Overview
This release includes improvements to work order management, workflow editing, reporting, and the checkout and client portal experience.
Product update
Workforce
- Added custom Work Order statuses
More details in this article: Using Custom Statuses in Work Orders - Added a Technician filter on the Work Orders table and overview page.
Workflow
- Added an AI assistant (beta) in the node editor for TypeScript, GraphQL, and JSON.
More details in this article: Using the Workflow Builder's AI Assistant
Projects
- Added Projects reporting support in Snowflake.
API
- Added an API endpoint to merge tickets.
Inventory
- [Fixed] Fixed CSV import validation bypass for URL and dropdown list custom fields.
- [Fixed] Fixed duplicated coverage areas so they no longer keep the previous integration assignment.
Checkout
- Added the referral program capability (disabled by default)
More details in this article: Referral - Improved address matching in Checkout by suggesting similar addresses when results are ambiguous, and added a "None of these match" option.
- Added support for product availability workflows to attach custom JSON metadata to orders.
- Added an order rejection reason tooltip on hover.
- Added time-of-day to the order date hover tooltip.
Coming soon
This section highlights upcoming changes so you can stay aware of what will change soon. These features are not yet available, there is no defined release timeline, and documentation will be published once they are ready to use.
- Ability to launch a Mass update of subscriptions on the account.
- Support accounts with many (100+) subscriptions, including a load more option and clearer invoice PDF regeneration status.
- Appointment settings for Checkout and Client Portal that can override global appointment settings.