Release notes

This release improves job management, mobile workflows, and scheduling visibility. The Jobs module gets a powerful new grid, Document Builder is faster and updates in real time, and defects can track product quantities.

Messaging expands with Sinch Engage, and profitability analysis is more accurate and runs in the background. The dispatch map now shows technicians’ daily routes and live job statuses.

Mobile users can apply Job Templates, load required checklists, and see correct job transitions. Various filter, calendar, and email issues are fixed, and bundled Apple fonts were removed for App Store compliance.

This release adds asset installation dates with automatic expiry and alerts, suggests contacts on POS payment receipts, and speeds up performance. Fixes include clock-in switching to the wrong job, leave request notifications, report accuracy, large asset exports, annotated PDF versioning, Pay Later double-payments, and onboarding and login issues.

Fieldmagic Mobile App 2026.19.5 lets staff submit leave requests in timesheets on mobile and desktop, with rejection reasons, direct-link notifications, and resubmission alerts. It adds a setting for overlapping time logs, turns on quote-to-job conversion and bulk allowances by default, and sends job titles to Business Central.

Fixes cover scheduling and time entry, completed jobs reverting, cancelled-job emails, PO dates, Xero syncing, and Android layout issues.

Platform update + Mobile v2026.19.4 highlights:

-Mobile can now convert quotes to jobs, auto-sync job status ("In Progress") with web, assign contractors/maintenance dates on-site, and restrict multi-location resource visibility to technicians' assigned sites.

-Schedulers can create multi-day recurring bookings in one step; calendar filters now work in full-screen mode.

-Added: invoice cover letters, CAD currency, bundled quotes in job reports, new public feedback/branding endpoints.

-ESM Portal: new site dashboard (compliance, defects, contractors), relocated Inspection Planner, plus filtering, status counts, exports, and pagination on major listings.

-Fixes: mobile job creation (phone number, template errors), Android nav overlap, quote duplication/versioning, invoicing calculations, PDF filenames, Defects filters, order returns, SMS/Twilio messaging, and a recurring jobs translation bug.

Release highlights: Added Point of Sale/Quick Sales Invoicing (cash, card via Stripe, or invoice payment) with automatic inventory updates and Xero sync—now available on both desktop and mobile, letting technicians invoice without creating a Job first. Mobile app gained Job Template selection and a redesigned job creation UI. Also improved: Customer 360 (recurring schedules), contract layout, new public APIs for branding/ratings, Twilio SMS setup, and AG Grid in Defects.

Key fixes: closed quote approval loopholes, automated "Is Invoiced" status updates, streamlined attachment/report photo management, synced desktop asset-material visibility with mobile, and resolved various grid, filter, template, milestone, and UI bugs (headers, editor overflow, translations).

Mobile-specific fixes: corrected missing Job Template IDs, Home menu settings, and asset inspection access via Checklist.

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