This release focuses on improving service request usability, recurring job reliability, and backend accounting integration.
Service Request Improvements
- New Fields: Home & Other Phone Numbers
Service requests now display both home and other phone numbers for better contact visibility. - Model Number Field Added to Equipment in Service Requests
A new field allows tracking the model number of equipment on service requests. - Custom Date Fields Now Sort Properly
Date-type custom fields in Equipment, Customers, and Service Requests lists now sort correctly. - Fix: Cloning a Job With Inactive Customer
Cloning is now prevented if the associated customer is inactive, avoiding errors.
Recurring Jobs
- Fix: Taxable Checkbox Persistence
Resolved a bug where the taxable checkbox for recurring items was not saving properly. - Added various UI enhancements to the Recurring Job Items
Accounting & QuickBooks Integration
- "Bill To Other Location" Now Transfers Properly to QBO
Fixed logic that incorrectly pulled the default location address instead of the specified “bill to” address during transfers to QuickBooks Online. - Fix: Inaccurate Deleted Payment Logs
Corrected a bug where deleted payments were incorrectly displayed in the log history. - Improved Payment Sync Reliability
Payments are now synced more accurately, with enhanced error logging and retry behavior for failed transfers. - Performance Enhancements
Improved processing speed by adjusting invoice and payment page sizes and reducing redundant calls.
UI & Usability Fixes
- Mobile: Public Comment Error Message
Fixed a scenario where disabling public comments caused a broken error message in the mobile UI. - Mobile: Print Template Dropdowns
Mobile now correctly renders dropdowns on print templates. - Date Selector AM/PM Bug Fixed
Resolved an issue where times were being misinterpreted due to incorrect AM/PM formatting. - Tax Code Selector Enhanced
Tax codes now uses a custom dropdown UI for better search and performance.