v1.4June 15, 2026
Tools became workspaces, Reports grew up, and the app shows its work
The biggest craft release since the rebuild. The project workspace was rebuilt around the tools themselves — each one a full surface with a lifecycle and a canonical Deliverable built from your own data, with the AI analysis opt-in, and tools that feed each other automatically. Reports became a full builder with ~60 ready blocks and stage-grouped project reports. A wide credibility-and-awareness pass adds provenance, record history, a notifications hub, saved views and an adaptive sidebar. Surveys gained an end-to-end lifecycle plus a build-your-own Custom Survey, and Location Strategy now grades every area against your data.
Allocation Engine
- NewDismiss and snooze allocations, with admin queue view filters; locale-aware currency formatting in allocation notifications
Insights & Opportunities
- NewProvenance badges on contracts and sites; a record-history panel and related-records strips on contracts, sites and projects — see where a value came from, what changed it, and jump to everything connected in one hop
- NewNotifications hub — a persistent home with For you and Platform activity streams; Weekly Summon surfaces on the home dashboard; saved views and ⌘K with frecency; an adaptive sidebar that reveals surfaces as your data warrants them
- NewSwitchable, multi-column personal dashboards — every content block on a 12-column grid (⅓ / ½ / ⅔ / full), shared between the dashboard and the insights overview, persisted per account per company
Sites & Market Intelligence
- NewManual size / headcount / rent entry on sites with conflicting-data validation; DESKS connector data type for per-site desk-count import
Tools & Projects
- NewProject workspace rebuilt around the tools — stacked stage flow with done-when criteria and Up-next, a quick-edit drawer to change tool inputs without a full-page round-trip, and a unified ToolShell with lifecycle state and a clickable deliverable callout
- NewThe Deliverable is now the canonical artifact — built from each tool's own records, not the AI write-up — across Location Strategy, Work Model, Technical Requirements, Neighbourhoods, Space Search and Activity Profile; the AI analysis moves to its own tab and is opt-in when you share
- NewTools auto-ground their AI generation in the completed outputs of everything upstream of them — driven by the registry dependency graph, so wiring two tools together is just declaring the edge; every workspace renders its builds-on / feeds-into chain
- NewTool Map goes user-facing — the whole project's tool flow, colour-coded, as a marketplace tab with drawer expand
- NewWorkplace Model — the spatial-concept decision gets its own tool, and that decision propagates into the sizing tools (Dimensioning, Space Program), which now size from the real Activity Profile mix instead of a default
- NewLocation Strategy grades every area 0–100 live against your data, with a transparent factor breakdown — commute fit · positioning alignment · market quality · financials — each shown with the why behind it; strategy-first reflow with market areas drawn on the deliverable map
- NewNew tool: Commute Analysis — geocodes employee home postcodes for the current-state commute baseline (distance, time-band coverage, mode split, commuting carbon) and feeds Location Strategy, Work Model, Commute Impact and Scope 3
- ImprovedSuggestions tab for cross-tool actions; Apply confirms what it wrote; opening a tool no longer triggers a save — only real edits write, with a calmer indicator
- NewSurveys gain an end-to-end lifecycle — guided 3-step setup (Configure → Preview → Launch), live monitoring while open, a closed state, and AI comments analysis on close; a Survey Insights action layer turns findings into prefilled tool actions
- NewNew tool: Custom Survey — build-your-own questions on the employee-survey flow (free-text, multiple-choice, yes/no, long text, 0–100 score, 1–5 rating, number); team-leader physical/technical area needs surface in the deliverable; employee and team-leader results stay separate everywhere
- FixedFM survey distribution link fixed (it 404'd); FM rated categories fully editable
- NewLeesman importer — drop a Leesman XLSX and it becomes a project tool: Wpi / estimated Lmi scoring, ranked activities and features, top fix-priorities, a site snapshot card and Copilot context; bridges its survey data into Dimensioning, desk-sharing ratio and Space Program (silent when no data)
Reports
- NewStage-grouped project reports — your tool deliverables assembled into one document with AI stage intros and an executive summary; paged reading mode (one section per page) with a sidebar to manage and reorder
- NewA library of ~60 ready blocks — FM operational, ESG (Scope 3, Taxonomy), owner-side (Asset Valuation, Mortgage, Covenant), finance Tier 2, and specialist asset-class clusters (data centre, coworking, manufacturing, last-mile, cold chain)
- NewWrite-your-own AI block — Claude drafts a section from your prompt; data-backed charts and KPI blocks; DB-embedded blocks render live (RFP Interactive, Asset Register, Space Search funnel, Technical Requirements)
Email & Integrations
- NewBranded public share view — a wash of the recipient company's brand colour, a letterhead header, matching cards, a "Generated for {company} by Workplacer" footer; manage and revoke share links from the dialog and a new Settings → Shared links page
- NewPer-company customization for external transactional emails
Mobile
- NewSign in with Apple (App Store Guideline 4.8); iOS deep-link foundation and a notification category registry
Plus 5 infrastructure and behind-the-scenes improvements.
v1.3June 2, 2026
Enterprise foundation, composable platform — and your numbers, where you work
The biggest release since the rebuild. SAML/OIDC SSO, configurable approval workflows, full audit-log coverage, per-entity retention, and an OData feed land the enterprise foundation. A brand-new Allocation engine routes lease and contract triggers to the right PM with AI recommendations. Workspaces become composable per role — clone, edit, build your own sidebar and dashboard. Portfolio financials get their own home as Numbers, and Copilot reads from them directly. Asset Management — track every laptop, desk, and chair, scan with the iOS Logger, query through Copilot — graduates from staged to live.
Enterprise & Security
- NewSAML 2.0 / OIDC single sign-on — per-company IdP metadata, optional force-SSO mode, sign-in only with invite-gated provisioning
- NewConfigurable approval workflows + delegated authority — scoped chains, role/user/delegated approvers, SLA reminders, escalation policy
- NewAudit log coverage across every entity — diff summaries, system audit rows from Inngest, CSV export, market-area + site activity feeds
- NewPer-entity-type retention policies — nightly hard-delete cron, GDPR-aligned, defaults to keep-forever
- NewPower BI / OData v4 read-only feed — bearer-token authenticated, six entities, per-token rate limits, multi-tenant isolation enforced server-side
- NewHide roles per company; per-site Office and Regional manager assignments; editable member names + custom role details; per-user activity heartbeat
AI & Copilot
- NewCopilot per-tab page context across Numbers — answers track current year, country, dimension, severity filters
- NewlistProjectTools — Copilot can filter the registry by kind, category, persona/tenure scope, and availability for this company
- NewServer-side persona/tenure guardrails on every tool-creation path (manual add, agentic adds, playbook instantiation) with renderer-ready reasons
- NewCopilot can create + analyse market areas end-to-end with Geoapify admin-boundary polygons (Brooklyn, Södermalm, not bbox rectangles)
- NewCopilot queries the asset register — "where are my MacBooks?", "what was missing in the London stocktake?", with citation chips into each asset and audit
Numbers
- NewNumbers — portfolio financials as a top-level sidebar entry, four tabs: Portfolio · Cost breakdown · Capex · Reconciliation
- NewPer-site financials inline on the Sites list and on every Site page — revenue, cost, net, vs-budget, 12-month trend
- NewFilter-aware Financials — search + country filter; every card and table re-aggregates to the filter with a share-of-total chip
- NewCopilot reads Numbers directly — five read-tools wrapping the P&L, cost taxonomy, forecast, commitments, drifts
- FixedSite currency now follows the imported/country/company default — not a hardcoded GBP
Financials & Data
- NewFinancial workbook ingest now scales — streaming XLSX loader for large files, batched sheets, live progress pill, honest FAILED state
- NewAllocation rules support week/month windows; status cards on the allocation board actually filter
- NewData validation view on Sites (admins) — site × dataset coverage matrix with per-column filters
Allocation Engine
- NewAgnostic IFTTT-style engine — four trigger kinds (Expiration, Notice deadline, Duration, Size), per-rule operator+threshold, frozen trigger snapshots
- NewRule editor at /settings/allocations with run-scan-now; Allocations tab in /projects for delegators
- NewPM inbox at /allocations — needs response, recent, Catch CTA spawns a fully-scaffolded project of the suggested type
- NewWorkload swimlane + AI Suggest-a-PM (claude-haiku-ranked, advisory only, grounded in load + 12-month catch history)
- NewNotifications + SLA crons — daily fan-out, expiry sweep, delegator reminders, branded ask-to-respond emails, three opt-out toggles
Workspaces & Personalisation
- NewConfigurable workspaces — Workspace table replaces hardcoded shells; admin composer with Navigation, Landing, Widgets tabs
- NewPlatform nav catalog — ~27 curated nav rows × 8 categories with persona/H3/beta hints; Navigation tab is now show/hide from the catalog
- NewComposable dashboard — widget registry (Portfolio Health, Alerts, Portfolio Summary, Recent Activity); admin composes layout per workspace
- NewPersona-scoped standards — OCCUPIER companies stop seeing DEFAULT_OWNER / DEFAULT_ADVISOR in the picker
- NewCustomize your sidebar — hide nav rows, pin projects and sites in the footer (up to 20)
- NewPin settings pages into your avatar menu — Data Connectors, Audit Log, Approval workflows, one click from anywhere
Contracts
- NewSLA terms extraction on FM and service contracts — uptime, priority bands, scheduled reviews, escalation, credits, exclusions
- NewContracts navigation reshaped — Rent reviews + Reconciliation as tabs; Bulk Upload as a header button; Lease templates moved off Projects
- NewContracts list — clusters per site, group-by Site or Country → Site, External ID column
Sites & Market Intelligence
- NewReal admin-boundary polygons on market-area geocoding via Geoapify; bulk-uploaded sites all get market areas; Markets list groups by country
- NewMarket-area drawer surfaces the full analysis inline; rent intelligence split into Rent levels + Vacancy; office-anchored prompt by default
- NewCounterparty concentration insight — landlords/vendors by contracted value, HHI, top-3 / top-5 share, coverage gaps
- NewCost Allocation Structures report — country / region / tenure / unit type / cost bucket / department slices, AI-narrated
- NewExplore map — filter sites by city, headcount, max cost/m²
- NewSnapshot history on market areas; map UX fixes (visible-area framing, fly-to no longer cancelled by auto-pitch)
- NewAnalysis watchdog — auto-fails six surfaces stuck PENDING/RUNNING > 10 min so a dropped Inngest event doesn't strand you on a spinner
Asset Management
- NewAsset register — categories, custom fields, status and condition, site placement, assignee, purchase + warranty + lifecycle fields
- NewNFC and QR tagging via the iOS Logger — Asset Audit flow with Quick Scan, Stocktake, and Receiving modes, live counters, offline drafts
- NewCSV bulk import with AI column mapping — Claude maps columns, auto-creates missing categories, dedupes on serial number
- NewLifecycle math — age, book value (straight-line depreciation), end-of-life forecast, warranty status — per asset and per site
- NewAssets tile on the site snapshot — count, in-use, end-of-life ≤ 90d, book value, deep-link filtered by site
- NewStocktake reconciliation report — found, missing, unexpected, unknown-tag lists per audit session
- NewIntegrations surface — generic webhook (HMAC-signed) works today; Jamf, Intune, ServiceNow, Snipe-IT, Workday on Request Access
- NewAI photo intake — iOS camera + Claude vision pre-fills manufacturer, model, serial, condition on the commission form
- NewWeekly asset hygiene insights — end-of-life soon, warranty expiring, idle > 90 days, stocktake overdue, unknown tags awaiting commission
Tools & Projects
- NewProject list respects per-membership scope (INCLUDE / REGION / OWNED / ALL); inline edit on Status / Start / Target / Owner; soft archive with restore
- NewTool registry persona-scoped across 7 + 29 + 2 entries — occupier marketplace stops surfacing owner-side tools to LEASED-only companies
- NewStandard project type creation now ships with tools attached and a city-aware project name; orphan-blueprint hygiene scripts
- ImprovedPLUS tier now grants full tool access (PREMIUM migrated to PLUS); deterministic tools no longer render AI placeholder analysis
Reports
- NewShowcase report type — fixture-driven board scaffolding / sales decks / onboarding tours, three template tours ship
- NewKind-aware rendering for tool outputs — Survey / Decide / Generate / Configure / Model / Analyze sections render through the matching preview surface
- NewActivity Profile bespoke report block — chart-rich Activity profile, Zone allocation, What this means
- ImprovedTool preview before importing in the composer; demo-data banner on empty-state placeholders
Email & Integrations
- NewInbound email pipeline rebuilt on Resend — magic addresses, signed webhook verification, attachments stream into the contract/knowledge pipeline
- NewConnector calendar scheduler — Daily / Weekly / Monthly / Quarterly / Yearly cadences now actually fire, hourly tick with in-progress guards
- NewConnector setup as a 3-step guided wizard; site-alias mapping flow with template CSV; cancel-a-stuck-sync button
- NewSettings IA — Integrations split into AI + Channels + API keys; Personal vs Company surfaces separated; Notifications, Calendar, Co-pilot memory move under Personal
Mobile
- NewiOS — NFC tag reading (NTAG21x), QR camera scanner, unified scanner coordinator, Asset Audit flow integrated into the existing Logger
- ImprovedSite Snapshot — Esc closes it
Plus 6 infrastructure and behind-the-scenes improvements.
v1.2May 25, 2026
Copilot grows up — engines beneath every contract, market areas from a sentence
Copilot graduates from chat to embedded analyst: clarifying questions, persisted action plans, inline engines, citation pills. A new Contract Temporal Engine and Financial Obligations Engine run silently beneath every contract, catching variance and amendment risk before you do. And Copilot can now create and analyse a new market area from a single sentence — watch the status pill go live, drill straight in when it lands.
AI & Copilot
- NewCopilot becomes an embedded analyst — partner-grade persona, portfolio grounding, market benchmarks
- NewAdvisory blueprints persist as project action plans — lease renewal, market entry, portfolio consolidation
- NewClarifying questions, adaptive blueprints, and plan revision history with auto-supersede
- NewEngine tools auto-run inline — cost-of-exit and market-comparison fire as action cards, not just text
- NewInline citation pills with hover details and a hallucination dot; sources "+X more" expander
- NewPer-tool conversation starters and contextual starters from portfolio signals
- NewWeekly Summon — Monday-morning "three things to think about", items become conversational triggers
- NewFocus pane — TL;DR + active action card mirrored from chat; shared state keeps both copies in sync
- NewSetup Copilot — guided in-app onboarding with 8 pathways, AI chat, deep-link connector flows
Financial Planning
- NewFinancial Obligations Engine — schedule reconciler + variance engine (phases 1–4) running beneath every contract
- NewCross-tenant CPI cache with national adapters (SCB, ONS, BLS), AI research fallback, and glide-path forecasting
- NewCross-currency obligation aggregator and FX snapshot columns on Invoice and Payment
- NewVariance-watch cron with email and notification pipeline
- NewCost of Exit — standalone tool with 4-scenario waterfall + CFO memo
Workspaces & Access
- NewOwner and Advisor workspace primary surfaces — persona-nav registry, hierarchy breadcrumb in the context bar
- NewFor owner-occupiers: PP&E + IFRS 16 unified asset accounting, ownership data entry with mortgages, tenure-aware AI narratives, owned-side blueprints (refinance, sell, refurbish, sublet, redevelop, acquire), ownership alerts in the daily cron
- NewBeta opt-in, inbox icon, and dismissable setup rail
- ImprovedSidebar — profile dropdown hosts sign-out, company context, and Learn-the-platform
Contracts
- NewContract Temporal Engine — 7-step reconciler covering lifecycle phases, alerts, amendments, awaiting-confirmation cards
- NewAI-confidence-gated amendment apply with provenance-tracked supersession
- NewcontractGraceDays company setting
- ImprovedTen extraction-quality fixes across the abstraction pipeline
Sites & Market Intelligence
- NewCreate and analyse a market area from a single Copilot sentence — geocoder polygon, bbox, or point-buffer fallback
- NewLive market-area status pill polls every 4s while running; analysis sidebar auto-attaches when ready
- NewMini-map with 3D enable for the in-chat preview
- ImprovedPeople-origins layer auto-enables on Explore and Insights overview when origins exist
- ImprovedDeals renamed to Transactions in Explore
Tools & Projects
- NewProject framework redesign — CompanyProjectType / Stage / Tool with three lock booleans; legacy templates removed
- NewTri-state stage rail on tool pages
- NewCluster A engine-grade — lease-expiry, negotiation-signing, rent-review
- NewCluster B — IFRS 16, cost-benchmarking, business-case Monte Carlo, real options, tax impact
- NewCluster F — risk Monte Carlo, programme EVM, handover and day-one readiness
- NewComparable-transactions backbone — market-comparison to ~85% JLL-grade
- NewRent-review as a marketplace tool — same engine, two surfaces
Email & Integrations
- ImprovedCentral sendEmail helper with demo-recipient blocklist
Plus 4 infrastructure and behind-the-scenes improvements.
v1.1May 18, 2026
Four major new capabilities
A packed release: the Workplacer Copilot, a CFO financial planning workspace, AI-powered contract reconciliation with rent reviews, and a composed opportunities engine — plus deep improvements across financials, sites, projects, and the mobile app.
AI & Copilot
- NewWorkplacer Copilot — conversational AI with persistent memory, custom KPI authoring, financial intelligence tools, and a full action log
- NewToday page — AI-driven daily action plan
Financial Planning
- NewCFO Financial Planning — forecasts, scenario modelling, decisions tracker, board pack and executive summary
- ImprovedFinancials tab — tooltips, info hints, and site-specific grain aggregation aligned with portfolio calculations
Workspaces & Access
- NewWorkspaces — tailored entry experiences with workspace switcher across web and iOS
- NewPersonas / Essential UX mode for role-tailored interfaces
- NewInvite-only onboarding with role-aware preview and capabilities-based access control
Contracts
- NewContract Reconciliation — AI invoice extraction from PDF + email, variance surfaces, weekly variance digest
- NewRent Reviews — contract and portfolio tracking with AI market brief and inline calculation trail
- ImprovedContract abstraction — per-row rationale, obligations↔responsibilities tie, audit trail, dynamic cross-section re-abstraction and amendment branching
Insights & Opportunities
- NewOpportunities engine — composed site opportunities with cascade triggers, notifications, and weekly digest
- NewWeekly Intelligence Digest rebuilt as an executive brief
- FixedOpportunities AI schema bug producing empty batches resolved
Sites & Market Intelligence
- NewMarket areas — quarterly refresh, timeseries history, and comparable area surfacing
- NewSite detail — cinematic 3D hero map and inline peer-cohort benchmark bands
- NewSites admin backfill panel for geocoding, market areas and benchmarks
Tools & Projects
- NewTool scenarios — what-if comparisons on project tools
- NewWorkplacer Standard 9-stage template plus asset-class tools (logistics, coworking, last-mile, footfall, racking, cold-chain and more)
Email & Integrations
- NewMagic Address — email forwarding with sender quarantine and AI triage
- NewMicrosoft Graph and Google Calendar OAuth — outbound push of contract critical dates
Mobile
- NewiOS — workspace switcher, password reset, social sign-in, profile view, durable site-visit logger with offline outbox
Plus 9 infrastructure and behind-the-scenes improvements.