Overview
This release brings improvements to the checkout experience, client portal navigation, inventory handling, and workforce planning. We’ve also added functional API capabilities and resolved several bugs across the platform.
Product Update
Checkout
- [Fixed] Phone validation now works correctly when pasting a home phone number.
- [Fixed] "View plans" link now functions even when no product is selected.
Inventory
- Improved mobile-friendliness of the Assign Item interface.
- Customer-owned items can now be removed from an account.
Workforce
- Work order descriptions now include selected products from the checkout to give technicians more context.
- Added a new filter to sort Work Orders by priority.
- You can now sort the Work Date column in the Work Orders Overview.
- You can now notify customers by email in addition to SMS when a technician is on the way.
- Introduced a Coverage Area permission in workforce.
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Auto-assign improvements now consider travel time:
- When checking availability, the system now includes travel time in capacity booking.
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Example – Availability logic change:
Old: John is available 9–10am. A 1-hour job + 20 min drive is still assigned.
New: With travel time, the job no longer fits in that slot, and the system finds a better one. -
Example – Start time logic change:
Old: The work order is assigned at 9am, even if the drive starts earlier than John’s available window.
New: The work order is now assigned at 9:20am, respecting availability and drive time.
Field Service App
- Disabled state added to buttons for clarity.
- [Fixed] Time blocker text no longer overflows on mobile.
- [Fixed] Tapping the splash screen no longer causes a crash.
API
- The
autoAssignfield is now visible in the createWorkOrder mutation. - API Enhancements