Product updates

What changed in the product and why it matters for your day-to-day work. We keep this focused on what you use in the field and with customers — not behind-the-scenes tooling.

  • Off-Season Scheduling, Expanded Scout Capabilities, & Precision Mapping

    This release introduces "Off-Seasons," a powerful new scheduling feature that allows you to define custom date ranges to automatically pause and resume recurring job visits. Scout has also received a massive functionality boost—your agent can now manage catalog items, configure off-seasons directly from chat, read precise service area dimensions, and retain conversational context for smoother follow-ups. Additionally, we’ve overhauled the CRM mapping experience with crosshair drawing tools, improved point insertion for closed shapes, and a locked map view during edits. We've rounded out the update with essential bug fixes, including restoring proper default access for Crew Member roles and resolving CRM import permissions.

  • Service Workspace & Catalog Discounts Update

    We have streamlined your daily workflow by unifying billing and job costs into a single Line Items block and introducing a dedicated, bookmarkable Visit Workspace to manage individual visits, crew, and invoices on the fly. This release introduces reusable Catalog Discounts (percent or fixed) that apply seamlessly across estimates, jobs, and invoices, complete with cleaner UI toggles, automatic subtotal strike-throughs on customer previews, and persistent default line-pricing discounts. Additionally, we have simplified job creation—allowing you to configure waitlist, one-time, or recurring schedules in one step without redundant browser confirms—while delivering critical bug fixes for smoother autosaves, accurate line-retail calculations, and reliable schedule transitions.

  • Unified Job & Visit Workspaces

    This update introduces a streamlined Visit Workspace, giving every scheduled visit a dedicated, bookmarkable page for managing crew, line items, and invoicing with real-time profit tracking. We’ve overhauled the Job Workspace and Scout to eliminate redundant menus, merging billing and costs into a single "Line Items" block and replacing multi-step browser confirmations with a clear "Review Changes" summary. Workflow efficiency is further improved by aligning job statuses with actual visits, automating coordinate backfills for property maps, and refining the autosave logic to ensure your manual schedule changes are never overwritten by background updates.

  • The Assistant You Wanted is Finally Here: Meet the Completely Overhauled Scout

    If you tried Scout in the past and felt it wasn't quite there yet, it is time to give it another shot. We have completely gutted and rebuilt Scout's engine with some serious under-the-hood upgrades, turning it into a highly intelligent assistant capable of handling your most complex, multi-part tasks with zero friction. Instead of getting stuck in endless back-and-forth questions, the new Scout intuitively anticipates your needs—instantly pulling the right customer data, drafting accurate estimates by default, and executing multi-step workflows in perfect order. It is radically faster, remarkably steady, and finally built to be the reliable, heavy-lifting partner you can actually trust to run your operations seamlessly.

  • A Faster, Smarter Scout & Powerful New Invoicing Tools

    In this release, we've completely rebuilt our assistant, Scout, to handle larger workloads with greater speed, reliability, and efficiency, seamlessly integrating action cards and automations directly into your chat. Alongside a smarter, highly-capable Scout, we're introducing the ability to generate invoices for individual visits within a recurring series and a new versioning system for customer estimates so you can easily save and switch between alternative proposals. Rounding out the update are several quality-of-life improvements—including a comprehensive invoice editor, enhanced schedule filtering, and clear SMS opt-in flows—plus key bug fixes to keep your day-to-day operations running smoothly.

  • Powerful Automations & Smarter Workflows

    This update introduces a game-changing Automations engine alongside significant performance enhancements to the CRM and data management tools. We’ve launched a robust Automations suite that allows your team to build custom, org-wide rules to handle repetitive tasks—like instantly sending estimates when a lead submits a form or following up after a job is completed. To further streamline your operations, we've overhauled our CSV importer with batch processing and error-specific downloads, implemented relevancy-based search for faster navigation, and optimized map geocoding to ensure high performance and cost-efficiency. These updates are designed to give you more granular control over your business while letting the platform handle the heavy lifting.

  • Streamlined Field Operations: The Daily View for Teams

    We’ve launched My Day, a dedicated mobile-first interface designed to give field teams total clarity on their workday. Employees can now view their entire week at a glance, following optimized route orders with instant access to customer names, service addresses, and one-tap directions. This update simplifies on-site administrative tasks by allowing users to clock in directly from a stop, update visit statuses, and link time logs to specific jobs—all from a single, intuitive screen. By separating "per-visit" crew assignments from general job templates, we’ve ensured that everyone sees exactly where they need to be and what they need to do, making daily operations smoother than ever.

  • Custom Email Templates, Multi-Day Routing, and Enhanced Performance Scaling

    This major update introduces professional-grade customization and the infrastructure to handle high-volume operations with ease. You can now take full control of your brand with custom HTML email templates and Markdown-supported notes, ensuring every quote and invoice looks exactly how you want. We’ve overhauled the scheduling engine to support multi-day job visits and recurring route patterns that populate automatically, while Scout has been upgraded to act as a true AI dispatcher—optimizing stop orders and calculating drive times for maximum efficiency. To support your growth, the entire platform now features a high-performance paging system, keeping your CRM and job lists lightning-fast even as your data grows. We’ve also improved the mobile experience with precision pointer-based dragging for schedules and line items, streamlined custom form responses, and added intelligent duplicate handling for CRM imports. Whether you're building complex package formulas or managing a large team on the go, TheYardOS is now faster, more flexible, and more powerful than ever.

  • Invoice & Estimate Upgrades: PDF Exports, Custom Totals, and Streamlined Workflows

    This update brings major enhancements to your billing and proposal workflows. You can now export branded PDFs for both invoices and estimates, and easily hide per-line pricing on customer-facing documents when using a custom total. We’ve also unified the editor layouts, made it seamlessly easy to convert jobs and estimates into draft invoices, and improved the accuracy of address auto-complete for routing.

  • Advanced Route Mapping, CRM Imports, and Recurring Visit Management

    This update introduces powerful new tools designed to streamline your daily operations and scheduling. At the forefront is a new interactive, full-page Route Map that features round-trip optimization, drive-time calculations, and reusable Route Templates to make dispatching faster and more efficient . Managing your customer base and workload is also easier than ever, thanks to bulk CRM imports via CSV and a revamped Jobs system that clearly separates ongoing recurring visit series from one-off appointments. Finally, team size limits have been removed for active paid plans, allowing you to invite your entire crew without restrictions as your business grows.

  • Enhanced Estimates: PDF Exports, Package Flexibility, and Improved Clarity

    This update focuses on professionalizing your client-facing documents and refining how packages and optional items behave within the estimate workspace. Users can now generate branded PDF exports for quotes, including a clear breakdown of choice sets and add-ons. We’ve also overhauled Package logic, allowing packages to be nested within choice sets and ensuring that descriptions and margins are handled consistently across the estimator and the final proposal. Finally, we’ve improved line-item detail by separating short Names from longer Descriptions, giving you more control over how information is presented to your customers.

  • Visual Insights & Smarter Lead Tracking

    This update introduces a comprehensive Insights dashboard under the Organization tab, allowing admins to visualize revenue, expenses, and pipeline health across custom date ranges. We’ve overhauled CRM Tags to make them more accessible for tracking lead sources—like Facebook or Instagram—and you can now use specific organization links to automatically tag customers upon entry. To further streamline your workflow, we’ve added an automation that can instantly flip a customer’s status from "Lead" to "Active" once they accept an estimate, alongside a dark-mode contrast fix for better dashboard navigation.

  • Smart Proposals & AI-Driven Estimates

    We’ve introduced powerful new ways to build and present your quotes. With Scout line suggestions, you can now use AI to draft estimates in seconds based on your historical data. We’ve also launched Choice Sets, giving your customers the power to choose between different service options (like "Good/Better/Best") directly from the proposal. These updates, combined with a new card-style layout and auto-saving workspace, make your bidding process faster for you and clearer for your clients.

  • A Brand New Way to Schedule: Flexible Visits, Bulk Rescheduling, and More

    We’ve completely overhauled our scheduling to make it more flexible for every type of business. Instead of tying rigid start and end dates to a "Job," you now schedule individual "Visits." Total Flexibility: Easily handle recurring daily work (like 20 quick stops a day) or break up massive multi-day projects visit-by-visit. Better Calendar: A new drag-and-drop weekly schedule makes it easy to assign open jobs or move visits around on the fly. Mass Rescheduling: Rain delay or schedule shift? You can now bulk-reschedule visits forward or backward in just a few clicks. Smoother Workflow: The Job Workspace now features automatic saving, a faster creation process, and simpler crew management. Ultimately, this update gives you precise, day-to-day control over your schedule and lays the exact groundwork needed for multiple daily routes and route-saving features coming soon.

  • Upgraded Estimates, Job Costing, Communications Hub & CRM Service Areas

    We've got an exciting update for you! This release introduces powerful new features, including Estimate add-ons, comprehensive Job workspace costs, new property service areas in the CRM, and a dedicated Communications tab. Alongside these additions, we’ve made major quality-of-life improvements to Estimates and the Schedule grid, and squashed several bugs to keep your workflow fast and reliable.

  • Enhanced Estimates, Route-Based Scheduling, and UI Upgrades

    In this release, we’ve officially transitioned from "quotes" to "Estimates" to provide a much smoother workflow, complete with customer preview modes and a new slide-over Catalog. We’ve also completely overhauled the schedule board, shifting from rigid time slots to flexible, route-based scheduling where you can assign jobs to a target week and organize each day by stop order. Finally, you'll notice major styling upgrades across the platform; we're replacing pop-ups with clean drop-downs and dedicated workspaces to improve your daily UX and make room for upcoming features.

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