Release April 21st 2025

Overview

This release introduces new capabilities across the platform, including expanded appointment visibility in the Client Portal, enhanced billing configuration, UI improvements to tickets, and several bug fixes across modules.

Product Update

Client Portal

• Appointments are now visible on the Overview and Services → Appointments pages.
• [Fixed] "Unexpected signup error" messages no longer appear.
• [Fixed] The “submit a new ticket” link now works correctly when a ticket is closed in the portal.

Billing

• New setting: The invoice is considered overdue the day after the due date
• By default, it is Disabled, meaning invoices will be marked overdue the same day as their due date
• If turned Enabled, invoices will be marked overdue the day after their due date
• Tax per product configuration:
  • Taxes can now be specified per product or per product version.
  • Taxes are grouped by tax group and act as an override; only selected taxes will be applied.
  • Eligibility rules still apply, and exemptions override all tax logic.
• Clarified copy for the mailed invoice statuses under the Communication tab.
• Only available bundles are shown under the Billing tab based on account eligibility (e.g. coverage, version compatibility). A checkbox lets you view all bundles regardless.
• [Fixed] Clients can now send emails even if a newly created mass communication template doesn’t include an SMS version.

Network

• The side panel for Network Site and Incident views can now be minimized.

Inventory

• Improved UX when assigning inventory items with multiple fields by highlighting the matching value from the search.
  

Workforce

• [Fixed] Invalid email input now logs a warning instead of an error.
• [Fixed] Name overflow in time blockers on the Field Service App.
• [Fixed] Tapping the splash screen no longer crashes the app.
• [Fixed] Internal server errors when assigning work orders with overrides and technician availabilities.
• [Fixed] Assigned technicians now correctly show up when editing a time blocker.
• [Fixed] Workforce coverage areas now only display with appropriate permissions.
  • Currently tied to Product Catalog Coverage Area.

Tickets

• Improved mobile accessibility: The ticket detail side panel is now accessible on mobile.
• Responsive ticket layout: Easier to read on all screen sizes, and the ticket title now shows in the header instead of the ticket ID.
• Quicker assignment: It now takes only two clicks (or one + Enter) to assign yourself to a ticket. The assign button is now in the side panel and features a combobox for quick search.
• [Fixed] Deactivated users are now excluded from the ticket follower and assignee options.

Analytics

• Snowflake integration: Units checkout codes are now exportable for batch signup link generation.

API

• [Fixed] query inventoryItems now handles deleted models and uses enum filtering for accountStatus.