This release brings AG Grid-powered scheduling and list views with customizable columns, filtering, and search, plus faster job handling on mobile, where technicians can update statuses in Add Notes, manage “On My Way” alerts with separate SMS and Email toggles, and add materials to jobs with a single toggle. Recurring jobs gain audit and multi-asset support, Document Builder adds job asset blocks, and Group Inbox now supports Reply All.
Fixes resolve issues with homepage settings, email formatting, location sharing, asset name display, invoice templates, PDF errors, report data leakage, and repeating checklists.
Desktop Enhancements and Fixes
- ✨ Enhancements
- 📊 Modernized Scheduling & Grid Views
- 🔀 Switch views your way: Toggle between the legacy view and the new modernized scheduler layout.
- ⚡ Powerful grids: Schedulables, jobs, and other major modules now run on AG Grid, with show/hide columns, column-level filtering (text, dates, numbers, enums), multi-column sorting, and quick search.
- 📲 Job Status Updates & “On My Way” Notifications
- 🎨 Update status on the spot: Technicians can change job statuses and sub-statuses right inside Add Notes, using colour-coded controls that reflect across the job instantly.
- 🔔 Independent SMS & Email toggles: The old notification dropdown is replaced by separate toggles for the “On My Way” workflow.
- 🛡️ Smart safeguards: Toggles follow your configured system defaults and validate in real time. If SMS isn’t configured or credits run out, the SMS toggle is disabled and the user is notified. ETA calculations work just as before. ⏱️
- 🔁 Recurring Jobs
- 🕵️ Is Audit moved up: This setting now lives at the Recurring Job level for simpler configuration.
- 🧰 Multiple Asset Types: Recurring jobs can be linked to several Asset Types at once, with automatic inspection period inheritance and API support.
- 📄 Document Builder
- 🗂️ Job Assets block: Shows every asset on a job in one table.
- 🏷️ Job Assets by Type block: Based on the standard Job Report’s asset section, grouping assets by type with defects and inspection photos in a fixed layout.
- 🧩 Assets as fields: Include assets as individual fields in your templates.
- 📱 Smoother Material Allocation on Mobile
- 🔘 No more popups: A simple “Add material to job” toggle on the Create/Replace Asset form replaces the “Add material?” and “Update material?” prompts.
- ⚙️ Automatic line items: When on, the material is created from the asset subtype (as a linked catalog product or once-off purchase) at quantity 1, or the quantity is incremented if an identical uninvoiced item exists. The job is also marked billable. 💵
- 🛠️ Admin defaults: Two new settings under Admin → Configuration → Mobile Settings: Add Material by Default When Adding an Asset and Add Material by Default When Replacing an Asset.
- ✉️ Other Enhancements
- 📬 Reply All in Group Inbox: Streamlines team email correspondence.
- ⏳ Bulk update upgrade: The bulk update tool now supports Job Number, Work Location, and Billing Category across time entries.
- 🔐 Better audit compliance: The client’s IP address is now logged when viewing, downloading, approving, or rejecting quotes.
- 🐞 Fixes
- 🗓️ Scheduling & Location
- 🏠 Homepage sticks: Setting the Job Scheduler’s horizontal view as your homepage now persists.
- 📍 Location sharing respected: Turning it off no longer leaves a technician’s position visible to others on the Technician Live Map.
- 📧 Email & Documents
- ✂️ Cleaner email fields: Removed stray mailto: wrapper tags and combined address formatting across the platform.
- 🧾 Custom invoice templates honoured: Invoices sent with an attached Job Report now use the client’s customized HTML template instead of the default layout.
- 🛠️ PDF generation fixed: Resolved a 500 Internal Server Error when time fields contained null values.
- 🔒 Job reports stay accurate: Fixed a data-leakage bug where defects from other jobs appeared in a job’s report.
- 🎨 Display
- 📏 Long asset names behave: Truncation no longer hides the asset’s location.
Mobile App Enhancements and Fixes version 2026.19.9
- ✨ Enhancements
- 📲 Job Status Updates & “On My Way” Notifications
- 🎨 Update status on the spot: Technicians can change job statuses and sub-statuses right inside Add Notes, using colour-coded controls that reflect across the job instantly.
- 🔔 Separate SMS & Email toggles: The old notification dropdown is replaced by independent toggles for the “On My Way” workflow.
- 🛡️ Smart safeguards: Toggles default to your configured system settings and validate in real time. If SMS isn’t configured or credits run out, the SMS toggle is disabled and the user is notified. ETA calculations are unchanged. ⏱️
- 📱 Smoother Material Allocation on Mobile
- 🔘 No more popups: A simple “Add material to job” toggle on the Create/Replace Asset form replaces the “Add material?” and “Update material?” prompts.
- ⚙️ Automatic line items: When on, the material is created from the selected asset subtype (as a linked catalog product or once-off purchase) at quantity 1, or the quantity is incremented if an identical uninvoiced item already exists. The job is also marked billable. 💵
- 🛠️ Admin defaults: Two new settings under Admin → Configuration → Mobile Settings let you set organization-wide defaults: Add Material by Default When Adding an Asset and Add Material by Default When Replacing an Asset.
- 🔁 Recurring Jobs
- 🕵️ Is Audit moved up: This setting now lives at the Recurring Job level for simpler configuration.
- 🧰 Multiple Asset Types: Recurring jobs can be linked to several Asset Types at once, with automatic inspection period inheritance and API support.
- 🐞 Fixes
- 📋 Checklists
- ➕ Add rows again: Technicians can now add new rows in repeating checklist groups on mobile.
- 👀 Conditional fields behave: Display condition logic inside group prompts now shows or hides fields as intended.
- 🎨 Display
- 📏 Long asset names fit neatly: Long asset titles and location badges now wrap cleanly on mobile cards and desktop views, with no clipping or overlap hiding the assigned location.