant users.
- New Team members can manage their recurring working hours and book holidays, annual leave and other time off when their role allows it.
- Improved Time-off bookings now have a type, including holidays, sickness, personal time, appointments, training and other subcontractor work.
- New Admins can manage team availability and time off for individual users.
- New Appointment links can now be assigned to a specific team member so customers only see that user’s available times.
- Improved Time-off entries now appear on the dashboard calendar with their detail and team member.
- Improved Availability settings now use a responsive two-column layout, a modal for booking time off and a status table for booked time.
- Improved Booked time now appears in the Daily To Do widget and daily digest emails with its type, detail and time range.
- Improved Task editing now shows an assignee’s working days, working hours and booked time while selecting a task date.
- Improved Task availability now shows existing appointment and job times, making it easier to choose an available part of the working day.
- Improved Booked time-off details now include their exact start and end times in the task availability view.
- New Role permissions now include separate controls for viewing availability, updating working hours and booking time off.
- Improved Brand Identity settings now use clearly labelled cards, a responsive two-column logo layout and tidier banner actions.
- Improved Banner editing now supports direct drag positioning, smoother zooming and adjustable gradient strength.
- New Banner editing now lets tenants choose the main logo, light logo or no logo and preview the result directly on the banner.
- Improved Banner logos now use consistent top-left positioning on the editor preview, customer-facing headers and email templates.
- New Banner editing now previews an example heading and lets tenants choose light or dark text for customer-facing banner content.
- Fixed Customer-facing banners now keep the same minimum height as the Brand Identity preview, including when no logo is shown.
- Fixed Email banner headers now retain a consistent compact 100px minimum height, including when no logo is shown.
- Improved Public quote, invoice and job views now keep document references in the main content card, with quote and invoice PDF actions moved out of the brand banner.
- New Brand Identity now includes PDF Settings for choosing the Main Logo or Light Logo independently on quote, invoice and job PDFs.
- Improved The Sub Contractors page now explains that records are solely for costs and directs task assignments and account access to the Users page.
- New Users can now include a job title and phone number when team members are invited, edited or viewed.
- New Tenant Admins can now remove disabled users or unaccepted invitations while preserving historical records and releasing the email address and username for reuse.
- Improved User status controls now live in the Users action menu, with Disable for active users and Enable or Remove for disabled users.
- Fixed Brand colour changes now save independently without being blocked by unrelated settings.
- Improved Tags can now be added or removed directly from customer, lead, quote, job and invoice list views.
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A more connected support and administration experience, with clearer customer updates and faster assistance workflows.
- Improved Quote quantity, unit price and VAT inputs now have clearer sizing, with whole-number spinner steps for quantities and prices.
- Improved Invoice quantity, unit price and VAT inputs now use the same clearer sizing and whole-number spinner steps.
- Fixed Full invoices created from quotes now copy only the quote total line items while preserving their descriptions, quantities, prices, VAT, costs and images.
- New Quote, invoice, job and lead forms now warn before users leave with unsaved changes, including lead editing from a lead detail page.
- Improved Quote, invoice, job and lead title labels now clearly identify the record name across forms, views and lists.
- New Customers can now have titles, additional contacts and a custom display name for quotes, invoices, jobs and customer-facing documents.
- Improved Customer contact fields now appear between the primary name and document display name, with only title, first name and surname for additional contacts.
- Improved Add-customer name fields now sit together in a tidy aligned row.
- Improved Invoice payments can now be recorded by card, cash, cheque, direct debit or other method, alongside manual and bank transfer payments.
- Fixed Applying a task template to a job now creates its tasks correctly, including the required task title.
- Improved Super admin support tickets now use a board-only view, with closed tickets retained for seven days before being removed from the board.
- Fixed Quote item quantities now accept the default value of 1 without triggering browser validation errors.
- New Support tickets now have Pending, Open and Closed tabs, plus a draggable Kanban board.
- New Support tickets can be tagged with the software version they relate to.
- New Super admins can view tenant user activity, see login history and log in as a tenant user when assistance is needed.
- Improved New support tickets start in Pending status so they are ready for triage.
- Improved Quote and invoice attachments can include customer-facing descriptions and visibility settings.
- Improved Assignments now notify the assigned user by in-app notification and email.
- Improved The app shell, header, navigation and CRM pages now use the full available screen width.
- Improved Quotes can now be resent quickly from the quote view or the quotes list without editing or recreating them.
- Improved Resending a quote now opens the usual send window so the message, recipient and delivery method can be reviewed first.
- Fixed Improved tenant invitation reliability and fixed expired or invalid invitation links.
- Fixed Company settings now keep tenant details synchronised and reliably persist company, VAT and payment information.
- New Company header banners can now be cropped, zoomed and repositioned before they are saved.
- Fixed Banner horizontal positioning now remains responsive even after an image has already been cropped.
- Improved The banner editor now shows the full image with a dashed crop boundary matching the saved header height.
- New Quote Settings can now define a default deposit percentage, with a simple per-quote toggle to override it.
- Fixed Quote creation now applies deposit defaults for team members without access to the editable settings area.
- Fixed Quote deposit controls now stay together on one tidy row.
- Fixed The daily to-do email button now opens the dashboard correctly.
- Fixed Work Board and Tasks Board columns now use a clear grey background for easier scanning.
- Improved The Work Board is now contained in a card for a clearer page layout.
- New The Work Board now has a Quick Create menu for customers, leads, quotes, jobs and invoices.
- Improved Quick Create is now available as a compact circular plus button in the global header.
- Improved Quick Create now sits beside the header search bar, with a smaller logo on mobile screens.
- Fixed Job start and end times now save correctly when existing values include seconds.
- New Quote views now show associated invoices, invoiced and paid totals, and remaining quote balance.
- New Invoices can now be created from a quote as a full invoice or as a percentage deposit/stage invoice.
- New Super admins can now send individually addressed, Pipeline-branded communications to tenant master users or all tenant users, with a per-recipient delivery log.
- Improved Invoice list summary cards are now hidden on mobile screens to keep the invoice list focused and easier to scan.
- Improved Work Board filters now open in a compact mobile modal, keeping the board and search controls easy to use on smaller screens.
- Improved Customer list filters now open in a compact mobile modal, keeping the customer list and actions easy to use on smaller screens.
- Improved Property list filters now sit with the mobile actions and open cleanly in the filter modal.
- Improved Quote list filters now sit with the mobile actions and open cleanly in the filter modal.
- Improved Task Board filters now open in a compact mobile modal, keeping search, refresh and the task columns visible.
- Improved Internal quote and invoice detail sections are now labelled Quote Details and Invoice Details for clearer editing navigation.
- Improved The dashboard edit button is now hidden on mobile screens to keep the header uncluttered.
- Improved Shared view-page headings now use tighter spacing and line-height to save vertical space across customer, property, quote, invoice and other detail screens.
- Improved View-page actions now share a compact row with the tabs, saving more vertical space across customer, property, quote, invoice and other detail screens.
- Improved Added a clear margin between view-page tabs and their content cards.
- Fixed Shortened the super admin communications recipient index name so the migration works with MySQL identifier limits.
- Improved Tenant branding now stays hidden until the saved tenant context is ready, preventing a brief Pipeline logo flash when the app opens.
- Fixed Invoice PDFs now use the same branded header and A4 page margins as quote PDFs without applying duplicate outer padding.
- Improved Invoice footer cards now appear directly below the invoice details and before the payment terms.
- Improved Quote and invoice PDF headers now show the company name and address beneath the logo on the left.
- Improved The app header now uses a tenant light logo in dark mode when one is available.
- New Company Settings now has a Brand Identity tab containing the tenant logo, light logo and banner controls.
- New Tenants can now choose primary and secondary brand colours for customer-facing pages, public booking and questionnaire screens, and generated PDFs.
- Improved Customer-facing views and quote, invoice and job PDFs now use the saved tenant brand colours consistently.
- Fixed The footer now uses the white Pipeline logo when dark mode is enabled.
- Fixed Super Admin support tickets now use the shared theme colours correctly in dark mode.
- Fixed The main app header now uses the white Pipeline logo in dark mode when no tenant logo is configured.
- Improved The Super Admin support ticket board now uses the full available width and opens ticket details in a modal.
- Fixed Support ticket columns can now be horizontally scrolled on mobile.
- Improved Super Admin support tickets can now be filtered by category and priority.
- Fixed Support ticket detail modals now appear above the application header and navigation.
- Fixed Super Admin communications now use the shared theme colours correctly in dark mode.
- Improved Super Admin support ticket cards now show category and priority tags at a glance.
- Fixed User Support banner action cards now use the correct light and dark theme surfaces.
- Fixed Super Admin communication emails now show the sent subject as the content heading.
- Fixed Quote, invoice and job PDFs now use the primary colour saved in Company Settings, including tenants whose settings are stored in the tenant settings table.
- Improved The user menu now shows Support Centre without the separate Help Centre link.
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The first public release of Pipeline - everything you need to run a service business in one place.
- New Lead capture, quotes, jobs, invoices and customer CRM in a single connected workflow.
- New Online appointment booking and a branded customer portal for quotes and invoices.
- New Reporting suite covering sales pipeline, revenue, aged debt, expenses and job profitability.
- New Role-based permissions with granular, per-action access control for your team.
- New Email automations and communications to keep customers in the loop automatically.
Looking for what's coming next? See the product roadmap.
Ready to see it in action?
Start your free trial and put every one of these features to work for your business.