Release Notes: Sept 9th, 2024

Nicolas Audet
Nicolas Audet
  • Updated

Overview

This release focused on improving search functionality, ticket management, billing accuracy, and workforce workflows. We also addressed property management improvements and introduced a new webhook for unserviceable addresses. Several bug fixes and performance enhancements were implemented to ensure a smoother user experience.

Product Update

User Interface

  • Phone Number Search Improvement
    • Made it easier to find accounts by searching with phone numbers, even if entered without hyphens. Exact matches now return only the correct account.

Tickets

  • Ticket Attachment Preview
    • Added the ability to preview ticket attachments in a modal for easier viewing.
  • Ticket Attachment Downloads
    • Enabled users to download image attachments from tickets.
  • Ticket Archiving
    • Allowed agents to archive ticket types, categories, and closed reasons.
  • Improved Tickets Loading Performance

Workforce

  • Work Order Popover in Map View

    • Added a popover that displays work order details when clicking on a work order in Map view, similar to Schedule view.

    work_order_popover.png

  • Work Order Priority

    • Added the ability to set priority when creating or editing work orders.

    workorder_priority.png

Billing

    • Added new permissions to control which user roles can apply discounts, offering more control over account actions.

      Discount Permissions

    Discount_billing_permission.png

  • Fixed: Invoice Rounding

    • Resolved a $0.01 rounding issue with flat dollar discounts in the invoice summary to ensure consistency with invoice PDFs and transactions.

Properties

  • Property Archiving
    • Added the ability to archive and unarchive properties for improved property management.
  • Property Search
    • Implemented a search feature on the property page to help users find properties more easily.
  • Fixed: Address Update
    • Fixed an issue where address updates when creating units weren’t reflected in the unit’s address.

API

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