🆕 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.