Library and Orders
- A new Library
- Orders in the sidebar
- Library and Orders permissions
Changelog
RSS feedThe latest updates and improvements to Navanto.
Smarter notification emails
- Fewer, calmer notification emails
- One email per conversation
- Refreshed email design
Photo previews in Files, agreed prices locked on the contract, and NavantoAI links records
- Preview photos in Files
- Agreed prices stay agreed
- View orders from Selections
- NavantoAI links records
Custom order lines, payment status on selections, and photos in posts
- Custom lines and bespoke products on orders
- See what your client has paid at a glance
- Photos in posts show as pictures
- Post just a file
- Share a site-update photo's original on iPhone
Per-selection prices and descriptions, and a redesigned selection editor
- Set an option's price and description per selection
- A redesigned selection editor
Faster chat photos on the iPhone app
- Chat photos load faster on iPhone
NavantoAI attaches files everywhere, and product descriptions in selections
- Product descriptions in selections
- Product photos are never cropped
- NavantoAI works with files on every record
- NavantoAI can see product and project photos
- Bigger attachments
NavantoAI works with files and drawings, and iPhone photos everywhere
- NavantoAI can manage your project files
- NavantoAI can add drawing revisions
- iPhone photos show everywhere
Calendar events on the timeline, and any file in NavantoAI chat
- Calendar events on the timeline
- Send NavantoAI any file in chat
- NavantoAI can set photos
- AI-filled fields are always marked
Drawing register sections, and drawings on iPhone
- Organise the drawing register into sections
- Reorder lists the same way everywhere
- Drawings in the iPhone app
Navanto in Claude, and margin on variations and approved contracts
- Use Navanto from your own Claude
- Margin on variations and the approved contract
Files on posts, client mobile numbers, and selection budgets in the forecast
- Attach any file to a post
- Mobile numbers for clients
- Selection budgets in the forecast
- NavantoAI can record a client's decision
Long project chats open fast on iPhone and in the client portal
- Long project chats open fast
Risk briefings that learn from dismissals, and project teams through NavantoAI
- Risk briefings learn from dismissed findings
- Manage project teams through NavantoAI
Order deliveries on the timeline, and actioned risk findings
- Order deliveries on the timeline
- Mark risk findings as actioned
- Talk a risk finding through
- Refresh prompt after an update
Roles limited to their own projects, weather warnings in risk briefings, and Enter to send
- Weather warnings in risk briefings
- Risk briefings read every open record
- Enter sends in posts
- Limit a role to its own projects
- Project details in the client portal
- Project chat on iPhone updates live
A new project landing page, a live activity feed, and risk briefings that keep up
- A new project landing page
- Risk status on every project card
- Activity and posts update live
- A tidier activity feed
- Risk briefings re-check throughout the day
- Findings tracked from one briefing to the next
- Briefings that see risks coming
Bank holiday clashes, and sharper risk briefings
- Risk briefings flag bank holidays and the Christmas shutdown
- Sharper briefings, and none for projects still in planning
Ask NavantoAI where a project's risk is
- Ask NavantoAI where a project's risk is
Orders raised from scratch, and NavantoAI on orders
- Raise an order that didn't come from a selection
- Link an order to a selection after the fact
- See a selection's margin after orders
- Fill in delivery, site contact and buyer without typing them
- Ask NavantoAI about your orders
Tracking orders through to delivery
- Track an order from sent to delivered
- A chase list that puts the orders needing attention first
- Every order keeps a log
Purchase orders, and overnight risk briefings
- Raise purchase orders from a signed-off selection
- Send an order to your supplier by email
- Products carry the supplier's own code and unit
- A fresh risk briefing every morning
NavantoAI does the work in your threads, and answers on selection margin
- Ask NavantoAI in a thread to do something and it does it
- NavantoAI can see your selection margin
NavantoAI in your project threads
- Mention @NavantoAI in a thread and it answers
- Carry on without mentioning it again
Margin on Selections, and NavantoAI on your iPhone
- See your margin on a selection
- NavantoAI on your iPhone
Your own calendar, and NavantoAI learns timeline templates and project teams
- A calendar of your own, across every project
- NavantoAI can apply a timeline template
Client posts and deletion from the Posts page
- Post to your client without leaving the Posts page
- Posts can be deleted
- The dashboard leads with recent activity
- Swipe between site update photos on iPhone
Push notifications on your iPhone
- The iPhone app now notifies you
Project categories you name yourself, and timeline templates
- Projects are grouped by categories you define
- Timelines can be built from a template
- Deleting a project now removes its client logins too
VAT-inclusive prices for clients, provisional stage payments, and camera capture on iPhone
- Your client now sees prices with VAT included
- Stage payments can be marked provisional
- Mark-up is now margin
- Take a photo without leaving the iPhone app
Role permissions across the whole app, a complete portal export, and docs for every feature
- Roles now cover every feature, not just Forecasts
- Anything that reaches your client needs the Client portal permission
- The portal export now contains everything the client can see
- NavantoAI can read the activity feed
- The documentation now covers every feature
Custom roles, a rebuilt selections editor, and a tidier activity feed
- Custom roles decide who sees what
- The selections editor gets its own page, and saves as you go
- See whether a draft fits the client's budget
- Client-facing names for products
- The activity feed groups repeated actions
See what NavantoAI is working on
- NavantoAI shows what it's doing while it answers
Navanto for iPhone, and a rebuilt home page
- Navanto for iPhone is on the App Store
- A rebuilt home page, with recent activity
- Attach files to a task
Bespoke products, decisions on behalf, and user docs
- Bespoke products priced per selection
- Record a client's decision on their behalf
- User documentation, and NavantoAI now answers from it
Contract credits, and project sections in the sidebar
- Record credits against a contract
- Project sections move into the sidebar
Client post notifications, and reorderable stage payments
- Clients are notified about new portal posts
- Procurement categories start collapsed
- More room on narrow screens
- Reorder stage payments
The weekly client update
- Share a weekly update with your client
- Send photos to NavantoAI, and let it write the client update
- Up to five files per chat message
- Site updates feed the risk briefing
- A more compact interface
The Site Updates tab
- Attach spreadsheets to posts, approvals and snags
- Ask the AI about payments due
- Site Updates tab on projects
- Notifications open the post they're about
Forecasting
- Forecasting
Prefilled approval titles
- Prefill a linked approval's title
The client portal timeline
- Client portal milestone timeline
- Risk briefings now factor in the project timeline
- AI chat can manage the project timeline
Timeline markers and checkpoints
- Start and handover markers on the timeline
- Delivery and key event markers on the timeline
- Variation and delay markers on the timeline
- Checkpoints on the timeline
The Timeline tab
- Timeline tab on projects
- AI chat now works with your client selections
- AI chat replies stream in as they're written
AI contract tools, and selections that flow to Approved
- AI chat now works with your Contract tab
- Generate a variation price with the AI assistant
- Contract signals in the AI risk briefing
- VAT on client selections
- Signed-off selections flow into the Approved tab
Variations, VAT and invoice attachments
- Variations (change orders)
- VAT on contract items and variations
- Invoice attachments on stage payments
- No-payment-schedule flag
Approved contract items and stage payments
- Approved contract items
- Stage payments
- Contract value dashboard
The Contract tab
- New Contract tab
AI replies in post threads
- AI chat can reply to project post threads
Longer project posts
- Longer project posts
Event visibility from AI chat
- AI chat can manage client visibility for calendar events
The client selection wizard, and conversation threads
- FF&E client selection wizard
- Conversation threads on posts
Add Navanto to your home screen
- Add Navanto to your home screen
- Icons load instantly
File attachments in AI chat, and unlimited AI
- File attachments in AI chat
- AI is now unlimited within fair use
Re-send expired invitations
- Re-send expired invitations from the admin panel
Chat tools for the product catalogue
- AI chat tools for the product catalogue
- All team members can manage products
The product catalogue
- FF&E product catalogue
Ask NavantoAI to delete things
- Ask NavantoAI to delete things
Recurring calendar events
- Recurring calendar events
- NavantoAI can read and manage your supplier directory
The supplier directory
- Supplier directory under a new Procurement section
Completed projects become handover archives
- Collapse the sidebar to reclaim screen space
- Completed projects become read-only handover archives
- Clients keep portal access for three months after completion
- Clients can download a copy of their project data
Confirm before completing a project
- Completing a project now asks you to confirm
- NavantoAI works with @mentions in posts
The Snagging tab
- Snagging tab for tracking defects
- Clients can follow snagging in the portal
- NavantoAI understands snags
Three project phases
- Three project phases
- Set the phase from the project header
- NavantoAI understands the phases
Mentions in posts, and NavantoAI memory
- Mention teammates in posts
- NavantoAI now has memory
- Clearer sign-in errors