Release Notes: Nov, 11th, 2024

Last updated: November 4, 2026

Overview

In this release, we’ve improved the user interface, expanded capabilities in the client portal and checkout process, enhanced workforce scheduling, and strengthened API functionality. Highlights include the addition of external ticket creation for new orders, flexible contract signing options, and performance enhancements across various modules.

 

User Interface

  • Edit the ticket's comments

    Added the ability to edit internal comments on a ticket. Users can only edit their own comments.

    ticket_comment_edit.png
  • Searchable Fields in Address Creation

    The “County” and “State” fields are now searchable.

    Account_Search_county_state.png
  • Navigation Enhancements

    The “Settings” and “Help” pages are now visually separated from the main navigation using a subtle blur effect.

    main_navigation_blur.png
  • Pagination for Labels

    The labels page in account settings now includes pagination for easier management.
  • Bug Fixes
    • [Fixed] Fixed an issue where archived custom fields were removed from accounts when adding a new field.
    • [Fixed] Resolved an issue preventing users from navigating between account tabs on narrow screens.
    • [Fixed] Fixed a bug with the “New Message” modal in the Account > Communications tab.
    • [Fixed] Corrected a display issue where the filter component did not appear on smaller screens.
    • [Fixed] Removed the ACCOUNT_COMMERCIAL_NAME_UPDATED entity update type to resolve a type mismatch.

Checkout

  • External Ticket Creation for New Orders

    Admin can now create external tickets directly for new orders. This can be enabled in checkout settings.

    Order_ticket.png

Client Portal

  • Inclusive and Exclusive Tax Support for Plan Changes

    The client portal now supports both inclusive and exclusive taxes when customers modify their Internet plans.
  • Flexible Contract Signing Options

    Customers can sign contracts by either drawing their signature or uploading an image, adding flexibility to the signing process.

Billing

  • Auto-Pay Logic Enhancement

    Auto-pay will now only attempt payments marked as “succeeded,” avoiding a new attempt on pending or failed transactions.
  • [Fixed] Resolved an issue where available funds were displaying incorrectly for failed payments.

Workforce

  • Technician Route Status

    Technicians can now indicate when they are en route to a work order. In the near term, this will allow CSRs to view the technician’s destination, with customer notifications planned for the end of the year.

    work_order_En_route1.png
    Work_order_En_route2.png
  • Profile View in Field Service App

    Users can now access technician profiles by clicking on the technician’s name or icon, enhancing accessibility.

    field_service_app_view_profil.png
  • Workforce UI Enhancements

    Minor UI adjustments have been made to improve component visibility on various screen sizes.
  • Schedule View Optimization

    Performance optimizations in the Schedule view improve loading times and efficiency.

API

  • New Invoice Webhook

    We’ve added a webhook for invoices, enhancing client integration capabilities.
  • Invoice Query by ID

    Clients can now query invoices by their ID, offering more precise data access.
  • Account Payment Method Retrieval

    Retrieve and charge payment methods on an account as part of the billing API.
  • Billing Entity Update

    Invoices are now included within the billing entity in the API for streamlined billing management.