Changelog

Revenue, not the install budget

Every amount on the schedule — the vehicle card, the week tile, the day total, and the range total — is the vehicle’s revenue: its quote line price, or its share of the project contract split by square footage. The totals carry a “revenue” label.

• Opening a vehicle from the calendar shows Revenue and Install budget as two separate rows.
• A vehicle on a project with no contract figure shows no amount until one is set.
• Installers still see their payout.

Routing is who should see the vehicle

Three choices when you schedule a vehicle: Open, In-house, or Direct. Open puts it in front of your own installers and the network at the same time — the first claim wins.

• Open — your installers and the network see it at once; whoever claims it first has it.
• In-house — handed to one of your own installers, no claim step.
• Direct — sent to a specific outside shop, which needs a payment method on file.
• Without a payment method, Open reaches your installers only until you add one.
• The routing chip says how a vehicle was published and never changes after a claim; the Assignee column says who has it.

Your own team’s work is always in-house

A claim by someone on your team is in-house: no platform fee, no invoice, no payout — the budget is your payroll reference. Your team can’t claim your vehicles through a second installer account; those postings don’t appear on their network feed, and a claim attempt is refused with the shop to switch to.

• An installer who claimed an Open vehicle for their own shop can hand it back to the feed before the install date.
• Assigning an installer to an unclaimed Open vehicle from the project grid claims it for your shop in the same step.

The calendar says who has what

Every vehicle on the schedule carries one colour: yellow needs a claim, neutral is claimed and on track, blue is in progress, purple is awaiting your approval, green is completed, red is behind schedule, grey is not posted yet.

• The legend filters — click a state to show only those vehicles.
• Week and day headings show vehicles and money for the day, with counts for behind-schedule and unclaimed.
• Week tiles show who has the vehicle, the time, and the amount.
• Opening a vehicle from the calendar lands on that vehicle inside its project.

The same colours everywhere

• Project vehicle chips, the installers’ Work list, the app’s cards, and the project progress rings use the calendar’s palette — in progress is blue and awaiting approval is purple on every screen.
• The project grid’s Assignee column is the picker; the vehicle name reads as a link.

Invoices read as the work, not the fee

A batch install invoice lists its vehicles first and the platform service fee last. Invoice lists, emails, and payment history now headline with a vehicle — the fee was always included in the total, it just used to sit at the top of the line list and read like a separate charge.

Fixes and polish

• Settings opens with a brief placeholder instead of the tab bar reshaping itself while it loads.

Archiving no longer hides an installer’s work

Archiving tidies the archiving shop’s own lists — and now only theirs. Installers who claimed and completed the work keep every one of those jobs in their Work list, dashboard counts, and calendar, on web and in the app.

• Work you did for another shop stays in your history after they archive the project.
• The dashboard’s completed count and the Work list agree again — the count no longer includes jobs the list couldn’t show.

Projects stay open until every vehicle is done

A project only reaches Completed when all of its vehicles are actually finished. Vehicles still in draft, and in-house installs still on the shop floor, now hold the project open.

• Draft vehicles are no longer sealed inside a finished project — they stay editable, schedulable, and removable until you decide.
• Scheduling a draft vehicle on a finished project reopens it, the same as adding a new vehicle does.
• The affected projects were repaired — their draft vehicles are workable again.

The claim list only shows released work

• Bulk routing changes could publish still-draft vehicles to the network claim feed; only released vehicles reach it now.

Fixes and polish

• Platform admin pages no longer render for accounts without admin access.
• The project timeline says why a project reopened — a vehicle was added, or a vehicle was scheduled.

Your wallet explains client money

When a client pays an invoice, the processing fee is taken out of that payment automatically, sized by how they paid — card at 2.9% + 30¢, bank at 0.8% capped at $5, a check costs nothing. Your wallet activity now shows both sides of every payment.

• Each paid invoice appears as a pair: the payment in, and the processing fee out — labeled with the invoice number and method.
• Past client payments show in the activity feed too, so the wallet finally tells its whole story.
• The card-surcharge setting still moves the card fee onto the client, so you net the full invoice.

Invoices say what they cover

A payment page for a project without a quote behind it used to show only the amount. It now lists the vehicles under a Summary — year, make, model, the work, and the VIN — in the same words a quoted invoice uses.

• No invented numbers: per-line prices only appear when a quote priced the lines; a hand-entered contract shows its one true total.
• Quote-backed invoices are unchanged — they keep the full itemized contract summary.

Billing fixes and polish

• Milestones set to trigger "Manually" can now actually be billed — the Bill client button no longer required the milestone to come due on its own.
• Batch invoices can carry a small fixed fee component alongside the percentage; the fee line shows it before you release work.
• The quote’s sent banner is one clear line — "Quote sent!" with who it went to and that edits are still allowed until acceptance.
• The quote builder joins the breadcrumb pattern: back lives in the top bar, and the title row loses its arrow.

Revenue: produced vs scheduled

The revenue report now has two lenses. Produced (the new default) counts revenue on the day each vehicle was marked complete — what the business actually did, whether or not it has been invoiced yet — and Scheduled keeps the forward-looking view of what is on the calendar.

• A vehicle scheduled Friday but finished Monday counts as Monday — completion day wins.
• Work that was completed without ever being scheduled now shows up instead of being invisible.
• The Scheduled lens gets Next week and Next 30 days presets for a quick read on the backlog.
• CSV exports carry both the scheduled and completed dates so the two views reconcile in a spreadsheet.

One home dashboard

The Projects/Installs toggle on the home page is gone — full-service shops get a single merged dashboard, with wallet balance and install counts on the main view instead of behind a switch.

• The money row reads as a pipeline: Produced → Billed → Collected → Outstanding, with Available to withdraw and Margin beside it.
• Booked next 30 days is the value of scheduled work ahead — the "do we have enough coming?" number — and clicks through to that exact window in the revenue report.
• A wallet that is not set up says "set up payouts" instead of a misleading $0.

Trends at a glance

Home tiles show direction now, not just totals.

• Billed, Collected, Quotes won and Vehicles completed carry a change-vs-last-period chip.
• Revenue produced and Booked next 30 days draw a weekly sparkline.
• Install spend splits into a small donut — outside installers vs in-house crew.
• In production shows a stage bar — art, print, production, on site — in the same colors as the project rings.
• Recent projects carry per-vehicle progress rings, the same ones as the Projects list, next to the status.
• This week and Last week join the date presets on home and in reports.

Fixes and polish

• A location filter that no longer matches any rows clears itself instead of showing an empty report.
• Forecast date presets stay inside the revenue report instead of leaking into the other report tabs.
• Exports can no longer capture rows from the previous lens while a switch is still loading.

Who did I pay — every dollar out, in one place

Money going to installers used to live in two places that never met: batch invoices for outside installers, and payroll for your own crew. The new Installer payments report joins them into one sortable ledger — the report that exists so nobody ever double-pays an installer again.

• Filter by installer or by rail (outside vs in-house) and the totals recompute — “how much did I pay this person last month” is one click.
• Batches you have been invoiced for but have not paid yet get their own section — that is exactly where double-pays start, so the report says it out loud.
• An in-house install whose budget was never set says “No budget set” instead of pretending to be $0 — the silent-underpay gap, surfaced.
• The old payroll report lives on inside it: old links land with the in-house view preselected.

Who owes you — receivables, aged

The AR aging report is the classic summary your bookkeeper asks for: one row per client, columns for how far past due the money is — current, 1–30, 31–60, 61–90, 90+ days. Sort the 90+ column and you are looking at your call list, worst first.

• Expand a client to see the exact invoices behind each number, and click one to land on the project where you chase it.
• A promised check is flagged for what it is — an intention, not a payment.

Revenue you can drill into

The revenue report now reads as a month-over-month trend you can open up: expand a month to see each location, expand a location to see every vehicle — VIN included — with its own revenue, cost and margin.

• Vehicles with no client price are called out with the count and the fix — click through and add the price, pull it from QuickBooks, or send a quote.
• Filling revenue from QuickBooks got a clearer review screen: what matches, what needs your choice, and what has no estimate — nothing is written until you confirm, and a figure you typed by hand is never overwritten.
• Where work happens away from your shops it is now labelled “Off-site”.

The dashboard is now the index of your reports

Every number on the home page clicks through to the report that explains it — outstanding money opens aging, margin opens revenue, install spend opens installer payments. And the numbers agree with each other, to the cent, on purpose.

• Ready-to-bill moved to the top of the page — the one thing asking for action leads.
• Outstanding now tells you how much of it is past due, not just how big it is.
• The home toggle and sidebar say Projects and Installs — plainer names for the two sides of a shop.

Fixes and polish

• Every report exports a CSV that matches what is on screen — same rows, same filters, same dates.
• Reports never silently under-count: if a window holds more than the report loads at once, it says so.
• One period picker shared across all report tabs — pick This year once and browse everything in it.
• Vehicles moved into each client’s page, where they belong; search still finds any vehicle by VIN.
• Linking a project to a brand-new QuickBooks project can take QuickBooks a few minutes to index — the picker now says so instead of looking broken.

A home page that talks money

The dashboard used to count projects. Now it reads like the business: what you have billed, what has actually been collected, what is still outstanding, and your margin — switchable between this month, last month, the quarter and the year.

• Install spend in one tile, split between outside installers and your own crew.
• Vehicles completed, quotes won, and how many vehicles sit at each production stage — the same numbers as the production desk, never a different version of the truth.
• A “ready to bill” callout when approved work is waiting on an invoice, so finished vehicles stop sitting unbilled.
• Honest numbers only: if a margin is missing a material cost, the dashboard says so on screen instead of showing a figure it cannot stand behind.

A top bar that keeps you oriented

Every page now carries a proper header: a breadcrumb trail on desktop that shows where you are — down to the project you have open — with notifications, search and your account in one consistent corner.

• On your phone, the top bar shows which shop you are working in, and a compact back link sits above the page title — so long project names finally get the full width of the screen.
• The sidebar reads more like a business: the money section is now called Accounting.
• Long titles truncate cleanly everywhere instead of crowding the controls.

Find anything by name

Press ⌘K (or the search icon) and type a client, a project number, a quote, a VIN or a unit number — and land on it. No more clicking through lists to find the truck you are thinking of.

Quotes that understand vehicles

A quote is built from the vehicles you are wrapping, not from blank line items. Price each one, and identical trucks collapse into a single row with a count you can type into — so a fleet of twelve vans is one line, not twelve.

• Say what the work actually is: full wrap or partial, the film range, and the exact colour when the client has picked one.
• Sell window tint alongside a wrap on the same vehicle, which a quote simply could not say before.
• Pull a vehicle from the client's garage and it arrives already known — VIN, unit number and base colour filled in.
• A printed wrap now costs what it costs, counting the overlaminate as well as the base film.

The client reviews it and signs it

Send a quote and the client gets their own page: every vehicle, what it costs, and the terms. They sign with an actual signature rather than typing their name, and what they agreed to is preserved exactly as it was at that moment — later edits cannot rewrite a signed document.

• Accepting turns the quote into a project, with the vehicles, pricing and payment schedule already in place.
• If the money changes after acceptance, a change order goes back for re-approval instead of quietly moving the number.
• Declining asks why, and the reason comes back to you.

Billing your own client

Until now wrapbase invoiced you. Now you invoice your client, and the money goes to your bank account — wrapbase never touches it. Bill on a schedule (a deposit up front, the balance on completion) or bill each vehicle as it is finished, which is how fleet work actually runs.

• Clients pay by card or bank transfer on a page that carries your name, or tell you a check is in the mail — recorded as an intention, not as money you have.
• Card surcharges and processing fees are handled, and the totals always add up to the contract to the cent.
• Invoices has a "To bill" view showing finished work you have not invoiced yet, oldest first, so nothing sits for three weeks.
• Void or resend an invoice, and record a payment that arrived some other way.

Leads arrive on their own

Build a form, paste one line of code into your website, and enquiries land in a Leads inbox instead of an email folder. Repeat enquiries from the same person are matched up rather than duplicated, and a lead becomes a quote in one step.

• The form builder is a live canvas — drag the fields you want, see exactly what visitors will see.
• Every form also has a plain link for bios and QR codes, for anywhere you cannot embed.

A desk for the work before the install

Production has its own home: every vehicle waiting on art, print, materials or arrival, across all your projects, in one queue ordered by install date.

• Design, proof and print-ready files are versioned, so the file that went to the printer is recorded — and you are told when a newer one has been approved since.
• Material orders track what was ordered, from whom, and when it arrived.
• A print log records each run, what it cost, and who reprinted what.

Knowing what a job actually makes

Each project shows revenue, cost and margin per vehicle in one table. Material cost is worked out from the film and the square footage rather than typed in, so a quote carries a real cost from the moment you pick a film.

QuickBooks, the other direction

Invoices you send your clients now post to QuickBooks as an invoice, a payment and a deposit — matching how the money actually arrives, fees and all. Sales tax follows your file: let QuickBooks compute it from the install address, or post the exact figure you charged.

Fixes and polish

• Projects can be archived, and an archived project offers to bring it back rather than archiving it again.
• A file you uploaded during setup can be sent to the printer, instead of the handoff insisting there were no files.
• The quote-to-cash pipe is no longer silent: you are told when a quote is accepted or declined, and when a client invoice is paid.

Connect once, then stop typing

Settings now has an Integrations tab. Connect QuickBooks Online, answer a few questions about how you code things, and that is the last time you have to think about it — new invoices arrive in your books on their own.

• Every dropdown is filled from your own chart of accounts. Nothing is assumed about how you name things.
• Choose which account wrap installs post to, where the platform fee goes, and which card or bank the payments come from.
• Syncing starts from the day you connect. Invoices you have already entered by hand are left alone, so nothing gets duplicated.

A bill you can actually reconcile

Each invoice arrives as a bill from wrapbase carrying the same number printed on the invoice PDF — so finding one in QuickBooks is a search, not an investigation. Every vehicle gets its own line with the year, make, model, unit number and full VIN, and the platform fee sits on its own line against its own account.

• The invoice PDF is attached to the bill, so the source document is right there when you open it.
• The bill is dated when the invoice was raised and carries its due date, so unpaid work shows up in your payables where you would chase it.

Marked paid on the day it was paid

When an invoice settles, the payment is recorded against the bill using the date it actually cleared — not the date it synced. That means the payment lines up with the charge on your card or bank feed, so QuickBooks offers to match them instead of creating a second transaction.

Attribute work to your projects

If you track jobs as projects or customers in QuickBooks, each bill can carry the right one so the cost lands against the job it belongs to. Link a project from the project page and we will suggest a match based on your own numbering — you confirm it once and every later invoice for that job is tagged automatically.

• Works with projects or plain customers, whichever way you track work.
• When two look alike, nothing is guessed for you — both are shown and you choose.

See what has synced

The Invoices page has a QuickBooks column showing whether each invoice has made it across, and opening one shows the detail — including anything that needs a second look, with a way to send it again.

Fixes and polish

• The options menu on a project part-way through installs opened empty. It is now hidden when there is nothing to choose.