Product Overview
This release introduces a range of enhancements across Workforce, Client Portal, and Checkout experiences. Highlights include new branding flexibility, improved scheduling reliability, and visibility into workflow executions. Fixes to search and scheduling bugs are also included.
Accounts
- Added a link on the customer's account to their respective order in the Orders module
Checkout
- Brand Settings for your Checkout are now self-serve! From your
Admin Settings > Brand-ThemeorAdmin Settings > Brand-Assets.
Client Portal
- Brand Settings for your Client Portal are now self-serve! From your
Admin Settings > Brand-ThemeorAdmin Settings > Brand-Assets. - Added the ability to include a Promotional/Announcement block within the Client Portal. This can be configured in the
Admin Settings > Client Portal. - Added the ability for customers to request an appointment reschedule, which creates a ticket, from the Client Portal.
CRM
- Improved support for dual window display - Customer Account Details bar now automatically collapses when the window shrinks past a certain point
Product
- Promo Codes now support multiple discounts within a single promo code
- [Fixed] Resolved issue where selecting a valid date range for a Discount would reset the fields
Workflows
- Add a new section in the Workflows module to display all workflow executions
Workforce
- Added the Property name in Service Target Name in Work Orders table
- Improved polling in Schedule tab to address multiple users scheduling at once
- [Fixed] Resolved an issue where you couldn't assign work orders to existing work order time slots
- [Fixed] Resolved an issue where when assigning a technician showed non-15 minute time slots
- [Fixed] Resolved an issue where searching for an entity by readable ID didn't work if they were too big