We’ve completely rebuilt the Project Overview page from the ground up to give you a modern, centrailized view that provides improved organization, easier navigation and clarity at-a-glance!
What’s Changed?
Centralized Project Settings
We’ve officially retired the standalone "Project Settings" page. You can now update Project Names, Project Addresses, Project Strategies and Specs directly from the Edit Project button in the header. Need to duplicate or archive? Do it instantly via the new Actions menu.
The Highlevel Project Pulse (Stage & Status)
Stay on top of your deals with reimagined indicators. High-visibility headers show exactly where a project stands (e.g., "Active Construction") and its health status. If a deal is "At Risk," you’ll know it the moment you click in.
New: Available Tools Console
This is your new high-level console for the entire project. This section provides a bird's-eye view of your:
Deal Analysis: Quick stats on your Comps and Analysis numbers.
Project Management: A snapshot of your schedules, tasks & progress.
Accounting: Real-time budget and expense summaries.
Improved Navigation: Navigate directly into any specific feature or tool right from this view.
Categorized Dates & Milestones
We’ve given milestones a complete makeover to help you manage critical deadlines more logically.
Transaction & Construction Categories: Dates are now organized into these two distinct groups for better flow.
Coming Soon: We are currently building even more transaction milestones and the ability to add Custom Dates, allowing you to track every unique deadline in your workflow.
Streamlined Sidebar
Project Team: Better visibility into who has access to the project.
Quick Links: Your custom external links (Zillow, Google Drive, etc.) are now pinned to the sidebar for instant access.
Learn how the new Project Team feature automatically tracks your internal team members and companies on every flip, so you always know who's managing the project and how to reach them.
User Management now includes a Role & Access column, giving workspace owners and admins instant visibility into each user's project and feature access without having to dig into individual settings.
Thumbs up to select your best comps, thumbs down to push the bad ones to the bottom — keeping your list clean and your Comps Report focused on the properties that actually matter.
Our new Public API update allows developers and custom AI tools to securely connect to the FlipperForce Expense Tracker to automate data entry, feed custom dashboards, and sync project financial records directly from external business apps.
Tax & Insurance column added to Companies & Contacts, giving you instant visibility into W-9 status and color-coded Workers Comp and General Liability expiration dates for every contractor in your workspace at a glance.
Our newly revamped Property Data and Owner Data pages feature a clean, highly legible layout along with a brand-new, completely editable Seller Motivation Matrix to help you seamlessly track and document critical lead details and distress signals.
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