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
📋 Parsing Rules
- 📥 Inbox now has Default Parsing for Jobs and Supplier Invoices when no custom rule exists for that module
- 🗑️ Removed the Alias field in PDF parsing rules
- 🧙 Converting to a Job now uses the slick new Job Wizard instead of the old create Job dialog
- 🔧 Added Static Values — define fixed values on select fields
- 📎 Added the option to attach files after conversion
- 🎯 Parsing rule selection now applies to the Job Wizard and Supplier Invoice creation (generate PDF to AI button) — Default Parsing Rules always show up here, even if a module-specific rule exists
- ✉️ Added an option to convert the email body itself into a Job or Supplier Invoice, processed by the Default Parsing rule
- 📍 Added a Select Site button in the Job Wizard — if the customer has existing sites but parsing didn't match one, users can create a new site or pick an existing one
✍️ Signatures
- 🤝 Added "Share Signature" so signatures can be used by other users within the same client — perfect for group email scenarios!
📸 Defects & Resolutions
- 🖼️ Now supports multiple photos for defects and resolutions
- 💻 Improved desktop defects tab display and report layout
⚡ Speed & Usability
- 🏎️ Reduced friction with quicker editing and better table controls
- _(Note: the separate "enhanced date editing" follow-up was not included this round)_ 📅⏳
🐛 Fixes
- ⚠️ Added a confirmation prompt when creating/editing and hitting Close, so you don't accidentally lose changes
- 🔢 Fixed decimal parsing so the decimal point no longer goes missing
- ➗ Fixed duplicate line items and line items with 0 values — these are now cleanly omitted
- ✅ Fixed the success message shown when editing a parsing rule
- 📄 Newly uploaded quote documents now auto-select — no more re-selecting them yourself!
- 🖨️ Job Report generation now respects photos flagged "Include in Job Report," cutting down on repetitive manual selection
- 🖥️ Fixed a UI glitch that popped up after hitting Save in Scheduler
- 🗂️ Fixed time entry list ordering by adding a sorting option (goodbye, out-of-order entries!)
- 💯 Markup display: a -100 markup now correctly shows 0% instead of a wonky number
- 📧 Fixed use of unverified email domains when sending emails
- 🕵️ Email activity visibility: invoice emails are now also logged against the associated Job, giving you the full timeline in one place
📲 Mobile App — Version 2026.18.0
- #### ✨ Enhancements
- 📷 QR code scanning from the main app screen now finds and lists matching open jobs (including unscheduled ones) — techs can jump straight into the right job in a snap! ⚡
- 🖼️ Defects and resolutions now support multiple photos, giving you clearer evidence capture and sharper reporting 📊
- 🔄 Mobile file handling just got more reliable, with options to force resync and manage/resync captured files — say goodbye to missing attachments on desktop/reporting! 🙌
- #### 🐛 Fixes
- 🖨️ Job Report generation now respects the "Include in Job Report" flag for photos, cutting down on confusion around attachment visibility 👀
- 🧾 Mobile invoicing: stopped deduplicating materials/time entries, preventing incorrect invoicing when entries share similar labor/billing categories 💰
- 💯 Markup display: when markup calculates to -100, it now shows as 0% instead of a misleading value 🎯