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.
Desktop Enhancements and Fixes
- ✨ Enhancements
- 📊 Jobs Grid Upgrade: Introduced a metadata-driven AG Grid layout in the Jobs module, matching Defects. Enjoy custom column visibility, quick search, column-level filters (date ranges, text match, numbers), column sorting, and saved filters.
- 📄 Document Builder
- 📝 Summary Reports in Custom Code: Add summary reports right inside the Custom Code dialog. Selecting a report opens it in a new tab for quick, convenient editing.
- ⚡ Faster Previews: Added a default preview row cap on the Document Builder screen to speed things up and cut page load times.
- 🔄 Real-Time Template Updates: Changes to default templates (like Customer Invoices) now instantly show up in both the widget preview and record views.
- 🔧 Defect Product Quantities: Specify the quantity of a linked product directly on a defect, and it’s automatically recorded as a job material entry.
- 💬 Sinch Engage Support: Expanded messaging capabilities with Sinch Engage.
- 🔌 Public API Update: Asset type inspection periods are now exposed for external integrations.
- 📍 Location-Required Timers: New operational setting requiring device location services to be enabled before starting timers or submitting time entries.
- 💰 Smarter Job Costs (Metrowest): Outstanding PO lines and unallocated invoice lines are now included in total job costs during background profitability calculations.
- 👷 Richer Labour Breakdown: Added date and staff name columns to the Actual Labour breakdown in profitability analysis.
- 🔗 Business Central Mapping: Job Title now populates the Description field in Business Central, so there’s no more reliance on address nicknames.
- 📧 Customer Email Updates: Administrators can now update customer email addresses, with domain validation rules in place.
- 🏎️ Leaner Job Details: Related data is now truncated when retrieving job details for certain components.
- 🌙 Background Processing: Profitability analysis and cost center computation now run in the background.
- 🐛 Fixes
- 🔍 Filter Accuracy: Corrected multi-filter evaluation when combining the Active Assets filter with Location exclusion filters (e.g., Midland).
- 🧙 Wizard Filters: Fixed missing asset type attributes in wizard filters and prevented duplicate asset type searches.
- 🗺️ Map View Overhaul: The map view now goes beyond technician contact info, plotting daily routes, numbered sequence markers, linked job lists, and live statuses (Scheduled, In Progress, Completed).
- 📌 Calendar Map Pins: Resolved Google Directions Service request errors that stopped schedule pins from rendering on the calendar map view.
- 🎉 Consistent Holiday Indicators: Standardized holiday indicators across Day, Week, and Month views, with hover tooltips showing holiday dates.
- 📱 Mobile Scheduler: Client accounts no longer appear in the mobile scheduler when scheduling is disabled for that account.
- 📋 Job Templates on Mobile: Technicians can now select and apply pre-configured Job Templates directly in the mobile app.
- 🔁 Workflow Fix: Completing a mobile task no longer skips straight to Awaiting Invoicing and now correctly moves to Office Review.
- ✅ Required Checklists: With Advanced Status enabled, required checklists must be completed before closing out jobs or quotes.
- 📨 Email Threads: Emails logged against a job now automatically surface under the parent customer record.
- 🏷️ Substatus Fixes: Fixed substatus selection and badge display issues for newly created clients in Job Status configuration.
- 🖱️ Right-Click Menu: Added a “View in new tab” option to the right-click menu for quicker navigation.
- 💾 Saved Filters: Saved filters now display and update correctly.
Mobile App Enhancement and Fixes 2026.19.7
- ✨ Enhancements
- 🔧 Defect Product Quantities: Specify product quantities on linked defect records.
- 📍 Location-Required Timers: Location services must now be enabled on the mobile device before starting a timer or logging time entries.
- 🐛 Fixes
- 🗺️ Dispatch Map Upgrade: Dispatchers and managers now get complete operational visibility into technician daily movements:
- 📌 All scheduled jobs for a technician on a selected day are plotted directly on the map.
- 🛣️ Planned routes and job sequences are visualized between scheduled stops.
- 📋 An interactive job list is linked to map markers, showing real-time job statuses (Scheduled, In Progress, Completed).
- 📋 Job Templates on Mobile: Field technicians can now access and apply predefined Job Templates directly from the mobile app.
- ✅ Required Checklists: Fixed an issue where checklists set as “Required before completing a job” failed to load in the mobile app when Enable Advanced Status was active.
- 🔁 Workflow Fix: Completing a task on mobile now correctly moves the parent job to Office Review instead of Awaiting Invoicing.
- 📅 Mobile Scheduling: FM Accounts no longer appear in mobile scheduling selectors when the “Enable Scheduling” toggle is turned off.
- 🛠️ Technical Changes
- 🍎 App Store Compliance: Removed bundled Apple system font files in favor of native platform APIs to comply with App Store Connect guidelines.