What's new

Florio is developed and run inside a working floral and event design studio, so features land steadily and get exercised on real events the same week. Highlights below, newest first. Florio is in early access; request access to get on the list.

September 2026

Sep 6: Every quote option shows up under its own name

Teams who quote in D-Tools often carry several live quotes on one opportunity: the full system, the trimmed option, the theater upgrade the customer is still deciding on. Florio used to import only the leading quote, as a single draft on a lane it could only call “D-Tools import”.

Now every live quote arrives as its own proposal option, named the way you named it: Q-866 with its title, Q-867 with its title, side by side on the project’s Proposals panel. The quote of record works exactly as before: the accepted quote (or the current included one) is still the proposal that signs the project and feeds the scorecard, and the other options stay drafts that retire quietly when the winner is accepted. Existing projects pick up their real quote names on their own within about an hour of this release, history intact.

Sep 6: A payment date the customer actually asked for

A payment cadence works each due date out from a rule, and the rule is usually right. Then a customer asks to pay the deposit on the first of the month, or to settle the balance after the event rather than a fortnight before it, and there was nothing to do but explain that the system did not work that way.

Any payment on a schedule can now be moved to a specific date. Click the date on the proposal’s payment schedule, pick a new one, and the payment is marked Agreed with the client so the next person to open the proposal knows the date was negotiated rather than calculated. Only the date moves: the cadence still decides who owes what, so re-issuing the proposal at a new price re-divides the money and leaves the dates you agreed alone.

It works before a signature as well as after. A proposal already out for signature picks up the change, so the document the customer opens shows the dates you agreed rather than the ones the cadence computed, and signing writes those same dates onto the event. Afterwards the schedule on the event’s Financials tab moves the same way.

A payment already invoiced in QuickBooks stays put, because its due date is printed on a bill the customer is holding. Moving dates is an administrator’s job to start with, and is granted to any role from Roles and permissions. Every change lands on the event’s activity log.

Sep 6: A visit you can change, and a customer who is told when you do

Visits were easy to make and impossible to change. Every visit now edits in place, from the service call or straight from the board: its date, times, technician, arrival window, and the person meeting you on site. Click any placed visit in either Day or Week view and the card that opens carries Reschedule and Cancel beside Edit Visit. A visit that has already happened stays put, and says so, instead of offering edits that would be refused.

Delete is offered only for a visit that never went anywhere. Everything past that point cancels instead, which keeps the history, asks why, and leaves the call open for a new date.

The bigger half is what the customer hears. Releasing a visit now emails them the appointment; moving it sends the new time with the old one struck through; cancelling tells them nobody needs to be on site and what happens to their request. Florio will not email someone who was never told about the visit in the first place, and will not email about a change they would not notice: sliding a visit inside its arrival window is not a change to the promise you made. Every notice is on by default and names the recipient before you commit, and choosing to stay quiet is recorded on the call.

Sep 6: Service calls name the person you write to

A service call now carries a Contact picked from that customer’s own people, and it is required once a customer is set. That contact is who gets the appointment email, the reminder, and any change or cancellation. The Caller field stays what it always was: whoever reported the problem, which is often not the same person.

Each visit can point at a different contact than its call, for the common case where one person is home on Tuesday and someone else on Thursday. Leave it alone and the visit follows the call.

Sep 6: Choose exactly who appears on the dispatch board

The dispatch pool gained a Specific people option: name the people who go to site, and the board shows those rows and offers those names. Adding someone later is a checkbox, and nothing about their access changes, which was not true when the only way to narrow the board was by role.

Sep 5: Hours entered by hand grew a full set of guardrails

A day of entering historical timesheets surfaced every gap at once, and each one closed the same day. Saving an entry that overlaps one the person already has is now refused, and the message names the entry it collided with so the duplicate is easy to find. The approval grid marks any double-booked rows on both sides of the collision. Once payroll has approved an entry it shows as locked, with no edit controls, and an entry that a subcontractor bill has already paid can never be changed or deleted at all: the refusal names the bill it lives on.

Sep 5: Subcontractor pay lives on the HR profile

How a person is paid is now set where the rest of their HR record lives: whether their hours ride payroll or draft into a vendor bill, their overtime rate, and which QuickBooks vendor their bills belong to. The vendor picker reads straight from QuickBooks’ own vendor list, and every change is recorded in the profile’s history with the vendor shown by name.

Sep 5: A subcontractor’s hours carry their dollars onto the profit view

Hours worked by a vendor-billed subcontractor showed on a project’s profit view while their cost stayed at zero, which also held the project’s earned revenue down. The dollars now land on the subcontract line the moment the hours are approved, at the person’s own rate.

Sep 5: Service calls show their time, and bill all of it

Every service call page now carries a Time Entries card beneath its visits: who worked, when, for how long, and where each entry stands in approval, reconciling line by line with the call’s profit figures. The same repair reached billing: hours entered from the office against a call, rather than punched on a visit, were missing from the call’s invoice, and they now bill. Hours imported from the previous system can never be billed again by either path.

Sep 5: Small things that stop small mysteries

Hour totals on approval, payroll, and profit views show two decimals, so a timesheet’s 60:15 reads as 60.25 instead of rounding into a number that matches nothing. The Working on picker for time entries offers only won, open projects and open calls, so long-finished work and unsold pipeline stop offering themselves. Setting an entry’s start time fills the end field with the same date so only the clock-out needs adjusting. A customer’s page can start a new service call directly, already tied to that customer. And the time approval page now lays out properly on a phone, with plainer labels throughout.

When a vendor bill is pushed to QuickBooks, the project’s cost figures now refresh on their own; the bill’s amount appears on the job’s profit view moments later instead of waiting for someone to run a QuickBooks refresh from the admin area. Approving a change order from the contract ledger also works again with a single click, and if an action on the ledger ever fails, the reason now appears right next to the row instead of at the top of the page.

Sep 4: Materials lines can pick from the catalog

The add-line form on a project’s Materials tab now searches the catalog as you type in the Item box. Picking a catalog item links the line, and the link is what routes the eventual vendor bill to the right account in QuickBooks: a line linked to a subcontract-labor item sends its cost to subcontract labor, not materials. Free-typed lines still work exactly as before. The form also lost a leftover field from an earlier era that no longer saved anywhere, and the unit-cost box now appears for everyone allowed to see cost, including on a project’s very first line.

Sep 4: Quote edits in D-Tools reach Florio on their own

For teams who author quotes in D-Tools Cloud: an edited quote used to reach Florio only when it was presented or accepted, because D-Tools does not announce quote edits to connected systems. Florio now sweeps the quotes on every project still in play about once an hour and picks up what changed, so the draft proposal in Florio tracks the quote as it is worked.

There is also a Refresh from D-Tools button on the project page for the moments you do not want to wait: it queues an immediate re-pull of that project, and only appears on projects that came from D-Tools with the connection live.

Sep 4: Calls on a record now say what they were about

A phone call on a customer’s or project’s activity feed used to be a bare number with no context. Each one now reads as a call, shows what was said in a sentence, and opens the full transcript in place, labelled by who was speaking. If a recording has been deleted, the summary goes with it immediately rather than lingering.

Sep 3: When a subscription lapses, somebody is told to act

Many service contracts are billed by a card-on-file subscription, and some of them carry a license the business buys from a vendor on the client’s behalf. When a client’s subscription lapses, the vendor does not know: the license keeps billing you. Florio now watches each contract’s subscription and turns the moments that matter into tasks in your team’s queue.

A canceled subscription cancels the contract and opens a task naming the plan and the client: stop the vendor billing, and reach out. A subscription scheduled to cancel at the end of its term opens the reach-out task early, while there is still a renewal conversation to have. A quantity change (plans billed per device, for example) opens a task to adjust the vendor order. And a brand-new subscription that no contract claims gets flagged the same day, so a new subscriber can never quietly bill outside the books.

The contract’s paid-through date also stays current on its own now, advancing with every payment instead of waiting for a periodic true-up.

Sep 3: A service contract shows its payments, and its real margin

The contract page has a new Payments card: every charge the subscription collected, the paid-through date, and a plain flag when an active contract has lapsed, with a day count so the renewal call is made with the whole picture in hand.

Profitability got honest for license-backed plans too. A contract that resells a vendor license can now carry that license’s cost, so its margin stops reading as 100% and earned-to-date reflects what the term actually yields.

Sep 3: Every phone call gets read, and what it should produce is drafted for you

The phone has always been the part of the day that leaves no trace. Florio already recorded and transcribed calls; now it reads them. After a call ends, Florio drafts what the call should produce: a service call, a dispatch, a task, or just a note. It puts the draft on the call page for somebody to approve, edit or throw away. Nothing is created until a person says so. That is deliberate: the cost of a wrongly created service call is a truck at the wrong address, so the draft fills in a form rather than filing the work.

Every proposal carries the exact words from the call that justify it, and a proposal whose quote is not actually in the transcript is dropped before anybody sees it. Most calls propose nothing at all, which is the right answer and is shown as one.

Calls are also now read as calls. A dispatch call and a design consultation are different conversations, and Florio judges them differently: it looks at whether the person answering acknowledged the problem before troubleshooting it, named the inconvenience, let the caller finish, and committed to something specific rather than “someone will call you”. A longer call is never a worse call: time spent letting an upset customer be heard is the job.

Sep 3: “Answered” now tells you whether anyone actually picked up

A phone system counts a call as answered the moment something answers it, including an after-hours answering service, or the recorded notice playing before anyone is reached. So the answered rate can look healthy while a good share of callers never reached a person.

Reports › Phone now shows both numbers side by side: how many calls the phone system recorded as answered, and how many reached somebody at the business. Alongside them sits a third figure nobody had before: how many were taken by the answering service. Those calls are assessed separately and never mixed into anyone’s own numbers, because the people answering them work for a different company.

Sep 3: What your clients are calling about

A new report groups calls by product area and by brand, drawn from what was actually said and matched against the catalogue your business already uses, so the categories are yours, not a generic list. Each bar shows how many of those calls went badly as well as how many there were, because a product with few calls and all of them unhappy is the one worth looking at. Every figure carries the number of calls behind it, so a small sample always reads as one.

Sep 3: Send a fax from Florio, and see it before it goes

Faxes can now be sent from Florio and arrive on the client’s record like anything else. Florio adds a cover page carrying your logo, your fax line and the page count, and keeps a copy of exactly what was transmitted.

The part that matters is the preview. A fax is pure black and white, so a scanned page with a patterned background can turn to unreadable speckle, and you would never know, because the sending end reports success. Florio shows you the page as the recipient will receive it, with a darkness control and a reading of how much of the page is black, so a bad scan is caught before it goes rather than after somebody calls to say they cannot read it.

Sep 3: Hours keyed by hand now carry their job

Not every hour arrives as a punch: someone forgets to punch out, or a subcontractor sends in a paper timesheet. The Add an entry by hand form on the Time clock page now has the same Working on search as the punch clock, so a hand-keyed entry can be pointed at the project or service call the hours belong to. That one link does everything the punch link does: the hours land in the job’s labor cost the week the work happened, and for subcontractors paid by vendor bill they flow onto the drafted bill, line for line. The job’s name is stamped on the entry as it was at the moment of keying, and hand-keyed entries walk through the same two approval gates as every punch.

Sep 3: Subcontractor hours become QuickBooks bills on their own

Studios that staff jobs with subcontractors have always faced the same chore: collect the hours, type up a vendor bill, and hope the job attribution survives the retyping. Florio now does the paperwork. A person can be marked as paid by vendor bill instead of payroll; they punch in and out and get approved exactly like everyone else, and the day after each pay period ends, Florio drafts one bill per subcontractor: a line per project or service call, hours at their rate, overtime over 40 hours a week priced at their overtime rate on its own line. A reviewer on the Payroll Approval page sees each draft with the hours, the overtime, and the exact lines accounting will see, and one click releases it to QuickBooks, where it is approved and paid like any other bill. Only hours that passed both approval gates ever bill, a punch can never bill twice, and vendor-billed people are kept out of the payroll export entirely, so the same hour can never pay through both channels. Project and service-call costs pick the labor up at the real work dates, so job profitability is right the week the work happened, not the week the invoice was typed.

Sep 3: A won proposal brings its payment schedule with it

When a proposal is accepted in your proposal system, the payment schedule your client saw there (their deposit, their progress payments, the labels word for word) is now the schedule Florio creates, instead of a house default. The amounts carry over exactly as signed, so the first invoice can never surprise a client with a split they did not agree to. Wins can also now flow straight through: an accepted proposal signs the project in Florio on its real acceptance date and sets up the schedule with no clicks at all.

Sep 3: The Phone page

Calls on your phone system now land in Florio: a searchable log of every call with the caller ID name, the customer, who answered and how long it took; a shared Voicemail box where “did anyone listen” and “is it dealt with” are two separate facts; and Unknown callers, a short review of the unidentified numbers that keep calling, busiest first, where one Link attaches a number’s whole call history to the right customer. Blocked refuses numbers at the phone system for a bounded time, sends blocked callers to a voicemail box so a mistake can be found from their side, and lists every refused call. A call page plays the recording once it has reached Florio and states the retention promise it was made under; a number page gathers everything Florio knows about one number. Admin › Telephony holds the extensions, the numbers you own and the switches. How it works.

The Reports gallery gains a Phone tab under Operations: inbound volume by hour and weekday against your business hours, missed, abandoned and voicemail counted apart with whether anyone likely called back, repeat callers who keep not getting through, and the share of calls attributed to a customer, week by week. And every Monday morning, when there is something to report, the people who manage blocked numbers get one email listing last week’s refused calls, any messages left in the blocked-callers box, and the blocks about to lapse.

Sep 2: The payment schedule, on the project page

A project’s Financials tab now shows its payment schedule as a card: each milestone with its amount, due date and status, and the QuickBooks document number once it is billed. For people with finance permissions, a Bill now button cuts the QuickBooks invoice for a milestone on the spot: useful for projects imported from a previous system, whose remaining payments are billed one at a time rather than by the automatic sweep. Projects with billing history from before the cutover say so on the card, so a partial schedule never reads as the whole story.

Sep 2: The unmatched-invoice queue now understands your own event numbers

Accountants often name a QuickBooks job by the event number it belongs to, and until now Florio only recognised numbers that came from an external proposal system. Invoices coded to a job named with a Florio event number now attach to that event on their own, and refunds get the same reading instead of being skipped. At the same time, the Unmatched invoices queue stops collecting decade-old invoices whose numbers merely happened to collide with something: a park cutoff keeps ancient history out of the review list, so what remains is the short set genuinely worth a look. On the studio account this took the queue from over five hundred rows to thirty-one.

Sep 1: Drag scheduling arrives on the dispatch board

The dispatch board now schedules by direct manipulation. Drag a call from the queue onto a technician’s row to place it, on the Day view at the half hour you drop it, on the Week view onto a day. Placed blocks move and resize by touch or mouse, so a visit that runs long stretches instead of being retyped, and one level of undo takes back the last change, removing a freshly placed visit entirely.

Visits can also carry an Arrival window: Morning, Midday, Early afternoon or Late afternoon, editable in Admin under Board Hours & Arrival Windows. The appointment reminder tells the client the window, never the exact time, so a small reshuffle inside the window sends nothing new. Moving a visit whose technician was already notified asks you to confirm and then re-notifies them, and a visit that is underway can no longer be moved at all.

Sep 1: One event’s terms can now gain a section of their own

Per-event terms changes could exclude a clause or edit its text, but a genuinely new topic, an indemnification agreed for one client, say, had nowhere to go except squeezed into an existing clause. The terms panel gains Add a section: a new numbered section on that one event’s terms, written in place, carrying a New section badge in review, and going through the same approval before anything is sent. And once a change has been approved, Revise terms lets you make a further round on the same event, where before the panel allowed only one change ever.

Sep 1: Cancel an event, a billing address on the client, and work types you set yourself

An event that was signed and then called off can now be cancelled. Until now the only way to close one was “Mark as lost”, which says you never won the work. That is a different fact, and reporting treated it as one. The event kebab menu gains Cancel event, which asks for a reason and an optional note, then states the outcome before you confirm: if money was collected and not refunded, Florio keeps that amount as won and closes the event at your final won stage; if nothing was collected, it closes as lost. Cancelled events carry a Cancelled badge and a line recording the date, the reason and who did it. Existing events are untouched, and your reported won totals do not move.

Clients now hold a billing address. Every postal address in Florio used to live on a site, which is where work happens, not where the invoice goes. For a client with one site that meant the venue doubled as the bill-to; for a client with several it meant guessing. The client record gains a proper Billing address, kept separate from any site, and it is the address that goes on the invoice. Nothing is filled in for you, because an address invented from a site would be wrong on the document your client actually reads.

Time categories are now yours to set. The Work type list on the time clock was a fixed five, chosen for floral production work. It is now a list on your account, so a studio that logs shop hours, travel or training can say so, and the hours land under names its own reports recognise. Every existing account keeps exactly the five it had, with the same names, so nothing changes unless you change it.

Also in this release: Order materials and enter vendor bills joins the permission list in Admin, ready for the purchasing tools; and the dispatch board’s Pick Time on Board lets you place a visit by clicking the half-hour slot you want on a technician’s row, instead of only taking the next free opening.

Sep 1: Client records show their service calls, and projects itemize their time

Two additions to the client record. A Service Calls card lists the client’s call history for teams running the service module, so the question of when you were last on site is answered on the record itself. And the profitability panel now reaches work that never carried a proposal in Florio: won projects that exist only as a contract ledger, imported history included, roll into the same revenue and cost totals, with a sub-line noting how many figures came from the contract ledger.

On the project side, the Financials tab gains a Time Entries panel: every hour logged against the project, with person, date, category, and a detail view for each entry, for anyone who can see project profit. The profit pane itself keeps its numbers after a project closes, and when a project has no priced proposal it can now take its sold hours from an imported opening balance, so historical projects show a real hours-sold line rather than a blank.

August 2026

Aug 29: Revenue recognition can now post to QuickBooks, arriving switched off

The recognition close screen gains its working controls: Recompute refreshes a period’s numbers, Post sends the period’s recognition entries to QuickBooks, and Lock seals the period once posted. Behind them, Admin gains two cards: Automatic posting, which can run the post on a schedule (monthly by default, with a time and notification recipients), and Account mapping, which pins each kind of entry to the QuickBooks account your accountant chooses.

Everything arrives off. Posting requires the QuickBooks write switch, the recognition posting switch, and a configured first period, and every one of those starts disabled or unset, so nothing reaches your books until your accountant deliberately turns the stack on. Until then the close screen remains the same read-only review it has been, and the new cards simply describe what will happen when the time comes.

Aug 28: The event record is now six tabs under one header

The event page, the screen everything in Florio hangs off, has been reorganized from one long scroll into six tabs: Overview, Proposals, Financials, Schedule, Materials (on workspaces that plan project materials) and Activity. The header stays with you on every tab: the identity and stage track as before, plus a new fact strip with the standing numbers, the event date, contract value, projected margin, % cost complete, the next day on site and open tasks. A booking still being sold shows the pursuit story instead: opportunity age, last activity, budget, and the proposal’s value and margin once one is priced. Proposals, Schedule and Materials carry count chips, and Financials shows an alert dot while unapproved cost is standing.

Everything found a home by what it is. Financials gathers the money: the contract, the Live profit panel, whose margin now reads as two rows, Margin for the approved plan and Margin · all in when unapproved cost stands, QuickBooks and the tax exemption. Terms sit with the client paper on Proposals. The day-of plan and the crew schedule share Schedule. Materials get the record’s full width, with a green check or red exclamation beside each item in place of the old Approved column. The timeline and the audit log make up Activity, where captured mail lives behind the Emails filter chip rather than a separate panel. The tab you are on lives in the address, so a copied link or a refresh lands on that exact tab, and each tab loads only when you first open it, so the record opens noticeably lighter. See Events.

Aug 27: The note to your approver is readable again

When a designer submits a proposal for approval with a note, the note shows on the Approvals queue and on the proposal itself. A styling slip had it rendering as dark text on a dark blue pill: present, but nearly invisible. It now uses the same quiet blue notice style as the rest of Florio, and reads clearly in both light and dark mode. The build check that guards text contrast was also taught to catch this whole class of slip, so it can’t ship again.

Aug 25: The client proposal shows the day’s times, and photos open full size

The client PDF now closes its product pages with the day-of schedule: every timed slot on the event, setup through breakdown, placed right before the Investment summary. Times only; the note you type on a slot is written for your crew, so it stays on the internal cost sheet and never reaches the client. Photos on both PDFs are now links. Tap any line item photo and the full size, uncropped image opens in the browser, and the link keeps working even in a copy the client saved long ago. Line item descriptions keep the line breaks you typed, and the quantity and unit price line prints larger and darker on both documents, so it stays readable on paper and in toner saving prints. See Send a proposal.

Aug 22: Planned cost needs an approval, and the project says so

Materials you plan on a project are now unapproved cost until a re-estimate covers them, unless the total stays inside your workspace’s tolerance. The contract card shows the amount and a Raise re-estimate button that drafts the internal change order for you, split by cost category, with a reason for the approver; approval stamps every line it covered, so who approved a cost is recorded on the line itself. The Live profit panel reads the projected cost and the margin both ways, the materials card gains an Approved column and filter, and My projects carries the standing amount as the next action. Refusing to close a project while unapproved cost stands arrives in a later release. See Approve planned cost.

Aug 21: Materials, pick lists, phases and My projects

A project’s materials now live on the event: what you are buying, with the vendor and PO, how each line’s cost reaches the project (from your stock, or on the vendor bill), and a lifecycle from To order to Shipped. Every scheduled day has a pick list; a warehouse hand stages the items and the crew confirms what actually left, part loads allowed, with anything not yet arrived refused and named back. A return is recorded as a reversal, never an erasure. Days group into phases with planned windows and a late signal, Schedule a phase generates the days, and My projects in the sidebar lists every job you own with its next action in plain words. The module is switched on per workspace. See Plan materials and load the truck.

Aug 9: Live profit, the Project status report and the recognition close

Every contracted project now carries a Live profit panel: projected and actual cost by component, what the work has earned, what has been billed, what is left to bill, and the margin against the plan, recomputed nightly from the contract, shipped stock, approved hours and the billed milestones. Reports, then Project status puts every open contract on one page with progress bars for cost, hours and billing, the billing position, left to bill and unpaid balance, with a CSV export. Workspaces that recognize revenue cost to cost also get the Recognition close: one period a month, a run per contract and a seven-check guard report, as a read for now; posting arrives with the accounting writer. See Read the Live profit panel.

Aug 9: Contracts, change orders in the builder, and a first-class scope of work

When a client accepts a proposal, the event now carries a contract: the accepted total as the base value, the proposal’s cost lines as the approved cost baseline, and a revision ledger. A change order is a revision of the signed proposal, authored in the builder: it tags every line added, changed or removed, requires a scope of changes before it can be submitted, and is reviewed on one screen with its cost impact and margin on the change. A change that moves the price goes to the client as a change-order document to sign; a cost-only change is applied internally. The scope of work is written on the proposal and assembled on the contract from the signed baseline plus every signed amendment. See Projects and Raise and sign a change order.

Aug 21: Leave a note for the approver when you submit a proposal

Submitting a proposal for approval now pauses for one optional line: a note to the approver. Use it for the thing that would otherwise come back as a question, the margin you chose to hold or the vendor quote a line rests on. The approver reads it beside the approve and reject buttons, on their approvals list, and in the review email, and if the proposal is returned and submitted again the note is there to edit rather than retype. See the lifecycle rail.

Aug 21: The designer is on the proposal card and on both PDFs

The proposal editor’s top card now shows the Designer, the person who owns the event, and you can change it there. The client PDF’s cover credits the designer by name, and the internal cost sheet names the designer too, adding who prepared the document when that is a different person. On the same card the Customer label and the event number are now links, so the records behind a proposal are one click away instead of a trip through the sidebar.

Aug 21: Cover photos straight from your computer, and cost details that stay in view

The cover editor behind Design PDF takes photos straight from your computer with Upload, not only from the library, and an uploaded photo stays with that proposal unless you tick Also add to photo library. The editor also scrolls properly on a laptop screen. In the editor itself, a draft’s Cost details now start open on every line so the costs are in front of you while you price; a line you collapse stays collapsed.

Aug 11: Terms and conditions sections can be dragged into the order you want

The sections of a legal document now hold whatever order you put them in, and you can set that order by dragging a section by the handle at its top left. The new order saves as soon as you drop it, and it carries into everything the document feeds: the proposal PDF, the online agreement a client checks off, and the editor itself. Before this, sections had no stored order at all, so editing one could move it somewhere else in the document, and there was no way to move it back. Ordering follows the same safety rail as the text: a published version is read only, so to reorder live terms you clone a new draft, drag the sections there, and publish it. See Edit your terms and conditions.

Aug 11: A re-signed total that can’t be re-planned freezes the schedule instead of guessing

When a client re-signs at a new total after their event date has passed, every planned payment date is already behind us, so there is no honest place left to put the difference. Florio now recognizes that situation, freezes the remaining schedule exactly as it stands, and alerts accounting with the two figures that matter: what was signed and what has already been billed or collected. Nothing is moved and nothing is hidden; a person decides how the difference gets invoiced. Before this, the arithmetic could quietly park the balance on a payment line that no money view showed.

Aug 11: The payment schedule’s percentages always describe the client’s dollars

A payment schedule that mixes a fixed deposit with percentage payments used to be able to show percentages that described internal arithmetic rather than the dollars on the page. The client’s schedule, the proposal PDF, and the event’s payments panel now derive every percentage from the actual dollar amounts beside it, so the figures a client reads always add up on their own terms.

Aug 10: A payment cadence can hold a fixed deposit, not just percentages

Some work is quoted with a set mobilization deposit: a flat figure up front, then the rest split evenly. Payment cadences could hold that shape, but the screen where you author them could not express it, so the schedule had to be percentages or nothing. Each payment in a cadence is now either a Percent or a Fixed dollar amount, chosen per payment. Fixed money comes off the signed total first and the percentages divide what is left, so a $60,000 deposit followed by two 50% payments means fifty percent of the remainder each, not of the whole. The running readout says which arithmetic you are looking at, and a cadence of only fixed payments is allowed. On the cadence card, a fixed payment now shows its dollar figure where a percentage used to sit blank. See Set up payment cadences.

Aug 9: Rename a proposal from the event page, and a retired proposal stops waiting for approval

Naming your options is how a client tells them apart, but until now the name could only be changed by opening the proposal itself. It can now be changed where you actually look at your options: click a proposal’s name on the event’s Proposals panel and type over it, or use Rename in the card’s actions menu. Since a new proposal starts out as Proposal 1 and a copy arrives as Proposal 1 (copy), that is usually the first thing you want to do. The name stays editable until the client accepts, at which point it is fixed along with everything else on the winning proposal.

Separately, a proposal that had been submitted for approval and then retired, either sunset by hand or set aside when the client accepted a different option, used to sit in the approvals queue forever. There was nothing an approver could do with it: approving it led nowhere, and no screen could reach it to withdraw it. Retiring a proposal now takes its pending submission with it, returning that version to draft and telling whoever submitted it, and the approvals list and its badge count only show work that can still be acted on. A revision submitted on the proposal the client already accepted is a change order and still appears, exactly as before. See Offer good, better, best options and The proposals panel.

Aug 4: Navigate knows where the job is, and the board stops hiding open slots

Seven fixes found by photographing our own screens for the documentation. The biggest: event work built by the day-of scaffold now carries the venue address the event already knew, so the Navigate button on a crew member’s card and job sheet finally opens a map. Until now it appeared only on service visits, because scheduled event blocks were created with a location type and no actual address, and somebody had to type one in by hand; re-running the scaffold fills in any block still missing one without touching an address a manager has edited. On the Day board, a staffing bar that ran out of room used to drop its extra open slots silently, so a setup needing two more people could look like it needed one; bars now fold whatever does not fit into a single marker that is still a drop target, and crew names fold the same way. Those bars also name the event by family or company name rather than by the client’s first name, which used to read like a fourth crew member in a row of crew members. Elsewhere: the capacity board’s strip of blocks assigned to no one leads with the work’s own title instead of the event name, so a manager can tell what the unstaffed block actually is; the block editor gained the Note to crew field its own tooltip had been promising; the job sheet’s punch bar now follows the same today-only rule as the schedule card, so a future block cannot be clocked early, though a shift you already started keeps its Punch out; and administrators can turn the crew money line on or off themselves from the new Crew job sheet card under Admin, Notifications. See Read your job sheet, Run the day on the Day board, and Choose who gets notified.

Aug 3: Prep work now carries the job with it

A prep task on a crew member’s schedule used to show a coloured tag, a time, and the word Warehouse. Everything the studio already knew about that work, including what the client bought and what it should look like, stayed behind on the proposal. Prep now carries its content with it. The schedule card shows a one-line description of the piece, a reference photo, the deadline that made the job urgent, and whether the work is perishable or durable. Tapping through opens the job sheet with the full description exactly as written on the proposal, the designer’s internal notes, the reference photos, and, in studios that show money to crews, what the line sold for and its material cost. The sheet now also names the venue and the time the install has to be finished, so a prep worker can see what the work is for and when it leaves, and it carries the warehouse address so Navigate has somewhere to point. Photos taken from the job sheet can be seen on it afterwards instead of disappearing once sent, an unfinished prep session with nothing itemised says so plainly rather than showing an empty screen, and a cancelled block reads as cancelled and no longer offers to start the clock. See Read your job sheet and See your day and punch in.

Aug 3: Studio prep can name the events it serves

Two long-standing gaps on the manager’s side closed together. A block created without an event, which crews used to see as work with no client attached and which could only be deleted and retyped, can now be attached to an event at any time from the block editor. And a single batched prep session that covers several events, the eight-hour floral morning that feeds three weddings, can now name those events and the share of the session each one takes. The crew card, the job sheet, and the backlog rail all list them, so nobody has to guess who the work is for. Genuinely standing studio work, the cooler cleaning and sample building that belongs to no event, now reads as deliberate rather than as something missing its event. The backlog rail also gained the sold line’s own description under each task title, so a manager staffing five prep cards can tell them apart at a glance instead of reading five near-identical rows. See Attach studio work to its events and Schedule backlog work.

Aug 3: The schedule starts from what you sold

Scheduling now begins with the proposal instead of a blank board. Each sold line’s people and hours flow straight onto the schedule: the prep backlog lists one task per sold line with its own hours and headcount, the day-of scaffold pre-fills setup and breakdown from the sold numbers, and a backward planner lays out the load, leave, and setup chain from the time setup must be complete, flagging a window that will not fit at the current crew size and suggesting the headcount that would. A new Day view puts every event’s day-of chain, the people, and the trucks on one shared timeline: drag a person from the roster rail onto a bar or a slot to staff it, drop someone onto a vehicle to make them its driver, and move crew between events without opening a single form. Work items on each block track punches person by person, with live name pills showing who is on a task right now and for how long. See Build an event’s work framework and Run the day on the Day board.

Aug 3: Crews see the job, not just the shift

The time clock card and the crew schedule now answer the questions a crew member actually has. Each assignment names the client and event as a link, lists the crew-mates and trucks on the job, and shows the work items with a one-line description of each. Tapping through opens the job sheet: the sold line’s full description as written on the proposal, reference photos of what to build, any internal notes from the designer, and the manager’s own instructions, plus a Today, Tomorrow, and Week view of what is coming. Managers can attach a note to any work item from the block editor. Schedule changes now reach the crew too: an assignment or a retime sends one coalesced notification per person per day, quiet hours are respected, and an optional evening digest summarises tomorrow’s blocks. The warehouse wall display carries the same upgrades, including a description line under each task, while remaining free of any pricing. See Read your job sheet, See your day and punch in, and Set up notifications.

Aug 3: Nothing gets scheduled before the client commits

Scheduling actions on an event now unlock only after the client’s acceptance is recorded. Until then the schedule panel stays visible with its buttons disabled and a plain reason line, one click from the page where acceptance is recorded. That page now also asks which proposal the client signed, so the crew’s job sheets always describe the accepted version, and a proposal revised after acceptance never changes what the crew sees until it is re-released. The date picker on the scheduling board gained month-grid flags to match: a date with planned work shows in bold, and a date whose events are understaffed, missing a driver, carrying unassigned prep, or out of step with what was sold shows in red, with the same signal on the date button itself when the day you are viewing needs attention. See Unlock scheduling for an event.

Choosing Calendar on the events list is now remembered the way Board and List always were. Until now the view switched and held for the rest of your visit, but it never survived to a new sign in or a second device, so Calendar quietly reverted to Board every time you came back. Whichever of the three you pick is now your default until you change it.

Aug 1: A steadier look for buttons, notices, and icons

A pass over the interface put quiet actions, warning notices, and status pills back on their intended styling. A Cancel no longer draws the eye as strongly as a Save, an overdue date now reads as overdue at a glance, and a refunded charge shows its own colour beside the paid and failed ones. Icons throughout the app are now drawn from a single line set instead of a mix, so a glyph on a button matches the one beside it.

The photo button on your day’s schedule also carries a proper name now, so a screen reader announces what it does rather than an unlabelled control.

July 2026

Jul 30: Copying a colleague on a proposal no longer reads as customer activity

Reps often copy a teammate on a proposal so they can see it went out. Florio now recognises those recipients as colleagues rather than customers. They still receive the message, but it links back to the proposal inside Florio instead of carrying a customer signing link, so a teammate can never sign in the customer’s place. Their opens also stay out of the customer’s engagement history, which means the view and open counts on a proposal reflect the customer alone.

One related guard: a send addressed only to people at your own organisation is now declined rather than marking the proposal as sent, because the customer would have received nothing.

Jul 30: Your own mailboxes cannot be saved as a customer’s contact address

Adding one of your organisation’s own email addresses to a customer contact is now declined. Left in place, such an address quietly turns your team’s internal mail into that customer’s correspondence history. Contacts keep working exactly as before for real customer and vendor addresses, and any address Florio sets aside this way is recorded on the customer’s activity feed so nothing disappears silently. See Capture a company’s email.

Jul 30: Excluding a view now removes it from the totals

Marking a proposal view as excluded already dropped it from the view trail. It now also drops out of the view and open counts, so the number on the card matches the list of visits behind it.

Jul 29: QuickBooks posting is ready to turn on

Florio’s QuickBooks integration can now write your books, not just read them, and the whole setup is ready for you to work through. Once you turn it on: delivered orders become invoices or sales receipts, a signed event’s deposit and final invoices are staged from its payment schedule, month-end plant care posts its consolidated invoice, and every card payment and refund is recorded with its processing fee booked. Every document carries its Florio number as the QuickBooks document number, so the two systems always reconcile.

Turning it on is deliberately careful. A go-live readiness card checks your mappings and customer links before you flip, the switch itself opens a confirmation showing exactly what will post the moment writes turn on, a cutover date guarantees events your team already invoiced by hand are never billed twice, and the flip is recorded in the activity log. Until you turn it on, nothing posts, and every push button says so. The whole setup is a guided journey with a screenshot for every step; see How Florio works with QuickBooks Online.

Jul 29: QuickBooks customers match themselves, and a readiness card watches the rest

Before Florio bills anyone, every customer you already invoice in QuickBooks should point at its existing record, not a fresh duplicate. Run auto-map now links them in bulk: from billing history where past invoices already name the customer, and by exact name where they match, with everything ambiguous left for a person on a short review list. Nothing fuzzy is ever guessed, and every link lands in the activity log. The hand picker on the customer record, released earlier, covers the stragglers.

The new Go-live readiness card ties it together: it names any unmapped item or tax code, counts customers with active work still unlinked, and shows how many due milestones the first billing sweep would pick up, with the full list one click away in Reports, then Cash / Receivables. See Match your customers to QuickBooks.

Jul 29: Shorter document numbers

Record numbers across Florio got a shorter dress: what was a long code with the workspace name and the module spelled out is now a compact prefix, a two-digit year, and the sequence, like EV-26-004914 for an event or OR-26-000327 for an order. It is the same number underneath: the year and the sequence carried over. Saved links built on old-style numbers still open the right record, the old numbers stay searchable, and documents already in your books keep the numbers they were posted with. See What Florio numbers mean.

Jul 29: The QuickBooks sync now rides out bad days at Intuit

A momentary error from Intuit’s side used to be able to wedge the sync until someone noticed. Now transient failures retry on their own and the sync resumes without help. When the connection genuinely needs a person, because a password changed or Intuit expired it, Florio pauses safely, emails the people who manage the integration, and picks up exactly where it left off the moment someone reconnects. Nothing queued is lost either way. See Troubleshoot the QuickBooks connection.

Jul 28: Customer pages now explain themselves, in the customer’s language

When something stops a customer on a signing, sign off, or checkout page, that page now says what actually happened instead of a generic failure. A link that was already signed, a view only link, one that has expired, a booking past its cancellation window: each names itself, so the customer knows whether to act or to call you.

Those messages are also translated. A customer reading your storefront in Spanish previously got an English error at the one moment it mattered most; now the page answers in the language they are reading. Wording across the app also got a light pass for consistency, so labels and email subjects read the same way everywhere.

Jul 28: Every view count now shows its work

“Viewed 3 times” is a link. Open it and you get the list behind the number: each visit, when it happened, roughly where it came from, and what opened it. If more than one person opened the same copy, Florio says so, which usually means your contact forwarded it.

The counts also got stricter, and smaller. Mail providers preload images the moment a message is delivered, corporate mail security opens links before the recipient sees them, and chat apps fetch a preview when someone pastes a link. None of that is a person reading your proposal, so none of it counts any more. Neither does a visit from your own studio. Every one of those still appears in the list with the reason it did not count, so a number that looks low is always explainable from the same screen. If a visit that counted was really someone on your team, This was us takes it out by hand.

It applies to everything already recorded, not just from here on, so open any past proposal and the list is there. Set up the ranges your team browses from in Admin, then Networks, and the admin activity log now shows where each change was made from too. See see who opened your proposal and register your own networks.

Jul 28: Plant contracts know whose plants they are

Every plant line on a maintenance contract now records who owns the greenery. Client means the account bought the plant and you only service it; Ours (rental) means you placed it on site and it is still yours. The new Owned by column reads at a glance, so when a contract ends nobody has to work out from memory which planters leave with you. Lines that already existed all read as the client’s, which is the safe assumption. What you charge does not change: what a plant costs to service is still the per-plant rate you set.

A plant line also needs a species now. A row with a count and a rate but no plant name used to vanish when you saved, quietly taking its share of the monthly price with it, and the contract repriced as though you had never typed it. Now the save stops, the row is marked, and you fill in the name before anything is written. Editing the plant list also keeps the condition history for the plants you did not touch, so renaming one plant or changing its rate no longer clears what your crew recorded about the others on past visits.

Contracts now carry a notes field: gate codes, where the water spigot is, which door the cart fits through. It sits on the contract page the crew board opens, so it doubles as the site brief for whoever is driving. See Plant care.

Jul 28: Throwing away an email gives your calendar back

When you offer meeting times inside an email, each time is held on your calendar so nothing else can take the slot while the client decides. Until now, abandoning that email left the holds behind: the message never went out, but your calendar carried the blocks for up to two business days, and your own availability quietly stopped offering those slots to anyone else. Now closing the composer hands the times straight back, and the booking link in the discarded draft stops working with them, so a time you never actually offered cannot be booked later from a stray copy. The same release is on the Remove next to Proposed times added when you are sending a proposal.

Florio also stops asking you to be careful with the mouse. Once you have typed anything into a message, the close button, Cancel, the Escape key, and a click outside the window all ask before they throw it away, and the question tells you how many held times go back. Opening a template or the meeting-times window and then backing out of it no longer takes the unsent email with it. See Propose meeting times in an email.

Jul 28: Twelve years of web shop history, now in the CRM

A shop’s whole order book can now come across from its storefront, not just the orders that arrive by email from today onward. For our own Maryam Flowers storefront that meant 3,557 orders reaching back to January 2014, each landing with its real date, its buyer, the recipient and address, the card message, the line items with their design recipes, and what the storefront actually charged. Buyers become clients, matched to anyone already in the CRM rather than duplicated, and a customer’s history now spans every order they ever placed instead of only the recent ones. Orders that predate a shop’s current ownership say so on the record, so historical revenue is never silently read as your own. Imported orders arrive already complete, so they never appear as work waiting on the bench.

Jul 27: Proposals name the venue, and the internal sheet has room to write

Both proposal documents now carry the event’s locations. The client cover names the venue and city under the date, so a client sees where the day happens before any pricing; the street address stays internal. The internal cost sheet gets the full addresses, with any note you left on a location, sitting beside the day-of schedule, so whoever loads the truck reads the address and the load-in time off one page. On that same sheet every line now has a ruled notes panel down the right side, because production marks these up by hand, and it is there whether or not the line has costs. Any internal note you already typed sits at the top of that panel. Each line cost also shows what it comes to as a share of the line’s price. See Make an internal cost sheet for production.

Jul 27: Every cost on a proposal now lands in the scorecard

A cost typed onto a proposal line without a cost category used to sit there quietly: the line showed it, the scorecard did not count it, and the margin read better than the job really was. Now a new cost row opens on your usual category, a row left without one is marked on the line and called out above the live scorecard, and the proposal is held at Submit until it is set. The same check runs when you save a reusable template, so a template cannot carry the gap into every proposal built from it. Orders that arrive from an integration are never blocked; anything the integration cannot place is counted as uncategorized material and shown as needing a home. See Build a proposal from sections and lines.

Jul 27: Web shop fees, reconciled gross to net

Web shop orders now carry their real economics: what the customer paid, the card fee held back, and the net that actually reaches the account, read from the storefront’s own payment processor and matched to each order automatically. Duplicate charges that were refunded are ignored, and any pairing the matcher isn’t certain about is left for a person instead of guessed. It’s the same gross-to-net discipline marketplace orders already get. See Marketplace orders.

Jul 27: Web shop orders put themselves on the board

When your own web shop emails an order confirmation, Florio now reads it and creates the real order: the buyer becomes a client (or matches one you already have), and the recipient, address, delivery date, card message, delivery instructions, and tip all land on the ticket, marked paid with the exact amount the shop charged. If someone already typed the order in by hand, Florio recognizes it by its delivery date, recipient, and total, and completes that order instead of creating a duplicate. See Marketplace orders.

Jul 27: The scheduling guides now show a real week

The Scheduling pages are illustrated with a working week instead of an empty one. The module page now shows the Dispatch board with a full crew laid across an event day, the List view with real load-out times, and the Capacity board with a team’s week placed out: someone in overtime, someone light, a standing day off, approved time off, and a request still waiting on a manager. A new screenshot shows the guard that matters most, the block editor refusing to double-book a person onto a time-critical phase until you explicitly choose Add anyway. Every section of the page now has its own link anchor, and the dispatch guide picks up the same conflict screenshot. See Scheduling.

Jul 26: Guides for the shop floor, production through delivery

The screens the shop actually works from are now documented end to end. Production and delivery explains how a taken order becomes work: the production queue, the delivery queue, and My bench, where marking a build started or done moves the order’s own stage with it, so nothing is updated twice. It also covers proving a delivery with a photo of the finished piece, a photo at the door with its location, and the customer’s signature. The rental side is covered too: the fulfillment board and its four stages, scanning the actual units onto a load with before and after wrap photos, checking them back in with a condition that raises shop work and opens a damage assessment, the Carpentry queue, and the two step review-then-bill gate on Damage & loss. New guides cover building an order on the bench, running the delivery queue, proving a delivery, prepping a rental order for load-out, checking rentals back in and logging damage, and running the carpentry queue. The question-mark button opens the right guide from any of these screens, and every page is in English and Spanish. See Production and delivery.

Jul 26: The meeting-insights read, now in the docs

Open View meeting insights on a recorded consult and Florio shows the full read of the conversation: how many of your requirements it covered, client versus staff talk, the questions asked, a trust signal, the budget the client stated, and how they found you, each backed by cited quotes. The panel opens reliably from any record’s activity feed, and the guide for reviewing a meeting now walks it screen by screen. See Review the notes from a meeting.

Jul 25: Guides for Florio Service, the field-service add-on

Florio Service, the add-on for shops that also maintain what they install, is now documented end to end. The module explains the whole side of the business: service calls (one object for both a help-desk ticket and a field job), sites and the equipment installed at them, coverage contracts, the Crew Board a dispatcher runs the day on, the My Day phone view a technician works from, the Triage queue that catches unmatched intake, and the public request form you put on your own website. New guides cover taking a service call, working the triage queue, setting up a site and its assets, scheduling and dispatching a visit, running a visit from your phone, selling and tracking a service contract, and setting up the module. The question-mark button opens the right guide from any service screen, and every page is in English and Spanish. Florio Service is available on request; see the add-on entry on the pricing page. See Florio Service.

Jul 24: Guides for email, calendar, and meetings

How Florio wires your inbox, calendar, and client records together is now documented end to end. The Email module explains capture (client mail files itself onto the right record), the Emails panel, replying from a record, My Stuff (one worklist of the email you still owe a reply), booking links and proposing meeting times from your real calendar, and turning a recorded consult into a reviewed draft. New guides cover replying from a record, keeping up with replies, and reviewing the notes from a meeting, alongside the existing guides for proposing times, capturing a whole company’s email, and reconciling a changed address. The question-mark button opens the right guide from these screens, and every page is in English and Spanish. See How Florio handles your email and calendar.

Jul 24: Guides for events, proposals, and the margin scorecard

The heart of the platform, the path from a booking to a signed proposal, is now documented end to end. Events explains the record everything hangs off: its stages, the scorecard and proposals on it, locations and the day-of schedule, terms and tax per event, and its tasks and history, with guides for creating an event, working it through its stages, planning its locations, and overriding its terms or tax. Proposals covers building from sections and lines, offering a client good, better, and best options, revising and comparing versions, and saving reusable templates. The margin scorecard covers costing an event, pricing labor by headcount, setting your target margin, and reading projected against actual after the event. The question-mark button opens the right guide from any of these screens, and every page is in English and Spanish. See Events, Proposals, and The margin scorecard.

Jul 23: Meetings from Google Calendar on the customer’s activity feed

Meetings your team books in Google Calendar now appear on the matching customer’s activity feed automatically whenever a client is on the guest list, including meetings the client organized from their own calendar. Upcoming meetings group at the top of the feed with the next one first, history sits below, and clicking a meeting opens the full guest list with each reply, the location, and the Meet link. See See meetings from Google Calendar.

Jul 23: Guides for setting up and running your workspace

The Admin area, where you add people, decide who can see and do what, wire up email and billing, and brand your documents, is now documented tab by tab. New guides cover inviting users and assigning roles, customizing roles and permissions, controlling who sees sensitive fields, setting up email capture, response-time targets and escalation, payment cadences, notifications and the morning briefing, your terms and conditions, renaming things to match your studio, the booking page, tax-exempt customers, and reading the activity log. The question-mark button in the top bar opens the right guide on any Admin screen, and every page is in English and Spanish. See Admin and setup.

Jul 23: Guides for every report

Reports is now documented end to end: how to find the right report in the gallery, and how to read the money reports (cash and receivables, bookings, revenue, recurring), the sales and pipeline reports (sales, forecast, win/loss, leads), and the operations reports (orders, rentals), plus how to export any report to a spreadsheet. The question-mark button opens the matching guide from any report, in English and Spanish. See Reports.

Jul 23: Version history for a proposal in progress

Every change you make while building a proposal saves quietly, and Florio now keeps earlier states of the draft so nothing gets lost. If a draft ever comes back looking empty, or a change removes work you meant to keep, open the proposal’s Manage group and choose Version history: you will see the earlier saves, each with its line count and total, and one click on Restore brings that version back. Florio also refuses any save that would empty a proposal you have already built, so a stray reload can no longer erase your work. See Restore an earlier version of a proposal.

Jul 23: Guides for leads and customers

Leads and customers is now documented end to end: capturing and qualifying a lead, converting it to a customer, importing a list from a spreadsheet, working a customer’s record with its whole history and billing, keeping contacts and important dates, merging duplicate records, tracking planners and their commission, and working the Inbox Triage review queue that turns inbound email into leads. The question-mark button in the top bar opens the right guide on any of those screens, and every page is in English and Spanish. See Leads and customers.

Jul 23: Help for the screen you’re on, one click away

Every page now has a small question-mark button in the top bar, beside the notifications bell. Click it and Florio opens the guide for wherever you are in a new tab, so you never have to hunt through the docs for the screen in front of you. It follows your language, and on a screen we have not written up yet it takes you to the docs home rather than a dead end.

Jul 22: Match a customer to its QuickBooks record by hand

Florio links your QuickBooks customers to your Florio customers automatically wherever the names line up, but some never match on their own: one your books file as “Posner, Shara” against a customer you call “Shara Posner”, or one the automatic pass simply missed. Now you can fix those from the customer record. The QuickBooks customer field shows the current link, or Not linked when there isn’t one, and clicking it opens a search of your QuickBooks customers by name or email, with each result’s city, state and open balance so you can tell two similar names apart. If the customer you pick is already linked to a different Florio customer, Florio stops and asks you to confirm before it maps both to the same account, so a mismatched pick can never quietly send two clients’ billing to one place. See How Florio works with QuickBooks Online.

Jul 22: A cost sheet for the team building the event

Open a proposal’s Preview / PDF and you now have an Internal PDF button beside Download PDF. It keeps the familiar look your client sees, but adds a per-line breakdown of the crew, hours and materials behind every item, plus the event’s scorecard and the day-of schedule, so a designer can hand the production team one page that shows where the money goes. Every page is stamped Confidential, it stays readable when you print without background colors, and only people who can already see an event’s scorecard can open it. See Make an internal cost sheet for production.

Jul 22: Capture a company’s whole team, and give a contact every address

A client is often a company, not a person, so Florio now lets you declare a company’s email domains and file mail from anyone there onto one account. Add them under Email Domains on the customer record, and if a message arrives from someone new at that domain, Florio creates a contact for them; consumer domains like gmail.com are blocked so one rule can never sweep every individual client. A single contact can also hold several addresses now: open the contact, use Email Addresses to Add email and Make primary, and captured mail matches on any of them. See Capture a whole company’s email.

Jul 22: Tighter control over captured email

Changing a customer’s email no longer risks losing history. When the record already has captured mail, Florio keeps both the old and the new address working and files an approval, Email changes to reconcile, where an admin picks Keep both, Remove old address, or Remove new address, so a typo or a hasty edit can never quietly cut off a client’s thread. Florio now also records who opens a captured email, so you can answer who saw a message from inside the app, and the email subjects shown in an activity timeline follow the same permission as opening the mail. And your own team’s addresses can no longer become a customer’s capture identifier, so a colleague who is also a client never pulls their work inbox onto that record.

Jul 21: An order shows its progress, and the bench keeps it current

The order record now carries the same clickable progress track that leads and events already have, running along the top of the order. A delivery order shows Taken, In production, Ready, Out for delivery and Delivered; a pickup order shows the pickup path instead, so you never see a stage that does not apply. The bench now moves the order for you: when a designer starts and finishes the build, or a driver heads out and drops off, the order advances on its own, and reopening a step reopens the work behind it. Cancelling an order now asks why, from a list you can edit, with room for a note, and Entered in error clears the timestamps so the track never claims a delivery that did not happen. You can reopen a finished order from the menu in the corner. There is also a new permission just for moving an order along, so the florists and drivers who fill orders can advance the flow without being able to change its pricing, recipient or address. Ask an admin to grant it under Admin, Roles and permissions.

Jul 21: An event’s stage is a track you can click, too

The event record now shows its stage as a track across the top of the header, from a new lead through the scorecard and on to the finished event, matching what leads and orders already do. Click a stage to move the event there. When an event falls through, it shows where it left the track and asks for the date you lost it, while the earlier stages stay grey rather than pretending we know how far it got. A test event now wears a small grey Test label so it is never mistaken for real work, and the header buttons moved into one tidy menu in the corner.

Jul 21: Every order opens, whatever your role

An order could show a blank page to someone whose role does not include the money side of the business. It now opens for everyone and simply shows each person the parts of the order they are allowed to see.

Jul 21: The docs reorganized around how you work

This site’s sidebar now follows Florio’s own modules: proposals, scheduling, rentals, time and people, and the rest, each with its own section holding how it works and the guides for it. Every page you may have bookmarked redirects to its new home, in English and Spanish. Vehicles got their own guide, Add a vehicle and authorize drivers, split out of the teams page it had outgrown.

Jul 21: Someone can run the trucks without running everything

Looking after vehicles used to require the same broad settings permission that also opens scheduling departments, Field Service rates, email rules and the maintenance price book. There is now a permission just for the vehicle record, so you can hand the fleet to whoever actually keeps the trucks on the road and nothing else. They can add a vehicle and edit everything on it, including ownership, insurance and warranty, and they can upload the title, registration and insurance card. The purchase price and loan terms stay with your top level settings permission, and the vehicle vocabularies, vehicle classes and driver authorizations stay there too. Anyone already logging service, incidents, odometer readings and renewals keeps doing exactly that. Ask an admin to grant it under Admin, Roles and permissions.

Jul 21: Nine more lists remember where you were

The leads list learned to hold your place last week, and that now covers Customers, Contacts, Rentals, Planners, Photo Library, Service Contracts, Standing Orders and the two Displays lists in Admin. Templates, Email Templates and the Templates hub moved onto the same remembering, so every list in Florio behaves one way instead of nine. The view you pick is remembered on your device until you change it. Column filters and sorting stay for as long as that browser tab is open and start clean in a new one, so a filter you forgot about cannot quietly hide records days later. One thing to expect right after this update: tabs and filters on the Templates screens start back at their defaults once, then hold as usual.

Jul 21: Activity logs follow the same money rules as the record

An activity log now shows money only to the people who can already see that money on the record itself. If your role does not see cost and payment details on an order, the order’s activity log no longer spells them out either, and the same holds for vehicle purchase and loan details and for service costs and contract pricing. The entries themselves stay put, so everyone can still see what changed, who changed it and when, and nothing is hidden from the people who could always see it. Nothing to set up.

Jul 19: A lead’s stage is now a track you can click

The top of a lead record shows its progress as a simple New, Working, Qualified, Converted track, sitting in the middle of the header between the name and the buttons. Click a stage to move the lead there and Florio asks you to confirm before it commits, so a stray click cannot restage someone. The stage is stated once now, so the old dropdown and the duplicate badge are gone. Converting still runs the full convert flow and disqualifying still asks for a reason, so neither happens from a single click. A disqualified lead shows where it left the track in red, and the earlier stages stay grey rather than pretending we know how far it got. Everything else moved into one actions menu beside the Convert button: Disqualify, Mark as spam, and, for admins, Delete lead, which still asks you to type DELETE first.

Jul 19: The leads list remembers where you were

Pick the Disqualified view, sort by name, filter a column, then open a lead and come back: the list is exactly as you left it. The view you choose is remembered on your device until you change it, so Florio opens where you work. Column filters and sorting stay for as long as that browser tab is open and start clean in a new one, so a filter you forgot about cannot quietly hide records days later. The Filters button shows a count whenever any filter is active.

Jul 19: A tidier proposal action panel, and Use as template

The panel to the right of a proposal now shows its progress as a simple Draft to Signed track, with the actions grouped under Share, Document, and Manage so the next step is easy to find. Sharing buttons stay locked with a small padlock until the proposal is approved. Use as template now sits in the panel in every state, turning the current proposal’s line items into a reusable template in one click, and the read only link is now labeled Copy PDF link. When you add a one-off recipient during a send and save them as a contact, that now shows up on the customer’s activity log too.

Jul 19: Proposals reach the right person, and sending is friendlier

When you choose Send to customer, Florio now starts with the event’s contact already selected instead of a company inbox, lists the account’s other people, and lets you add someone new on the spot and save them as a contact for next time. Each recipient gets their own copy with a private link, so you can see who opened and signed; you can edit the subject and greeting, add a note, and offer meeting times inside the email. If you would rather send it yourself, Copy signing link hands you the link and marks the proposal sent so it works right away, and the proposal now says plainly when a send failed, for example a missing address, instead of sitting on “awaiting delivery confirmation.” See Send a proposal for signature.

Jul 19: Cancelled meetings tidy up after themselves

When you cancel a meeting, its entry on the customer timeline no longer keeps the old Join and calendar buttons that led nowhere. The row now reads as cancelled, so the history stays honest.

Jul 17: A money picture on every customer

Every customer record now has a money panel that brings their whole billing history together, imported invoices and live QuickBooks in one place: lifetime billed, lifetime paid, open balance with the next amount due, typical days to pay, and the span from first invoice to last. Below it, a profitability roll-up breaks margin out by line of business and sums to a total, with each dollar figure colored by whether it helped or hurt and margin percent measured against your target. The money panel is reserved for finance and margin roles.

Jul 17: The board gets a permanent home

The scheduling board now lives in the Fulfillment group beside Scheduling, so it has a steady home in the navigation for everyone. By default it is named the Crew Board, and it still lays the day out across every kind of scheduled work. Nothing about how you use it changes; it is just easier to find.

Jul 17: Wire service statements, reconciled to each order

When your monthly wire service statements arrive by email, Florio now reads them and matches each one back to its order, so every wire-in order shows its true take: the gross, the commission and delivery you keep, and the fee. Wire orders no longer carry sales tax on your side, since the sending florist collects it, and an order that was fully reversed on the statement now reads as zero with a clear note instead of a blank.

Jul 17: Time approvals join the Approvals hub

Time entries waiting on your approval now appear in the Approvals hub alongside proposals and time off, with the same pinned badge counting everything on your plate in one place. Buttons across the app also lost a stray green glow and sit flat by default, so a delete button no longer wears a green halo.

Jul 17: Share a photo with a link

Every photo in your library now has a short ID and a shareable link that opens straight to it, both a click to copy from the photo’s drawer. Paste an ID or a link into search and you land on the exact photo, whether you are browsing the library or picking images for a proposal. We also fixed a set of hard-to-read buttons in the photo tools and a few other spots where red text sat on a red button.

Jul 17: Consult notes follow the lead

A consult you recorded on a lead now shows up on the event, order, or job that lead became, not only on the client’s timeline, so the recap and transcript stay with the work. Consults booked well in advance now reliably capture their recording too; before, a meeting booked days ahead could give up waiting before it ever happened.

Jul 17: Florio Service: contracts, reporting, and reminders

Florio Service gained service contracts with coverage terms and their own profitability, a service reporting tab covering response and resolution times, backlog, problem categories, and technician utilization, and automatic appointment reminders emailed to the customer the business day before a confirmed visit. Florio Service is an add-on module in early access; request access to enable it for your team.

Jul 16: New module: Florio Service

Florio now runs complete field service operations. Florio Service brings service calls with email and web intake, response time targets, a dispatch board that shows every technician’s full day across all of their work so nobody gets double booked, a mobile day view for techs in the field, records for customer sites and installed equipment with full service history, and live profitability on every call. Florio Service is an add-on module in early access; request access to enable it for your team.

Jul 16: Time entries now get approved before payroll

Time tracking has a new review flow. Each entry is approved by the person’s manager and then given a final payroll approval, so the hours that reach a paycheck have been checked twice. Managers get a reminder each business morning when entries are waiting, plus a payroll day summary of anything still open, and a new Approvals report shows how quickly each team’s time gets reviewed. Read the guide: Approve time for payroll.

Jul 16: Lookbook viewers become leads

When someone unlocks a lookbook on your website, Florio now records the view and creates a lead automatically, with repeat visits tracked. Viewers who are already clients get a follow-up task for their rep instead. The leads list shows a Views badge so warm repeat visitors stand out at a glance.

Jul 16: Meeting recap emails

After a consult, Florio can send a recap email to the designer and their manager that summarizes what was discussed and what happens next, built only from confirmed details of the meeting. Coaching feedback stays private: it goes only to the person it is about, plus anyone you specifically allow.

Jul 16: Job titles on profiles

People can now have a job title on their profile, shown wherever a person appears in the app.

Jul 16: Easier to read across the app

Secondary text throughout Florio is now darker and easier to read: page subtitles, stat card captions, sidebar section labels, table notes and helper text. Every piece of body text in the app now meets the WCAG AA contrast standard in both light mode and dark mode. Empty values still show the same quiet placeholder as before.

Jul 16: See who opened your sign-off link

The order sign-off email now works like sending a proposal. It shows up on the order’s timeline the moment you send it, with a delivery status you can watch, and you can click it open to see the exact message the client received. The Client sign-off card tells you when the email was delivered, whether the client opened it, and when they clicked through to the sign-off page, so you always know where things stand.

Jul 16: Add a personal note to a sign-off

When you send a sign-off link you can now add a short personal note that appears at the top of the email, so the request reads like a message from you rather than a form. The note is saved with the send and shown in the timeline preview.

Jul 16: Send an order for client sign-off

Every order now has a shareable sign-off link: the client opens a clean, branded page showing the line items, delivery details, and the total with estimated tax, then approves with a typed name and an optional drawn signature. Create the link from the new Client sign-off card on the order, copy it anywhere, or email it to the client in one click. The approval lands on the order’s activity log with who signed and when, and exactly what they approved is kept on record.

Jul 16: Take payment the moment the client approves

Turn on “Collect payment on approval” when you send a sign-off link and the client enters their card right on the page. The card is stored securely with Stripe on their profile for future orders, and it is charged the approved total the instant they sign. If a card is declined the approval still stands and the order is flagged for follow-up, so you never lose the yes.

Jul 15: Review and approve proposals from your phone, iPad, or Mac

A proposal waiting on your sign-off now opens as a full native review in the apps: every line with its ingredient and labor costs, the designer’s internal notes, rental availability flags, and the live margin scorecard. Approve, Reject with an optional note, or Cancel submission right there. On iPad and Mac the summary, scorecard, and decision buttons sit in a rail beside the document, so you read the proposal and watch the margin at the same time. Find the queue under Approvals, on Today, or straight from a notification.

Jul 15: Approve a small revision right from the notification

When a new version of an already approved proposal comes in for review, the notification shows the original and updated totals and how the gross profit moved. If it is a quick yes, press and hold to approve or reject without opening the app, from your phone or your watch. First-time submissions still open the full review, on purpose.

Jul 15: Sent back or cancelled, the designer hears about it

Approval already pinged the designer; now a proposal sent back for changes, or a submission cancelled back to draft, does the same with an email and a push, deep linked to the proposal. Notifications also now show as banners while you are working inside the app, and tapping one lands you on the right screen.

Jul 15: Drag work to another person on the iPad Crew board

A new Crew section on the iPad lays the day out as one lane per person, each scheduled block a card, with unassigned work in its own lane. Drag a card to another lane to reassign it, or out of Unassigned to hand it out; if that person is already committed at the same time, Florio asks before double booking them. Each lane totals its allocated hours, so who is loaded and who is free reads at a glance.

Jul 14: Contacts in quick-find and the command palette

Search now finds people, not just companies. Type a contact’s name or email into the big search bar, or into the command palette (Cmd-K), and they appear under a Contacts group with their company beneath, one click from their record.

Jul 14: Sort the events on a customer page

The Events list on a customer record now defaults to event date with the most recent first, every column header sorts on click, and your chosen sort follows you across page views and devices.

Jul 14: Sharper hover states everywhere

A readability pass on hover: the notifications bell, the Log out menu item, approval names, attachment filenames, and a dozen other controls no longer wash out when the pointer lands on them, in light and dark mode alike. A new automated check now runs inside every build so this class of bug cannot ship again.

Jul 14: Approved proposals ping the designer

When a proposal is approved, the designer behind it now gets an email and a push notification on their phone that it is ready to send, deep linked straight to the proposal. No more refreshing the Approvals queue or hearing it secondhand; the moment leadership signs off, the person who built it knows.

Jul 14: Move a line to another section, right on the proposal

The proposal builder now lets you drag a line item from one section to another, not just reorder it within its own section. Drop it on the line where it belongs, or onto an empty section, and autosave keeps everything in order. Section menus also stopped getting clipped by the section below them.

Jul 14: Meetings on the timeline tell you more

A meeting row on an activity timeline now shows the meeting’s own title next to the word Meeting, or the attendees when it has no title, so “Design consult with Rachel” reads at a glance. Upcoming meetings also show the scheduled time right beneath the date, in your studio’s timezone.

Jul 14: Driver authorizations grew up, and Fleet got a scoreboard

The driver authorizations checkbox grid on the Fleet page is now a row per vehicle class with the authorized drivers shown as chips: add several people at once from a searchable picker, remove one with a click, or flip to a by-person view to answer “what can this person drive”. The page also gained summary cards for active vehicles, unavailable vehicles, compliance due within 30 days, and anything overdue. See Set up teams, queues, and vehicles.

Jul 14: Merging customers now says exactly what will happen

The merge and move-into-a-company dialogs now state plainly which record survives and which gets archived before you confirm, and they warn when the “company” you picked is actually a person’s record. A small guard that prevents a very confusing morning.

Jul 13: A home for your vehicles

Fleet is now its own page under Fulfillment, next to Scheduling, and anyone who can see the scheduling boards can open it. Each vehicle carries a real profile: identity and odometer, service history with costs, incidents and claims, devices like transponders, and compliance dates for registration, inspection, insurance, and the next service. Florio watches those dates and opens a task, plus a line in the morning briefing, before anything lapses. Authorize who may drive each class of vehicle, and dedicate a vehicle to one driver when it travels with them. The money and incident details stay behind the right permissions, so a driver reads the basics while a bookkeeper keeps the records. Fleet setup used to happen with us during onboarding; now it is self-serve. See Set up teams, queues, and vehicles.

Jul 13: A Today’s Events board, and simpler display management

Displays gained a new Today’s Events board for the office or conference room: a scrolling wall of the day’s events, each with its milestone times, every venue and address, the crew assigned with hours per person and per role, and the event’s value. Managing your screens also got easier: rename any display in place, filter Active from Revoked, and restore or permanently remove one you have retired, all from Admin. Boards that show dollar figures stay on executive-tier displays only, so a workroom or lobby TV never shows money. See Set up a TV or display board.

Jul 13: Track where each event came from

Every event now has a Lead source field, so you can record whether the work came from a referral, your website, a planner, a repeat client, or an online platform, right next to the category, channel, and stage. It is the same field you set on a lead, so the source carries through as an inquiry becomes an event, and it feeds the lead source breakdown in Reports. Florio can also fill it in for you when a discovery call mentions how the client found you.

Jul 12: The scheduling handbook, with real screenshots and a Spanish edition

The whole scheduling and task system is now documented end to end: how crews, the backlog, and the three board views fit together, plus step-by-step guides for building an event’s work framework, placing backlog work on the Capacity board, running the day on Dispatch, punching in from the field, time off, task delegation, and the admin setup behind it all, with a manager quickstart to tie it together. Every guide carries real product screenshots. And the docs site now speaks Spanish: use the language picker in the header, and pages translate as we go, starting with the full scheduling set.

Jul 12: Time off requests and approvals

Ask for time off right inside Florio: pick the days (or just the hours, partial days are supported), add a note, and your request moves through your studio’s own approval chain, your manager first, then leadership, then payroll processing, each step configurable per studio. Approvers see useful context with every request: what is on the calendar that week, whether the requester is already crewed on an event, and who else on the team has asked for overlapping days. Pending and approved time off shows on the capacity board so scheduling never gets surprised, and everyone gets an email as the request moves along. See Request and approve time off.

Jul 12: Call things what your business calls them

A new Terminology page in Admin lets you rename what things are called across all of Florio: navigation, page titles, search, emails, and documents, in both English and Spanish. Type your own wording for any label, or apply the one-click preset that renames Events to Projects everywhere, review the list, and save; the change applies immediately for your whole team. Built for studios and firms whose work is projects, jobs, or installs rather than events.

Jul 9: Reports you can link, pin, and pick up where you left off

Every report now has its own web address, filters included, so the exact view you are looking at can be shared: click the new Copy link button in any report header, send it to a teammate or your accountant, and it opens the same report with the same period, date range, or as-of date after they sign in. The Reports page itself was reorganized into a grouped list (Money, Sales and pipeline, Operations) with a search box, star-to-pin favorites that follow your account across devices, and an All reports gallery that describes each report in plain language; you choose whether Reports opens to the gallery or to your last report. Export CSV now comes from the server, so the file is identical from the web, the apps, and a direct link. See Share a report.

Jul 9: A cash forecast that keeps your books clean

The new Cash / Receivables report shows the money your signed events will bring in, by period, with overdue and ready-to-bill lanes, built from each event’s payment schedule instead of pre-created future invoices. Pick any as-of date to see a customer-by-customer receivables aging in the same columns your accountant uses, and tick “Show from QuickBooks” to fold your QuickBooks receivables into the same view, reconciling with your QuickBooks aging report and never double counting. Customers expand to show each event nested underneath, just like that report. Details on the QuickBooks page.

Jul 8: Plant care, marketplace orders, and a “How do I…” section

The six lines of business are now fully documented: plant care (contracts, verified visits, month-end billing) and marketplace orders (parsed from the notification email, fees reconciled gross to net) joined the “How Florio works” set. The docs also gained a task-based How do I… section, starting with connecting Google, proposing meeting times, sending a proposal, setting your target margin, and proving a delivery.

Jul 8: A pricing page, a self-guided tour, and four how-it-works pages

floriohq.com gained a standalone pricing page with an annual and monthly toggle, the white-glove setup services, and a plain-language FAQ, plus a self-guided tour that walks through Florio one module at a time. On the docs side: Your first week on Florio and four new How Florio works pages, covering proposals and your photo library, the margin scorecard, rentals and the storefront, and native apps and boards.

Jul 8: floriohq.com and this docs site

Florio’s public home went live: the product story, persona pages for florists, event designers, and rental companies, transparent pricing, and these docs. The request form goes straight to a person.

Jul 7: Booking that lives on every record

Propose real meeting times inside any email, or share a booking link that reads your team’s actual calendars. Booking now works from every kind of record: leads, clients, events, orders, and more. Meetings land with video links attached, and reply timers clear themselves when the consult books.

Jul 6: Marketplace orders, parsed and reconciled

Orders from floral marketplaces now flow straight into the order board from their notification emails: line items, delivery details, and special instructions intact, with platform fees reconciled from gross to net so payouts match the books.

Jul 5: Shop TV display boards

Apple TV boards for the workroom and warehouse: load-out day, prep queues, deliveries in flight, and an executive dashboard, rotating on a playlist you control.

Jul 4: Task delegation everywhere

Every timeline gained a one-box composer: log a call, add a note, or assign a task to a teammate with a due date, and they get a clean branded email about it. Tasks sort by whichever is sooner, the due date or the reply timer.

Jul 2: The morning briefing

A daily 7am email with yesterday’s bookings by line of business, pipeline movement, and what needs attention today. The whole business on one screen before the first coffee.