Version History

7 new features, 1 fix and 5 improvements.

• NewTeam Chat now names the sender on every message, with an initials avatar and the date and time in your own timezone
• NewChat search by person, channel and time range, with Last 24 hours / 7 days / 30 days presets; your filters follow you between the chat page and the corner panel
• New@mentions in chat: a teammate picker as you type, highlighted mentions, an alert to the person named, and a jump straight to the message
• NewUnread and "names you" markers in both chat surfaces, including a New messages line where you left off
• NewPhone alerts for chat: turn them on per phone from Platform Settings, with a test alert and a Reply button on the notification
• FixChat alerts sent from a computer now display properly on iPhones instead of arriving silently; stale test devices are cleared automatically
• ImprovedStep-by-step phone alert instructions now appear in the invite email, the first-day setup checklist and Platform Settings
• NewOpen Audit Items triage: severity and status filters, sorting, CSV export, and a required note plus timestamps when an item is closed
• ImprovedAccessibility and UX audit fixes across keyboard focus, contrast, screen-reader labels and touch targets
• ImprovedClearer empty states, plain-language help and a guided review flow for inbound email ingest and internal meeting documents
• ImprovedRebuilt mobile header with a single alert badge, larger tap targets and a visible Settings gear
• ImprovedOne authoritative page header across the app, with duplicate titles and shallow breadcrumbs removed
• NewM&A intake reviews emailed CIMs before anything reaches the target chart, with attachments visible during review

21 new features, 5 fixes and 9 improvements.

• NewJob Folders: every pole sale gets a folder with milestones, documents, sharing links and Drive copies.
• NewShopify pole orders now carry a Job Folder link in the order notes, with preview and backfill controls.
• NewCustomer RFQ emails are parsed into a priced quote with a proposal PDF drafted in your mailbox.
• NewQuotes can be sent to the customer in one click after you approve the interpretation.
• NewCollege Flags bulk order builder: upload a school list, review pricing, generate a vendor PO.
• NewCustomer PO intake creates the order, invoice and vendor drafts with approval, retry and history.
• NewVendor sourcing suggests the right supplier per line with evidence, overrides and consolidation options.
• NewA/R payment behavior analytics: per-customer days-to-pay baselines, anomalies, cohorts and drilldowns.
• NewWeekly Recap drafting with approval, delivery by user preference, history, diffs, PDF and resend.
• NewPer-user notification settings for every alert type, with channels and quiet hours.
• NewAdmin Alerts gains Clear Alerts with undo, muting, snooze and a live bell popover for all roles.
• NewAlert details, automated rechecks, escalation rules, monitoring charts and an audit trail.
• NewTime Off approvals now post to the master calendar and email the right approvers, with editable routing.
• NewTask Steward emails are now routed by configurable recipient rules instead of a fixed list.
• NewPublic Request Service page with photos, address lookup, deposit checkout and staff alerts.
• NewCustomer ship promises and review-first ship-date update drafts.
• NewCustom fields for Customers, Job Folders and Bid Tasks, plus a Data Quality dashboard.
• NewBid Win/Loss analytics with outcome capture, cycle times and CSV export.
• NewMeet transcript import and sync, with matching, review and apply.
• NewRole-specific landing pages so each seat opens on the work that matters to them.
• NewVendor product CSV import with SKU rules, duplicate checks and generated descriptions.
• ImprovedInventory is now called Pole Inventory throughout the app.
• ImprovedInternal staff-to-staff email is no longer ingested, and CC duplicates are collapsed to one record.
• Improvedingest@ now recognizes M&A target and acquisition emails and files them for review.
• ImprovedDemand Forecast is scoped to the products we actually stock; everything else is treated as drop-ship.
• ImprovedEvery table now remembers its page and page size in the link, with 25/50/100/250 options.
• ImprovedRefreshed visual style across tables, chips, tabs, cards and buttons for a cleaner, denser read.
• ImprovedPer-user Gmail connection, target label and email preview before drafts are created.
• ImprovedAccessibility sweep across 249 screens: labels, contrast, landmarks and keyboard support.
• ImprovedBigger Flags Unlimited logo on startup and sign-in.
• FixDark-mode text is readable again after the style refresh.
• FixScheduled jobs, Shopify webhooks and nightly automations now authenticate correctly.
• FixWeekly Recap delivery metrics count recipients instead of retry attempts.
• FixJob Folder create and update no longer report success when the save actually failed.
• FixSecurity hardening: locked down internal functions and blocked unsafe outbound link fetching.

13 new features and 11 improvements.

• NewFOS CRM: one account record per relationship at Sales & Marketing > FOS CRM.
• ImprovedContact Discovery now redirects to FOS CRM, where enrichment lives on the account.
• ImprovedPin drops now file against a CRM account instead of opening a duplicate.
• NewAccount drawer merges Shopify orders, email history, Apollo reveals and pin notes.
• NewShopify customer sync fills the CRM book with orders, spend and last order date.
• NewCRM accounts sort into five categories with filter chips and search.
• ImprovedCompetitive pricing is the single home for every price matrix, spec target, Annin pricelist and vendor sweep control.
• NewNew "Enrich / Find contacts" drawer on GC Contacts and the pin-drop map runs Apollo and Firecrawl lookups in place.
• ImprovedThe standalone Contact Discovery page is retired; old links land on GC Contacts, where the drawer lives.
• ImprovedFound contacts still file to the CRM only on confirm, and outreach still routes through the draft review queue.
• ImprovedAdjacent verticals and Change log are now their own Growth pages, loading without the full workspace behind them.
• ImprovedGrowth sidebar gains direct links to Adjacent verticals and Change log.
• NewRegional GC Intel Sourcing now lives inside FOS CRM.
• ImprovedImporting a GC now creates a matching CRM account and contact.
• ImprovedThe old GC page now redirects into FOS CRM.
• NewJob closeout voice memos: record a memo at the pole, then review the transcribed closeout fields before applying.
• NewCloseout recordings and verbatim transcripts are stored privately and attached to the job record.
• NewVoice closeouts append the work summary, condition rating and audio link to the CRM account timeline.
• NewParts flagged in a closeout memo open a pending maintenance task on the CRM account.
• NewFOS CRM: create companies with a live duplicate check — matches on domain, phone, name and address before you can add a second record for the same organisation.
• ImprovedFOS CRM: homeowner accounts no longer need a company name; the household is filed under the person's name.
• NewFOS CRM: a People list on every account — add multiple contacts, set the primary, and move someone to the company they actually work for.
• NewFOS CRM: Sync to Shopify B2B provisions a business account as a Shopify Company, Location and Contact in one click.
• ImprovedFOS CRM: account cards now show the company logo and a Street View look at the property.

5 new features, 1 fix and 9 improvements.

• NewRole merge: admin, office and field tech seats are now one Flags Unlimited Employee role, with per-person capability flags deciding access.
• ImprovedCapability flags (cost, payroll, quoting, dispatch eligible) are enforced by database permission rules, not just hidden in the interface.
• ImprovedEvery row-level security policy was re-pointed at the new role model; the RLS regression check passes on all tracked tables.
• ImprovedDispatch eligibility stays certification-derived — merging the seats did not widen who can be sent to a job.
• NewCompetitor sweep overhaul: a shared dimension normalizer puts our catalog and all 11 vendor sides into one canonical size format before comparing pricing.
• FixFixed the "50 star" false negative that dropped standard U.S. flag matches out of the competitive pricing comparison.
• ImprovedRaised the soft-goods price ceiling to $9,999 so real large-flag listings are kept, and widened each sweep to 90 queries.
• NewPer-vendor match telemetry separates exact matches, approximate matches, scraped-but-unmatched and never-scraped, so a blank pricing cell is explainable.
• NewPath 2 (Partner-Hosted): a new partner site arrangement model captures site suitability and fulfillment terms for stores hosted inside a partner location.
• NewCorporate launch gate: a location cannot go Open until market coverage is proven — 2 certified primary install partners plus 1 certified backup.
• ImprovedThe Corporate Locations launch stepper runs market/partner and physical readiness as parallel tracks, collapsing the physical track on Path 2.
• ImprovedAudit trail records before/after diffs for large flag and large pole opportunity tags and for rescheduled follow-up windows.
• ImprovedAudit exports preview in the browser before download, in CSV and PDF, and each export is itself logged for Super Admins.
• ImprovedAdded 46 unit tests over AR aging bucket calculation and 11 end-to-end tests over pipeline filters and audit surfaces.
• ImprovedDecomposed the Living Playbook screen from 2,390 lines to 826 by splitting it into focused components.

34 new features and 10 improvements.

• NewDesktop left sidebar navigation for screens 1024px and wider, with the mobile experience left untouched
• NewMobile slide-out nav drawer for desk roles that mirrors the desktop menu structure, including nested Growth pages
• NewCmd+K command palette on desktop — one box that finds records and jumps straight to any screen by name
• ImprovedBreadcrumbs now hold their deep link when you navigate inside the app, so panel and tab links stay correct
• NewGlobal announcement bar the office can post to, visible on every screen
• ImprovedSandbox/Live mode and the workspace switcher are remembered on your account instead of resetting per device
• NewRedesigned home hub grid with pinnable dashboard tiles saved per user
• ImprovedSkeleton loading states replace blank panels while dashboards load
• New"Why this number" tooltips explain how key computed values were calculated
• NewGrowth lever identity system — one icon and one colour per lever across the sidebar, territory map and dashboard tiles
• NewGreeting name management: safer first-name detection, a self-service name field on your account, and an admin page listing accounts still missing one
• NewOpportunity BLUF module — the bottom line on every sales opportunity, up top
• NewLarge Flag and Large Pole opportunity tags with an automatic follow-up scheduled 6 to 9 months out
• NewConfidence score on every opportunity and bid, blending certified partner distance with current partner workload
• NewRFP response drafting from the opportunity detail sheet
• NewCompetitive pricing soft goods matrix covering 96 spec targets across US, state, international and military flags
• NewAnnin 2026 pricelist ingested — 826 items now backing the pricing baseline
• NewMargin floor guardrail on price suggestions: 55% minimum under $750 cost, mid-40s at $750 and above
• NewConcord American dealer catalog imported — 1,361 SKUs with dealer pricing
• NewEder Flag dual-lens feed treating Eder as both a vendor and a competitor
• ImprovedFreedom and Glory competitive pricing rebrand
• ImprovedGrowth reorganised into one parent module with sub-pages for M&A, Franchise, Licensing, Storefront, Corporate, Financial Model, Territory Map and Playbook
• NewMaster Strategy Playbook — eight sections with live data embedded straight from the app
• NewInstall Partner Playbook PDF viewer with in-app search, section deep links, a per-partner checklist, and versioned replacement with SHA-256 fingerprints
• NewMy Location operator portal for FOS storefront and location owners
• NewMobile pin-drop for field techs, with type-ahead site search
• NewPartner outcome tracking — win, loss and quality records per install partner
• NewSeasonal reorder outlook in the warehouse view
• NewFive-stage install partner recruiting pipeline with market launch gating
• NewUnified draft review queue for all five AI outreach types — nothing sends without a person approving it
• NewVoice of the Customer synthesis with a leadership dashboard
• NewPost-transaction check-in cadence that drafts the follow-up on schedule
• NewPTO / time-off request tool with Google Calendar sync and dispatch blocking for booked techs
• NewPhase 1 unified approvals board under Finance
• NewAll-American Flag Act compliance dashboard for the catalog
• ImprovedRole hierarchy reconciled to four tiers plus the office seat, with business and strategy content hidden from non-super-admins
• NewAI Administrator write boundary enforced in the database across 245 tables — write attempts are rejected outright and logged
• ImprovedBusiness rules registry now records every special-case rule as it is built
• ImprovedShopify access token refreshes itself every 12 hours, ending the silent expiry failures
• NewApollo.io contact discovery for institutional buyers and GC/construction contacts, with credit visibility
• NewEntity merge review queue for duplicate companies and contacts
• NewBulk select and bulk actions across the catalog review, target sourcing and vendor catalog tables
• ImprovedStatus chips and design tokens replace hand-written status colours across the app
• ImprovedGetting started checklist rebuilt role-aware, grouped by area, for all six seats

8 new features and 6 improvements.

• NewMaster Strategy Playbook: 8 sections with live market-scoring, financial and install-partner pipeline embeds plus confidence-rated reference tables.
• ImprovedPlaybook embeds show per-embed loading and failed-to-load states, refresh on demand, and validate that transcribed tables keep their table structure.
• NewVendor catalog: 1,361 Concord American dealer-cost SKUs imported with category-aware finishes and quantity breaks, usable in purchase order and RFQ sourcing.
• NewEder Flag 2026 catalog ingested as vendor cost (50% off list) and as competitor retail pricing, with a review queue and diff view for reviewer corrections.
• ImprovedVendor catalog rows carry a 2026 effective date and flag stale after 12 months so nobody quotes off aged cost data.
• ImprovedCarrot-Top is now tracked as Freedom and Glory (freedomandglory.com) across hard and soft goods rosters; historical price history is kept under the old name.
• ImprovedCompetitive Pricing Intelligence is now a top-level Command Center sidebar item; the M&A Target Matrix shortcut was removed.
• NewInstall Partner recruiting: 5-step vetting (license/insurance, closeout trial, references, background, certification) gates each market launch.
• NewInstall Partner Playbook PDF: Super Admin preview, version history with restore, SHA-256 fingerprints and a filterable, exportable access audit log.
• ImprovedHome restructure: executive dashboard is Home (/hub), favorites and the pillar matrix moved to My Tools, and global search is centered in the header (Cmd+K).
• NewLocation Owner role and mobile My Location portal: that location's jobs, team, inventory, restock requests and obligations, scoped by row-level security.
• NewFOS Storefront tier: partner signup, preview mode, commission reversals for refunds and chargebacks, nightly reconciliation and Friday payout CSV exports.
• NewStorefront attribution audit: referral-code hits, widget views and reversals are logged so partner disputes can be traced end to end.
• ImprovedApp Overview, onboarding guides and System Directory regenerated for v1.9: five pillars, desktop sidebar, My Location, role permissions and vendor routing.

5 new features, 4 fixes and 6 improvements.

• NewExecutive Dashboard is now the top-level Home (/hub); the pillar overview matrix moved to its own My Tools screen (/my-tools).
• NewDesktop collapsible left sidebar at 1024px and wider, with a wide global search bar centered in the top header (Cmd+K).
• NewPTO / Time-Off Manager (Finance, Time off): first Super Admin action wins, approved time off blocks dispatch and syncs to Google Calendar.
• NewApproved PTO, federal holidays and new hire start dates now appear in the announcement bar across the app.
• NewUnified Approvals Board (Finance, Approvals): pending PTO, CapEx, contractor batches, 1099 invoices, AR drafts and M&A stage changes, with live badges.
• FixGemini Email Triage drafts render real line breaks, append the live HTML signature, and show a Preview Draft Body panel before the draft is created.
• FixShopify draft orders: fixed variant GID double-prefixing; quote to draft order is confirmed working end to end with real Shopify data.
• FixAccount discount precedence fixed and unit-tested: an explicit site rate wins, including 0%; the parent account rate applies only when the site rate is unset.
• ImprovedNo real parent/child accounts exist in production yet, so discount inheritance is ready infrastructure rather than a discount applied to a live account.
• FixAR Aging reporting is restored and live, showing real outstanding balances ($52k+).
• ImprovedOpen item: AR due dates still read "unknown" until the read_payment_terms Shopify scope is granted.
• ImprovedData hygiene: Sewing Concepts college flags catalog soft-filtered to 766 active SKUs; sub-2'x3' and non-grommet items archived.
• ImprovedShopify OAuth tokens now refresh automatically every 12 hours, so syncs no longer stall on an expired token.
• ImprovedFiberglass flagpole procurement routes exclusively to Zeus Flagpoles.
• ImprovedThe External Outreach Lock is fail-closed and verified across all four external-send paths.

13 new features, 2 fixes and 6 improvements.

• NewOoma phone pipeline: live incoming-call screen pop with caller history and quick actions
• NewPost-call AI summaries with action items filed to the customer record and Needs Attention
• NewOps Board draft order tracker: pending, approved and paid Shopify orders update live
• NewInventory velocity dashboard with 30/90-day demand, depletion forecast and one-click vendor PO
• NewDaily reorder alert emails Erik when a SKU drops under 21 days of supply
• NewInteractive flagpole asset map with status-coded pins and auto-geocoded addresses
• NewSuper Admin import that loads real customer site addresses onto the flagpole map
• NewDropship lifecycle desk with AI vendor-email parsing and automatic Shopify tracking updates
• NewPasswordless customer tracking portal with visit stepper and balance payment
• NewBigQuery streaming sync for orders, inventory and service calls with replenishment forecast view
• NewMobile-first Today screen for field techs with assigned work and one-tap directions
• NewGrouped global navigation drawer filtered by role
• NewGmail triage engine polling emay@ and frontdesk@ with customer-only draft replies
• ImprovedThree-tier role architecture: Super Admin, Finance and Field Tech with restrictive branch policies
• ImprovedFinance seat is read-and-export only; approvals now belong to the Super Admin
• ImprovedOps Board split into Installations and Service Calls tabs with a photo-required closeout drawer
• ImprovedJob profitability badges and configurable margin thresholds on the Ops Board
• ImprovedContractor portal invoice history and downloadable Axis invoice template
• ImprovedGmail triage now skips internal and vendor domains before drafting
• FixBranch scoping hardened on condition logs, check-ins, job costs, reminders, GC activity and invoice events
• FixShopify webhooks re-register themselves after a reinstall so draft order status stays current

9 new features and 4 improvements.

• ImprovedWelcome — New Team Member Guide updated with a Troubleshooting section covering login, permissions and first-quote problems with clear next steps
• NewPDF Quote Generator: pick Shopify products, add install estimate and discount, preview the PDF, send with checkout link and QR code
• NewQuotes list with search, filters, sorting, one-tap download or email, bulk ZIP download and CSV export
• NewQuote detail page showing line items plus the full sent and download history
• NewRFQ-to-quote handoff: details prefill, warnings when products or install presets changed, and the RFQ moves to quoted
• NewSide-by-side pole comparison with spec filters, inline quantity editing, differences-only view and saved drafts
• NewMarketing: idea discussions, status history with revert, shared filters, and a sync panel with one-click resync
• NewM&A matrix: saved views, shareable filter links, risk scoring, multiple trends, document room, alerts and investor brief export
• NewCreate quote is now the first tile on the Sales board, with Needs attention moved into the tile grid
• ImprovedCustomer portal: unread badges when Office replies, plus a clearer message thread timeline
• ImprovedApp Overview (screen + print) regenerated to cover the M&A matrix, quotes and RFQ pipeline, marketing sync panel and bulk exports
• NewPreview the App Overview in the app — switch between screen and print editions before downloading
• ImprovedGuide PDFs and thumbnails rebuild automatically each release, so the footer Updated stamps stay accurate

8 new features and 3 improvements.

• NewHistorical Flagpole Tracker imported as live data: 197 sites and poles, 212 install/service jobs, 31 purchase orders, on-hand inventory and 54 past bids
• NewFlagWatch Program: enroll a pole with its own frequency, fulfillment method and trigger, from a won RFQ or after the fact
• NewManagement workspace: CapEx wish list with named approvals, M&A target matrix and growth vectors
• NewEvery planning cell is inline-editable, with keyboard grid navigation, bulk edits, undo and duplicate detection
• NewPer-cell audit trail with fast paged search, filters by person/field/date, one-click revert and CSV export
• NewGrand Rapids flagpole-detection prospecting pilot, plus Street View imagery on sites, leads and jobs
• NewBid scanner now runs web searches as well as site crawls, tagged and de-duplicated with cost tracking
• NewPole Receiving with NFC check-in against a PO, vendor scorecards, purchase orders and on-hand inventory
• ImprovedSign in with a username, show/hide password, keep me signed in, password strength and reset
• ImprovedHome/Ops/Sales/Mgmt switcher on every page, saved filters per workspace, and you land back on your last page
• ImprovedUpdated App Overview PDF linked in the footer

5 new features, 1 fix and 1 improvement.

• NewWear photos: filter the pole gallery by component and date range
• NewWear photos: full-size viewer with zoom, rotate, flip and download
• NewEdit a wear photo note without leaving the pole page
• NewDownload wear history as a spreadsheet from any pole
• NewThis What's New page, with the app version in the footer
• ImprovedScheduled jobs now require a private token — public endpoints locked down
• FixStorm follow-up tasks now split by neighborhood, not just zip code

4 new features and 1 improvement.

• NewScore flag, halyard and truck wear 1-10 on service calls and closeouts
• NewWorn Components dashboard shows every pole needing attention
• NewAutomatic customer check-ins when a component scores low
• NewAttach a photo to any component score
• ImprovedExtra alert when a component wears out unusually fast

4 new features and 1 improvement.

• NewFlag replacement subscriptions ship automatically on the wear clock
• NewInstall the app to your home screen; works offline
• NewPush notifications for sync failures and new bid matches
• NewStorm alerts create follow-up prospecting tasks
• ImprovedAdmin alerts group repeats and respect your notification settings

4 new features and 1 improvement.

• NewPin-drop Lead CRM with map and photos
• NewGC relationship tracker with cold-contact nudges
• NewNightly bid scanning creates sourced opportunities
• NewSandbox Mode for training — no real orders, emails or calendar events
• ImprovedNavigation moved to the top of the screen

6 new features.

• NewCloseouts with photos, supplies log and customer sign-off
• NewIRS-compliant mileage using real road distance
• NewService call intake pushed to the Master Schedule calendar
• NewTwo-way Google Calendar sync for each user
• NewStorm alerts and half-mast notices
• NewShopify customer and order lookup