This release improves usability and scheduling with savable column layouts, hover scroll arrows, Cost Center prompts and custom field support in Document Builder previews, depot and start locations feeding the Route Optimizer, a dispatch map that defaults to Today’s Schedule, and a six-month scheduling calendar. Jobs now inherit quote contacts and calculate the Next Schedule Date, leave requests are date-based with half-day support, and milestone invoicing locks price adjustments.
Fixes cover offline search and file refresh on mobile, PO grouping, checklists, duplicate locations, email handling, and Job Status configuration, and bundled Apple fonts were removed for App Store compliance.
Desktop Enhancements and Fixes
- ✨ Enhancements
- 🎛️ Customize Your View
- 💾 Save your column layout! The new Save button in the Columns menu remembers your column order and display, per client and per user.
- ↔️ Easier scrolling: Lists now show < > arrows on hover for quick horizontal navigation.
- 🏢 Smarter new companies: Listing banners now follow the order set in your Dropdown Config or Job Status Config for each module.
- 🔖 Saved filters stay where they belong: They now appear only on the client/company they were created for.
- 📄 Document Builder
- 💰 Cost Center filtering in Preview: You’ll be prompted to pick a Cost Center when previewing records or templates, so the data you see matches your selection.
- 🧩 Custom fields now show in Preview: All your configured custom field types render as expected.
- 🚚 Multi-Depot Setup & Mass Assignment
- 📍 Flexible start locations: Assign technicians a depot or start point, such as the office, their home, or a custom base.
- ⚡ Admins in control: Create new depot locations and mass-assign them across multiple resources at once.
- 🗺️ Smarter routing: Start locations feed directly into the Route Optimizer and scheduling engine, so no more single-depot limits and travel times are far more realistic.
- 📅 Scheduling & Dispatch
- 🎯 Dispatch map defaults to “Today’s Schedule”: Markers show job references and schedule details, and you can jump straight into the job record.
- 🔭 Plan further ahead: The scheduling calendar now reaches up to six months out, which suits long-term projects.
- 🔄 Quotes, Jobs & More
- 📲 Quote-to-job conversion is smoother: Jobs now inherit contact details automatically (used as the default mobile email and “On My Way” notification recipient) and calculate the Next Schedule Date for you.
- 🏖️ [TDG] Leave requests upgraded: Fully date-based tracking with automatic day calculations and native half-day support.
- 🔒 Milestone amounts protected: Ad-hoc price adjustments are now disabled during invoicing.
- 🖼️ [TCE] Add product pictures on creation: No more saving first and re-editing.
- 🛠️ Studio gets smarter: Configure required fields without forcing a selection before a value is actually needed.
- 🗑️ Inbox cleanup: Admins can now delete emails from the inbox.
- 🐞 Fixes
- 📱 Mobile & Offline
- 📴 Offline search now works reliably: Technicians can find assets, materials, and items in the field with no connection.
- 🔘 No more “Add material?” popups: A simple toggle on the Create/Replace Asset form replaces them, backed by new admin defaults (Add Material by Default When Adding/Replacing an Asset).
- 🔄 Fresh files, always: Updating or replacing a file/PDF on desktop now refreshes it instantly on mobile, with no stale previews.
- 🧾 Purchasing & Data Entry
- 🛒 PO line fix: Ordering the same product across multiple lines no longer causes incorrect grouping or false over-receipting warnings.
- ✅ Defaults applied automatically: Values like Billable are now pre-filled in the creation wizard, so no more redundant selections.
- 📍 No more duplicates: Accidental duplicate entries in work locations are now prevented.
- 📋 Checklists
- ⏱️ Large checklists load properly: Fixed a timeout that left complex checklists stuck loading on desktop.
- 🔍 Better editor search: Fixed search indexing for asset types with parent/child relationships.
- ✉️ Email & Status Config
- 📨 Long subject lines handled: Lengthy inbound email subjects no longer trigger internal server errors.
- 🧵 Email threads connected: Threads logged against a job now surface under the parent customer record automatically.
- 🏷️ Job Status config fixed: Substatus selection and badge display now work correctly for newly created clients.
- 🔧 Technical Changes
- 🍎 Removed bundled Apple system font files in favor of native platform APIs, in line with App Store Connect guidelines.
Mobile App Enhancements and Fixes version 2026.19.8
- ✨ Enhancements
- 🏖️ Date-Based Leave Requests & Half-Day Support
- 📆 Pick your days your way: Leave requests now offer a dedicated date/day-based selection alongside automatic leave calculation.
- 🌗 Half-day leave is here: Team members can request half days, with accurate duration calculations.
- ⏱️ Clearer durations: Leave is now shown in both total days and hours across mobile and desktop timesheets, so staff and managers see the full picture at a glance.
- 🗺️ Map View: Today’s Schedule & Interactive Navigation
- 🎯 Starts with today: The map now defaults to Today’s Schedule, instantly surfacing the active, scheduled jobs for the day.
- 📌 Informative markers: Tap a marker to see key job info, including the job reference and scheduling details.
- 🚀 Jump straight to the job: Go from a map marker directly to the corresponding Job record.
- 🔍 Filters that keep up: Map results update dynamically with date, user, and team filters, and invalid or empty location data is handled gracefully, with no UI errors.
- 🛠️ Job Management
- 👤 Contact inheritance: Jobs now have a dedicated Contact field, automatically inherited when you convert a Quote to a Job. In the mobile app, this contact becomes the default recipient for emails and “On My Way” notifications. 📲
- 📅 Next Schedule Date: A new field on Jobs that calculates and updates itself automatically as jobs are scheduled.
- 💰 Milestone Invoicing: Locked Price Adjustments
- 🔒 Contracted prices stay protected: Manual price adjustments are now disabled during invoice generation in milestone workflows, so billed amounts always match the agreed milestone schedule, with no accidental pricing deviations.
- 🐞 Fixes
- 📴 Offline search restored: Assets, items, and materials can now be searched in Offline Mode, so technicians can find and add offline records seamlessly.
- 🔄 Always the latest file: Mobile no longer holds onto a cached copy of a file/PDF after an updated version is uploaded from desktop. You’ll always see the newest document.