video1.0<iframe src="https://www.loom.com/embed/5a516c1747d146aab6fc2d2fd7d35800" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5a516c1747d146aab6fc2d2fd7d35800-2a793a45e290fd7b.gif3462.8I kicked off our weekly workshop in Omaha and shared updates on Adaptive workflows and AI. We walked through the best way to handle a customer deposit on draws, including syncing deposit invoices to QuickBooks, and how to zero out revenue budget while keeping cost budgets accurate. We also discussed payment sync and QuickBooks desktop and QBO related priorities, plus upcoming improvements like customer reporting, change orders, and custom agents. I asked you to raise questions in chat or email me directly with any roadblocks or feature requests. If you want to try custom AI agents, message me for discovery first.