Overview

This release focuses on giving your teams more control across the platform: dispatch teams can manage technician auto-assignment end-to-end and duplicate work types instead of rebuilding them, billing gets smarter, delinquency handling and per-call-type tax classifications, and checkout now offers curated featured bundles alongside tailored checkout links that route each customer to the right experience. A pair of user interface refinements also continues the platform-wide design refresh. Here is a preview of what's coming so you can prepare.

User interface

Refreshed circular iconsNow available
Circular icons have been updated to the refreshed design style across the platform — including the main app, checkout, and the client portal — for a cleaner, more consistent look. This is a progressive rollout that has already begun.

Updated buttons in checkoutExpected: Releasing July 6th
The refreshed button design is coming to checkout and the webapp, one of the last areas of gaiia to adopt the updated style — so buttons look and behave consistently across the entire platform. This is a progressive rollout that will begin Monday.

Accounts

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. You will also be able to enable or disable specific communication types on a given contact.

Billing

Tax classifications per call typeExpected: Releasing July 6th
The enhanced Avalara integration lets you define tax classifications per call type — such as local or long-distance calling — so voice usage is taxed with the correct rules.

Smarter ACH delinquency preventionExpected: Releasing July 6th
When an ACH payment fails more than once, gaiia will apply additional logic to help prevent the account from entering delinquency during the retry window, reducing unnecessary service interruptions.

Clearer delinquency step historyExpected: Releasing July 6th
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.
 

Checkout

Featured BundlesNow available
You can now surface curated bundle options on a dedicated screen in checkout. The Featured Bundles screen appears after address verification and presents your chosen bundles side-by-side or as a stacked list, with an optional Most Popular badge to highlight your preferred option. Bundles can be configured per coverage area in Settings, so customers see the right packages for their service address — and they can always skip and build their own plan.
 

Directing customers to the right checkout experienceNow available
You can now create account type and plan category-specific checkout URLs that automatically route customers into a tailored experience — no manual selection required. Add the relevant account type to any checkout link to hide the account type picker and surface only relevant plans, ideal if you run separate business and residential landing pages.

Inventory

Inventory threshold events for workflowsExpected: Releasing July 6th
gaiia will emit a workflow-consumable event when stock crosses a configured minimum or maximum threshold, so you can automate low-stock alerts, reordering, and other inventory follow-ups.

Workflows

Workflow-level execution permissions (early access)Expected: Coming soon
A new permission layer lets you control which users or roles can run a given workflow, adding a safeguard for automations that should not be triggered by everyone. Rolling out first to a small early-access group.

Workforce

Self-serve Auto-Assign controlsExpected: Releasing July 6th
Turn technician auto-assignment on yourself, directly from Appointment Settings — no configuration request needed. Auto-Assign and Max Travel Time now live on the Appointment Settings page, with separate toggles for Checkout, Client Portal, and Workforce. Existing settings are preserved on rollout.

Clone a work typeExpected: Releasing July 6th
Duplicate an existing work type and edit the copy instead of rebuilding it step by step — handy when a new work type shares most of its steps with one you already have.

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.