Release Notes: Nov, 4th, 2024

Last updated: November 4, 2026

Overview

In this release, we’ve enhanced our contract management system, improved billing accuracy, and expanded workforce functionality. Highlights include a comprehensive Contract Manager, a new report on unserviceable addresses, and streamlined interface improvements.

 

User Interface

  • [Fixed] Resolved an issue that grouped addresses with different thoroughfares.
  • [Fixed] Bug causing the Contacts panel to appear blank after reopening.

Contract Management

Introducing our new Contract Manager for seamless, end-to-end contract management.

  • Contract Creation (Admin Functionality)

    Admins can now create customizable contract templates in multiple languages with merge tags for auto-population.
  • Managing Contracts (CSR Functionality)

    Agents can add contracts to accounts, trigger signing notifications, and send reminders for pending signatures.
  • Customer Signing Process

    Customers can view and sign contracts directly in their portal, with real-time status updates and notifications.
  • Permissions

    Enable who can use the Contract Manager through Roles > Accounts > Contracts and control templates with Admin > Documents permissions.

Checkout

  • Unserviceable Addresses Report

    Access a report of unserviceable addresses entered at checkout, including any provided emails.

    Report > Checkout > Unserviceable Addresses.
  • A new report of unserviceable addresses entered at checkout is now available within the Reporting module > Checkout > Unserviceable Addresses

Billing

  • Late Fee Logic Update

    Late fees will no longer apply to other overdue service invoices with existing late fees.

Workforce

  • Mobile Workflow Triggers

    Technicians can now trigger workflows directly from the field service app.
    Tech_Service_App_Workflows.png
  • Schedule Overview Enhancements

    New schedule view shows technicians' total working and travel times, enabling supervisors to assess technician availability better.

    Technicians_Schedule_view.png

Tickets

  • Deactivated User Filters

    Deactivated users now appear at the bottom of the assignees' filter and are included in the followers filter.

    Ticket_Deactivated_users.png

API

  • Field Replacement

    The "assignedWorkOrders" and "assignedTechnicians" fields are being deprecated in favour of the new "technicianWorkOrderAssignations" field.