Release notes

This release brings enhancements to purchasing (Supplier filter, bulk PO creation), workflows (clear value option), AI prompts (editable, richer context), Inbox UX, Milestone Jobs, Asset Type Management, ESM Portal compliance views, and the report template builder (WYSIWYG).

Fixes cover invite batching, SWMS grid pasting, asset audit photos, mobile checklist switching, defect reporting, recurring job/asset expiry flagging, notifications, mobile Calendar accessibility, profitability analysis, mobile photo workflows, stock/materials handling, job report asset replacements, and Contract creation from a Site.

Technical Changes: Security hardening via "QB Compliance Review" (XSS, anti-automation, session/token hardening, TLS, CSP, invoice validation, logout session invalidation).

Mobile App 2026.18.4 fixes job report asset replacements, missing photos, checklist switching, Calendar accessibility, and Work Files photo handling.

This release adds a Public HTML Quote Approval Page, per-record currency settings for Invoices/POs, automatic inventory deduction on invoice sales, and improved Xero sync with a new "Invoicing Line Strategy." Other enhancements include A–Z list sorting, auto-filled customer contacts in the job wizard, PO lines in profitability analysis, editable material creation dates, and Internal Notes on the Job Dashboard.

Fixes cover Pricebook lists opening in a new tab, resolved filter issues for Western AG, corrected mobile date formatting, persistent asset status updates, fixed job timer redirects after clock-out, and a bug where custom parsing rules erased the default rule.

Mobile App 2026.18.3 adds Internal Notes and asset expiry indicators, plus fixes for date formatting, asset status saving, and job timer behavior.

This release improves onboarding, job visibility, and financial accuracy, while fixing several bugs across web and mobile. New companies get a guided Welcome Setup flow, mobile users can now more easily view teammates' assigned jobs (with new "My Jobs"/"Team Jobs" toggles), and asset expiry tracking is expanded across job views and recurring jobs.

Other additions include a faster Supplier Invoice creation flow, cleaner date/portal/chat display logic, and updated MYOB OAuth authorization ahead of its September 2026 deprecation. Key fixes address a critical GST calculation error on invoice balances, inconsistent @mention notifications, broken Inventory Levels search, failing Xero actions on voided invoices, and slow-loading pricebooks with large item volumes.

The mobile app (2026.18.1) also resolved a lingering billing setup prompt and upgraded reCAPTCHA for iOS compatibility.

Enhancements include adding a maximum booking per time limit, improving auto-generated invoice report subjects, removing the mandatory subject requirement for the "Send SMS" workflow action, updating default time entry sorting, adding functionality to flag a contact role as primary in the Public API, and optimizing rendering performance for job details. Fixes address issues with incorrect calculations for Time & Materials invoicing, material sell prices not carrying through, synchronization errors with Xero invoice payments, font size on customer invoices, missing email signatures, incorrect email template merge fields, files being saved incorrectly within email templates, removal of default signatures when applying email templates, data loss when creating schedules within tasks, missing checklists from recurring jobs, and a mobile UI bug related to the "Default Billing" prompt.

Enhancements include the addition of default parsing for jobs and supplier invoices, the removal of the alias field in PDF parsing rules, and the use of the Job Wizard for job creation. Static values can now be added, and there is an option to attach files after conversion.

Parsing rules are applied in the Job Wizard and Supplier Invoice creation, and email bodies can be converted to jobs or invoices using default parsing rules. A Select Site button is added in the Job Wizard for unmatched sites. "Share Signature" allows signatures to be used by other users within the same client, and support for multiple photos has been improved.

Fixes address confirmation prompts to avoid losing changes, correct parsing of decimal values, and duplication of line items. Success messages for parsing rule edits have been corrected, and the sorting option for time entry lists has been added.

The UI glitch after saving in the Scheduler has been fixed, and markup display has been adjusted for consistency. Email activity visibility has been improved.

The mobile app enhancements include QR

Enhancements include updates for Xero App Store certification, added note author ID/name in API responses, added missing fields to customer list endpoints, improved PO line item tooltip and job selection, and correct job data for sample payloads. Fixes address issues with quote filter results, supplier tagging, PO status changes, and default time in desktop time entry.

Technical changes include a console command to set users inactive across all clients. The mobile app version 2026.17.4 introduces enhancements such as date range selection and fixes a bug related to materials defaulting to a 0% markup.

Enhancements include the addition of an admin global search, mobile report generation for completed job schedules, and support for inspecting assets against multiple checklists. A "Show Detail Pricing – Hide Totals" option has been added, and users can now add time entries directly from the weekly timesheet view.

Default values can be set in date fields in the checklist editor, and there are options for readonly fields and work locations in Field Entries. Fixes address issues such as image descriptions being reset, display of scheduled users/resources for jobs with large schedules, and the chronological order of time entries.

Technical changes involve a Xero Compliance Review and updates to SWMS risk score logic/tests. The mobile app version 2026.17.1 includes enhancements for multi-checklist asset inspections, improved map views for work schedules, and configurable report generation for job schedules.

Fixes in the mobile app address issues with image descriptions, missing assigned resources for large schedule volumes, and corrections to the SWMS matrix calculation.

Enhancements include restricting labor code and cost visibility by department and user permissions, materials defaulting to "Used" in jobs with automatic inventory updates, improved "View in Map" for today's jobs, and enabling rescheduling in the mobile app. Other improvements are in mobile camera functionality, job status handling, and checklist conversion.

Fixes address issues with advanced reports, dynamic variables in emails, branding logo rendering, Pricebook references, Xero payments, and time entry selections. The mobile app version 2026.17.0 includes these enhancements and fixes.

Stabilized Scheduler interactions and activity handling in vertical view. Fixed an issue with duplicating an Asset resulting in blank fields.

Resolved the problem of Activity Notes not saving when entered from Scheduler flows. Corrected the auto-completion of state and province when updating the country.

Ensured converted bookings update the job status to scheduled.

Enhancements include expanding inventory workflow to support non-stock items, improving record view UX across modules, updating terminology from “Variant” to “Subtype(s)”, and introducing an Online Booking Scheduler. Fixes address issues such as the Jobs API due\_date filter now matching the exact date, correcting date shifting in time entries, displaying work order line items correctly, ensuring filters are not removed incorrectly, correcting long-name input error messaging, and preventing mobile users from logging into the Fieldmagic desktop.

Additional enhancements involve replacing “In Progress” with “On My Way” with notification features, renaming “Variant” to “Subtype” across the platform, and enabling voice-to-text for mobile inputs. Another fix corrects blank fields when logging time entries in a Project Task.