New configuration capabilities for header bars and dormers.

Improvements to SmartBuild integration for more complete building data.

Better note management in SalesView leads.

Reliability improvements across SalesView user and dealer management.

Header Bar Support for Building Openings
Building configurations now support header bar components with full visual rendering, enabling more accurate representation of structural supports above openings.

Dormer Support in SmartBuild Integrations
Dormer selections can now be included when sending building configurations to SmartBuild, ensuring more complete and accurate job data for vendors that require dormer information.

Editable Sales Notes in SalesView
Sales teams can now edit existing notes directly within the lead workflow, making it easier to update and maintain accurate records during customer interactions.

More Reliable Building Style Switching
Improvements were made to ensure that switching between building style groups correctly resets the configuration state, helping prevent unintended design carryover between styles.

Platform Infrastructure Updates
Underlying database and infrastructure updates improve platform stability and performance for configuration and vendor data operations.

Dealer Deletion Reliability
Fixed an issue where deleted dealers could reappear after refreshing the page in SalesView.

Team Member Dealer Assignment Fix
Resolved an issue where assigning a specific dealer to a team member could fail to persist correctly after saving.

Digital Signature Processing Fix
Addressed an issue where contracts submitted with digital signatures could incorrectly show a “No Contract” status.

Configuration Data Error Handling
Fixed an issue that could trigger database errors for certain vendor configurations, improving overall system reliability.

Performance improvements for complex building configurations.

Faster SalesView responses when viewing site changes.

Improvements to the embedded configurator editing experience.

Fixes that improve platform reliability when creating new clients.

Expanded SmartBuild Product System Support
SmartBuild integrations now support a dedicated Product System category, allowing multiple mappings for product systems and improving compatibility with vendor configuration data.

Improved Combo Building Configuration Logic
Attached building configurations now support additional structural logic such as main roof pitch context, improving the accuracy of combo-style building setups.

Faster Performance for Combo Building Designs
Optimizations were made to improve performance when rotating buildings that include attached structures, resulting in smoother interaction while designing complex layouts.

Embedded Configurator UI Consistency
Visual improvements ensures a cleaner, more consistent interface.

SalesView Performance Issue Resolved
Fixed an issue that could cause the SalesView changes endpoint to respond slowly when viewing updates.

Client Creation Error Fixed
Resolved an issue where newly created clients could encounter a 404 error immediately after creation.

General Stability Improvements
Additional backend improvements help improve platform reliability and reduce the likelihood of unexpected errors during normal use.

Enhanced lead details for better visibility into customer designs.

Improved configurator experience when updating existing designs.

Expanded building configuration support with new structural options.

Reliability improvements for publishing site updates and platform stability.

Enhanced Lead Detail View
Sales teams can now see richer information about customer designs directly within the lead detail page, including design previews, floorplans, building style and size, and quick access to open or edit the latest design.

Header Bar Support for Building Openings
Configurations now support header bar components, enabling more accurate structural options when defining building openings.

SmartBuild Product System Mapping
Integrations with SmartBuild now support mapping multiple product systems, improving compatibility with vendor data and enabling more flexible configuration setups.

Embedded Configurator Messaging Improvements
When updating an existing design within the embedded configurator, users now see clearer messaging around saving changes, improving confidence during the design update process.

Cleaner Embedded Editing Experience
The “Available Payment Options” link is now hidden while updating a design to reduce distractions and keep the editing workflow focused.

Improved Vendor Configuration Data Management
Vendor industry settings are now standardized, helping ensure integrations automatically apply the correct configuration behavior for different building industries.

Site Publishing Reliability
Fixed an issue where publishing updates to site details could fail due to a locked publishing process, preventing users from saving their changes.

Platform Stability Fixes
Addressed several backend errors that could occasionally trigger system exceptions, improving overall reliability of the platform.

Improved interior room configuration and rendering for more accurate building layouts.

Better SmartBuild integration behavior to prevent premature job creation.

Mobile experience enhancements for viewing site information on the go.

Improved visibility and accuracy for payment status tracking.

Interior Walls Support for Sheds
Interior wall functionality now supports shed-style structures, enabling more flexible interior layout planning within shed configurations.

Attached Building Rendering Support
Configurations can now support attached building structures, enabling combo-style buildings to render correctly when connected structures are included.

Mobile Sites Tab Access
The Sites tab is now visible on mobile devices for easier access to project site information while keeping editing features disabled to maintain a streamlined mobile experience.

SmartBuild Quote Workflow Improvement
SmartBuild integrations now create jobs only when a design is submitted for a quote, preventing incomplete or draft designs from being sent to SmartBuild when users simply save their progress.

Improved Overhang Handling in SmartBuild Configurations
Very small overhang values are now automatically treated as no overhang, preventing incorrect overhang settings from appearing in SmartBuild-generated builds.

Platform Account Sync Improvements
User and dealer records are now better synchronized between staging and production environments, improving reliability for authentication and account management.

Payment Status Accuracy
Fixed an issue where certain payments appeared as “Pending” even after being settled, ensuring payment statuses now correctly reflect payout completion.

Interior Room Rendering Fix
Resolved an issue where flooring and ceiling selections from a parent room were incorrectly applied to rooms created inside it. Each room now correctly renders its own finishes.

Room line items now appear in proper numerical order (Room 1, Room 2, etc.).

Fixed an issue where interior walls could appear twice in the estimate.

Fixed an issue where adding users to dealer profiles would not persist after saving.

Improved behavior when working with multiple interior walls.

Added support for rendering railings on additional sides of open structures where configured.

Fixed an issue where lead owners were incorrectly displaying as “Not Assigned.”

Resolved a bug preventing users from being properly assigned to new dealers.

Fixed structural alignment issues in certain wraparound building configurations.

Shelf & Workbench Selection Fix
Corrected selection behavior for sheds without visual interiors to ensure proper dropdown options for size selection.

Roof Snoop Boost Icon Support
Added support for the new Boost icon for roof snoop components where configured.

Fixed a regression during IdeaPay onboarding that could cause a processing error.

Resolved an issue preventing automated testing workflows in SalesView from running properly.

Added a new Actions column to the Leads table.

The Design link has been moved into this column for a cleaner, more scalable layout.

The Actions column is pinned to the right for easier access.

SalesView is now powered by upgraded backend infrastructure, improving long-term reliability and performance.

Behind-the-scenes monitoring improvements help us detect and resolve performance issues faster.

Fixed an issue where setting a lead’s dealer to “Not Assigned” could unexpectedly update other leads.

Resolved duplicate confirmation messages when assigning a dealer.

Fixed a bug preventing users from being removed from a team.

Fixed a loading issue that caused the Components page to show an endless spinner.

You can now use multiple option keys in Smartbuild mappings, making it easier to flag designs that include options not supported in Smartbuild.

Mapping grids now support copy & paste for multiple rows and columns, speeding up large configuration updates.

You can now delete mapping rows directly, no admin workaround required.

Partial walls and gap panels for carports now render correctly in Smartbuild for more accurate builds.

The Boost Thank You dialog now correctly displays the customer’s name and email after submission.

For metric system users, model size labels now display in millimeters (mm) instead of centimeters (cm).

Fixed a broken link in the new user welcome email that prevented login.

Resolved an issue where changing interior wall orientation caused the configurator to collapse from two rooms into one.

Improved mobile experience in SalesView for smoother navigation and clearer data visibility

More accurate and up-to-date Smartbuild totals

Increased system reliability and monitoring in production

Continued rollout toward Boost as the standard experience

Removed the non-functional “Download List” button from mobile view.

Fixed layout conflicts between the notification bell and Intercom close button on mobile.

Fixed an issue where BeeSpring vent selections incorrectly showed flower box options intended only for windows. Vent component cards now display only relevant options, reducing confusion during configuration.

Fixed an issue in the Boost configurator where roof overhang options appeared twice for some suppliers. Options now display correctly and only once.

More transparent pricing when using SmartBuild totals

Improved accuracy in PDFs, quotes, and printed orders

Fixes for roof, wall, and layout issues affecting multiple clients

More reliable AR and configurator experiences

When SmartBuild pricing is used, quotes and PDFs now clearly reflect SmartBuild totals, subtotals, and tax amounts—eliminating confusion between pricing sources.

Leads now display a total value, making it easier to review and prioritize opportunities at a glance.

Resolved issues affecting mansard porch roofs and roof overhang options, ensuring correct behavior across more building types and suppliers.

Fixed issues where doors and windows disappeared after printing an order and where certain interior wall layouts created unexpected extra rooms.

Fixed an issue where “View in Your Space” links could fail after being shared, restoring a smooth AR experience.

Resolved cases where specific wraparound designs were not being sent correctly to SmartBuild.

More reliable links when opening SmartBuild from SalesView

Fixed lead ownership assignment issues in SalesView

Clearer, more consistent labeling in Product Catalogs

SalesView now opens the correct SmartBuild experience for vendors that use custom SmartBuild setups, reducing confusion and misdirected links.

Product Catalog sections now use consistent naming (“Products & Pricing”) across components and pricing views.

Resolved an issue where admins and managers could not assign owners to leads and only saw “Not assigned” as an option.

More reliable SmartBuild links on quotes

Pricing accuracy fixes for carports and storage buildings

Usability improvements across SalesView and Boost

Quotes now open the correct SmartBuild design every time, eliminating broken or misdirected links.

When opening product data in a new tab, the system now remembers the branch you’re working in—reducing mistakes and saving time.

Fixed an issue where gap panels were incorrectly charged on fully enclosed storage walls.

Composite decking color options now appear correctly in estimate and design emails.

Digital signatures now reliably appear after completing Pay Now checkout

Fixed form submissions that were not redirecting users as expected

Fixed an issue where submit buttons configured to redirect users to an external page were not redirecting properly after submission.

SmartBuild Integration Links — Fixed missing SmartBuild job links in SalesView, ensuring every job now displays its correct SmartBuild reference.

Frameout Width Restrictions — Corrected an issue that caused incorrect restrictions on frameout widths when storage sections and partial panels were used.

SalesView Load Timeouts — Resolved timeouts and slow load times for leads in SalesView by optimizing query and search request parameters.

Install Charge Visibility — Fixed an issue where some dealers could not locate or disable unexpected “Install Fee” charges, restoring proper visibility into pricing settings.

Signature Block — allows precise placement of signature fields.

Initials Block — adds signer initials where needed.

Date Block — automatically populates the date of signature.

HubSpot Name Duplication: Fixed issue where last names appeared twice in HubSpot records.

Client-Enabled Product Catalog Publishing: Removed the test requirement upon publish (for clients only), which prevented non-IdeaRoom users from publishing catalog updates.

Hip Roof Wraparound Porch: Added new Hip Wrap Porch style available. Implementation is required.

Multiple Payment Handling: Orders now support multiple payment records properly linked to sales transactions.

Fixed regression where webhook order data failed to include protected pricing information. SalesView will now show pricing for Protected mode configurators.

Fixed synchronous webhook failures for certain configurators.

Fixed regression where webhook order data failed to include protected pricing information. SalesView will now show pricing for Protected mode configurators.

Fixed synchronous webhook failures for certain configurators.

Improved Payment Linking — Enhanced payment system now handles multiple payments per order and links them accurately to the correct Sale record, ensuring full tracking of customer transactions.

In-Browser Digital Signature Flow (Beta Release) — Buyers can now sign documents directly within the checkout, reducing friction and eliminating the need for external email links.

Visibility Controls — Action buttons (Save, Quote, Checkout) can be dynamically shown when logged into Sales Tools. Available options: always, never, or when logged in.

SalesView Loading Issue — Fixed a bug causing leads to fail to load when accessed by any user.

Configurator Door Removal — Resolved issue where saving a default style could remove doors in some designs.

Lead Email Notifications — Fixed a bug preventing configurator emails from being delivered, ensuring leads now generate proper notifications.

Text Editor Lists — Improved Terms & Conditions editor so typing “a.” now correctly starts an ordered list.

SmartBuild Integration Links — Fixed missing SmartBuild job links in SalesView, ensuring every job now displays its correct SmartBuild reference.

Frameout Width Restrictions — Corrected an issue that caused incorrect restrictions on frameout widths when storage sections and partial panels were used.

SalesView Load Timeouts — Resolved timeouts and slow load times for leads in SalesView by optimizing query and search request parameters.

Install Charge Visibility — Fixed an issue where some dealers could not locate or disable unexpected “Install Fee” charges, restoring proper visibility into pricing settings.

Buyer Actions Tabs Mismatch — Fixed issue where buyer action tabs didn’t align with selected checkboxes, ensuring correct behavior when modifying configurations.

WYSIWYG Editor Disabled — Restored typing functionality in the “Documents” editor for client-managed Terms & Conditions.

Large Text Formatting — Corrected inconsistent line spacing when applying large text formatting in document editors.

Saved Lead PDFs — Fixed issue where downloaded PDFs didn’t reflect updated lead data after edits.

Configurator Lag on Gap Walls — Resolved configurator lag when placing windows on special wall configurations.

View-only product catalog: Clients can now securely view their data — helping ensure accuracy and transparency.

Export to Excel: You can now export all catalog data directly to Excel for analysis or offline review.

Flexible electrical packages: You can now edit individual items within package constraints for more control and customization.

Terms & Conditions search: The search bar now automatically focuses when the token menu opens, saving a click every time.

Configurators now display color and style group options emblems for enhanced design flexibility.

Dealers’ SalesView experience improved — privacy restored and password resets now reliable.

Product Data “View-Only” mode is more intuitive, with better search, filtering, and navigation.

Emblem color options restored — Emblem color groups (e.g., black/white) now display properly in configurators.

Table search and filter UI — Users can now search and filter tables directly within Product Data for faster navigation.

Non-empty tables only — Product Data (view-only) now shows only populated tables for a cleaner interface.

“View larger” shortcut fix — The ⌘ + Enter shortcut and right-click “View in Larger Window” options now work correctly.

Improved performance monitoring — Captures 7% of spans in production and 100% elsewhere to balance visibility and performance.

SalesView privacy issue resolved — Dealers can see only their orders.

Dealer deposit accuracy — Fixed issue where dealer deposit percentages defaulted to 0% or were missing from contracts.

Password reset reliability — Fixed inconsistent password reset behavior for dealer accounts.

Chevron icon fix — The closed chevron in the view-only product catalog now points in the correct direction for visual consistency.