- Variations (change orders). The Contract tab’s new Variations sub-tab lets your team draft and price a change order, send it to the client for approval, and track it through the client’s approve/reject decision — with a full audit trail. Approved variations promote automatically into the Approved tab as a billable line.
- VAT on contract items and variations. Contract items and variations can now carry an optional VAT rate (20% / 5% / 0%), with the Approved tab’s value summary showing VAT and Total inc VAT alongside the net figures.
- Invoice attachments on stage payments. Attach an invoice to any stage payment under an Approved contract line — visible to your team and to the client in the portal.
- No-payment-schedule flag. Approved contract lines with no payment schedule set up yet now show an amber warning chip, so nothing agreed slips through unnoticed.
Changelog
The latest updates and improvements to Navanto.
- Approved contract items. The Contract tab has a new Approved sub-tab where you can add contract items — a title, description, total price, and an optional attachment — and reorder them as needed.
- Stage payments. Break a contract item’s total into a payment schedule with names, amounts and due dates. Each stage tracks its own status — not due yet, due soon, due, or overdue.
- Contract value dashboard. The Approved tab now shows Total Value, Paid to Date and Remaining at a glance, with a colour-coded progress bar and callouts for anything overdue or due soon.
- New Contract tab. Projects now have a dedicated Contract tab, starting with Selections (moved from its own section) alongside new Approved and Variations areas that are coming soon.
- AI chat can reply to project post threads. Ask the assistant to reply to a post and it’ll thread the reply correctly — and when you ask it to summarise a project’s posts, it now understands which replies belong under which conversation.
- Longer project posts. Posts can now be up to 10,000 characters (up from 2,000), so detailed weekly updates and client summaries no longer get cut off.
- AI chat can manage client visibility for calendar events. Ask the assistant to create or update a calendar event and mark it visible (or hidden) in the client portal — no need to switch to the calendar UI.
- FF&E client selection wizard. A new step-by-step wizard lets clients select furniture, fittings, and equipment options directly within their project portal.
- Conversation threads on posts. You can now reply to project posts in threaded conversations, keeping feedback organised and easy to follow.
- Add Navanto to your home screen. On mobile or desktop, use your browser’s “Add to Home Screen” option to pin the app for quicker access.
- Icons load instantly. Icons are now bundled directly into the app, eliminating the brief pop-in effect you may have noticed on first load.
- File attachments in AI chat. You can now attach files directly in the AI chat and the assistant will read and reason over them. The AI can also return files (such as generated spreadsheets or documents) that you can download straight from the conversation.
- AI is now unlimited within fair use. Per-message charges and usage limits have been removed — the AI assistant is included in your subscription with no extra cost for normal use.
- Re-send expired invitations from the admin panel. Admins can now see which team members and client-portal users haven’t logged in yet, and re-issue a fresh temporary password directly — no more contacting support when a 7-day invite expires before first sign-in.
- AI chat tools for the product catalogue. NavantoAI can now browse, create, edit, and delete products in the Procurement catalogue via chat — the same actions available in the Procurement → Products UI.
- All team members can manage products. Adding, editing, and archiving FF&E products is no longer restricted to admins. Suppliers remain admin-only.
- FF&E product catalogue. The Procurement section now has a full product catalogue. Browse and search your organisation’s furniture, fixtures & equipment across a sortable table showing thumbnails, categories, supplier, cost, and margin — colour-coded red/amber/green so profitable lines stand out at a glance. A three-level category tree on the left filters results down instantly, and counts update as you type in the search box.
- Ask NavantoAI to delete things. You can now tell the AI assistant to delete tasks, snag items, calendar events, and drawings — including whole recurring series or individual revisions. Admins can also ask it to delete suppliers or entire projects. NavantoAI applies the same permission rules as the app, so non-admins are told when something needs an admin rather than hitting a silent failure.
- Recurring calendar events. Set weekly, fortnightly, or monthly recurrence when creating an event. Edit or delete a single occurrence without affecting the rest of the series, or apply changes to the whole series at once.
- NavantoAI can read and manage your supplier directory. Ask the AI chat assistant who you buy from, search by material or trade, or have it add and update suppliers in your Procurement section on your behalf.
- Supplier directory under a new Procurement section. Maintain an org-wide directory of FF&E and materials suppliers, each with contacts (name, email, phone), website, account reference, and notes. Admins can add, edit, and delete suppliers; everyone in the org can browse and search.
- Collapse the sidebar to reclaim screen space. On desktop you can now pin the sidebar to a slim icon rail — hover to peek it back open, and your choice is remembered between visits.
- Completed projects become read-only handover archives. Marking a project Completed freezes every tab into a stable record of the project as it was at sign-off, so nothing changes after handover. Admins can re-open a project at any time.
- Clients keep portal access for three months after completion. Once a project wraps, client-portal users retain read-only access for a set window before it closes automatically — re-opening a project restores access.
- Clients can download a copy of their project data. From the portal, clients can export a single zip containing a PDF project summary, the approved drawings and their shared files — a permanent record to keep before access ends.
- Completing a project now asks you to confirm. Marking a project Completed opens a confirmation step — no more accidental one-tap completions — with a small celebration when you do.
- NavantoAI works with @mentions in posts. The assistant now sees who’s been tagged when it reads a project feed, and can tag teammates for you when it writes an update — notifying them just like a manual mention.
- Snagging tab for tracking defects. Once a project reaches Snagging or Completed, a new Snagging tab lists every outstanding defect, each with a status, scheduled date, assignee, attachments and links. Booking a date moves a snag from Not started to Scheduled automatically; clearing it moves it back.
- Clients can follow snagging in the portal. The client portal shows a read-only snag list so clients can see what’s left to put right, without internal assignee or attachment detail.
- NavantoAI understands snags. The assistant can read and create snag items on request, and outstanding snags now feed into its project risk briefings.
- Three project phases. Projects move through Active, Snagging, and Completed instead of just live or done, so the board reflects where each job really is. Snagging gets its own amber badge; Active projects keep the planning / on-time / delayed timeline.
- Set the phase from the project header. Admins switch between phases from the project header; everyone else sees the current phase as a read-only badge.
- NavantoAI understands the phases. The assistant can tell you which phase a project is in and move it on when asked, and its risk briefings now reflect all three stages.
- Mention teammates in posts. Type
@in a project post to tag someone on the project. They get an in-app and email notification — even on client-portal posts, where the email carries your own branding. Toggle these under Settings → Notifications. - NavantoAI now has memory. The assistant remembers your organisation’s context — preferences, recurring decisions, conventions — between conversations. Review or clear what it knows under Organisation Settings → NavantoAI. Memory is isolated to your organisation and never used to train models.
- Clearer sign-in errors. Expired or stale login links now show a “Sign-in failed” page with a Try again button instead of a blank error.