Changelog
Follow up on the latest improvements and updates.
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Web v2.152
AI & Telephony Billing
- AI and telephony usage now run through company balance
- Included usage: 5 AI requests per person/dayand25 AI voice minutes per company/month
- Agents are now available broadly without a feature flag
- Telephony usage (SMS, MMS, calls, and phone numbers) becomes paid starting July 1
- Companies with phone numbers receive a $50 credit
- Trial CTA copy updated to Start 7-day trial
AHJ
- AHJ applications can now be added as workflow elements
Invoices & Payment Structures
- Added Bill-to Financiersupport on invoices and payment structures
- Fixed invoice PDFs showing the company name in the Tax ID field
Opportunities
- Bulk action copy updated from Update WorkflowtoUpdate Pipeline
Notifications
- Fixed missing ETA in On My Waynotifications
Docs
- Fixed Docs archive download issues when empty forms are included
Access
- Fixed access issues for multi-workspace users after being invited
- Fixed AI voice trial access for unbilled companies
Web v2.150, Portal v3.3
Invoice Reporting
- Invoice Portfolio now supports column manager, smart views, financier filter, totals row, and lazy loading
- Added invoice sent date and fully-paid date
- Added invoice statuses: In Review, Approved, Upcoming
- Added bill totals to match invoice totals
- Added clearer refund, payout, and failed payment details
Portal Payments
- Added public invoice payment page
- Added support for saving account payment methods
- Added manual ACH payment method support
- Portal files are now scoped so customers only see files shared with them or uploaded by them
Portal Appointments
- Added appointments to Portal
- Improved Portal appointment map with updated truck icon and expanded map view
- Improved To-Do behavior for documents that need signatures
Forms
- Added conditional form groups
- Added conditions in forms
- Fixed Form Builder mobile preview field behavior
- Added file upload back to Copilot form creation
AHJ
- Added AHJ support for Canada
- Fixed AHJ custom property display issues
- Fixed duplicated city suffixes in jurisdiction names
Communications
- Added email open icon and hover tooltip
- Fixed created-by display for automation emails
- Fixed replies to automation-created emails using the wrong recipient
- Improved email and SMS reliability across record feeds
Work Orders
- Work view now respects Workflow Builder order
- Fixed child form assignee notification behavior
- Fixed PM field showing numeric ID instead of name
- Fixed AI-generated quote line items being misaligned or not saved
new
improved
fixed
May 25, 2026 — Portal 3.0, AHJ workspace, Nick agent
Web v2.143, Portal v3.2, Mobile v2.2.3
Portal
- Released Portal 3.0with a complete redesign
- Quotes now appear in Portal To-Dos
- Portal received several post-launch UX and performance improvements
AHJ
- Added AHJ portfolio, page, and drawer views
- Added jurisdiction drawer access from the site header
- Added AHJ application document template support
- Improved AHJ data, custom properties, and jurisdiction handling
AI / Agents
- Added Nickagent improvements for sales-rep ETA and commission inquiries
- Added agents to the main menu
- Continued Riley prompt, call, and UI improvements
Records & Navigation
- Added map icon for site address links
- Improved account header UI with cleaner controls and copy actions
- Added ability to move a Project or Opportunity to a different site
- Removed workflow header from account and opportunity-level forms
Docs & Media
- Exported photo PDFs now include EXIF metadata
- Fixed uploaded videos failing to play in forms
- Fixed document template download issues
- Added download option for completed documents
Mobile
- Fixed Start Phase Early on mobile
- Preserved EXIF metadata when uploading photos
- Fixed paused account state showing for active users
Web v2.135.1, Mobile v2.2.1
AI / Agents
- Assign Rileyto Work Orders
- Riley now uses its avatar in customer-facing feed, messages, and call activity
- Riley call quality and call-ending behavior improvements
- Improved agent approval behavior and agent onboarding flow
- Added agent setup improvements, including voice setup and test call support
Payment Structures
- Payment structures can now use fixed payments or percentage-based milestones
- Payment structure badges now show inside invoices and portfolio views
- Financial documents created from payment structures now appear as project elements
- Invoices from milestones are now displayed more clearly
Workflow Builder
- Added drag-and-drop support in Workflow Builder
- Workflow Builder now better respects ordering and section behavior
- Change order history is less noisy
Documents & Notifications
- Added Document Completednotifications for signed documents
- Purchase Orders now show changelog history similar to invoices and quotes
- Improved inbox notification handling for multiple events
Mobile
- Fixed mobile inbox unread count showing with no messages
- Fixed Android form screen jump when the keyboard opens
- Fixed crashes when marking forms complete
- Added billing/paywall handling on mobile for failed billing status
- Improved fallback titles when account titles are empty
Web v2.127.4, Portal v2.31.1, Mobile v2.1.9
Financial Documents
- Convert Purchase Ordersinto vendor bills
- Added custom sectionsto financial documents
- Payment links now regenerate on each email click
- Financial fields are now hidden for users without financials access
- Date custom properties now display without unnecessary time formatting
- Fixed integer labor rate validation
Purchase Orders & Vendors
- Preferred vendor logic when creating a PO from line items
- Improved vendor search behavior in the purchase order form
- Cleaner product and service selection in financial documents
Service Work Orders
- Select quotes to copy line items into a Service Work Order
- Invoices created from a phase now stay tied to that phase
- Replaced Work Order Start Date with First Visit Date
- Added collaborator filter to Work Order analytics
Referrals & Portal
- Referral forms now support an optional address field
- Referral submissions can create a site for a new account
- Portal copy and UI tweaks
Mobile
- Added File Requeststo Opportunities
- Improved File Request creation and labeling on mobile
- Increased Docs upload limit across record types
- Improved camera zoom behavior before taking pictures
- Fixed mobile permissions issues for timesheets, trades, and hidden actions
- Fixed crashes and record/changelog display issues
Web v2.123, Portal v2.29.1, Mobile v2.1.8
Opportunities
- New Board viewfor Opportunities
- Smart Views can now remember your view type(board or list)
- Board view UX improvements (including better grouping and header behavior)
Purchase Orders & Vendors
- Purchase Ordersare now supported
- Create and manage POs with improved status changes and clearer PO actions
- Vendor workflow improvements: preferred vendors, project-level vendor communication, and faster vendor creation
Proposals
- Proposals v1is now available on Web and Portal
- Proposal improvements including clearer status display and better proposal handling
Financial documents
- Financial documents now support custom sections, discounts, and tax
Billing / Permissions
- Billing access can now be limited based on seat type(web+mobile vs mobile-only)
- Seat management improvements for admins (including clearer seat assignment guidance)
- New role options and billing access improvements for view-only users
Work Orders & Workflows
- Work Order SLAsare now supported, with improved SLA UI consistency
- Workflow/automation condition reliability improvements (including support for 0 valuesand better conditional behavior)
- Inspection sections can be reordered and the order persists
- Trade selection improvements (only showing allowed trades) and stability fixes
Automations
- New automation token: Portal link
- Appointment tokens can now be used outside appointment triggers
- New automation trigger: Note Created
- Automation guardrails improved to prevent invalid tokens for a selected trigger
Portal
- File Requestsnow show in Customer Portal requests
- Service plans now show a clearer selected state
Mobile
- SMSreliability fixes (including composer From/To options)
- Offline sync improvements (time entries and uploads) and better reconnect behavior
- Upload/photo improvements (including multi-photo uploads and less freezing in forms)
- Fixes across reminders, visits, forms, and invoices (including saved line edits and fewer crashes)
- Added Forgot Passwordon the mobile login page
Web v2.108.1, Mobile v2.1.5
Admin
- Members list now shows the total number of rows
Work Orders
- Fixed an issue where you couldn’t create line itemsonProject Field Work Orders
Mobile
- Added Service Work Ordersupport on mobile
- Mobile Work Orders now support sections, ordering/visibility rules, andline items(including line items seeded from quotes)
- Mobile Work Orders now support timesheetsandprofitability
- Improved offline time entry syncperformance
- Terminology update on mobile: Clients → AccountsandRequests → Opportunities
This release is focused on faster communication at scale, smoother service work, and more reliable billing/docs.
Messaging & Comms
- Bulk SMS & Emailactions fromOpportunitiesandAccounts
- Communications tab: thread view + message collapsing
- Email attachments+ improved email reply syncing (prevents wrong emails showing in the feed)
- Inbox notification when an email account is disconnected
Work Orders
- New Service Work Ordertype + analytics support
- Work Order Templates: one unified list, customizable sections, line items, better auto-assign behavior
- Dispatch fixes + workflow order fixes for phase work orders
Forms
- Form Builder: Opportunity properties supported
- Better UX: select controls, required-field indicators, drag/drop option ordering, stability fixes
Billing / Invoices / Payments
- Billing page: payment method + invoices list, download open invoices
- Invoice UX: Due date sorting, Archived status, PAY CTA rename, PAID watermark on paid invoice PDFs
- Fixes for invoice payment logging + multi-open-invoice edge cases
Files & Docs
- Docs grid: file tags column, folderfile-count badges
- Documents: show a unique ID per e-signature
- Docs stability fixes (white page crash, template handling)
Imports, Permissions & Admin
- Imports: large-file timeout improvements + matching by Project ID/Number
- Permissions: split Import vs Export permissions; billing permissions extracted into their own permission
Platform-wide
- Geolocation enabled for all companies
- Slack notifications
- Terminology update: Clients → Accounts and Requests → Opportunities
- Move a Project/Opportunity to a different site (and related fixes)
Portal
- Fixes for duplicate customer messages, visit sort order, ETA widget, and related portal display issues
Mobile
- Major app refresh (React Native/Expo) + over-the-air updates
- Fixes for clock-in sync, geofencing sync blocks, Google Maps deep links, permissions, tagging, and refresh/duplication issues
🆕 New
- 🔎 Web: Service Plan filters — Filter Service Plans directly in Clients and Systems views.
- 🔌 Web API: Update project Site + Client — Update a project’s Site and Client via API.
- 🔑 Mobile: Google Sign-In — Google Sign-In is available again in the app.
✨ Improvements
- 🧾 Request page actions — “Create Work Order” / “Create Invoice” actions moved into an overflow menu.
- 🧾 Forms UI — Dropdown properties now render as a clear Select control.
- 📥 Imports / project creation — Improved behavior when creating projects starting from a specific phase (useful for imports).
🛠️ Fixes
- 📑 Quotes & proposals — Tabs no longer show stale/outdated data.
- 🔒 Permissions — Child forms now inherit the correct Work Order permissions.
- 🏠 Site header — Fixed zip code showing twice in the site address header.
- 🧾 Workflows — Fixed edge-case errors when saving workflows, and duplicated workflows now correctly copy SLA values.
- 🔌 Aurora — Fixed proposal status pill getting stuck at “UNKNOWN”.
- 🔗 Systems — Linking a system to a client now updates immediately.
- ⏱️ Timesheets — Timesheet entries are no longer visible to users without permissions.
- 🤖 Automations — Fixed saving in an edge case where triggers/actions weren’t configured yet.
- 🏗️ Sites — Fixed moving a site to another client from the Site page.
- 📱 Mobile permissions — Mobile no longer bypasses role permissions for work orders.
- 🗺️ Mobile home — Added a clearer empty state (with map) when there are no tasks.
🆕 New
- 🤖 AI Receptionist (Limited rollout): AI receptionist is now available behind a feature flag.
- 🤖 Automations: Create with AI: Generate automations using AI prompts.
- 📱 Mobile: Offline mode: Work offline and sync when you’re back online.
- ⏱️ Mobile: Timesheets for collaborators: Collaborators can now track time more easily.
- 🎙️ Mobile: Voice input for comments: Dictate comments instead of typing.
✨ Improvements
- 🧾 Paid invoice PDFs: Paid invoices now include a PAID watermark.
- 🧾 E-sign tracking: Signed documents now display a unique ID (UUID) for easier reference.
- 💳 Stripe onboarding: Improved Stripe connected account setup.
- 🧭 Overview “+” menu: “Create with AI” is now available from the Overview “+” button.
- 🧩 UI polish
- “Project + Work” button now uses the correct dropdown options
- Required fields now show a red asterisk in Form Builder
- Request-level quotes are hidden from the Site Overview sales list
- 📱 Mobile UI copy: “Collapse details” is now “Show less” for consistency.
- 📒 QuickBooks Online: Added control for the default payment deposit account.
🛠️ Fixes
- 🤖 Automations: Fixed toggling active/inactive from the automations list.
- 📄 Document templates: Improved PDF annotation handling and fixed document submission failures.
- 🔗 Service Work Orders: Fixed a link that could route to the wrong page.
- 📥 Imports: Import details no longer show truncated columns.
- 📚 Catalog: Fixed UI glitches (including odd white blocks) and resolved catalog scrolling issues in some accounts.
- 🧾 Invoices & Bills
- Fixed logging invoice payments with valid transaction dates
- Fixed “Sent” tab Load more not loading additional invoices
- Improved billing logic for companies with multiple open invoices
- 🧾 Forms & templates
-Fixed Preview Forms page failing to load
-Fixed Office WO template issue where the WO field wouldn’t open
- 🧾 Service plans & Dispatch
-Fixed service plan work orders missing child forms
-Fixed “Begin Construction” work order not appearing on Dispatch
- 🔌 Aurora integration: Fixed PPW billing mapping issues, resolved blank Signed tab behavior in some cases, and improved proposal status sync reliability.
- 🚪 Portal: Completed Service Visits are visible again, and referral submissions no longer fail in some edge cases.
- 🚀 Performance: Improved project loading performance in cases that could feel slow, and reduced high Chrome memory usage in some scenarios.
- 📱 Mobile: Fixed offline uploads getting stuck.
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