What's New
Store insurance details (policy number, claim number, deductible) on your client profile. When creating a project, these fields auto-fill from the selected client with an "Inherited from {client}" label, and can be overridden per-project without affecting the client record.
We've also added Restoration Contractor as a new sixth client type. The placeholder Properties and Insurance tabs have been removed from client details, replaced with inline insurance information that displays when those fields are set.
We fixed a jarring interaction where forms in sheets auto-focused the first field on open, and corrected a broken link to project documents.