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