Back to Release Notes

Week 1 of August 2025 Updates: Focused on Performance

Aug 07, 2025

Enhancements include changes to the layout of Schedule Recurring Jobs, new filters, and updates to the Contracts module. There's an improved profitability analysis, the ability to create recurring jobs and invoices directly from the Contracts panel, and features to enhance the Customer View. Fixes address issues with contract display, asset type searches, department field requirements, and UI enhancements in Recurring Invoices. Internal notes highlight changes to job report data and defect labeling. The mobile version features enhancements like report preview, asset creation options, and photo editing capabilities.

Exciting Enhancements 🎉:

- 📅 Revamp your Schedule Recurring Jobs layout by grouping them by Customer, Site, and Asset Type for an intuitive experience!
- 🚫 Automatically hide recurring jobs for Customers on Hold or sites with Disabled Maintenance.
- 🔄 Say hello to new filter options! Add Asset Type and Repeated Every filters for better customization.
- 🗓️ Rename "Next Job Date" to the more precise "Next Job Creation Date," and add start and end date filters for added control.
- 🚀 Move key filters like Customer, Site, Asset Type, and User to the top for easy access.
- 📜 Enhance the Contracts module by renaming "Name" to "Summary" and enabling direct recurring job and invoice creation from the read-only Contracts panel.
- 📆 Default settings improvements: Set the Next Job Date to the first day of next month and Due Date to the last day of this month.
- 🔍 Replace Asset Type dropdown with a list type, allowing selection of multiple periods for generating Recurring Jobs.
- 📊 Revamp profitability analysis to summarize billable and non-billable amounts based on Job Type.
- 📄 Enable file uploads to store important contract documents right in the Contracts section.
- 📈 Automatically set quote status to "Closed Won" upon conversion to a contract.

Fixes & Improvements 🛠️:

- 🏢 Ensure Contracts display only Sites related to the selected Customer for a seamless experience.
- 📅 Simplify the Next Job Date to display only the date, removing unnecessary time details.
- 📝 Fix account code defaults when generating Recurring Invoices in contracts.
- 🗑️ Keep it clean! Deleted contracts should not appear in Recurring Jobs or Invoices.
- 🔍 Fix issues with asset type searches, allowing seamless navigation between child and parent asset types.
- 📑 Make the Department field mandatory across modules when department tracking is enabled, for consistent data capture.
- 🚫 Show "Not Allowed" error for quote line items saved without a department.
- ✨ UI improvements highlight required fields left empty in Recurring Invoices.
- 🌐 Fix connectivity issues to prevent users from being logged out when offline or with unstable network.
- 🗂️ Allow wildcard searches for assets when adding inspections.
- 📄 Fix checklist linking for recurring jobs with aggregated periods, like 18 months.
- 🛠️ Standardize the auto-inheritance of assigned users’ primary departments across all modules.

🚀📱 Exciting Release: Mobile Version 2025.2.15!

🌟 New Enhancements to Elevate Your Experience:

🔍✨ Preview and Share with Ease: Now you can preview reports and effortlessly add recipients when sending job reports. 
🛠️📋 Manage Assets Like a Pro: Introducing the '

Get more value from your Field Service software

Whether you're a small start-up looking to manage your business more effectively, or a growing enterprise looking for a more complete solution, we have a range of solutions to fit your needs and budget starting at just $29