What's New in Trimble Pay 5.6 - May 2026

General Contractors and Invitations

• Assign and Invite

  General contractors can now assign a vendor and send an invitation in a single workflow. Alternatively, they may choose to assign a vendor without sending an invitation immediately, which allows for initial contract setup work to be completed before notifying the subcontractor.

  

  For more information on assigning vendors, see Assign a Vendor to a Subcontract.

• Smart Duplicate Prevention

  To streamline vendor onboarding, the system now automatically surfaces existing company profiles that match the phone number or address during manual entry, reducing the likelihood of creating duplicate vendors.

  

• Enhanced Invitation Clarity

  To prevent cross-company invitation errors, we’ve added more context for users when potential company mismatches occur, enabling faster self-service resolution and more efficient support routing.

  

• Manage Assignments

  If a general contractor assigns a vendor without an invitation, they can later initiate that invitation from the contract record. The system also allows general contractors to unassign vendors, even after an invitation has been sent.

  Individuals can be invited by selecting the Invite icon.

  

Subcontractors and Invitations

• Simplified Onboarding

  We’ve made it easier for subcontractors to accept work and begin billing. Subcontractors now encounter a formal workflow when they receive an invitation.

  • There are no more vendor approvals and link codes.
  • Instead of being directed immediately to the contract, upon their first login to Trimble Pay, subcontractors can now accept or decline contract invitations directly from the project landing page.
  

  For more information on accepting contracts, see Accept a Contract Invitation.

• Decline Functionality

  If a subcontractor declines an invitation, the system automatically unlinks the vendor from that project on the general contractor side.

ACH Payment Enhancements

• General contractors can now edit an Employer Identification Number (EIN) during ACH Onboarding. For more information, see Complete General Contractor ACH Payments Onboarding. For information on changing an EIN, see Enter a New EIN.

• Canceled or returned (Automated Clearing House) ACH payments automatically relock unconditional waivers. For more information on waivers and ACH payments, see Lien Waiver Vault.

Smarter AI Assistant Responses

The Trimble Pay AI Assistant now delivers more relevant answers by recognizing whether you're a general contractor or subcontractor. Help content is automatically filtered to your user type, so you'll see guidance tailored to your role instead of generic responses.

Resolved Issues

• Team members are no longer duplicated in the project members dropdown.

• When change orders are auto-numbered, duplicate numbers are no longer created.

• Procore imports better handle projects with nonstandard zip code formatting.

• Editing split payments requires accountant role instead of the issuer role.

• Corrected an issue where contract comments still displayed after the contract was deleted.

• Retainage changes now reset on the contract after selecting Cancel.

• Fixed the Invoice history tab display by restoring the Payment status and Paid date columns, as well as the Owner funded row.

• Resolved an issue where Procore contract sync errors in Trimble Pay were triggered by duplicate invoice approver records.