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