Back to Release NotesDecember 2025 Ad-Hoc Release
Dec 19, 2025Enhancements include the addition of an AI Email Composer with customizable prompt templates for more personalized emails, built-in AI prompts for refining time entries and cleaning up invoice summaries, and prompt management tools for creating, disabling, deleting, and editing AI prompts. Features such as 'Generate with AI' and 'Generate Summary' buttons have been introduced for various modules, and a 'Refine with AI' button for customer invoice summaries and time entries has also been added. Fixes address issues with incorrect contacts in purchase orders and the incorrect display of active sites instead of recurring jobs in the site-level 360° view.
Exciting Enhancements 🚀
✨ Introducing the AI Email Composer! Create emails faster and more personalized than ever before with configurable prompt templates. 📨
🛠️ New Built-in AI Prompts are here to refine your Time Entries and clean up Invoice Summaries effortlessly. ⏰🧾
🔧 Manage your AI Prompts like a pro! Now you can create, disable, delete, and edit AI prompts for emails, summaries, and cover letters. Plus, discover module-specific Prompt Templates in Prompt Management that are here to stay! 📋
🌟 Say hello to the ‘Generate with AI’ Wizard button! Effortlessly craft emails for Leads, Customers, Sites, Contacts, Quotes, Cover Letters, Jobs, Assets, Customer Invoices, Recurring Invoices, Purchase Orders, and Supplier Invoices. 📧✨
📊 Need a summary? The ‘Generate Summary’ Wizard button is your new best friend for Quote Version Summaries and Recurring Customer Invoices! 💼
🕒 We've introduced a brand-new 'Generate Summary' (Wizard) button for both Quote Version Summary and Recurring Customer Invoice! 📄🧙♂
Exciting Fixes! 🎉
We've tackled a pesky issue that was causing the wrong contacts to pop up in your Purchase Orders after checking out the site-level 360° view. Say goodbye to that confusion! 🚀
🎉 We've fixed a glitch where Active Sites mistakenly took the spotlight instead of Recurring Jobs in the site-level 360° view
