This release aims to improve reliability across templates, search, job management, and reporting. Users can configure more targeted automations, apply stronger controls around financial information, work with clearer list indicators and filters, and manage visits, activities, and notifications with fewer interruptions.
Highlights
- Added certification-based automation with certification date triggers, certification conditions, and message template variables.
- Added automation support for notifying contacts selected from job or asset custom fields.
- Added job automation conditions for start-by and due-by dates.
- Added the ability for completed activities to update compatible fields on related assets or sites.
- Added per-activity approval settings so only selected activities require approval before completion.
- Added support for custom email layouts in message templates.
- Added message, file, and activity indicators plus related filters across key lists.
- Improved bulk visit scheduling with a clearer reschedule action.
- Improved consistency and reliability across explorer filters, selectors, and saved views.
- Strengthened permission controls for financial information across jobs, assets, inventory, expenses, and history views.
- Improved template rendering reliability and handling of template or email failures.
- Protected system-managed notification rules from unintended changes while still allowing message template and delivery updates.
Fixes
- Fixed an issue with maintenance schedule exports.
- Fixed an issue where the quick search pop-up could not be dismissed.
- Fixed an issue where the Details attributes group did not remember its open or closed state.
- Fixed an issue where the bulk delete button did not work for jobs.
- Fixed an issue where a specific form template could not render to PDF.
- Fixed an issue where the user limit modal was not shown when creating a user was not allowed.
- Fixed an error that occurred when removing a type-based attribute.
- Fixed an issue where manually added project attribute values were not reflected after creation.
- Fixed an issue where date callouts could show the wrong date for users in different time zones.
- Fixed an issue where jobs could show disconnected customer and site information.
- Fixed an issue where the View action was cut off in job types.
- Fixed an error that occurred when adding resolution activities to a problem type.
- Fixed outstanding issues with certification automation.
- Fixed errors in template webviews.
- Fixed an issue where large GeoJSON files were not saved correctly.
- Fixed an issue where the work order inspector did not refresh correctly.
- Fixed an issue where first and last names could be blank during account activation.
- Fixed an issue where emails added to a job did not generate standard visible alerts.