Product Updates

Downloading a document as a plain PDF used to mean unchecking a list of attached drawings and certs first. Miss one and you would get a .zip when you expected a .pdf. The main document still starts checked, attachments now start unchecked, and Select All is still there for when you do want the whole bundle.

You can now keep typing your next message in Archie chat, and in the Builder's author chat, while Archie is still streaming its response. The input no longer locks up until it finishes.

A broken webhook used to get retried on every single event, forever, whether its address had moved, broken, or just stopped answering. One webhook alone racked up over 170,000 failed delivery attempts in a month.

Fulcrum now pauses delivery to a webhook after it keeps failing, still sends it one event a day to check whether it is back, and turns delivery back on automatically the moment that check succeeds. You can also re-save the webhook any time to reset it yourself. Paused webhooks show their status right in the admin grid.

Auto-Bubble now recognizes more of what is on your drawings:

• General notes
• Reference features, meaning anything shown in parentheses
• Alternative units, so you can choose whether to bubble a dimension in imperial or metric when both are shown

Reference features are common but not every shop wants them bubbled, so this is a per-drawing choice rather than an all-or-nothing default. General notes vary widely in how they're drawn, so recognition there keeps improving.

The Shipping report now includes a Customer Item Number column, so you can match a shipped line back to the number your customer uses without cross-referencing another screen.

Shipment readiness used to check a line's demand against your entire on-hand pool, so several open orders could all show Ready against the same single unit. A shipper would pack one or two and the rest would quietly stop being ready. Available inventory is now split across competing open orders for the same item, with packed lines and earlier ship-by dates going first, so Ready reflects what is actually available for that specific order.

Rolling out over the next few weeks — if you don't see it yet, it's coming.

An Additional Fee line on a purchase order used to reject negative amounts, which got in the way of a common workflow: booking a deposit as a positive fee, then crediting it back on the same purchase order as a negative one so the order nets to what is actually still owed. Negative amounts are allowed now.

On an outside-processing purchase order line, the Job cell used to lead with the internal job number and tuck the Job ID you actually recognize into small grey text underneath, backwards from how most shops read it. The link now shows the Job ID up front, and the internal number is gone. Same fix on the Outside-Processing Details panel header.

The Needs Action tile on your Invoicing grid now accounts for progress billing. An order with a milestone due used to sit there ready to invoice while the tile stayed at zero. Milestone prompts now count and list alongside deposits and shipped-but-uninvoiced lines.

Progress-billing invoices now sync to QuickBooks Online, so partial billings on a long project land in your books without anyone re-entering them.

Archie can now update an item's description, both general ledger (GL) codes, and its unit of measure, with a preview to confirm before anything is actually written.

Archie can now read the contents of an Excel workbook you upload, in both the chat panel and the fullscreen Archie page.

Coordinate measuring machine (CMM) import, previously limited to a beta group, is now available to every customer on Quality v1.

Every shop has quality documents its customers require, and every customer wants a different format. You can now upload your own Certificate of Conformance as a PDF template in the new Templates section under Quality. Fulcrum's AI suggests a data source for each field, so you review and confirm the mapping instead of building it by hand. Fields can also be set for manual entry, signature, date, or a checkbox filled in at generation time.

Once a template is mapped, pick it from the dropdown on any job's Certs tab and Fulcrum fills it in, producing a PDF that matches your original format. Certificates of Conformance come first, with more quality documents to follow.

Fulcrum's default Certificate of Conformance used to leave the signature line blank — you'd print it, sign it, and scan it back in. Now you can sign a certificate digitally right from the certification window by leaving Sign toggled on, and the signature prints in the certificate's own typeface.