What's new
A timeline of product updates, new features, and improvements. We ship regularly to make Belvak better for your business.
Time Tracking & Profitability
Track the hours your team spends on projects and contracts, then watch labor cost, profit margin, and budget burn update as you save entries.
- Log hours against projects and maintenance contracts with a fast Day view, a Week grid for batch entry, and copy-last-week
- Labor cost and profit margin on projects, maintenance contracts, and clients, with budget burn for projects that have an hours estimate
- Team timesheets for managers: see who has submitted, reopen weeks with feedback, send reminders, and export to CSV
- Employee self-service timesheets with weekly submission and a 'No work this week' option for empty weeks
- Ask the built-in AI assistant how many hours were logged, in plain English
Workspace Controls & Refinements
More control over your organization, plus refinements to the new AI Proposal Generator.
- Storage usage tracking with a 15 GB limit per organization, shown in your Organization settings
- Owner controls in Settings: pause your organization at any time, or permanently close it with secure re-authentication
- Re-editable AI proposals so you can reopen and refine a generated proposal instead of starting over
- Your organization is selected by default as the referral source when adding clients, so internal leads need one less field
AI Proposal Generator
Create polished, client-ready proposals with a new AI-powered generator, available as a free tool on our website and built right into the app.
- Free AI Proposal Generator on belvak.com: choose a template, describe your project, and export a branded PDF with no signup
- Generate proposals with AI inside the app, with your company name and logo filled in from your settings when available
- 12 professionally designed templates with inline editing, so you can refine the wording and pricing before exporting
- Line items, taxes, discounts, and totals are calculated for you automatically
Redesigned Record Views & Sharper Reporting
A cleaner way to view your records, plus more accurate multi-currency referral reporting.
- Redesigned, easier-to-scan detail views for proposals, employees, candidates, and payments, with at-a-glance summaries, key facts, and quick actions
- More accurate referral commission reporting in multiple currencies, using the exchange rate from the date each commission was earned
- Hire a candidate and create their employee record from their profile, copying over their CV, photo, and skills when available
- New Referrals & Commissions section in the Help Center
Spring Update
A packed release bringing a full Help Center, team management, client financial insights, and quality-of-life improvements across the platform.
- Help Center with 14+ articles and fuzzy search so you can find answers instantly without leaving the app
- Team invitations with role assignment. Invite colleagues by email and they join your workspace with the right permissions
- Client Financial tab with paid/invoiced columns, revenue trend charts, and not-yet-invoiced metrics
- Activity Log tracking every create, update, and delete across all entities, visible in Settings
- Per-user column customization to show, hide, and resize table columns to fit your workflow
Marketing Website Overhaul
Complete redesign of the marketing website with improved positioning, honest metrics, and new content sections including The Belvak Method, tool stack comparison, and integration roadmap.
- New 'The Belvak Method' section with five principles for running a profitable service company
- Tool stack comparison showing how Belvak replaces 3-4 disconnected tools
- Integrations roadmap page with planned connections to Slack, Stripe, QuickBooks, and more
- Refreshed homepage messaging with honest product metrics
Multi-Currency Support
Full multi-currency support across all financial entities. Every record can now store its own currency, with system-wide defaults and per-record overrides for international teams.
- Support for 50+ international currencies across all financial entities
- Per-record currency selection on projects, invoices, payments, proposals, and more
- System-wide default currency and available currencies configuration in Settings
- Automatic currency formatting with locale-aware display
Employee Payments
Comprehensive compensation tracking for employees with automated payment generation. Supports four compensation types with multi-currency salaries and a dedicated payment dashboard.
- Four compensation types: Monthly Salary, Weekly, Bi-weekly, Semi-monthly
- Automated daily payment generation via scheduled cron job
- Multi-currency salary support with per-employee currency settings
- Recent payments section in employee drawer with quick-access links
Upcoming Invoices
A user-driven approval system for recurring invoices, replacing the previous automated generation. Review, approve, or skip each recurring period before invoices are created.
- Dashboard showing all due and overdue recurring invoice periods
- Individual approve and skip actions for each billing period
- Bulk approve all overdue periods across all projects with one click
- Sequential enforcement ensuring invoices are created in order
AI Business Assistant
A built-in AI assistant that lets anyone on the team ask business questions in plain English. Query revenue, outstanding invoices, project status, and more without writing SQL.
- Natural language queries across all business data
- Accessible via floating button or Ctrl+K / Cmd+K keyboard shortcut
- Multi-model failover with 5-model rotation for high availability
- Rate-limited API with 10 requests per minute per user
Invoice Templates
Customizable invoice templates with a visual template builder. Choose from 12 built-in presets or create your own with custom branding, colors, and layout options.
- 12 professionally designed built-in invoice templates
- Visual template builder accessible from Settings
- Custom branding with logo, colors, and company details
- PDF export via headless Chromium rendering for pixel-perfect output
Maintenance Contracts
Automated status tracking for recurring service contracts. The system monitors contract coverage periods and alerts you when contracts need attention, with full payment history tracking.
- Automated Check Now / All Good status cycle based on coverage dates
- 15-day advance renewal warnings for expiring contracts
- Payment auto-fill from contract terms and coverage periods
- Full payment history per contract with linked financial records
Client Activity Tab (CRM)
A built-in CRM center inside every client record. Manage follow-up actions, track engagement trends, and see a complete timeline of every interaction and system event tied to each client.
- Follow-up actions with priority, due dates, and team assignment
- Engagement Trend card comparing weighted activity across 30-day windows
- Health Score combining payment collection, project activity, and recency
- Merged activity timeline with system events and manually logged interactions
- Inline interaction logging for calls, emails, meetings, and notes
- Timeline filtering by type: Calls, Emails, Meetings, Financial, Projects
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