What's New on the Platform: April 19 – May 4

Product Updates
1

Hey everyone! As promised, the first of our new bi-weekly updates. The past two weeks were heavy on payments, jobs, and dispatch — the day-to-day stuff you actually click on. Here’s what’s new and what we fixed.

:new_button: New

Payments

  • Refunded amounts and net revenue are now broken out separately on the Payments stats card, so you can see the real picture at a glance.
  • When recording a payment, you can now optionally link it to an invoice on the spot.
  • The Refund button is now visible directly on the invoice detail screen — no extra digging.
  • Invoices now show a clean list of payments applied to them, right on the detail page.

Invoices

  • Export to CSV — invoices, with your current filters applied.
  • Duplicate to draft in one click.
  • Attach receipts and supporting documents directly to an invoice.
  • Email an invoice straight from the detail page, with a preview before you send.
  • Download an invoice as a file for your accounting integrations.

Estimates

  • Export to CSV with your filters applied.
  • Duplicate to draft in one click.
  • Estimate PDFs now include the full line items table.

Jobs, Customers & Tasks

  • Export to CSV for jobs and customers, with filters applied.
  • Tasks can be deleted from the app, and task history now logs who created / started / completed / cancelled it.
  • Maps preview on jobs has a satellite mode toggle.

Calls & Voice

  • Customer phone numbers across Jobs, Schedule, Tasks, Dispatch, and Accounts now place calls through the in-app dialer.
  • The Tech Call button on the Supervisor Dashboard now connects through Twilio Voice.

Login & Sessions

  • Faster app start — your user, tenant, and session info now load in a single request.
  • Email verification at signup (with resend).
  • Forgot password flow with a real reset link.
  • Accept invite flow for invited teammates.

Dashboard & Reports

  • New list of available reports — for integrations.
  • The trial banner now has a distinct “trial expired” state so you’re not guessing.

Notifications

  • Snooze a notification and it now sticks across devices instead of being a local-only setting.

Public site

  • New SMS opt-in compliance reference page for marketing campaigns.

:wrench: What’s Fixed

Payments

  • Date filters and the totals pill on the Payments page now agree with each other.
  • Refunds correctly cascade to the linked invoice’s paid amount and status.
  • Refunds are processed as a single operation — no more “half-done” refunds.
  • Future-dated payments are now blocked with a clear error.
  • Recording a payment against a draft, paid, refunded, or cancelled invoice now returns a clean message instead of crashing.
  • Recording a payment for the wrong customer’s invoice now returns a friendly error instead of a server crash.
  • The Record Payment wizard blocks overpayments and requires a payment method before continuing.
  • Payment status can no longer be sneakily flipped to “refunded” through edit.
  • Header stats on the Payments page now match the actual filtered data, not just the first page.
  • Every payment change is now recorded in the audit log.

Invoices

  • Invoice PDFs now include the full line items table.
  • Send Invoice email pre-fills “To” from the customer’s email, and lets you add a personal note.
  • Cancel Invoice now requires confirmation and is more clearly labeled.
  • Draft and cancelled invoices show a zero balance instead of phantom amounts owed.
  • Invoices with a credit balance now display “Credit $X.XX” instead of “$0.00”.
  • Invoice header math (billed = paid + outstanding) now reconciles cleanly.
  • Payment history appears in the invoice detail drawer.
  • Negative line items are allowed for per-line discounts.
  • Zero-total or empty invoices are blocked at create time.
  • Public pay-by-link page no longer breaks for some accounts.
  • Missing invoices now show a clean “not found” message instead of a server error.

Estimates

  • Send Estimate “To” field pre-fills from the customer’s email.
  • Approving an estimate now requires a real signature and stamps an audit trail.
  • Customer search and dropdown in Create Estimate handle legacy data and don’t show duplicates.
  • Status tab counts reflect every estimate, not just the visible page.
  • Save Draft saves immediately, no debounce surprises.
  • Drafts reload reliably every time the modal opens.
  • Session-expired warning is now persistent during submit so you don’t silently lose work.
  • All estimate actions (approve / decline / convert) are logged in the audit log.

Billing & Subscriptions

  • Stripe-paid trials now correctly convert to active paid subscriptions.
  • Subscription plan and status persist correctly after checkout.
  • Trial expiration no longer blocks login, billing, or payment endpoints — you can always reach the upgrade page.
  • “Trial expired” state now reads from the real expiry date, not a tier filter.
  • Daily trial check now properly suspends expired trials.
  • Overdue and payment-failed reminders now run as scheduled.
  • “Founding Member” label no longer shows when there’s no subscription.
  • AI Usage tab no longer shows “NaN%” for unmeasured periods.
  • Billing usage page no longer shows fake “limit -1” entries.
  • Connect Payment Gateway error banner now has a Retry button.
  • A clear toast with an Upgrade CTA appears when company changes are blocked by billing.

Calls & Voice

  • Hold music plays in a continuous loop on cold-start (no more silence).
  • The voice gateway recovers automatically when an instance gets stuck.
  • Calls under 5 seconds are now correctly classified as “no answer” instead of “completed”.
  • Average call-duration KPI no longer shows 17-digit decimals.
  • Recording playback uses dark theme styling to match the rest of the UI.
  • Voice connection status now correctly considers both assistant and phone configuration.
  • Notification SMS now goes out from your own Twilio number, not a shared one.
  • Call/voice status polling pauses when the tab is hidden (saves battery).

Jobs & Schedule

  • Times across the schedule, dispatch, and date filters now use your company timezone instead of UTC.
  • Job pipeline stages that haven’t been reached show “Pending” instead of “Skipped”.
  • Job header now shows the right details: type, business unit, arrival window, tags, and balance.
  • Cancelled jobs are visually muted, hide the pipeline stepper, and are excluded from busy hours, day progress, and revenue counts.
  • Cancelled jobs hide Edit / Reschedule and show an “Originally scheduled” label.
  • Schedule week-view header shows 12 AM correctly (was 12 PM).
  • Schedule week view snaps to the visible Monday–Sunday window.
  • Unassigned Jobs sidebar adds a “Tomorrow” label and dates non-today jobs.
  • Dragging a card on the schedule board reliably opens the job detail.
  • The Start Work button is blocked until a technician is assigned and a time is scheduled.
  • Job stage transitions are guarded — invalid transitions no longer go through.
  • Cleaner error message when reverting a job from “in progress” back to “scheduled”.
  • The “En Route” sub-status is preserved when transitioning to “In Progress”.
  • Complete Job button surfaces the real validation error instead of a generic message.
  • Completing a job with auto-invoice generates the invoice synchronously (no waiting for it to “appear later”).
  • Job actions no longer fire twice on rapid clicks.
  • Updating a job’s status refreshes the “Last Updated” timestamp.
  • “All Jobs” tab actually includes all statuses, and bulk-action toasts are honest about results.
  • Edit Job dropdown shows real technician names, not template placeholders.
  • Edit Job wizard step 3 renders correctly.
  • Property dropdowns on jobs and work orders load all of your properties.
  • Job photos with bad file types or corrupt characters are rejected with a clean error.
  • Old jobs with HTML tags in their description have been retroactively cleaned up.
  • Save errors appear inline in Create Job and Create Customer modals.

Work Orders

  • Edit Work Order modal date/time uses the themed picker (no more bare native input).
  • Status change conflicts surface a real error instead of failing silently.
  • Dragging a card from Requested → Scheduled on the kanban now works.
  • Kanban card click opens the detail view in all browsers.
  • Detail panel auto-hides while Edit is open, so the Save button isn’t clipped.
  • Cost inputs accept decimals.
  • Cancelled work orders appear on the kanban (Start Work / Schedule are hidden on them).
  • Filter chips and column counts on the kanban now reconcile.
  • Priority and Property filters are preserved in the page address — you can share a link.

Dispatch

  • Dispatch page is reachable from the sidebar at the dispatcher role.
  • Dispatch board excludes draft jobs from the queue.
  • All job statuses are shown with proper labels.
  • Auto-assign now reports failures correctly instead of swallowing them.
  • Duplicate job cards no longer appear on the board.
  • Cancelled jobs are included in header stats so the queue count reconciles.
  • En Route badge counts and completion-rate calculation exclude cancelled jobs.
  • The map card surfaces a count of jobs missing coordinates.
  • Clicking a dispatch card navigates to the job detail.
  • Clicking a technician card filters the job queue with a visible chip.
  • Assign dropdown is hidden on jobs that are already work-closed.

Tasks & Follow-ups

  • Quick-add no longer auto-stamps a due date eight hours from now.
  • On rapid clicks, start / complete / cancel actions no longer fire twice.
  • Checklist items render the right title.
  • Follow-up shortcuts (a / s / c) default to the first task when nothing is selected.
  • Follow-up stats page works again (used to show an error).
  • Stats no longer show “N/A” where a zero should be.

Customers

  • Edit Customer Save button is gated until addresses finish loading.
  • Customer rename propagates to the jobs list view.
  • Customer phone numbers are now normalized consistently — this closes the gaps in duplicate detection.
  • Adding/editing a customer now refreshes related jobs / estimates / invoices lists immediately.
  • “New this month” filter excludes migrated rows.
  • Customer rows reliably open from hover overlays.
  • Duplicate “Edit” menu entry removed from customer detail.
  • When merging customers, the second profile is locked during the operation — no data lost.

Properties

  • Filters reflect real property status counts.
  • Properties list pages through until everything is loaded.
  • “Unknown Address” stub rows are now hidden, and new empty-address ones aren’t created.

Vendors

  • Vendor website field auto-prepends https:// on bare domains.
  • Compliance card shows a clean empty state when there’s nothing to display.

Login & Sessions

  • Sessions auto-refresh near expiry instead of crashing with an error.
  • An expired session now cleanly opens the Session Expired modal instead of crashing the app.
  • Login page has a logo link back to the marketing site.
  • Signup form shows an inline styled error instead of a browser tooltip.
  • Several signup edge cases that previously failed silently now succeed.
  • Accepting an invite is now safe against double-clicks and concurrent attempts.
  • “Pending” and “invited” statuses added — invited users are now visible in the team list.
  • Continue Session and Sign-in buttons reliably submit on Enter.
  • The login audit log now distinguishes session re-auth from a fresh login.

Audit Log

  • Account create / update / delete actions now appear.
  • Estimate approve / decline / convert actions now appear.
  • Total Events / Today cards on the Audit page show real numbers.
  • “Empty” updates where nothing actually changed no longer clutter the log.

Conversations

  • Quick Replies promoted, AI Controls demoted, and the extra placeholder dropped from the chat input.

Dashboard & Reports

  • Onboarding “Getting Started” rows have working links once completed.
  • Saved-report card click loads the report into the builder.
  • Direct links to report templates open the right template in the builder.
  • Reports preview excludes cancelled jobs from totals by default.
  • Export button on Reports actually downloads the CSV.
  • Reports footer no longer shows “Tokens used: 0” on non-AI reports.
  • Dashboard period selector triggers a refresh on click.
  • Dashboard surfaces a clear error when metrics fail to compute, instead of silently showing zeros.
  • Dashboard distinguishes a technical error from genuinely empty AI insights.
  • Profit margin preserves “no data” instead of falsely flagging low margin.
  • Funnel and Executive Metrics jobs-completed numbers now reconcile with period stats.
  • AI branding on the Business Analysis panel is honest about what’s AI-generated.

Notifications

  • Notification types are now translated, with a sensible fallback for unknown ones.
  • Notification translations added across all 10 non-English languages.

AI

  • AI prompts use the new caching layer — ~90% latency reduction on long contexts (responses feel snappy).
  • AI Regenerate for estimates and job notes no longer invents services.
  • “Write it for me” on Price Book now wires to the real AI.
  • AI usage page reads from the proper source.
  • AI SQL generator errors are shown safely.

Search & Navigation

  • Cmd/Ctrl + K opens the global search modal.
  • Cmd + / for AI chat (no longer conflicts with Cmd+K).
  • Search results now include Invoices.

Team & Roles

  • Roles list shows the right user count and is scoped to your tenant.
  • Roles editor handles “all permissions” wildcards correctly and protects system-role permissions.
  • Orphaned role assignments are cleaned up automatically.

Technicians

  • Technician management now includes inactive role-assigned users.
  • The technicians list no longer shows duplicates.
  • Technician filters and the capacity widget are now consistent with each other.
  • Assign Job button on the technician card wires to the Dispatch page.

Settings

  • Company timezone now defaults to your browser timezone instead of hardcoded LA.
  • Updating company profile name syncs back to your tenant name.
  • Phone provisioning status refreshes after every save.
  • Save Changes button no longer requires a no-op edit to enable.
  • Calendar integration persists all 6 sync fields, not just the first 2.
  • In-app Documentation links are hidden until the docs site is live.

Inventory & Maintenance

  • “Add to Van” actually transfers items now.
  • “Order Now” placeholder is hidden until the purchase-order flow ships.
  • Maintenance schedules list refreshes immediately after creating a new schedule.
  • Asset condition can be edited inline from the list.

Price Book

  • Money inputs select on focus — the leading 0 gets replaced as you type.

Public site & Marketing

  • Footer “About Us” routes to /about (was a missing anchor).
  • Footer “AI Agents” link points to the rendered section.
  • Founding-member pricing counter shows a real number.
  • /demo no longer shows a “Video Coming Soon” placeholder.
  • Unknown public URLs show a real “404 not found”, not a redirect to login.
  • Logo and branding fall back to your tenant name instead of “My Company”.

Translations

  • “Calls” navigation label translated in all 10 non-English languages.
  • Customer-import field labels translated.
  • Toast messages on jobs aligned to consistent sentence case.

Integrations

  • Thumbtack webhook reports the real problem on failure instead of pretending everything’s fine.
  • Thumbtack OAuth failure modes are now readable.
  • When QuickBooks isn’t configured, the page shows a clear message instead of a server error.
  • HCP integration is now visible in the integrations catalog.

:locked: Security & Stability

A lot of behind-the-scenes work this cycle on tenant isolation, request throttling, file scoping, and background-job stability. You won’t see most of it directly — but it’s exactly what keeps your data strictly yours and the platform humming. Highlights:

  • Job photos and uploads are stored in your tenant’s directory — nothing is reachable from outside.
  • Remaining cross-tenant access in queries has been closed.
  • Brute-force protection now works correctly behind a proxy.
  • Stronger input sanitization across the app.

:tear_off_calendar: Next update — mid-May

This is the first of our bi-weekly posts. Next one drops around mid-May with the next two weeks of work.

As always — if you spot something broken or have an idea, just reply here.