Smarter Schedule & Spec Sheet Imports: Automatically consolidate multi-area items, resolve hierarchy layers, and run pre-import validation.
AI-Assisted Report Builder with Lio: Design tear sheets and spec books conversationally, with native Tabloid (ANSI B) multi-page formatting.
Real-Time Webhooks: Trigger automated syncs for projects, purchase orders, invoices, and shipment tracking to your ERP or accounting software.
Pack-Based Pricing: Support bulk-pack purchasing with automated unit-to-pack roundups and custom cost formulas.
Vendor Quote Enhancements: Compare supplier lead times, delivery schedules, and quoting quantities side-by-side.
| Feature Area | Key Upgrade | Practical Benefit for AEC / Interior Design Teams |
|---|---|---|
| Schedule Imports | Multi-area consolidation & layer mapping | Eliminates duplicate entry when the same product appears across multiple rooms. |
| Report Builder & Lio | Natural-language report creation & Tabloid/ANSI B support | Generate client-ready spec books and tear sheets via conversational AI prompts. |
| Integrations & Webhooks | Outbound event triggers for POs, invoices, & contacts | Syncs Fohlio updates directly with QuickBooks, Procore, or custom ERPs. |
| Purchasing & Quotes | Delivery date comparison & Pack-based pricing calculations | Prevents procurement delays and accurately prices bulk/pallet orders. |
Importing complex FF&E specification sheets and finish schedules is now significantly faster, with pre-import validation that catches formatting issues before data touches your live Project Sheets.
Multi-Area Consolidation: When a single product appears across multiple rooms or zones, Fohlio consolidates it into one parent item while preserving individual area quantities and locations.
Layer & Hierarchy Mapping: Visual review screens display relationships between products and sub-components, making it easy to match rows to existing project layers.
Code-Based Disambiguation: Distinguish identically named areas by area code, create missing layers on the fly, or leave placements unassigned as needed.
Pre-Publish Summary: Review a complete staging summary and apply bulk corrections before committing new records to your project.
Learn more: Cleaning Up a Spreadsheet Should Happen Before It's in the Project
Importing supplier and vendor lists from Excel is now supported through a guided step-by-step mapping flow:
Flexible Sheet & Header Selection: Select the target worksheet, define your header row, and map columns directly to Contact Book fields.
Duplicate Detection: Companies already existing in your Contact Book are flagged upfront so you can skip or update them.
Template Downloads & Error Visibility: Download standard import templates directly from the "Add" menu, and view clear inline error messages if a row fails validation.
Learn more: A Failed Import Should Tell You What Went Wrong
Customizing presentation tear sheets and architectural spec books is now faster with enhanced styling options and built-in AI assistance.
Conversational AI with Lio: Lio opens directly alongside Report Builder in a split canvas. Describe your desired layout—including columns, grouping, and filters—and Lio will generate the structure or update your active template.
Learn more: Building a Report Shouldn't Require a Manual
Print & Export Enhancements: Choose ANSI B (Tabloid / 11 × 17) paper sizing, add image captions and bulleted lists, adjust column widths directly in settings, and embed image galleries within Properties Tables.
Consistent Multi-Page Previews: Headers, footers, repeating sections, and column alignments now render identically across live previews and exported PDFs.
Dynamic Document Fields: Insert dynamic document fields into headings, body copy, and tables with clickable links preserved across previews and generated reports.
Template Permissions & Safeguards: Lock template settings for viewers while allowing editors full control, backed by unsaved-change warnings to prevent accidental data loss.
Learn more: A Report Template Is Only Useful If It Holds Up in the Field
Manage bulk, case, and pallet purchases without manual unit conversions:
Unit vs. Pack Costing: Toggle between individual units and package quantities for any formula, or set a project-wide default.
Automated Roundups: Fohlio automatically calculates required full packs and rounds partial amounts up to ensure accurate purchasing budgets.
Clear Interface Badging: Pack-based line items are explicitly labeled across cost columns, while items lacking packing specs default to standard unit pricing.
Compare trade supplier bids with complete visibility into availability and delivery schedules:
Lead-Time & Quantity Comparison: Suppliers can submit their quoted quantities and estimated delivery dates alongside item pricing, with all variables presented in a unified comparison grid.
Earliest Delivery Highlighting: Fohlio automatically identifies and highlights the earliest delivery date among competing bids.
Streamlined Vendor Management: Adding, editing, or removing vendors from an active request for quote (RFQ) is faster and more reliable.
Ensure clean audit trails for purchasing and accounting:
Void Purchase Orders: Mark retired purchase orders as Voided to preserve transaction history while permanently deactivating the record.
Seamless PO Generation from Quotes: Resolved an edge case to ensure purchase orders generate reliably from quotes containing newly added, accounting-linked line items.
Learn more: A Cancelled Order Shouldn't Look Like an Active One
Custom Header Fields: Add up to two custom metadata fields to your Project Sheet headers, with dynamic alignment that automatically respects your company logo placement.
Accurate Assignee Filtering: Filtered views now strictly display data for the selected team members.
Connect Fohlio to external ERPs, CRMs, and accounting platforms by broadcasting real-time lifecycle events:
Comprehensive Event Triggers: Subscribe to create, update, and delete webhooks across projects, contacts, proposals, invoices, purchase orders, and shipments.
Delivery Logs & Health Monitoring: Authorized team members can monitor delivery status, review payload data, and inspect automated retry attempts directly within workspace settings.
Learn more: Your Project Data Shouldn't Live in Just One Place
Preserved File Metadata: Downloaded attachments now retain their original filenames and open in the background without navigating away from your active sheet.
Named Attachment Links: Attached documents render as clean, named hyperlinks inside report tables and PDF exports.
Cross-Project Calculation Stability: Grouped price totals in Cross-Project Reports load reliably across large datasets.
QuickBooks Tax Rate Sync: Updating tax agencies on linked tax rates now saves only modified fields, preventing resubmission conflicts with unchanged rates.
User Management Reliability: Access control and team member tables load reliably even when initial permission roles are still provisioning.
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