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Mobile App Update — Voice Commands, Live Activity, Inventory Management & More

Live Activity for Recordings (iOS) When you start a recording, you'll now see a Live Activity on your iPhone lock screen showing the recording status. You can check that a recording is active at a glance without opening the app.

Voice Commands with Siri & Google Assistant You can now use your voice to jump straight into LeanScaper. On iOS, tell Siri something like "Start a chat with Lana in LeanScaper" or "Start a huddle in LeanScaper" to open the app right where you need it. On Android, the same commands work through Google Assistant. This is especially useful when you're on a job site and need to pull up Lana hands-free.

Improved App Startup We've simplified the app startup flow. When you open the app, you'll land right where you need to be without an extra swipe.

Login Stability Fix We've addressed an issue where some users were getting unexpectedly logged out of the mobile app. You shouldn't need to re-enter your credentials as frequently going forward.

Inventory Management with Lana You can now manage inventory directly through Lana on the mobile app. From the home screen, you'll see a new Manage Inventory card with two options:

  • Record change opens a chat with Lana where you can add or remove stock in plain language. Just tell her something like "add a mower blade in Park" and she'll confirm the item, location, and quantity before recording it.

  • Scan QR code opens your camera to scan a product code, then sends it to Lana so you can log the change without typing the item name.

Lana will ask whether you're adding stock or recording usage, confirm the details, and update your inventory counts, all from a quick conversation.

Inventory Management

Inventory

You can now track your materials, supplies, and equipment across every location in your business — trailers, yards, shops, shelves, bins. If it has a place and a quantity, it belongs in Inventory.

Head to Inventory in the sidebar and you'll find two views. The Dashboard shows you what needs attention right now: what's out of stock, what's running low, and what's changed recently. The Catalog is your full item list where you add, edit, import, and manage everything.

Here's what you can do:

  • Track items across locations. Every item has a name, quantity, location, and optional details like SKU, category, unit value, and preferred vendor. The system tracks stock status automatically — In Stock, Low Stock, or Out of Stock — based on your reorder points.

  • Import in bulk. Click the import icon to upload a CSV or spreadsheet with up to 1,000 items. Only the name column is required. Locations are created automatically from your file.

  • Set reorder points and let Lana watch them. When stock drops below your threshold, Lana creates a reorder card on your Ops Board. Batch items by vendor and place one order instead of five.

  • Print QR labels. Select items in the catalog, choose from six Avery-compatible label templates, and print. When a crew member scans a label, it opens a conversation with Lana pre-loaded with the right item and location. They just say what changed.

  • Update inventory through Lana. "Used 5 bags of mulch from Trailer 3." That's it. Lana updates the count, confirms the change, and triggers a reorder card if you're running low. Works in any language.

  • Use saved views to see inventory your way. Ten built-in views including By Location, Stock Alerts, Needs Reorder, Vendor Orders, Crew Inventory, Asset Value, and Quick Count for physical counts in the field.

The SOP for your crew is one sentence: when you take something or receive something, tell Lana.

Lana Support Mode

Lana can now answer product and how-to questions directly in chat. When you ask a support-related question — like how to set up a feature or what a setting does — Lana pulls answers straight from LeanScaper's Help Docs and includes a link to the source so you can dig deeper if needed.

Responses are short, step-by-step, and focused on getting you unstuck fast. If Lana isn't sure about something, she'll ask a clarifying question or point you to the closest help article rather than guessing.

Custom LeanBoards

LeanBoards

You can now create your own boards in LeanBoards, designed around how your team actually works. Head to LeanBoards → My Boards to create a new board and define your own columns — whether that's by workflow stage, responsibility, priority, or whatever fits your process.

  • Build boards for specific workflows or departments — instead of fitting everything into one default board

  • Define custom columns that match your stages, not a fixed structure

  • Run multiple boards to manage different types of work separately

Custom LeanBoards give you flexibility without sacrificing visibility, so work flows the way your team does.

Card Owner Visible in LeanBoard Summary View

LeanBoards

When boards get busy, context matters. You can now see who owns each card directly in the LeanBoard summary view—no need to open the card to know who’s responsible.

This makes it easier to:

  • Scan the board and understand ownership at a glance

  • Balance workload across teammates

  • Follow up faster without extra clicks

Card ownership is displayed consistently across columns, helping teams stay aligned and accountable as work moves forward.

Uninterrupted Huddle Recording on Mobile

Mobile

Recording a huddle shouldn’t stop because your phone decided to take a nap.

During longer huddles, some devices would dim or lock the screen, interrupting recordings and forcing crews to restart or miss key moments. That friction adds up fast when you’re standing in a parking lot trying to get the day started.

With this update, the LeanScaper mobile app now keeps your device awake while a huddle recording is in progress. Hit record, run the conversation, and finish without touching your phone again.

• Prevents device sleep during active huddle recordings

• More reliable long-form recordings in the field

Your Whole Team Just Got Connected

Agents Huddles LeanBoards Mobile

Field crews text the office. Nobody sees it until it's too late. Morning huddles generate ideas that end up on sticky notes or nowhere at all. Your best processes live in people's heads, not your systems.

This release changes that. LeanScaper AI now includes specialized agents that connect your field teams to your office in real time.

Huddles

Every morning, your crews talk through what's working, what's not, and what they need. By lunchtime, half of it is forgotten.

Now you can hit record, run your huddle like you always do, and let the Huddle Agent extract the wins, the blockers, and the action items. Summaries are ready to review in minutes. Requests automatically become cards on your LeanBoards. Nothing gets lost between the parking lot and the job site.

LeanBoards

"We need 3 yards of mulch at the Henderson site." That used to be a text that got buried. Or a voicemail nobody checked. Or a sticky note that fell off the dashboard.

Now it's a card on your Ops Board before the truck hits the next site. The LeanBoard Agent processes field requests and routes them to the right board automatically. Your office sees what's needed. Your field knows it was heard. No more playing telephone between crews and operations.

Custom Agents

Your best employee knows exactly how to handle client complaints. Your top estimator has a process that wins bids. That knowledge usually walks out the door at 5pm.

Custom Agents let you capture your best processes in AI that anyone on your team can access. Feed it your SOPs, your templates, your playbooks. Define what it knows and who can use it. It's like cloning your best people without the HR headache.

Mobile

Your field teams are on job sites, not at desks. They've been locked out of tools that require a laptop and a coffee shop.

The LeanScaper mobile app puts Lana in their pocket. Chat with Lana, record huddles, submit requests from the truck. AI support from anywhere, for everyone.

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  • Groups and permissions foundation lets you control who sees what

Reliability Improvements

LeanDocs Settings

No flashy features this week. We focused on making what you already have work better.

Document updates save more consistently, and you'll see fewer unexpected logouts during long work sessions.

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  • LeanDocs metadata now saves reliably during rapid edits

  • Session handling improvements reduce unexpected disconnections

Dark Mode That's More Readable

Settings Permissions Lana

We heard you. Dark mode text contrast has been improved across the platform. Early mornings and late nights just got easier on your eyes.

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  • Updated primary text color for better contrast in dark mode

  • Lana's document search returns more consistent results

  • General performance improvements across the platform

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  • Resolved permission issue preventing admins from promoting teammates

Control Document Access by Group

LeanDocs Files Permissions

Managing permissions one person at a time doesn't scale. Now you can assign LeanDocs and Files to groups instead of individuals.

Group-Based Permissions

Use the built-in groups (Employee, Finance Admin, Admin) or create custom groups that match how your company actually works.

  • Your safety docs go to field crews

  • Your financial reports go to leadership

  • Set it once, new team members get the right access automatically

Quick Permission Editing

Click any document's permission badge to add or remove groups without opening settings. Two clicks instead of ten.

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  • Links in Lana's responses are now clearly styled and clickable

  • Page scrolling behavior is more natural (no more nested scroll areas)

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  • Long organization names no longer get cut off in the header

Organize Documents Your Way

LeanDocs

Labels are now a first-class feature in LeanDocs. Apply custom labels to organize your documents however makes sense for your business. Filter by label to find what you need fast.

Smarter Label Management

  • Fewer clicks to apply labels

  • Hover over unlabeled documents to add labels

  • Label picker shows existing labels to prevent duplicates

Think of it like a lightweight filing system that actually works the way you think.

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  • New interface for creating and managing custom roles

  • Assign multiple roles per teammate

  • Teammates page now shows all roles at a glance

  • Lana reads uploaded files more accurately

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  • Better handling of session timeouts during authentication

Get Help Without Leaving the App

Settings

New Help menu gives you quick access to FAQs, community support, programs, and feedback. No more hunting through external sites.

Labels for LeanDocs

LeanDocs

Apply custom labels to new and existing documents. Labels appear in the document list and inside each document. Filter your library by label to surface exactly what you need.

It's simple, but it changes how you organize your knowledge base.

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  • Added Number of Employees and Job Title fields to Settings (Lana uses this context)

  • Team members can now hold multiple roles

  • Reduced timeout issues when processing larger files

  • Tighter security validation on sensitive operations

Set Access Levels When You Create Documents

LeanDocs Lana

No more creating a document and then hunting for the access settings. Now you set the access level right when you create the doc. Change it anytime from within the document itself.

We also taught Lana more about you. Tell her your job title, preferred language, or who your manager is. She'll use that context to give you better, more relevant answers.

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  • Access level labels now update immediately after changes

Keep Sensitive Documents Private

LeanDocs Permissions

New Finance access level for documents that shouldn't be visible to everyone. Finance-level documents are visible to Admins and Finance Admins but hidden from Employee roles.

Your P&L summaries, compensation data, and financial planning docs stay where they belong.

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  • Clearer feedback during signup when company names conflict

  • Better error messages for invalid characters in names

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  • Resolved issues with renaming documents and changing access levels

  • Smoother recovery from login failures

Browse AI Agents by Function

Agents

The new Agents section lets you browse and search guided conversation flows organized by what they do. Select an agent to start a focused conversation. Save the output as a LeanDoc when you're done.

Think of agents as specialists. Instead of asking Lana a general question, you're working with an AI that's focused on one type of task.

Manage Your Team Through Conversation

Lana Settings

Ask Lana to update user profiles, invite new teammates, or change roles. Less time in settings menus, more time doing actual work.

"Hey Lana, invite [email protected] as an Employee" just works.

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  • Better detection of existing organizations during signup

  • Clearer error messages when account creation fails

  • Improved sync status messaging

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  • Resolved lag and crashes in Business Assessment final step

  • Fixed visual flash on page load related to theme initialization

Teach Lana Your Business

Files Lana

Files is officially live. Upload your business documents and Lana will reference them when answering your questions.

Upload your employee handbook, and Lana can answer questions about your PTO policy. Add your service descriptions, and she can draft proposals using your actual offerings. The more context you give her, the more useful she becomes. Learn more about how Lana learns your business.

Supported Formats

TXT, MD, XLSX, DOCX, CSV, PDF (up to 50 MB per file)

Visibility Options

  • Company - Everyone can access

  • Finance - Hidden from Employee roles

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  • Unverified users now get redirected after login with a clear resend option

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  • Prevented accidental deletion of files while still processing

Talk to Lana in Three Languages

Lana Mobile Settings

Voice input now works in English, Spanish, and French. Set your preferred language in Profile settings, and Lana will understand you in whatever language your team speaks.

For crews where Spanish is the primary language, this changes everything.

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  • Redesigned Files interface with newest uploads shown first

  • Clearer login error messaging

  • QuickBooks disconnect now properly removes synced data (Scorecard values you've written stay put)

Files: Early Access

Files Lana

Start uploading documents to build Lana's knowledge of your business. This is an early release, so you'll see "Processing for Lana..." while she learns new content.

Supported Formats

TXT, MD, XLSX, DOCX, CSV, PDF (up to 50 MB)

Company files are visible to everyone. Finance files stay private from Employees.

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  • Scorecard now displays decimals appropriately (2 for currency, 1 for percentages)

  • Negative values allowed in Scorecard where meaningful (like eNPS)

  • Added Organizational Type and Company Description fields to Settings

  • Lighter dialog overlays with subtler blur

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  • Restored missing menu options on older LeanDoc links

  • Corrected Scorecard logic for metrics where lower is better

Integration Clarity

Integrations Lana

We added data usage and security information to the Integrations page so you know exactly what happens when you connect external services.

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  • Added text label to chat History for easier discovery

  • More reliable QuickBooks sync across different account structures

Connect Your QuickBooks

Integrations Scorecard Lana

Link your QuickBooks Online account and your financial metrics flow into LeanScaper automatically. Revenue, gross margin, net margin, AR days, AP days are mapped and locked in your Scorecard.

Org Admins and Finance Admins can connect from Settings → Integrations.

Lana + QuickBooks (Beta)

Ask Lana about your QuickBooks data. She can discuss your financials and help you understand what the numbers mean. Analysis capabilities will improve over time.

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  • Wide tables no longer get cut off in chat

  • Resolved occasional response streaming stalls

  • Better recovery from unexpected QuickBooks data formats

Lana Remembers

Lana

Tell Lana what to remember. Ask what she remembers. She'll also save some things automatically based on your conversations.

"Remember that we use 3-inch depth for all mulch installations" and she will.

This is how Lana gets smarter about your specific business over time.

Images and Collaboration in LeanDocs

LeanDocs

Upload images directly into your documents. Work on LeanDocs together with your team in real time.

Your SOPs can now include photos of equipment setup. Your process docs can show what "done right" actually looks like.

Finance Admin Role

Permissions Scorecard

Admins can now assign the Finance Admin role to teammates. The Financial scorecard category is hidden from Employees. Only Finance Admins and Admins see it.

Sensitive financial data stays with the people who need it.

Small Improvements

Settings Lana

  • Chat sidebar open/closed state now persists across pages

  • Added a reminder to verify information from Lana

  • Country selection updates address labels (Zip Code ↔ Postal Code, State ↔ Province)

Search Inside Documents

LeanDocs

LeanDocs search now looks at content, not just titles. Find that SOP you wrote three months ago by searching for what's actually in it.

LeanDocs

Print LeanDocs from the list page or from inside any document. For when you need paper on the truck or posted in the shop.

Full-Screen Chat

Lana

Expand Lana to full screen for focused conversations. Collapse back to the side panel when you need to reference other parts of the app. Close chat from any page.

Sometimes you need more room to think.

Beta Launch!

Our first version is now live! Chat to Lana, build LeanDocs, get started with your Mission and Vision.

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