This release brings several improvements to the gaiia platform across billing, inventory, workforce, and automation. Technicians and dispatch teams get two new workflow enhancements: smarter appointment rescheduling with Auto-Assign and support for secondary technicians with arrival windows. Custom Objects expand with new date field types and account-level reference visibility. The billing delinquency experience is refined on both the payment logic and the history timeline. Here is a preview of what’s coming so you can prepare.
Accounts
Account tenure on the General Information widgetExpected: Releasing June 29th
Account profiles now display how long the account has been active directly on the General Information widget, giving your team instant context on account history without having to calculate dates manually.
Communication types on system messagesExpected: Coming soon
System-generated messages will be tagged with a communication type, making it easier to filter, report on, and automate based on the nature of each message sent from gaiia.
Billing
Smarter ACH delinquency preventionExpected: Releasing June 29th
When an ACH payment fails more than once, gaiia now applies additional logic to help prevent the account from entering delinquency during the retry window, reducing unnecessary service interruptions.
Clearer delinquency step historyExpected: Releasing June 29th
The delinquency step history on an account has been revised so the timeline of events is much easier to read and understand at a glance.
Inventory
Date and timestamp field types for Custom ObjectsExpected: Releasing June 29th
Custom Object schemas now support Date and Timestamp field types, so you can capture and display date-based data — like installation dates or expiry dates — within your custom records.
See which Custom Objects reference an accountExpected: Releasing June 29th
Account detail pages now show which Custom Object records point to that account, giving you full visibility into connected data without leaving the account view.
Orders
Complete Order entity in the v1 APIExpected: Releasing June 29th
All fields on the Order entity are now available in the v1 API, enabling more complete automations and custom integrations built around order data — queryable from workflows and custom automations.
Workflows
Draft saves no longer affect the published versionExpected: Releasing June 29th
When you save workflow changes as a draft, those changes are now cleared from the latest published version — so what users see in production stays stable while you work. This also removes the confusing "discard changes" prompt that previously appeared after saving a draft.
Test event data persists between test runsExpected: Releasing June 29th
When testing event-triggered workflows, the test payload now stays loaded between runs — no need to re-enter it each time. This makes it much faster to iterate when fine-tuning event trigger logic.
Lifecycle event triggersExpected: Releasing June 29th
The Workflow Builder API now supports programmatic access to complete workflow definitions, export them to Git for version control, diff sandbox against production, or script bulk changes across multiple workflows. New API queries let you list, filter, and inspect workflow definitions, while new mutations let you manage variables and secrets programmatically.
Workflow-level execution permissions (early access)Expected: Coming soon
A new permission layer lets you control which users or roles can trigger a given workflow, adding a safeguard for automations that should not be run by all users. Rolling out first as an early-access release to select tenants.
Workforce
Reschedule appointments with Auto-AssignExpected: Releasing June 29th
The rescheduling flow now uses the same calendar-style technician assignment modal as initial booking, including Auto-Assign and arrival window support — so rescheduled appointments go through the same optimized assignment process
Secondary technician arrival windowsExpected: Releasing June 29th
When a secondary technician is assigned to a work order, they now see the arrival window associated with the booking rather than just the scheduled time, keeping the full team aligned on customer-facing commitments.
Self-serve Auto-Assign controlsExpected: Coming soon
Turn Auto-Assign on yourself directly from Appointment Settings — no configuration request needed. Auto-Assign and Max Travel Time controls now live on the Appointment Settings page, with separate toggles for Checkout, Client Portal, and Workforce. Existing settings are preserved on rollout.
How we use these release notes
These notes represent a projection of upcoming changes over the next few weeks. Timelines may vary, and details may evolve. We may also update this article with additional information once features are fully released. Note that we only share changes that have a visible impact on the platform — many more improvements ship behind the scenes without appearing in the release notes, whether to stability, performance (such as loading times), or security.