Changelog

What's new

What's new in Obra, dated: features, improvements and fixes as they ship, in plain language.

  1. Website

    Three more free workbooks: change orders, progress billing, subs

    The free Excel cost tracker has company. Three new workbooks, each one for a job the spreadsheet you inherited never did well, and each one waiting at the end of the guide it belongs to:

    • A change order log. One line per change order — price to the client, your cost, days added, signed or not — with the adjusted contract and everything still awaiting a signature totaled for you. For the remodeler who keeps saying yes in the driveway and wants it to land on the final invoice. At the end of how to write a change order.
    • A progress invoice. A schedule of values with percent complete per line, retainage held, previous payments and the amount due this period — the invoice's arithmetic already wired up. For anyone billing by milestone, or putting a package in front of a lender's inspector. At the end of progress billing, construction loan draw requests and retainage.
    • A subcontractor payment log. Each subcontract with its approved change orders, then every invoice and payment against it — invoiced, paid, retainage held, waivers on file and the balance to finish, per sub. For the contractor who wants to know what a job still owes before the last bills say so. At the end of committed costs.

    All three are free, come with the formulas already in place, and exist in English and Spanish. Ask for one at the bottom of its guide — an email address is all we ask for.

  2. New

    Know whether a project's margin is enough

    A 25% expected margin is a fact. Whether it's enough — enough to carry your overhead and still leave the profit you're aiming for — is the question owners have been answering from memory. Now Obra answers it.

    • Set the basis once. Under Organization → Finance, owners and admins enter the overhead the business carries (per year or per month), the profit they target (an amount or a percent of revenue) and the revenue they expect for the year. Obra derives the required gross margin from those three numbers and keeps every review in a history.
    • See it beside every forecast. Each project's expected outcome now shows the required margin next to its expected margin, with the gap in points and the date the basis was reviewed.
    • Get told when a job falls short. Today flags active projects whose expected margin is below the required one, and the flag clears by itself when either number moves.

    Obra never assumes an overhead: until you set a basis nothing changes anywhere. A basis older than six months is shown but no longer acted on until you review it, and projects in another currency than the basis are never compared with a converted figure.

  3. New

    Connect your AI assistant to Obra

    Obra now works inside the AI assistant you already use — Claude, Claude Code, ChatGPT and most agent-capable editors — through the Model Context Protocol (MCP). Connect once, choose the organization and what the assistant may do, and then just ask:

    • Ask about the money. "How is the Westlake remodel doing?", "What did we spend on lumber this quarter?", "Which projects have receipts waiting?" — answers come from the same numbers the dashboard shows, per currency, with a link back to the page.
    • Send in receipts. Hand the assistant a receipt photo or PDF and it lands in your Receipts inbox, scanned, ready to confirm — exactly as if you had sent it by WhatsApp.
    • Record and update. With your permission, the assistant can add transactions, create projects, clients, vendors and categories, set budgets and run spreadsheet imports. It can never delete, void, approve, pay or close anything — those stay yours.
    • Export. Pull a transactions CSV or a full organization export from the conversation.

    Every connection is approved by you on a consent screen, limited to what you allow, and can be revoked any time from Settings → Connected apps. Owners and admins see every assistant connected to the organization and can switch the feature off for the whole team. Assistants only ever see what your own role already allows.

    AI assistant connections are part of Pro, and the 14-day trial includes them.

    How to connect your assistant.

  4. Website

    New on the website: pricing, about, comparisons and free tools

    The launch also brings a fuller website, so the answers are on the page instead of in a sales call:

    • A pricing page with the plan grid, how per-seat billing works, and the billing FAQ.
    • An about page: who builds Obra, who it is for, and the rules we don't bend.
    • Comparisons with QuickBooks Online, Buildertrend, Jobber, Contractor Foreman and the spreadsheet — each one dated, and each one saying where the other tool is the better choice.
    • Free tools for contractors: markup to margin, labor burden, job cost and profit, change-order pricing, retainage, overhead break-even, budget versus actual, a cost-code list builder and the Excel cost tracker.

    Everything above exists in Spanish under /es as well.

  5. Launch

    Obra is live

    Obra is open to everyone today, in English and Spanish. Here is what ships on day one:

    • Receipts from the job site. Photograph a receipt, forward an invoice to your organization's private email address, or send photos and PDFs to Obra's WhatsApp number. Each one arrives scanned as a draft in the Receipts inbox, waiting for a person to confirm it.
    • A ledger per project. Income and expenses with attachments, contract value, change orders that keep the original value visible, budgets, a forecast of the job's final cost that never dips below what you have already recorded, and a financial close when the last receipt is in.
    • Team expenses with review. Crew members submit expenses from their own phone without seeing the project's finances; reviewers approve them into the ledger.
    • Public project pages. Publish a page per project with photos, milestones and updates to share with clients — never the numbers.
    • Your data, always. CSV exports of anything, or the whole organization as a ZIP.
    • Free forever for one project, and Pro at $12 per user per month with a 14-day trial, no credit card.

    Obra installs from the browser on iPhone and Android, no app store needed.

Missing something? Tell us what would make Obra better: support@tryobra.com