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