Find the invoice you need without opening it first, and switch editors without the workaround.

The invoicing grid now shows the property address right alongside the invoice details.

Before, you had to open an invoice to figure out which property it belonged to. Now you can see the address directly from the list, sort by it, or search for an invoice using the property address.

For invoices that include multiple properties, you'll see the first address plus the number of additional properties, with the full list available on hover.

This isn't just an admin improvement — agents see the property address in their portal too, making it easier for them to identify the invoice they're looking for without opening each one.

The editor pencil now works both ways. You can send a human-assigned task straight to AutoHDR, move it from one integrated editor to the other, or reassign it back to a human editor — right up until the task starts.

Just click the pencil in the Editor column, choose Human editor or Integrated editor, fill in what that editor needs, and save. Dispatch happens automatically.

Once a task is in progress, completed, or cancelled, the editor can no longer be changed. Every handoff is also logged in the task's history.

A slower calendar can be the perfect time to reconnect with clients, build new relationships, and put energy back into business development. Todd and Craig break down how that work now can create momentum for the next busy season.