Overview
This release includes several user interface enhancements, upgrades to the checkout experience, improvements to workforce tools, and key backend updates.
Product Update
User interface
- Custom statuses on tickets: Agents can now define and manage custom statuses to better reflect internal support workflows.
Tickets > Settings > Fields > Status - Custom fields on units: Store metadata directly at the unit level to support technician workflows and enhance checkout filtering.
Settings > Custom Fields > Units - Only active contracts are now displayed in the contract selection modal, reducing clutter and improving usability.
Checkout
- Persist URL parameters with orders: Sales attribution is now possible using URL parameters (e.g.,
?source=facebook) passed during checkout. - Most popular tag for products: Added the ability to highlight popular products with a new visual indicator.
Contact us to add a Most popular tag on a product.
- [Fixed]: Appointment availabilities that only exist at the end of a time slot are no longer excluded incorrectly.
Workforce
- Improved error messages during procedure image upload.
- Optimized images in work order procedures and notes by compressing before upload.
- The Google Calendar button has been removed from the field service app (still available via web version).
- [Fixed]: Saving large scheduling changes no longer times out thanks to an increased transaction timeout.
- [Fixed]: Resolved an error that occurred when resolving work orders on technician availabilities within the schedule page.
Products
- [Fixed]: County-based coverage areas now correctly match using the state and county code.
API / Webhook
- Updated the
WORK_ORDER_STATUS_UPDATEDwebhook event to now includes the associatedWork Type.