What's New

Klaus Connect Work Summary — Oct 12–18, 2026

This week focused on customer lead generation, reporting, employee communication, Gallery improvements, subcontractor payments, and accounting accuracy.

The biggest additions were Web Forms for collecting customer leads, a new Project Manager (PM) Report, improved sales and CSR reporting, Note Replies, AI-assisted email subjects, scheduled company announcements, a Gallery Map, and better payment allocation across multiple jobs.

Several existing features were also improved, including the Employee Directory, Ask the Office, Addresses Connect, and Company Dashboard.

Web Forms — New Customer Lead Forms

Klaus Connect now includes a Web Forms feature that allows companies to create public forms for their websites.

Where: Admin Console → Sales & Marketing → Web Forms

These forms can collect customer information and automatically create a Contact and Opportunity in Klaus Connect.

This means companies can receive leads directly from their websites without employees manually entering the information.

Web Forms can be configured with:

• Custom form titles and fields

• Lead source

• Branch

• Service-area restrictions

• Email notifications

• Photo uploads

• Spam protection

• Appointment requests

• Existing-opportunity matching
  

  

Test Mode

All new Web Forms start in Test Mode.

While testing, submissions are emailed to the configured test recipients, but no Contact or Opportunity is created.

Once the form is ready, administrators can turn off Test Mode to begin accepting real leads.

Cloudflare Turnstile

Web Forms can also use Cloudflare Turnstile to help prevent bots and spam submissions.

Visitors may be required to complete a quick verification before submitting a form.

Appointment Requests

Web Forms can optionally collect requested appointment times when booking is enabled for both the form and company.

Important: A requested appointment time does not automatically create a confirmed calendar appointment.

Reports — New PM Report

A new PM Report is available in the Reports portal.

Where: Reports → Production → PM Report

The report helps management review Project Manager activity over a selected period.

It includes information such as:

• Upcoming jobs

• Scheduled jobs

• Started jobs

• Installed jobs

• Closed jobs

• Job values

• Roofing squares

• Installation rates

• Average completion time

Users can select a date range, review the totals, and open the underlying job details.

The report is based on production calendar assignments for in-house Project Managers.

This should help Production Management better understand scheduling, workload, and completed work by Project Manager.

ADL Report — By Job Type

The ADL Report received an important improvement.

Users can now review performance using two breakdowns:

• By Staff

• By Job Type

This allows managers to analyze sales activity based on the type of work being sold rather than looking only at individual salespeople.

For example, management can review sales performance for roofing, siding, windows, or other configured work types.

Sales values are also handled more carefully when multiple salespeople are involved in the same job, reducing the risk of double-counting revenue.

ADS Reporting

ADS information was added to the reporting experience, including the report breakdown and leaderboard.

This provides another way to review sales performance alongside the existing ADL metrics.

CSR Report — Created & Set

The CSR Report now provides additional charts for Created and Set appointments.

Where: Reports → CSR Report

Managers can review appointment activity by:

• Month

• Branch

• Created appointments

• Set appointments

• Set rate

The Set rate is calculated as:

Set Appointments ÷ Created Appointments

A new Exclude Cancelled option allows users to remove cancelled appointments from the relevant reporting results.

This should make CSR performance trends easier to review.

Performance Report Improvements

Performance reporting received several improvements.

Users can now:

• Compare multiple performance metrics

• Filter by Good, Bad, or All leads

• Compare results against branch goals

• Compare performance against last year

Branch goals can appear directly on charts, making it easier to see whether performance is meeting expectations.

Installed Renamed to Closed

The fifth performance metric previously displayed as Installed is now labeled Closed.

This provides clearer consistency with other Klaus Connect reports.

The system also distinguishes between revenue from jobs sold and revenue from jobs closed.

Stage Duration Report

Stage Duration reporting was improved for projects containing multiple jobs.

After the Sold stage, each active, non-cancelled job is evaluated separately.

Production Start and End dates only count once those dates have actually occurred.

This helps prevent future scheduled production dates from being treated as completed activity.

Subcontractors — Payment Register Improvements

The Subcontractors payment area received several important improvements.

Where: People → Subcontractors → Pay

The payment register now provides a clearer view of:

• Supposed Paid

• Actual Paid

• Contracted Date

• Closed Date

• Signed

• Submitted

• Paid

Supposed Paid vs. Actual Paid

Supposed Paid represents the current expected crew installation cost.

Actual Paid represents the amount actually paid to the subcontractor.

This gives Accounting and Production a better way to compare expected subcontractor compensation with actual payments.

Recording Payments

Employees must enter the actual payment amount before marking a subcontractor payment as Paid.

If the payment date is left empty, Klaus Connect uses the current date.

Unchecking Paid clears the payment amount and payment date.

Subcontractor Access

Authorized employees can review the payment register.

Subcontractors who have access to their own records can only view their own payments.

Notes — Reply to a Note

Employees can now reply directly to an existing Note.

Where: Opportunity or Estimate → Notes

Previously, notes were primarily individual entries.

Now a new note can reference an earlier note, making it easier to continue a conversation without losing context.

When replying, the composer shows:

Replying to [Author]

The original note is referenced in the reply.

Replies remain connected to the same Opportunity.

Important

Automatic system-generated activity notes cannot be replied to.

If the original note is later deleted, the reply remains visible with an indication that the original note was deleted.

This functionality is also supported in mobile notes.

Notes — AI Email Subject

When emailing a Note, employees can now use AI to suggest an email subject.

Where: Notes → Email Note → Write Subject

After writing the email content, click Write Subject.

Klaus Connect generates a suggested subject based on the message.

Employees can accept the suggestion or edit it before sending.

This should make it faster to prepare clear email subjects without manually writing one every time.

The feature requires the company's OpenAI Ask AI functionality to be enabled.

Company Announcements — Scheduling

Company Announcements received a major upgrade.

Where: Admin Console → Message Announcement

Previously, Klaus Connect supported a basic company announcement.

Administrators can now manage multiple announcements and control when and where each one appears.

Available options include:

• Always On

• Scheduled Start

• Scheduled End

• Dashboard

• Login Dialog

• Both Dashboard and Login
  

  

Dashboard Announcements

An active announcement can appear directly on the Company Dashboard.

This allows employees to see important company information while working in Klaus Connect.

Login Announcements

Announcements can also appear when employees sign in.

Scheduled Announcements

Administrators can choose when an announcement becomes active and when it expires.

Scheduling follows the company's configured timezone.

This is useful for:

• Company meetings

• Important reminders

• Holiday schedules

• Policy changes

• System updates

• Temporary operational notices

Gallery — New Map View

The company-wide Gallery now includes a Map view.

Where: Insights → Gallery → Map

Instead of browsing only through photo cards, employees can view job photos geographically.

This makes it easier to explore project images based on where the work was performed.

Jobs without usable location information cannot be displayed as map pins.

Gallery — Bulk Delete

Gallery now supports selecting and deleting multiple files at once.

Users can enter selection mode, choose files, and select Delete.

Important

Bulk deletion is permanent and cannot be undone.

Klaus Connect displays a confirmation before deleting the files.

A record of the deleted filenames is also added to the associated Opportunity activity history.

Employees should carefully review the selected files before confirming.

Gallery — Upload Up to 50 Files

The Gallery upload limit has been increased.

Employees can now upload:

• Up to 50 files at once

• Up to 50 MB per file

This should be especially useful for Production teams uploading large numbers of job photos.

The mobile Gallery also supports the increased file count.

Company Dashboard Improvements

The Company Dashboard received several usability improvements.

Personalized Welcome

The Dashboard now displays a personalized greeting:

Welcome, [Employee Name]

Production Start

Today's activity now includes Production Start information.

Closed Metric

The scoreboard label has been updated from Installed to Closed.

Employee Assignments

Employee dashboard information now includes items assigned specifically to the signed-in user, including:

• Job Flags

• To-Do Tasks

This helps employees focus on the work that requires their attention.

Employee Directory

A dedicated Employee Directory is now available.

Where: People → Employee Directory

The directory focuses on company employees rather than mixing employees with subcontractors, guests, and other contact types.

Users can:

• Browse employees by department

• Search by name

• Search by email

• Open employee details

Access depends on the appropriate employee viewing permissions.

This should make it easier to find coworkers and department information.

Ask the Office — Web Search

Ask the Office now includes a Web Search capability.

This expands the assistant beyond internal Klaus Connect information when an external information lookup is appropriate.

For example, employees may be able to ask questions that require publicly available information rather than only CRM records.

The existing company-specific permission controls continue to apply when Ask the Office accesses internal business information.

Ask the Office — Better Charts

Ask the Office received improvements to chart generation.

Instead of producing unnecessary charts, the assistant can focus on the specific metric requested.

For example:

• A single metric can be displayed without unrelated information.

• A breakdown or percentage distribution can be shown as a pie chart.

• Voice questions can produce charts that better match what the employee actually asked.

This should make AI-generated business information easier to interpret.

Addresses Connect — Sold & Closed Revenue

Addresses Connect now provides additional financial information on geographic areas.

Where: Addresses → Addresses Connect

Town, County, and ZIP views can display:

• Sold Revenue

• Closed Revenue

This adds financial context to geographic market analysis.

Management can better understand not only where the company has worked, but also how much business has been sold and closed in those areas.

Change Orders — Unapprove Permissions

Change Order approval controls were tightened.

Once a Change Order has been approved, only users with the appropriate management-level authority can:

• Remove the approval

• Change commission-payment roles after approval

This includes authorized Managers, Executives, and Super Admins.

This helps prevent unauthorized changes to approved Change Orders and associated compensation decisions.

Payment Allocation Improvements

Customer payment handling received another significant improvement.

A single customer payment can now be distributed across multiple jobs and payment milestones.

This is especially important for multi-job estimates and bundled contracts.

Payment History

Payment History now presents one customer transaction per row, even when the payment is allocated across multiple jobs.

Refunds

Refunds can be connected to the specific original payment allocation being reversed.

QuickBooks Matching

QuickBooks customer and payment matching was improved to reduce duplicate customer links and duplicate payment records.

Payment methods also have clearer visual identification, including:

• Check

• Cash

• Credit Card

• Deposit

• Payment Link

• Financing

These changes should make customer payment records easier for Accounting to understand and reconcile.

Website Lead Matching Improvements

Public lead intake was improved across several Klaus Connect integrations.

This includes:

• Web Forms

• Referral submissions

• Roof Ignite

• Instant Estimator

When a new lead arrives, Klaus Connect checks for an existing contact using:

1. Phone number

2. Email address

If the customer already has an open Opportunity for the same service, the system can be configured to reuse that Opportunity rather than creating a duplicate.

The new activity is recorded on the existing Opportunity.

Staff notifications can also indicate when an existing contact or Opportunity was reused.

This should help reduce duplicate customer and opportunity records.

Estimate Bundle Improvements

When creating a new estimate bundle, measurement inputs are now determined by the selected template.

For example, an Insulation template should not display roof measurement fields that are irrelevant to the work being estimated.

This makes estimate creation cleaner and reduces unnecessary information.

Company Timezone Settings

Company-wide time and calendar settings were consolidated.

Company Configuration now controls:

• Company Timezone

• Week Start

Overtime and pay-period settings remain under HR.

This should improve consistency between Calendar, Dispatch, and other scheduling-related features.

System Status

A new System Status entry is available in Admin Console.

Where: Admin Console → Platform → System Status

This opens the system status page for Klaus Connect.

It provides a central place for authorized users to review available platform status information.

Appearance — Dark Glass Intensity

Employees using Dark Glass appearance options now have an additional customization setting.

A Glass Intensity slider allows users to adjust the strength of the glass-style appearance.

The preference is saved to the employee's account.

General System Improvements

Several additional improvements were made behind the scenes, including:

• Better loading indicators

• Improved Contact error messages

• More consistent theme colors

• Better handling of temporary property-analysis errors

• Improved integration health monitoring

• Additional payment and accounting reliability improvements

These changes are intended to make Klaus Connect more stable and easier to troubleshoot.

How to Use the Key Updates

Create and Publish a Web Form

1. Open Admin Console → Sales & Marketing → Web Forms.

2. Click New Form.

3. Enter the form title and configure the fields.

4. Set the Lead Source and Branch.

5. Configure service-area restrictions if needed.

6. Enable Cloudflare Turnstile when spam protection is required.

7. Test the form while Test Mode is enabled.

8. Confirm test submissions are received correctly.

9. Disable Test Mode when the form is ready to accept real leads.

10. Share the public form link on the company's website.

Remember: Test Mode does not create Contacts or Opportunities.

Open the PM Report

1. Open Reports → Production → PM Report.

2. Select the reporting period.

3. Review Upcoming, Scheduled, Installed, and Closed activity.

4. Review job values, squares, and installation metrics.

5. Click a metric to review the associated jobs.

6. Export or preview the report when needed.

Review ADL by Job Type

1. Open the ADL Report.

2. Select the desired reporting period.

3. Open the detailed breakdown.

4. Choose By Staff or By Job Type.

5. Review sales activity and values.

Review CSR Created & Set

1. Open Reports → CSR Report.

2. Select the date range.

3. Review Created and Set charts.

4. Filter by Branch when needed.

5. Review the Set Rate.

6. Use Exclude Cancelled when appropriate.

Record a Subcontractor Payment

1. Open People → Subcontractors.

2. Select the subcontractor's Pay section.

3. Find the job/payment record.

4. Review the expected amount under Supposed Paid.

5. Enter the amount under Actual Paid.

6. Mark the payment Paid.

7. Confirm the payment date.

Reply to a Note

1. Open the Opportunity or Estimate.

2. Go to Notes.

3. Find the note you want to respond to.

4. Click Reply.

5. Enter your response.

6. Save or send the reply.

The reply stays connected to the original note.

Generate an Email Subject

1. Open the Note email composer.

2. Write the email content.

3. Click Write Subject.

4. Review the AI-generated suggestion.

5. Edit the subject if needed.

6. Send the email normally.

Schedule a Company Announcement

1. Open Admin Console → Message Announcement.

2. Create a new announcement.

3. Enter the message.

4. Choose Always On or specify Start and End dates.

5. Select where it should appear:
   

   • Dashboard

   • Login Dialog

   • Both

6. Save.

The announcement will appear according to its configured schedule.

Use Gallery Map View

1. Open Insights → Gallery.

2. Select Map.

3. Review job locations.

4. Explore the available photos for the jobs shown on the map.

Delete Multiple Gallery Files

1. Open Insights → Gallery.

2. Enter selection mode.

3. Select the files to remove.

4. Click Delete.

5. Carefully review the confirmation.

6. Confirm only when the files should be permanently removed.

Deleted files cannot be recovered through this feature.

Follow-Up Items

• Test Web Forms thoroughly before switching from Test Mode to Live.

• Confirm each company has the required Web Forms access enabled.

• Review Cloudflare Turnstile settings before publishing public forms.

• Validate duplicate Contact and Opportunity matching with real lead submissions.

• Review PM Report results with Production Management.

• Continue validating ADL, ADS, CSR, Performance, and Stage Duration calculations.

• Review subcontractor payment amounts before marking records Paid.

• Monitor Note Replies across desktop and mobile.

• Confirm OpenAI is enabled for the AI email-subject feature.

• Review scheduled Company Announcements to prevent outdated messages from remaining visible.

• Remind staff that Gallery bulk deletion is permanent.

• Verify geographic Gallery results and locations.

• Continue reviewing payment allocation and QuickBooks matching with Accounting.

• Review Change Order approval permissions with Sales and Management.

• Continue improving Ask the Office reporting and chart accuracy.

• Validate Addresses Connect Sold and Closed revenue against existing financial reports.

• Continue monitoring mobile Gallery uploads and performance.

• Continue prior work on automated communication restrictions, Appointment SMS opt-outs, integration security, and Customer Portal development.