Release Notes: Nov, 25th, 2024

Overview

This release brings significant enhancements across the platform, focusing on user interface updates, streamlined checkout processes, billing improvements, and workforce management enhancements. Highlights include viewing full account history for property units, a redesigned order review step, and expanded webhook and API functionality.

User Interface

• View Full Account Assignation History
  You can now view the complete account assignation history for a unit within a property. Select View Account History from the ellipsis menu to view both current and past assigned accounts.

Checkout

• Order Review Redesign
  To improve clarity, the order review step has been redesigned with an enhanced information hierarchy and the removal of redundant information.
• The "Tax included/excluded" caption will no longer appear for free products.

Notifications

• Mass Communication Improvements
  Configuring mass communications is now more intuitive. Options not supported by a template or organization—such as specific languages or SMS—will no longer appear as selectable.
• Global Merge Tag for Activation Date
  A new merge tag has been introduced to simplify workflows by using an account's activation date as the effective date for contracts.

Integration

• [Stripe] Updated our Stripe integration to support BACS (Bankers Automated Clearing Services) payments.

Billing

• Improved Balance Details Button
  Updated the button copy to better fit smaller screens.
• New Billing Setting
  Tenants can now decide whether to apply proration discounts for early cancellations, helping align with policies that do not offer refunds.
• [Fixed] Resolved an issue where incorrect proration amounts were calculated when price overrides were applied.

Workforce

• Technician Status Filter
  Added a filter to view technician statuses. By default, only on-shift technicians are displayed, with an option to include off-shift technicians.
• Technician View on Map
  The overview map now highlights the selected technician for easier identification.
• Work Order History
  Deleted technicians assigned to work orders will now appear with their names retained, ensuring job history accuracy.
• [Fixed] Addressed issues with week view misalignment and soft crashes when navigating the schedule.

Webhooks

• Improved account.created Webhook
  This webhook now includes property assignation details to enhance external system integrations.

API

• New and Updated Mutations
  Introduced and enhanced mutations for managing property groups, contacts, and units:
  • createPropertyGroup
  • updatePropertyContact
  • createUnits
  • updateUnit
• Accounts Query Filtering
  You can now filter accounts by contact phone number or email, making searches more precise.