February 2026
Product release notes
Added “transaction types” on project line items to better distinguish between one-time and recurring sales
- Project line items now include a transaction type field distinguishing between one-time sales and recurring services.
- Line items are handled automatically in annual recurring revenue (ARR) calculations, ensuring financial metrics reflect service-based revenue accurately.
- Teams can classify each line item directly on the project page, improving clarity for both operations and finance.
Added automatic carrier tracking for group shipments
- Shipments now support carrier tracking by tracking directly within the shipment record
- Each shipment is automatically updated in real time from Hardfin's connections to the shipping carrier
- Operations teams can quickly check shipment status without switching to external carrier tools
Set up order “cloning” to speed up repeat workflows
- Users can duplicate existing order to create a new draft for the same locations, SKUs, and quantities.
- Teams can quickly recreate recurring or similar orders without manually re-entering details.
- Order creation is faster and more consistent for operations teams managing repeat shipments.
Improved platform exports for faster downloads and richer reporting
- Excel exports across assets, items, projects, costs, shipments, purchase orders, and return orders now generate faster, reducing wait times when downloading operational data.
- Exported spreadsheets automatically use improved formatting, making reports easier to read and share without manual formatting.
- Multiple exports now include dedicated sheets additional detail, giving teams a clearer view of related activity.
Other updates
- Enabled structured location addresses to improve data accuracy and control across records and integrations
- Introduced project “billing details” data for clearer financial reporting on customer activity
- Improved order visibility with status tracking for individual order line items