Back to Release NotesWeek 3 of March 2026: Platform Updates
Mar 19, 2026Enhancements have been made to prevent job creation for customers or sites marked as On Hold, improve quote document templates, and add a Date column to the Actuals view. External IDs can now be searched system-wide, and notes can be added to Work Locations. Timesheet and Actuals views have new filtering and grouping options. Recurring Job Generation now supports grouping by Service Group or Site. Customer Invoice PDF configuration has been improved to avoid blank line items. Several fixes have been implemented, including issues with Job and Quote Date/Time fields, Work Location Address autocomplete, and customer auto-fill during job creation. The mobile version now displays Timesheet Allowances by week, and a fix was made for Field Entry type prompts not saving correctly.
🎉 Exciting Enhancements! 🎉
🚫 We've introduced a powerful rule to prevent job creation for any customers or sites marked as On Hold (Blocked). This ensures you have better control and data accuracy. 🛠️
📞 Our quote document templates just got a facelift! Now, they include phone numbers and email addresses for 'Generated By', 'Assigned User', and 'Modified By'. Incorporate these details seamlessly into your HTML templates! 📧
[TDG] 🗓️ The Actuals view now features a shiny new Date column: see the Start Date for Labor and Date Added for Materials. 📋
[TDG] 🔍 External IDs are now searchable and usable across the system. This includes Global Search, Advanced Filters, listing searches, and Relate Fields in forms and filters. 🌐
[TDG] 🗒️ You can now add notes to Work Locations, visible on mobile! We've also resolved the duplicate Job Summary issue, ensuring a single Job Description is displayed. 📱
[TDG] 🏗️ Schedules from Cost Centers now show more details, like the Cost Center name and Work Location. 🗺️
[TDG] 📊 Dive into Timesheets with enhanced Detailed View features: filter by multiple users or resources, see clear ownership of entries (User or Resource), and enjoy new grouping options for listed fields. 🤝
[TDG] 🎯 Grouping Options are now available for Actuals/Timesheets. Plus, Recurring Job Generation supports grouping by Service Group or Site for streamlined management. 🔄
🧾 Customer Invoice PDFs give you the choice to display either the Item Name or Item Code, with a fallback to ensure no line item ever appears blank. 💡
📝 Contracts are clearer than ever with a renamed label for “All Variants.”
📅 Generate Recurring Jobs with ease! Users now appear only during scheduling, and Bulk Update fields have been improved for better usability. 📈
🔧 Fixes: 🔧
🛠️ We've fixed a pesky issue where Job and Quote Date/Time fields would adjust unexpectedly when edited. ⏰
[TDG] 📍 The Work Location Address field now properly captures highlighted suggestions when using autocomplete. 🚀
🗓️ The Schedule button in Quote and Job records now opens a handy popup scheduler, no more redirects to the full scheduler page! 📆
📋 Recurring Jobs with a 1-week period now correctly attach the checklist to the 1-week grouping. 📑
🔄 Fixed issues with customer auto-fill not appearing when selecting a site during job creation and resolved duplicate job entries when adding services to a contract. 👍
✨ Happy exploring these updates! Let us know how they enhance your experience! ✨
🎉 Mobile Version 2026.10.0 is Here! 📱
🚀 Exciting Enhancements:
Get ready for a smoother experience! Our Timesheet Allowances (Count) feature now shows the total count per week
