What's new in Workspace369 in September 2026?

Contracts you send for e-signature, change orders, invoice page design, client stages and follow-ups, AI AutoPilot Today, branded client portals, rebuilt workflows, tasks and Settings.

Can I send a contract for e-signature in Workspace369?

Yes, on every plan. Upload a PDF or start from a template, place signature fields, add signers and send it. Signers verify by email code, and each contract keeps an audit trail.

Which plans include change orders?

Change orders are on Specialist and up. Once a proposal is accepted or a payment comes in, its items lock, and a numbered change order shows exactly what changed.

What does AI AutoPilot Today do?

It ranks what needs you each day, flags clients who need attention, and drafts reminders for you to review. AutoPilot only suggests; the morning briefing is on Voyager and up.

Can clients have their own client portal?

Yes, on every plan. Portals carry your logo and colors, you choose the sections, and each client can have a private portal where visitors sign in with a code sent to their email.

Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team

September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals

Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings.

A navy release-notes plate titled Workspace369 September 2026 Updates, dated September 30, 2026, with the Proposals & contracts, Billing & payments, Clients & CRM, Workspace AI, Calendar & booking, Projects, tasks & time, Workflows, Client portal, Workspace & team labels.

Contracts you send for e-signature

Send a contract for e-signature from Workspace369: upload a PDF or start from a template, place signature fields, add your signers and send it. Signers verify by email code, and every contract keeps a History timeline and an evidence file.

The Contracts page was rebuilt with a status filter, a Templates view for reusable agreements, a builder where you set the signing order and add teammates as signers, and countersigning and reminders.

Start from a PDF or a reusable template
Audit trail and evidence file for every contract
Countersigning and reminders

Send a contract for signature, see it listed as Waiting, and open it to follow each signer. Example data.

Where to find it: Contracts in the sidebar
Open in the app
Plans: Every plan
Learn more: Contracts Contracts and e-signature Contracts, Requests and Team pages

Change orders for accepted proposals and paid invoices

Once a proposal is accepted, or a deposit or payment comes in, its items and prices lock, and a banner explains why. To change it, create a numbered change order that shows exactly what changed.

Change order composer for a part-paid invoice: a title and reason, the edited items, a summary of what changed and the new total and balance due

Where to find it: Open a locked proposal or invoice
Change order
Open in the app
Plans: Specialist and up
Learn more: Change orders Invoice page design and change orders

Design the invoice page your clients open

Choose how the page your clients open from an invoice link looks: pick a template and a color palette, then set the typeface and logo size.

Settings, Invoices, Document themes for the demo workspace Apex Auto Spa: nine invoice templates, Classic selected, with Modern, Minimal, Bold, Letterhead, Elegant, Sidebar, Receipt and Statement, each with a short description.

Where to find it: Settings
Invoices
Document themes
Open in the app
Plans: Every plan
Learn more: Invoices Invoice page design and change orders

Client stages, follow-ups and a Requests form builder

Add people as Leads and move clients through stages you can rename, recolor, reorder or hide. A follow-up queue says why each client is due, and a quick-view panel lets you have AI draft the email, text or call notes.

Requests show in a table with a quick-view panel and a visual form builder, and you can convert a request to a client in one click.

Stages, Leads and a follow-up queue
AI-drafted follow-ups from the client quick view
Requests table and form builder

Clients table with a tab for each stage, a Stage column, and a Next follow-up column that says when each client is due and why

Where to find it: Clients in the sidebar
Follow-ups; Requests in the sidebar
Open in the app
Plans: Every plan
Learn more: Client management Client stages and the calendar editor Contracts, Requests and Team pages

AI AutoPilot Today, Client Health and watches on money, projects and tasks

AI AutoPilot opens on Today, a ranked list of what needs you, like an invoice to chase or a client to check in with. Client Health flags clients who need attention with the reason shown, and Money Watch and Project Watch point out unpaid invoices and projects that need a look.

AutoPilot only suggests: it drafts reminders and follow-ups for you to review.

A Today feed that ranks what to do next
Client Health with a Draft follow-up you can edit

AI AutoPilot Today in Lanes view: filters for Money Watch, Project Watch, Task Assist and more, then Money, Clients, Tasks and Inbox lanes with items such as Chase invoice INV-1042 for Parker Group, 12 days past due.

Where to find it: AI AutoPilot in the sidebar
Open in the app
Plans: Every plan
Learn more: AI AutoPilot AI AutoPilot Today

A morning briefing and message sorting

Turn on the morning briefing and message sorting and AI summarizes your day and suggests labels on new email and text messages. It never moves messages or sends replies.

The morning briefing at the top of AI AutoPilot Today: start with INV-1042, Parker Group is 12 days past due on $1,250, then check in with Northstar Studio and reply to the quote request, marked AI-written, above the Lanes and Timeline switch and a line reading Reviewing new email and SMS.

Where to find it: AI AutoPilot
Settings
Open in the app
Plans: Voyager and up
Learn more: Workspace AI AI AutoPilot Today

Create calendar events by dragging, with Google Meet and guest invites

Drag on the calendar to create an event, or open the full editor to set guests, reminders and team availability. Add a Google Meet link once your Google account is connected, and email invites go to your guests.

Full event editor with time, Google Meet, client, team, guests and reminders, beside a team availability panel that flags a clash and suggests free times

Where to find it: Calendar in the sidebar
Open in the app
Plans: Every plan
Learn more: Calendar and booking Client stages and the calendar editor

Tasks, time tracking and files rebuilt

Add a task straight from the bottom of a board column and open any task in a preview. Time off shows balances, who is out and requests waiting for approval on one page, and a Reports tab charts the hours your team logged.

Files uploads now run through a queue with a status for every file, and you choose what happens when a file with the same name exists.

Quick task creation
Time off and team hours reports
An upload queue that handles duplicates

Task quick create with the due date typed as next fri and read as Friday, alongside priority, assignee, tags and subtasks

Where to find it: Tasks, Time tracking and Files in the sidebar
Open in the app
Plans: Every plan
Learn more: Time tracking Tasks, time tracking and files

Workflows rebuilt with a table, templates, test runs and AI drafting

Workflows open on a table of everything you have built, with filters and bulk actions. Start from a template or describe what you want and let AI draft it, and test it before it goes live.

A workflow that starts when a new lead arrives can assign the lead to one teammate or rotate it between several.

Templates and AI drafting
Assign new leads to a teammate

Workflows table with views for All, Active, Drafts, Paused and Needs attention, showing each workflow's status, trigger, steps, runs and last run

Where to find it: Workflows in the sidebar
Open in the app
Plans: Every plan
Learn more: Workflow Automations Workflows table, templates and AI drafts

Client portals in your brand, and a private portal for each client

Client portals carry your logo and accent color, and you choose which sections show and in what layout. Every client can have a private portal that shows only what you choose to share, including contracts waiting for their signature, and visitors sign in with a code sent to their email.

Client portal settings, Projects tab: page layout, style, density and a list of sections you can reorder or switch off

Where to find it: Settings
Client portal
Open in the app
Plans: Every plan
Learn more: Client portal Branded client portals

Invite teammates and add seats in one place

The Team & seats page lets you invite several people by email, resend an invite, edit it, or copy an invite link.

The Invites tab of Team & seats: liam@oconnorbuild.example with a Custom role and access to 3 clients, expiring in 5 days and holding a seat, with a Resend button, and an expired invite for mia@maplerow.example with a Send a new invite button.

Where to find it: Settings
Team & seats
Open in the app
Plans: Voyager and up
Learn more: Invite your team Contracts, Requests and Team pages

Settings in groups with search, and text size per device

Every Settings page follows one layout with grouped navigation and a search box, on the web and in the app. Phones and larger screens now remember their own text size.

The Settings overview: a sidebar grouped into You, Workspace, Sales and Operations under a search box, with items that need attention and Jump back in shortcuts.

Where to find it: Settings in the sidebar
Open in the app
Plans: Every plan
Learn more: Themes and appearance Settings redesign and text size

Quick answers

What's new in Workspace369 in September 2026?: Contracts you send for e-signature, change orders, invoice page design, client stages and follow-ups, AI AutoPilot Today, branded client portals, rebuilt workflows, tasks and Settings.
Can I send a contract for e-signature in Workspace369?: Yes, on every plan. Upload a PDF or start from a template, place signature fields, add signers and send it. Signers verify by email code, and each contract keeps an audit trail.
Which plans include change orders?: Change orders are on Specialist and up. Once a proposal is accepted or a payment comes in, its items lock, and a numbered change order shows exactly what changed.
What does AI AutoPilot Today do?: It ranks what needs you each day, flags clients who need attention, and drafts reminders for you to review. AutoPilot only suggests; the morning briefing is on Voyager and up.
Can clients have their own client portal?: Yes, on every plan. Portals carry your logo and colors, you choose the sections, and each client can have a private portal where visitors sign in with a code sent to their email.

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