Back to Release NotesWeek 2 of August 2025: Enhancements Designed for Greater Impact
Aug 14, 2025Enhancements include batch updates linking sites to contracts, added profitability metrics, and additional variables for emails and related fields. Improvements were made to record creation and duplication, workflow fields, and email templates. The record view now features smaller main buttons, a view history button, and an option to include job photos in reports. Fixes address visibility issues in edit contracts, notification redundancies, contract creation permissions, and date display. The mobile version 2025.2.16 includes improvements to the Asset Details Screen and job report features, such as flagged work photos.
Exciting Enhancements 🚀
We've rolled out some fantastic updates to make your experience smoother and more efficient! Check out what's new:
🔗 Batch Update Magic: Now automatically link sites to contracts when using the batch update on RJ - contracts field!
💰 Profitability Insights: Added profitability metrics for both customers and sites.
💌 Email Upgrades: Introducing variables for Address, Email, Phone fields, ID to personalize your communications.
🔗 Relationship Variables: For example, Jobs now include Customer/Site/Contact fields for better context.
✉️ Cover Letter Boost: New variables for customer, contact, and site fields make drafting cover letters a breeze.
📧 Instant Email Parsing: Create new emails and watch details auto-fill immediately!
🆔 Asset Clarity: Added public IDs to asset fields for easy reference.
📇 Workflow Completeness: Address, Phone, and Email fields added to Leads, Contacts, Customers, and Sites.
📞 Template Enhancements: Missing fields in email templates are now available in Leads, Contacts, Customers, and Sites.
🚀📱 Exciting Update: Mobile Version 2025.2.16 is Here! 🎉
🌟 Enhancements to Boost Your Experience:
🔍 Asset Details Screen: Now featuring asset names and public URLs for quick access! Plus, enjoy seamless URL scanning that automatically computes serial numbers from public IDs. 🖥️🔗
