new
improved
fixed
BUG
NEW FEATURE
IMPROVED FEATURE
PERFORMANCE
December 15th, 2025 Release Update: Workflow, Invoicing, and Reliability Improvements for Platform/Web 2.88.12 🌐
We’ve shipped a round of updates focused on
cleaner navigation
, stronger workflow guardrails
, invoicing improvements
, and reliability fixes
your team will feel day-to-day. Here’s what’s included:Platform/Web 2.88.12 Updates 🌐
Features & Enhancements 🎉
- Sites card now shows all non-archived records
A clearer view of active records without archived items getting in the way.
- Smarter links after closing a request
When closing a request creates a Work Order or Project, the activity feed link now opens the
exact record
in context (Client → Site → Work Order/Project
) instead of taking you to the generic work list.- AI Invoices
Added AI-assisted invoicing support to help streamline billing workflows.
- Comments on form files
Added support for collaboration directly on form-related files.
Improvements 🛠️
- Call recording disclosure messaging
Added clearer disclosure messaging during calls for transparency.
- Default “Current User” filtering
Some views now default to the current user to reduce noise and help you focus.
Fixes & Reliability Improvements 🔧
- Comment attachment display fixed
Comment attachments now render correctly.
- Workflow guardrail for won requests
Prevents closing “Won” requests without an assigned workflow to avoid misconfigured states.
- Payments setup stability fix
Resolved an issue caused by clicking “Setup Payments” repeatedly.
- Service Work Orders: Site linking fixes
Fixed cases where work orders were missing a Site link and backfilled missing Site IDs where needed.
- Solargraf integration reliability
Fixed an issue where the signed proposal webhook could be removed after execution.