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.
Desktop Enhancements and Fixes
- ✨ Enhancements
- 💳 Point of Sale & Quick Sales Invoicing — Take cash, card, or invoice payments on the spot! Stripe-powered, auto-adjusts inventory, and syncs straight to Xero. 🔄
- ✍️ Name field now required on the quote approval page for better tracking.
- 📱 Job Templates on mobile — Browse and apply standard templates right when creating a job, plus a fresh new job-creation UI/UX. 🎨
- 👥 Customer 360 upgrade — See recurring schedules at a glance, create recurring jobs easily, and wizards now default to site groupings. 📅
- 📄 Contract creation redesign — Cleaner layout separating terms, customer data, and timelines.
- 🔐 New public API endpoints — Pull org/job branding and capture post-service ratings (satisfaction, quality, communication), all protected with captcha + rate limiting.
- 📲 Twilio integration — Configure your account to send SMS.
- 📊 AG Grid now powers the Defects listing view.
- 🛠️ Fixes
- ✅ Closed a loophole letting quotes be approved/rejected publicly after portal approval or closure.
- 🔧 Asset replacement in the field now smartly prompts for related materials/quantities.
- 🧾 "Is Invoiced" status auto-updates — no more Advanced Report mismatches.
- 📸 Report-flagged photos now auto-selected when generating reports.
- 📎 Attachments got a grid makeover — clear split between Job Report vs. Customer Portal visibility.
- 📝 Fixed missing fault details in Site Service Summary Reports.
- 🖥️ Desktop now shows asset-material links, matching mobile. 🤝
- 📋 Paste clipboard data straight into empty SWMS/table grids — no placeholder row needed!
- 🔍 Fixed flaky filter operators missing records.
- 💾 Fixed template/safety-risk save errors.
- 💰 Cost center estimates now recalculate correctly for accurate job costing.
- 🗑️ Milestone deletion now removes the whole milestone, not just the cost center.
- ⚡ Fixed risk/task input closing instantly on focus.
- 🌐 Fixed untranslated statuses during template application.
- 💡 Added helpful tooltips for INI/RES columns in SWMS.
- 📐 Fixed bundle column sizing + timesheet export quirks.
- 🩹 Header display bug and related error message fixed.
- 👀 Fixed template preview not updating on selection.
- ✏️ Editor now closes properly on scroll; fixed overflow issue.
- 🔁 Fixed duplicated headers when editing.
Mobile App Enhancements and Fixes
- 📱 Mobile App v2026.19.0
- ✨ Enhancements
- 💳 Point of Sale & Quick Sales Invoicing — Now live in the mobile app! Techs and field staff can whip up invoices on the spot, no Job record needed. 🚀
- 👤 Quickly add a new customer or pick an existing one
- 💵 Flexible payments — cash, card (Stripe-powered), or invoice for later
- 📦 Real-time inventory updates + automatic Xero sync 🔄
- 🧰 Job Templates on the go — Select and apply pre-built templates when creating jobs, keeping SOPs consistent and saving setup time in the field. ⏱️
- 🛠️ Fixes
- 🖥️ Desktop now shows full asset-material links — matching mobile, so office/dispatch teams get answers without checking the field app. 🤝
- 🔧 Replacing an asset in the field now prompts smart material updates (add new or adjust quantities) — no more duplicate line items! ✅
- 📱 Mobile App v2026.19.1
- 🛠️ Fixes
- 🆔 Fixed missing Job Template IDs — now auto-populated in the Jobs table.
- 📱 Mobile App v2026.19.2
- 🛠️ Fixes
- 🏠 Fixed configurable Home menu settings.
- 📋 Fixed access to asset inspections via the Checklist menu in Asset Details.