What's New on the Platform: April 3 - April 18

Vladyslav_Shapovalov · April 19, 2026, 4:54am

Hey everyone! Big update — here’s what we’ve added and fixed over the past couple of weeks.

New

Payments

Partial payments on invoices (previously you had to pay the full amount at once).
ACH support added alongside cards.
Refunds straight from the invoice, in a couple of clicks.
If something goes wrong mid-payment, the money no longer gets lost in limbo.
Overpayment warning at the confirmation step.
Protection against double-clicks creating duplicate payments.

Calls & Voice

New Calls section with a call recording player and AI call summary — no need to listen to 10 minutes to get the gist.
Seeking within recordings works.
Missed-call badge on the phone icon in the header.
Call stats now show duration and cost for each call.

Dispatch (major update)

The Auto-Assign button actually works now — AI picks a technician based on skills, workload, and distance.
Clicking a card on the board opens the job detail.
Map centers correctly on your city, pins only show for jobs with a real address.
Revenue per job is calculated correctly (previously a lot of them showed $0).
The Active counter includes assigned and en-route technicians.
Week view displays correctly.

Audit Log
It’s a real working tool now:

All create/update/delete actions are recorded — for jobs, invoices, customers, settings.
You can see who did what and when.
For updates, the “before → after” is saved.
Filter by date and entity type, paginated view.

Email

New page showing email delivery status — you can verify letters are actually reaching your customers (delivered / bounced / queued).
Fixed cases where an email would silently fail and nobody would know.

Conversations

One-click actions from chat: create a job, schedule a visit, qualify a lead.

Login History

Log of account sign-ins with the ability to revoke old sessions.

Reports

Saved reports can now be deleted, duplicate names are blocked.
Report templates based on jobs build correctly.

What’s Fixed

Dashboard & metrics

Revenue, customer counts, completed jobs — now calculated the same way everywhere (numbers used to differ between screens).
Imported customers no longer count toward “New This Month”.
Profit margin shows correctly when there are no expenses yet.
Upcoming Jobs no longer shows stale work items with old dates.
Instead of weird 999% when the baseline is near zero, you now see 0%.

Customers

Duplicate check on creation — no more entering the same customer twice.
You can’t delete a customer who has jobs or invoices attached (protects against data loss).
Customer card shows: jobs completed, last visit, revenue.
“Add Customer” form resets on cancel — no stale data carrying over.
Customer name updates immediately after editing.
Phone search works in any format.
“Call” button uses the built-in dialer, “Message” button leads to conversations instead of a dead link.

Invoices

Invoice emails arrive properly formatted.
New Partial tab for partially paid invoices — the tab counters now add up to the total.
Total Invoiced no longer includes drafts.
Due date no longer shifts by a day due to timezones.
Cancelled and refunded invoices show up in stats.
When creating an invoice from a job, the customer pre-fills automatically.
Fixed “Unknown customer” on legacy invoices.
Protection against wildly wrong amounts from typos.

Estimates

Estimate numbers are guaranteed unique — no more duplicates.
“Convert to Invoice” no longer creates two invoices in a row.
If an estimate is already converted, it says so honestly.
You can’t delete an accepted estimate.
The convert modal shows the correct customer name and title.
“Email Estimate” actually sends the email.

Schedule & Jobs

Times everywhere display in your company’s timezone (used to jump to the browser’s local time).
Clicking a card in the Kanban opens the job detail.
Quick-create time shows as 4:00 AM instead of garbled text.
Default job duration dropped from 2h to 1h.
“On My Way” button is disabled until a technician is assigned.
Completing a job auto-creates an invoice if the option is checked.
Cancel button actually cancels (with a reason).
Jobs without an amount show a dash instead of $0.00.
Amounts display correctly with cents.
Can’t delete a job that’s already in progress.
Protection against two people editing at once — nobody’s changes get lost.
Customer phone and email show in the schedule side panel.

Work Orders

Clicking a card opens the detail.
Inline validation hints + decimal cost support.
SLA is calculated automatically on creation.
Negative cost values are rejected.
Page loads noticeably faster.

Notifications

“Clear All” button works.
Background flickering is gone.
Clicking a notification takes you where it should, no more random “not found” errors.

Tasks

Bulk task completion.
Default type is now “General” (was a confusing “Custom”).
AI task panel works correctly.

Team & Roles

Role is required when inviting a member.
Team tab counter shows technicians, not billing seats.
Account owners can’t accidentally deactivate themselves.
Removed the phantom “Director” role.

Login & Sessions

Logout actually logs you out — across all devices.
After login you’re returned to the page you were kicked off from.
If your session expires mid-work, a re-login modal appears and your form data isn’t lost.

Data Migration from Legacy Systems

CSV/Excel files are stored reliably (used to be lost sometimes).
Confirmation prompt before cancelling an import mid-way.
Progress counter shows the real state.
Clear error messages when external connections fail.
Imported customers appear immediately.

Search & Navigation

The command bar search switches categories automatically as you type.
Hid nav items that weren’t functional yet.

Mobile
A big pass on responsiveness — login, chat, schedule, stats, and all modals now look right on a phone.

Security & Stability

A lot of behind-the-scenes work on protecting your data, speeding things up, and keeping the system stable. You won’t see most of this in the interface directly — but it’s exactly what keeps the platform running smoothly and keeps each company’s data strictly isolated.

Starting in May — Updates Every 2 Weeks

We’re moving to a bi-weekly release cadence. Here’s why:

Most of our work is under the hood — speed, reliability, security. You don’t see it directly in the UI, but it’s what keeps the platform stable.
Grouping changes into packages means fewer small tweaks that disrupt your workflow.
Each release goes through more checks before reaching you.

What this means in practice:

Every 2 weeks — a post breaking down what changed and what’s new to try.
Critical bugs (if something’s broken for everyone) still get fixed outside the schedule, as always.
Major features ship when they’re ready, not tied to a schedule, but we’ll announce them in advance.

Next update — early May.