Summer 2026: Features You Can Switch On Yourself

A lot shipped between April and August. The most useful change is that you no longer have to ask us to turn most of it on.

Every month also has its own entry in the changelog, with the smaller fixes and the API detail not repeated here.

Start here: the features list in your settings

Open Settings > Account > Account Preferences and scroll past the account-wide preferences. There is a list of features, each with a description and a toggle. Switch one on and it applies to everyone in your account. You need the Account Settings permission at the Manage level to see it.

Some are new capabilities in beta. Others are configuration choices that used to mean emailing support: whether a Business Unit, CRM opportunity, presales engineer, or service location is required on a project, who can create resource rates, how vendor quote revenue is calculated, whether the MSA date is shown.

Below the list, a Coming Soon section shows what is built but not yet open, with an expected beta date where one is set. Toggles can also carry a Beta Test or Released badge and a general availability date. That date is when we plan to switch the feature on for everyone, so treat it as your window to turn it on early and tell us what you find. Many of these can also be set for just yourself, under User Profile > Preferences. Your own setting takes precedence over the account-wide one, so you can try something your account has not turned on yet, or stay on the old behavior when your account moves ahead of you.

It is worth checking this list periodically. Features often become available to you before anyone tells you about them. Full detail: Account settings.

Give each integration its own credentials

If anything connects to the ScopeStack API on your behalf, it should authenticate as itself rather than as one of your people. On a service-type user, a Client Credentials tab now generates an OAuth client ID and secret belonging to the integration.

An integration signed in as one of your people has exactly that person’s access, and it follows them. Change their account membership and the integration starts reading and writing in a different account. Nothing errors and the writes succeed, so this usually surfaces later as data sitting somewhere nobody expected. So move your integrations across before that happens.

Moving an existing integration across means changing the credentials and the grant type in the integration’s own code, so size it before you schedule it. Full detail: Service Account Credentials.

What shipped

A better text editor, everywhere you write. The Services catalog, Terms and Conditions, Project Services, the Executive Summary, and Services Language all moved to a new editor with a heading dropdown and a Clear Formatting button. Pasting multi-paragraph text comes through as clean line breaks, and tables copied out of Word arrive as real tables instead of being garbled or dropped. This changes editing only, not how documents are formatted.

The project editor holds onto your work. In the current project editor, Save All validates and saves every pending service at once. Services that lost their phase collect in an Unassigned Services area instead of disappearing. Project notes can be edited and deleted, not just added, and a note attached to a service links straight into that service’s editor. Completed surveys can be reopened.

Documents no longer fail silently. A project whose teammate was later deleted now generates and omits that person. A service whose location does not match the project’s no longer fails the document. Deliveries created for an already-generated document now dispatch reliably, with a recurring check that retries any that stall. On a project with more than one approver, the spreadsheets attached to approval emails no longer overwrite each other and go missing.

Settings has a new look, and pages have moved. Every page under Settings now uses the same visual design as the Projects area. Settings > Account splits into Account Info and Account Preferences, user management is at Settings > Users & Groups > Users, and the top-right menu is now User Profile. If an earlier release note sent you to “My Account > Advanced,” that page is now Account Preferences. Users and document templates gained a Version History tab with a revert control on each row.

Catalog approvals are enforced again. If your account designates Service Approvers for a line of business, editing a catalog service, subservice, rate, or level of effort sends it back to Pending review. This kept working on the older admin screens but did not carry over when catalog management moved onto the current Settings pages, so edits made there did not go for review. Reply to support if you want the audit history for that gap.

Expense revenue agrees with itself. On accounts whose payment terms include expense reimbursement in revenue, an expense with a markup could report three different figures on the same project depending on where you looked. All three now compute from the target margin the expense category already asks for.

Connected app fixes across ConnectWise, HubSpot, HaloPSA, and Salesforce. The HubSpot deal sync moved to HubSpot’s v3 API, so closed-won and closed-lost deals import with the correct status and amounts no longer import as zero. When you push to ConnectWise and attach to an existing project, the picker lists every open project on the board rather than only the first 25. The changelog lists the rest by product.

Partnerships has been retired. Use Vendor Quotes instead. Services already on your projects are unaffected.

Three older parts of the app retire on October 31, 2026. Config LOB Editor, which groups services by line of business rather than phase, has not been maintained in a long time. The previous project editor, the one Release Project Editor v2 replaced, retires on the same date, as does the previous Settings design. Almost every account is already off all three. If yours is not, we will be in touch directly to plan the move, so there is nothing for you to do here.

Yours to turn on

Switch these on yourself in the features list. You do not need to contact us.

Available now:

• Notification Management. A notification bell with an unread count and a full Notifications page, plus account-wide defaults per notification type that users can override.
• Hide Empty Phases. Hides phases with no services assigned, in the current project editor. Off by default, and a phase reappears as soon as a service is assigned. Can also be set for just yourself.

Still in beta test, and carrying a Beta Test badge in the features list. All three switch on for every account on October 31, 2026, so this is the window to try them and tell us what you find:

• Release Project Blueprints V2. Duplicating a project opens a checklist of which sections to carry across rather than copying everything. Creating a Blueprint offers a similar list.
• Site Navigation V2. Primary work areas move into a menu fixed to the left of the screen, and context-specific menus move to the top of the page.
• Push to PSA V2. A rebuilt PSA Project page for pushing a project to a linked PSA platform, matching the current visual design and driven by the API.

Coming to your account: Unified Project Approval Workflow

Approval levels move into a single reorderable table instead of separate Technical, Sales, and Business tabs. Technical approval gains the ability to apply criteria, and Sales approval gains approvers beyond the Sales Executive.

We are moving accounts onto this one at a time over the coming weeks, because approvals already in flight have to be migrated onto the new levels first. Nothing is required from you.

Dates to know

The three beta features are yours to turn on before that date if you want to try them early and tell us what you find. The features list in your settings always shows the current badge and date for each one, so check there if you need to confirm.

Security changes worth knowing

Uploads are restricted to an allowlist, so SVG and executable files are no longer accepted and older .xls files need re-saving as .xlsx. Password reset links now expire after thirty minutes rather than six hours. Archiving a user takes effect on their next request rather than at sign-out.

For integrators

Three changes alter behavior you may already depend on. Check them before your next sync run.

• Downloads require authentication. The document-url attribute on project-documents and document-requests, v1 and v2, now points at an API endpoint rather than a storage link and must be fetched with your Bearer token. A stored or forwarded URL will not return the file. /project-attachments/{id}/download is now /downloads.
• Product unit price and cost are per single unit, not scaled by quantity or term. Totals still come from hardware_price and hardware_cost.
• Audit log date filters work in both directions. filter[before] previously had no effect, and filter[after] returned nothing on an unparseable value.

Merge data also gained line of business and service category totals, and several resources became writable. The changelog has the full list.

Getting help

Questions about any of these? Our Support Team is here to help.

📧 support@scopestack.io 📚 Visit our Help Center