Platform update + Mobile v2026.19.4 highlights:
-Mobile can now convert quotes to jobs, auto-sync job status ("In Progress") with web, assign contractors/maintenance dates on-site, and restrict multi-location resource visibility to technicians' assigned sites.
-Schedulers can create multi-day recurring bookings in one step; calendar filters now work in full-screen mode.
-Added: invoice cover letters, CAD currency, bundled quotes in job reports, new public feedback/branding endpoints.
-ESM Portal: new site dashboard (compliance, defects, contractors), relocated Inspection Planner, plus filtering, status counts, exports, and pagination on major listings.
-Fixes: mobile job creation (phone number, template errors), Android nav overlap, quote duplication/versioning, invoicing calculations, PDF filenames, Defects filters, order returns, SMS/Twilio messaging, and a recurring jobs translation bug.
Desktop Enhancements and Fixes
- 🚀 What's New
- 📱 Mobile & Job Management
- ✅ Account managers can now turn approved quotes into live jobs — right from the mobile app!
- ⏱️ Hit start on a job or timer and watch it flip to In Progress instantly, synced across mobile and web
- 🧰 Assign contractors and set maintenance dates on-site, straight from your phone
- 🔒 Multi-location jobs now keep techs focused — they only see resources for their scheduled site
- 📅 Scheduling & Calendar
- 🗓️ Book multi-day jobs in one shot — recurring times, assignees, and equipment, no more day-by-day entry
- 🔍 Calendar filters now work perfectly in full-screen mode
- 💰 Invoicing & Finance
- ✉️ Invoices can now include a cover letter/intro note (just like quotes)
- 🇨🇦 CAD added to supported currencies
- 📎 Bundle related quotes right into customer job reports
- 🖥️ Desktop & UI Polish
- 🏷️ New "Level" field on asset creation/edit forms
- 📏 List view legends now tidy up onto a single line
- 🌐 New Public Endpoints
- ⭐ Customer feedback ratings after job completion
- 🎨 Custom org branding assets
- 🖼️ ESM Portal Glow-Up
- 📊 New front-page dashboard: Portfolio Overview, Compliance Overview, Defects/Faults, Contractors
- 🕵️ Inspection Planner now has its own dedicated tab
- 🔎 Site filtering added to Quotes, Assets, Jobs, Invoices, and Defects
- 🔢 Status counts + pagination counts across major listings
- 📤 Export functionality added across the board
- 🛠️ Fixes
- 📵 Phone number no longer required for mobile job creation
- 🐛 Fixed template-based job creation error (bad pricebook_id)
- 📲 Fixed Android layout overlap with 3-button nav hiding footers/action bars
- 👷 Smoother contractor grid — selections persist, inline additions don't collapse the grid anymore
- 🔁 Duplicating a quote now correctly duplicates all linked versions + history
- 💵 Fixed milestone invoicing miscalculating from Work Order lines
- 📄 Fixed missing filenames on new quote version PDFs
- 🚩 Defects filters now show the correct records
- 📦 Fixed item returns miscalculating "On Order" totals
- 💬 Fixed SMS dialog when credits run out
- 📡 Activities messaging now supports Twilio
- 🌍 Fixed a translation bug in recurring jobs
Mobile App Enhancements and Fixes Version 2026.19.4
- 📱 Mobile App v2026.19.4
- 🚀 Enhancements
- ✅ Account managers can now convert approved quotes straight into active jobs — right from the mobile app!
- ⏱️ Starting a job or timer instantly flips its status to In Progress, synced live across mobile and web
- 🧰 Assign contractors and set maintenance dates while you're on-site
- 🔒 Multi-location jobs now show techs only the resources and team members for their own scheduled location
- 🛠️ Fixes
- 📵 Phone number no longer required when creating a job on mobile
- 🐛 Fixed an error when creating a job from a template due to a bad pricebook_id
- 📲 Fixed Android layout overlap (3-button nav) that was hiding footers and action bars on Checklists, Timesheets, and Site Details