Changelog

Client Portals, Crew Auth Overhaul & Enterprise Hardening

Feature updates

• Introduced client portals so each accepted estimate creates a branded space where clients can see an overview, estimates, invoices, and project progress.
• Added automatic portal invitation emails so clients get instant access as soon as they sign an estimate.
• Added live preview panels in Settings so you can see how Client and Crew portals will look before publishing changes.

Security improvements

• Upgraded Crew Portal sign-in with stronger PIN protection and support for secure device-based login (such as biometrics on supported devices).
• Moved portal settings from browser storage to secure, server-side storage for improved reliability and control.
• Tightened rate limits on key backend actions to better protect against abusive or automated traffic.
• Enforced more granular roles (Admin, Manager, Member) throughout the app so users only see and change what they should.
• Added an easy-to-use flow for enrolling multi-factor authentication to help teams adopt stronger account protection.
• Introduced automatic session timeouts after periods of inactivity to reduce risk on shared or unattended devices.
• Strengthened server-side checks on user input to reduce the risk of bad or malicious data entering the system.
• Expanded logging around sensitive actions so important changes are easier to review and audit.
• Added stricter server-side checks on subscription tiers to prevent features from being used outside the correct plan.
• Enabled additional browser-level security headers to help guard against common web attacks.

Other improvements

• Added data export tools to major areas of the product (CRM, Financial, Pipeline, Scheduling, Communications) so you can easily back up or analyze your information.

Full Security Audit & Performance Optimization

Security

• Completed a comprehensive external security review and resolved all identified issues across the app.

Fixes

• Cleaned up and simplified how data rules are applied in the database to reduce complexity and make future changes safer.
• Corrected edge-case behavior in how cached data is refreshed to ensure screens always show the latest information.

Performance improvements

• Tuned database queries so dashboards and financial pages load more quickly and consistently.
• Moved more heavy calculations to the server to reduce load times in the browser.
• Added pagination to large lists (Financial, Scheduling, Communications, Pipeline) to keep pages fast even with a lot of data.
• Optimized how large lists are displayed so scrolling remains smooth for big accounts.
• Reduced overall bundle size by trimming unused code and splitting large pieces into smaller chunks, improving initial load time.
• Added error boundaries around key areas of the app so unexpected issues are contained and less likely to disrupt your session.
• Put sensible limits on CSV imports to protect performance and prevent extremely large uploads from slowing down the system.

OAuth Integrations & Phase 2 Connectors

Feature updates

• Added Google sign-in and integrations for Calendar, Drive, and Gmail to better connect your schedules and files.
• Added Microsoft/Azure sign-in and integrations for Outlook Calendar and OneDrive.
• Introduced Slack integration for notifications and team messaging directly from ZippyPro.
• Launched QuickBooks Online integration to sync invoices and financial data.
• Added Google Drive as a storage option for files managed through ZippyPro.
• Started work on new lead-source integrations (including Thumbtack and Angi) to help bring more opportunities directly into your pipeline.
• Unified how we handle sign-in and connections for all third-party providers behind the scenes to make future integrations faster and more reliable.

Platform Launch

Feature updates

• Launched the ZippyPro platform with more than a dozen modules, including Dashboard, CRM, Pipeline, Scheduling, Estimator, Financial, Communications, Marketing, AI Agents, Workflows, Advertising, Online Presence, and a Website Builder.
• Introduced three subscription tiers (Starter, Growth, Elite) so teams can choose the level that fits their current stage and scale as they grow.
• Enabled Stripe-powered billing for a smooth and secure checkout and subscription experience.
• Added built-in SMS and voice capabilities for customer communication, plus transactional email for automated notifications.
• Introduced AI-powered assistants and agents to help with estimating, planning, and day-to-day operations.
• Shipped dedicated portals for crews and estimates to give field teams and customers simple, focused experiences.
• Integrated real-time error monitoring so our team can quickly detect and address issues in production.