Biweekly Platform Digest

Period: August 17, 2026 – August 31, 2026

Highlights

• Submittals have been redesigned with a new approval workflow, giving teams a clearer, more streamlined way to submit, review, and approve items.
• Added support for sending accounts receivable invoices to Sage 300, along with more flexible options for connecting Ernest data to other accounting systems.
• The project schedule has been refreshed with a new look and improved functionality based on user feedback.
• Quote files can now be viewed and searched directly within the platform instead of requiring users to download them separately.

Ernest API (2 releases)

Areas Affected: ERP Integrations, Plans, Design Reviews, Packages, Observations, Daily Logs, Scheduling, Formatting, Schedule, Submittals, Subcontracts, Finance, Quotes, Email Notifications, Documents

Release on August 20, 2026

• Fixed an issue where comments added late to a design submission weren't being saved correctly. (Ticket)
• Added support for sending accounts receivable invoices to Sage 300, plus more flexible mapping options for connecting Ernest data to other ERP systems. (Ticket)
• Raised the maximum plan upload size to 200 pages and fixed an issue that could cause plan uploads to fail while processing. (Ticket)
• Fixed spacing issues in formatted text so content displays more consistently. (Ticket)
• Users can now edit the send date on a package after it has been created. (Ticket)
• Users can now create new observation locations directly within the observation tool, without needing to leave and set them up elsewhere first. (Ticket)
• Fixed an issue in the GC logs form where information entered on the final step could be lost when moving between steps. (Ticket)

Release on August 28, 2026

• Updated the project schedule with a refreshed look and improved functionality based on user feedback. (Ticket)
• Fixed an issue where access permissions for plan sets and as-built documents weren't being applied correctly. (Ticket)
• Redesigned Submittals with a new approval workflow, giving teams a clearer, more streamlined way to submit, review, and approve items. Also fixed an issue affecting who received submittal notifications. (Ticket)
• Added Fire Protection and Pre-Engineered Metal Building (PEMB) as new categories for organizing plan sheets. (Ticket)
• Improved reliability of email notifications sent to large groups by limiting each send to 500 recipients and automatically splitting larger lists into batches. (Ticket)
• Quote files can now be viewed directly within the platform instead of requiring users to download them separately. (Ticket)
• Restricted who can edit subcontractor Schedule of Values (SOVs) and fixed an issue where newly added phases weren't showing up on existing invoices. (Ticket)
• Generated PDFs now include the organization's logo. (Ticket)

Ernest iOS App (1 release)

Areas Affected: Plans, Notes, GC Logs, Subcontracts

Release on August 24, 2026

• Fixed an issue with how app version updates were synced, ensuring the platform always reflects the correct, up-to-date version. (Ticket)
• Notes now support multiple attachments, allowing users to include more than one file when adding a note. (Ticket)
• Removed the Objectives filter from GC Logs since it was no longer needed, simplifying the filtering options available. (Ticket)
• Added more trade options to the list available for selection when assigning subcontractor trades. (Ticket)
• Added the ability to place pins directly on plans, making it easier to mark and reference specific locations or points of interest. (Ticket)

Ernest MCP Server (2 releases)

Areas Affected: Internal Tools, Scheduling, Quotes, Submittals

Release on August 20, 2026

Release on August 28, 2026

• Rebuilt the scheduling feature behind the scenes to improve performance and reliability. No changes to how scheduling is used. (Ticket)
• Added a new tool that lets users search within quote files, making it easier to quickly locate specific details without manually reviewing each document. (Ticket)
• Redesigned submittals with an improved approval workflow, giving teams a clearer and more reliable way to review and approve submittals. (Ticket)
• Fixed an issue where some information wasn't being displayed correctly in certain situations, ensuring users see accurate and complete details. (Ticket)

Ernest NLS API (3 releases)

Areas Affected: Notifications, Daily Logs, AI Search, Email, Files

Release on August 20, 2026

• Added a safeguard to prevent the same email notification from being sent more than once when multiple processes run at the same time. (Ticket)
• Updated how date information is retrieved for the GC Log, improving consistency and reliability when viewing log dates. (Ticket)

Release on August 28, 2026

• Enabled the AI search feature to read and index spreadsheet files (CSV and Excel), with follow-up improvements to handle larger files more reliably. (Ticket)
• Improved the reliability of behind-the-scenes data updates and added stronger security protections to the internal tool that powers email similarity search. (Ticket)
• Rolled back a recent reliability improvement to spreadsheet file search after an issue was found. (PR)
• Rolled back the update that enabled spreadsheet file search, temporarily removing this capability while the issue is investigated. (PR)

Release on August 28, 2026

• Restored a previously reverted improvement after further review, re-enabling its intended functionality. (PR)