Changelog

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October 12, 2026

Shared texting inbox, quote surcharges, and two-step sign-in

Quote surchargesNew

  • Use the new Surcharges tab in Price Book to add a percent or flat surcharge, such as after-hours, fuel or trip charges, to a quote in one click.

Quotes as QuickBooks Online estimatesNew

  • Sent and approved quotes now appear in QuickBooks Online as Estimates and stay up to date as the quote changes.

Shared texting inboxNew

  • Text customers from one shared office inbox at Messages, where incoming texts are matched to the right customer, and see each customer's full text thread on their record with a place to reply.

Field purchases on blanket ordersNew

  • Technicians can make a field purchase against their truck's open blanket purchase order, and purchases over the remaining limit are refused.

Project crew viewNew

  • A project's record now shows a two-week crew view of every visit on its jobs, grouped by technician.

Staff access and single permissionsNew

  • See a person's access on their staff record, and grant or remove a single permission without creating a new custom role.

Two-step sign-inNew

  • Owners can require two-step sign-in for company owners, office staff and anyone holding a sensitive permission.

Purchase order receivingFixed

  • Receiving a purchase order now converts pack quantities to eaches at the exact pack cost, and quantities entered on the Receiving tab always post with the receipt.

October 11, 2026

Online booking, quote signatures, and customer merging

Online bookingNew

  • Customers can request service from your branded booking page and pick an open arrival window in the next two weeks, Thermal rechecks availability before confirming, and portal contacts can ask for an open window.

Customer signatures on quotesNew

  • Customers can sign quotes right on the shared approval page.
  • Technicians can present a quote on their phone, let the customer choose a tier, and capture the customer's signature in person.

Merge duplicate customersNew

  • Merge duplicate customer records from the customer menu or the duplicates review list, and the full history moves to the record you keep.

Signed service agreementsNew

  • Service agreements can require a customer signature before they activate, and an owner can override this with a documented reason.

Milestone billingNew

  • Completing a milestone linked to a schedule-of-values line now bills that line in full automatically, including retention.

Dismiss overdue maintenance visitsNew

  • Office staff can dismiss an overdue preventive maintenance visit with a required reason and restore it later, and dismissals are tracked separately in PM compliance.

Cancelling a visitImproved

  • Cancelling or unscheduling a visit, one at a time or in bulk, closes it, tells the assigned technician, and tells a customer only if they were told about the visit.

October 10, 2026

Invoice holds, a technician Voice tab, and quote version history

Hold an invoiceNew

  • Put a draft or prebill invoice on hold with a required reason. A held invoice cannot be sent, approved or synced to QuickBooks Online until released.

Technician Voice tabNew

  • Technicians get a Voice tab with a full-screen van mode that shows their next stop and parked confirmations.

Technician location on the wayNew

  • While a technician is on the way to a visit, Thermal shares their location every 30 seconds so dispatchers can follow their progress.

Custom fieldsNew

  • In Settings, admins can add custom text, number, date and select fields to customer, site, equipment and job records.

Prices and costs by permissionFixed

  • Price book, job and proposal screens hide costs and margins from anyone without permission to view costs, and technicians without permission to see prices no longer see sell prices in the field app.

Quote version historyNew

  • Office staff can view and reopen every past version of a quote.

October 9, 2026

Invoice send history, QuickBooks Online fixes, and customer portal visits

Send and resend invoicesNew

  • Send an invoice or send it again, preview who will receive it, correct the address for that send, and see its full send history and the delivery result for each recipient, including for bulk sends and reminders.

Credit memos in QuickBooks OnlineNew

  • Issuing a credit memo sends it to QuickBooks Online automatically, and reversal journal entries sync correctly for companies that use multiple currencies.

QuickBooks Online tax codesFixed

  • Set a tax code on each line of a draft invoice, and tax-exempt customers and work orders stay at $0 tax, including after customer tax details refresh or you reconnect.

QuickBooks Online voids and paused syncImproved

  • An invoice voided in QuickBooks Online voids the matching Thermal invoice, sync keeps running while a connection needs reauthorizing, and customer edits made while paused are sent once it resumes.

Your logo on customer documentsFixed

  • Customer invoices and proposals now show your company's own logo, or no logo at all, instead of the Thermal logo.

Equipment and stock warranty datesNew

  • Sort the equipment list by unit, owner, warranty or install year, and serialized stock units now carry a warranty start and end date, filled in when the unit is received.

Upcoming visits in the portalNew

  • Customers can see their upcoming visits in the customer portal, including the arrival window and the technician's first name.

October 8, 2026

Customer notice controls, day-before reminders, and voice scheduling changes

Customer notice controlsNew

  • Customers can stop notice emails and manage their notice preferences in the customer portal, and notices now come from your company's branded address with a reply-to address.

Voice schedule changesNew

  • Voice assist can now apply limited schedule changes to a visit automatically, and you can reverse them with Undo on the Dispatch board.

Day-before remindersFixed

  • Day-before appointment reminders still send after a same-day time change of 30 minutes or less, and show the updated start time.

October 7, 2026

October 6, 2026

Read-only invoice links, Excel and PDF report exports, and undo on mobile

Read-only invoice linksNew

  • Invoice emails now link to a read-only view of the invoice. Pay buttons appear only when your company accepts payments, and expired links explain what happened.

Excel and PDF report exportsNew

  • Export job profitability, costing variance, unbilled work, agreement valuation, dispatch backlog, PM compliance, the refrigerant compliance report and other reports to Excel or PDF as well as CSV.

Undo and sync conflicts on mobileNew

  • Technicians get a 10-second window to undo a job status change, and sync conflicts now show who changed the job, when, and what it was before.

Safer Dispatch board movesImproved

  • The Dispatch board shows only the columns a job can move to and blocks invalid drops. Blocked job actions explain why and offer a one-tap fix.

Correct tax and discountsFixed

  • Draft invoices recalculate tax when you edit or add a line, a missing tax rate shows a clear message, and discounts and tax on older sent quotes are corrected before approval.

Billing email on new customersNew

  • Add a billing email when you quick-create a customer, and see a notice before sending an invoice to a customer with no email on file.

New company setupImproved

  • New companies start with the arrival safety check off, and setup asks whether customers sign off on completed jobs and walks through pricing, tax, customer emails and payments.

One rule for visit noticesImproved

  • A customer is told about a visit change only if they were told about the visit, a move of 30 minutes or less on the same day sends nothing, and each visit on a job gets its own on-the-way text.

October 5, 2026

October 4, 2026

Field deposits, payroll in your timezone, and stock counts

Deposits taken in the fieldNew

  • Technicians can take a deposit by cash, card or pay link while en route, on site or working a visit, and it is credited to the job's invoice automatically.

Payroll in your timezoneFixed

  • Payroll exports and overtime hours now follow your company's timezone, so pay periods, shifts and overtime match when your team actually worked.

Stock countsNew

  • Count inventory with Stock counts: take a snapshot of a location, enter what is actually on hand, and post the differences in one step.

Arrival window capacityNew

  • Set how many jobs each arrival window can take, for your whole company or a single branch, so Thermal knows when a window is full wherever jobs are booked.

Stripe reconnectionFixed

  • Payments settings now show when your Stripe connection has stopped working and walk the owner through reconnecting it.

Your own text-messaging accountNew

  • Connect your own text-messaging account to send texts from your company's number, and see its carrier registration status when you save.

Dispatch day board sizingImproved

  • The Dispatch day board now fills the screen at any window size and remembers your zoom level after you reload the page.

October 3, 2026

Invoice lock states, easier QuickBooks Online setup, and reliable timesheets

Invoice lock statesNew

  • Invoices now show whether they are Draft, Sent, Exported or Paid, and you can filter the invoice list by whether an invoice has been exported to accounting.

Easier QuickBooks Online setupNew

  • When you first connect QuickBooks Online, Thermal warns you about duplicate customers beforehand and brings in paid invoices from the last 24 months as history.

Timesheets and prevailing wageImproved

  • Timesheets now reach approval reliably, including forgotten clock-outs, and you can turn on prevailing-wage tracking in Settings > Billing to flag jobs and projects for your payroll export.

One-off lines and status history in the field appNew

  • Technicians can add a one-off part or labor line when your company has no price book items, and see a work order's live status history in the mobile app.

Agreement maintenance visitsFixed

  • A new agreement's first preventive maintenance visit is now scheduled after its start date, and canceled visits stay visible without counting against completion.

Reopen a completed jobNew

  • On a completed job that does not yet have an invoice, office staff can Reopen job, name the reason, and book the return visit on the same work order.

Time on site reportNew

  • Office staff can open Reports → Time on site to compare scheduled and actual on-site minutes by technician, with travel shown separately, and export the table as CSV or XLSX.

Text and email switches for each noticeNew

  • Each automatic customer and technician notice in Settings → Notifications has its own text switch and email switch, and changes to these settings are recorded in the audit log.

October 2, 2026

Customer statements and portal service agreements

Technician Field App

  • NewTechnicians get a push notification on their phone whenever a visit is assigned to them.

Billing, Invoicing & Payments

  • NewDownload a PDF statement for one customer, or select several customers from a new list and download all their statements at once.
  • FixedBilling alerts are sent again to every company with a subscription, after they had stopped arriving without notice.
  • FixedQuote discounts now lower the quote, the converted invoice and the agreement price, and invoices with no line items are held back from QuickBooks Online instead of failing silently.
  • FixedCustomers can no longer accept a quote after its valid-until date, and public quote pages are now protected against rapid repeated requests.

Customers, Agreements & Portal

  • NewThe customer portal now lists service agreements alongside rentals, with each agreement's term, price, covered equipment and upcoming visits.

Purchasing, Vendors & Inventory

  • FixedScanning a part onto a job now removes it from van stock once instead of twice, and records a shortfall when stock can't cover the full amount.

October 1, 2026

QuickBooks Online credit memos, email booking confirmations, and signer names

Dispatch & Scheduling

  • ImprovedMoving a visit to another day keeps its assigned technician and status, and the Unassigned rail now groups jobs by why they're unassigned.

Technician Field App

  • NewTechnicians can now capture the signer's printed name on the customer signature panel, and it appears as Signed by <name> on the completed job.
  • FixedEdits to the visit summary on the wrap screen now save correctly and reload exactly as the technician left them.

Billing, Invoicing & Payments

  • NewQuickBooks Online credit memos now sync both ways, you can send credit notes to customers, and customer balances reconcile automatically.
  • NewWhen you lose a card dispute or an ACH payment is returned, Thermal now posts the matching reversing journal entry to QuickBooks Online automatically.
  • FixedA payment Thermal sends to QuickBooks Online no longer comes back from QuickBooks Online as a duplicate payment record in Thermal.

Customers, Agreements & Portal

  • ImprovedBooking confirmations now go out by email even when texting isn't set up, and each Notify Customer box explains why it can't reach someone.

Equipment, Inspections & Compliance

  • FixedOpening a decommissioned piece of equipment now shows its read-only record instead of a page not found error.

September 30, 2026

Settings shows the company texting profile and sender status

Account, Settings & Security

  • NewOwners can enter the company texting profile in Settings and see whether the sender is not started, in review, verified, or rejected.
  • ImprovedEach company sends text messages only from its own verified number, so deliveries and replies stay with that company.

Standalone invoices, deposit credits, and refunds with approval

Billing, Invoicing & Payments

  • NewBill a customer without a completed job by creating a standalone invoice for a deposit, one-off charge or correction from the customer or agreement record.
  • NewGive an agreement a monthly, quarterly or custom installment schedule, and Thermal automatically drafts each invoice as it comes due.
  • NewApply a paid deposit invoice as credit toward a customer's next invoice, in full or in part, and reverse the credit if needed.
  • NewRefund a settled Stripe payment once an owner or office user approves it, with Thermal checking for open disputes and available balance first.
  • NewProgress invoices that hold back or release retention now sync to QuickBooks Online with the retention on its own retainage line.
  • FixedWhen tax can't be worked out for an invoice line, Thermal now shows a clear message instead of crashing, and you can save once tax setup is corrected.
  • FixedPayment links offer card checkout only when the connected Stripe account can accept the payment, so customers avoid a checkout that cannot complete.

September 29, 2026

QuickBooks Online two-way sync is available

Billing, Invoicing & Payments

  • NewConnect QuickBooks Online from Settings, approve the first import yourself, then sync both ways, with pause, resume, retry, and reconnect controls on the Accounting connection screen.
  • ImprovedCustomer and invoice records show a QuickBooks sync card with last-synced status, why a record is waiting, and re-sync, retry, and merge actions.
  • ImprovedSettings shows the date and record count once the first QuickBooks import finishes, instead of saying no syncs are measured.
  • ImprovedEach invoice sent to QuickBooks carries a note with its invoice number, job numbers, and a link back to Thermal, and every line gets a default service item.

QuickBooks payment pushes, agreement progress billing, and Canadian tax fixes

Dispatch & Scheduling

  • FixedMarking a visit complete from Arrived no longer errors: the menu offers Start work first and Mark complete once work is in progress, and explains any refusal.

Billing, Invoicing & Payments

  • NewSet up progress billing on a service agreement with a schedule of values, then bill progress into a draft invoice with retention held and released.
  • ImprovedPayments waiting to push to QuickBooks Online appear in Approval history with Approve, Reject, and Restore controls, so office staff can release them without contacting support.
  • FixedProposal deposit invoices and invoices for field cash or cheque payments now reach QuickBooks Online automatically before the payment is sent.
  • FixedCanadian companies connected to QuickBooks Online see accurate tax totals on jobs and invoices, using each item's own tax code, and exempt sites use the code chosen in Settings.

Customers, Agreements & Portal

  • ImprovedCustomer portal pages share a consistent layout, with clear empty states and status badges across agreements, invoices, quotes, history, documents and sites.

Account, Settings & Security

  • FixedThe trade step during setup has a working Back button that returns to company details without losing the trade you already selected.

September 27, 2026

Projects now have a Change orders tab and a change-order record

Billing, Invoicing & Payments

  • NewA project record lists its change orders. Opening a row shows the lines, the total, and the next status.
  • ImprovedLines can be edited while the change order is still a draft. After it is sent, the lines stay as they were; a later change is a new change order.

Progress billing, QuickBooks Online tax codes, and a clearer dispatch board

Dispatch & Scheduling

  • ImprovedDispatch cards on the timeline and unscheduled views lead with the customer name, so you can spot jobs without reading past the job type.
  • ImprovedThe dispatch timeline has scroll, pan, and Fit controls for viewing a full day of work.
  • FixedCompressed Fit-mode cards on the dispatch board show a short label or dot instead of a clipped single letter.

Billing, Invoicing & Payments

  • NewBill a job in stages with progress invoices, and hold back a retention amount on an invoice.
  • ImprovedTax codes are mirrored from QuickBooks Online and applied automatically, so invoices sync with the right tax treatment without manual entry.
  • ImprovedYour QuickBooks Online connection is better protected, and Thermal now retries automatically when a sync briefly fails.

September 26, 2026

The owner checklist now groups setup, a first job, and a first invoice

Account, Settings & Security

  • NewThe owner setup checklist now groups its seven items into Your company, Getting paid, and Your first job, each with its own count of items done.
  • ImprovedThe checklist asks for a first customer, a first job, and a first invoice from the start, and each item can be skipped on its own.

Company name fields can fill an empty address from a business listing

Customers, Agreements & Portal

  • NewOn Call intake, a new customer, signup's first company, and the company profile, the company name can request a business listing.
  • ImprovedChoosing a listing fills only empty address and phone fields. On Call intake and a new customer, it also sets Customer type to Commercial.

September 25, 2026

ServiceTitan and Housecall Pro imports, offline tech guides, and lease rules

Technician Field App

  • ImprovedTechnicians can read every technician guide in the app's help sheet with no signal, falling back to a few built-in guides only before the first download.

Billing, Invoicing & Payments

  • FixedInvoices waiting on prebill approval or customer portal review can no longer be sent or marked paid, including from the field, until they are approved.

Rentals, Leases & Fleet

  • FixedLease revenue is recognized only after an accountant classifies the lease under ASC 842, new leases start as Not assessed, and unclassified active leases show recognition paused.

Account, Settings & Security

  • NewUpload an export file from ServiceTitan or Housecall Pro to bring over customers, equipment and service history, and importing the same files again does not create duplicates.
  • ImprovedSettings uses Company profile for the company name and logo, removing the duplicate row so you have one place to update those details.
  • FixedIncomplete import responses show a clear message instead of an unreadable error, so you know when the uploaded records could not all be processed.

September 24, 2026

Optimize Day for the selected day, address suggestions, and Maps directions

Dispatch & Scheduling

  • NewOptimize Day proposes a plan for the selected day and branch that you apply, never schedules stops in the past, and notifies affected customers and technicians on a same-day apply.
  • ImprovedThe Optimize button sits beside the Day, Week and Month switcher on the schedule, is labelled with its day, such as Optimize Thu 24, and is disabled on past days.

Technician Field App

  • NewJob and customer site addresses open directions in Google Maps, Waze or Apple Maps from the office job overview, the customer record and the technician job view.

Customers, Agreements & Portal

  • NewAddress entry suggests matching addresses as you type, and picking one fills in the street, city, province or state, and postal or ZIP code, which stay editable.

Staff permissions, portal access, and field payment protections

Technician Field App

  • FixedIf something goes wrong in the customer portal or technician screens, you see a plain message instead of raw technical error text.

Billing, Invoicing & Payments

  • FixedField cash or cheque collection is refused on invoices covering multiple jobs, matching the rule already used for card payments and payment links.
  • FixedCustomer portal quote approval requires the mandatory deposit and updates linked deficiency items, matching the other ways to accept a quote.

Customers, Agreements & Portal

  • ImprovedThe Title field is hidden when adding or editing contacts on residential customers, and remains available for contacts on commercial accounts.
  • FixedArchiving a contact ends their portal access; revoking a subcontractor or supplier's access cancels pending invites and prevents access through account recovery.

Equipment, Inspections & Compliance

  • ImprovedInspection signature and photo fields require an actual captured image, so typed values cannot be saved in place of the evidence.

Account, Settings & Security

  • ImprovedThermal blocks unauthorized scripts in your browser, and links on the new-customer screen cannot send you to an unrelated website.
  • FixedUnlisted staff are refused office job actions; owners and office staff grant branch access; equipment alerts require owner, office or dispatcher access. Refusals say access denied.

September 23, 2026

Call intake opens a job from one form, and assigning a tech needs a start time

Dispatch & Scheduling

  • NewCall intake takes a new caller on one form, with name, phone, optional company, customer type, service address and issue, and one submit creates the account and the job.
  • ImprovedAfter you confirm a call intake draft, the job opens with a Created from call notice, and the intake shows as Converted under customer inquiries, linking to the job.
  • ImprovedOn Dispatch and the Jobs list below 900 pixels wide, the plus button offers New intake or New work order, and the phone header shows a visible New intake label.
  • FixedAssigning a technician to an unscheduled job now requires a start time, so a job cannot land on a technician's day without one.

Account, Settings & Security

  • ImprovedCall intake, equipment nameplate scanning and pre-visit summaries respect account usage limits, so these features stay within the allowance for your company.

September 22, 2026

Technician app: equipment scanning, Diagnose-Build-Wrap steps, field payments

Technician Field App

  • NewTechnicians scan equipment labels with the phone camera or by typing, attach files to equipment, and expand service history in place on the work order screen.
  • NewWork orders on the phone step through Diagnose, Build and Wrap, with readings, refrigerant diagnostics and suggested wrap-up details, and entries queue offline when there is no signal.
  • NewTechnicians collect payment in the field without a card reader by recording cash or a cheque, or by sending the customer a payment link.
  • NewThe work order screen has a Parts & Labor tab where technicians add and remove line items.
  • NewTechnicians can send Recommend Work and Warranty Claim requests, and ask dispatch to reschedule, order needed parts or book a follow-up visit, with drafts queued offline.
  • NewThe route screen has a one-tap Optimize Route control for the technician's own day.
  • FixedPhotos and customer signatures finish uploading before they count as saved, so closing the job does not leave the captured evidence behind.

Equipment, Inspections & Compliance

  • FixedRefrigerant records keep the cylinder serial the technician entered, so each transaction can be traced back to the cylinder used for the job.

September 20, 2026

Mobile sign-in, reports, and dashboard layouts

Technician Field App

  • NewTechnicians sign in to the mobile app with email or Google, choose their company, and see today's jobs even without a connection.
  • NewOffline job status changes survive closing the app and sync when you reconnect; if the job changed meanwhile, you compare both values before retrying.
  • FixedAfter completing one visit, the technician screen says when other visits on the job remain open instead of saying the whole job is complete.

Billing, Invoicing & Payments

  • FixedPrebill approvals and rejections show who made the decision in the invoice Activity feed and on the Approval tab.

Customers, Agreements & Portal

  • ImprovedAgreement profitability tables show a shade wherever more columns are hidden, and keep the Agreement column visible as you scroll to compare the remaining figures.

Account, Settings & Security

  • NewSave a dashboard Overview layout for yourself or your role, with Service Manager, CFO and Ops Manager presets available from Customize view.
  • ImprovedReports is a searchable, filterable table with starred reports first and a Favorites filter; the previous dashboard opens on its own page under Reports.
  • ImprovedNotification emails that ask you to act include a button linking directly to the relevant job, invoice or customer portal page.

September 19, 2026

Project closeout reports, Stripe options, and Plan & usage

Dispatch & Scheduling

  • ImprovedDispatch suggestions weigh each technician's graded proficiency for the required certifications, so the most experienced available technician ranks higher for the job.

Billing, Invoicing & Payments

  • NewPlan & usage shows bill estimates by branch and week, downloadable statements, billing history and contacts, with alerts at the usage thresholds you choose.
  • NewOwners can delegate billing administration to a staff member, letting that person manage payment details, billing contacts and statements without owner access.
  • ImprovedConnect an existing Stripe account, including outside the US or after settings changes; choose Instant Payouts and a card surcharge that customers see before checkout.
  • ImprovedRefunds and disputes adjust the invoice balance automatically, and the office receives email notifications for payment failures, bank returns and disputes.

Customers, Agreements & Portal

  • NewStaff generate a versioned closeout and commissioning report from a completed project, and the customer downloads that report from the portal.

Equipment, Inspections & Compliance

  • NewEquipment records hold PDFs, links and photos added from the office or field, so technicians can find them again on later jobs.

Rentals, Leases & Fleet

  • FixedThe fleet deployment site picker labels each option by site name rather than customer name, so you can distinguish sites belonging to one customer.

September 18, 2026

Field payments, payroll exports, and clearer technician help

Dispatch & Scheduling

  • ImprovedThe dispatch schedule shows a visible shade at the edge when more hours are hidden beyond the screen, prompting you to scroll.

Technician Field App

  • NewTechnicians charge cards through their company's Stripe account or send payment links and QR codes from a job, with payment reflected on the invoice and job.
  • ImprovedTechnicians open their profile by tapping their name in the top bar, making personal details and settings easier to reach from any job.
  • ImprovedThe technician Help sheet separates guide search, guide browsing and chat into labeled sections, so you can choose the help you need.

Billing, Invoicing & Payments

  • NewOwners connect Stripe during setup or under Settings, Payments, and a reminder stays visible until card and bank payments are fully enabled.

Customers, Agreements & Portal

  • FixedPortal contacts with view-only roles, such as billing or spend viewer, can no longer submit approvals, upload evidence or record sign-offs.

Account, Settings & Security

  • NewChoose ADP RUN Time Sheet Import or CSV under Settings, Payroll, and assign employee IDs; missing IDs stop the export before any rows are sent.
  • FixedButtons in notification and invitation emails remain readable in dark mode, so you can follow the message to the right Thermal screen.

September 17, 2026

Arrival status, parts on hand, and equipment records in the field

Dispatch & Scheduling

  • NewJobs waiting on parts show an Awaiting parts badge on dispatch, technician schedules and job records, and technicians can put them on hold until parts arrive.
  • NewTechnicians can mark recommended-work or follow-up requests as emergencies; dispatch sees them first, and jobs created from those requests keep that priority.

Technician Field App

  • NewTechnicians log arrival separately from starting work, with five-minute undo for status changes; their profile shows travel time before arrival and time spent on site.
  • NewTechnicians scan equipment labels or part barcodes with the camera, including on iPhones, to open service history or add a part to the job.
  • ImprovedThe parts picker shows van and warehouse stock for each part, and offers Request for unavailable parts so technicians can ask for what they need.

Customers, Agreements & Portal

  • NewCustomer lists and account headers show Due for renewal and the next renewal date, with consistent language on agreement renewal filters.
  • NewService sites hold a contact name, phone and role; technicians see that contact first with Call and Text actions, falling back to the customer's phone.

Equipment, Inspections & Compliance

  • NewThe refrigerant form records whether a leak was found, whether it was repaired, and a short reason for each charge or top-up.

September 16, 2026

Vendor bill review, import templates, and clearer record searches

Dispatch & Scheduling

  • ImprovedThe review queue lists emergency, unscheduled and unassigned jobs, with a live count for every source and a filter to narrow the queue.
  • ImprovedBefore approving a route plan, dispatchers see which technician each visit moves to and when, with overlapping assignments explained using job names and times.

Technician Field App

  • NewTechnicians can complete jobs with signatures, hazard assessments or inspection items outstanding; the office sees what is missing, and invoicing waits until everything is received.
  • ImprovedTechnicians see the dispatch planner's drive minutes between stops on their day schedule and route summary instead of a straight-line distance estimate.

Purchasing, Vendors & Inventory

  • NewVendor bill suggestions require a matching receipt line before you apply them; you can edit suggested values, and confirmed totals remain available during matching.
  • NewThe pricebook import screen offers a ready-to-fill CSV template with accepted columns and two example rows, without a warning when you upload it again.

Account, Settings & Security

  • ImprovedRecord search pickers keep matching results visible while a new search runs, with a loading indicator, so the list no longer blanks on every keystroke.
  • FixedAdding a staff member who already has access now says they can sign in, and the office role can no longer create owner accounts.

September 13, 2026

Sidebar sections load, and technician job steps match job status

Technician Field App

  • FixedOn a technician's job, a completed inspection no longer shows a disabled Complete inspection button, and Diagnose, Build, Equipment and Wrap steps show read-only or active to match the job.

Account, Settings & Security

  • FixedRentals, Fleet, Leases and Reservations in the sidebar now open properly instead of staying stuck on a loading placeholder.

September 12, 2026

Agreement details and record navigation fit phones

Customers, Agreements & Portal

  • ImprovedAgreement records show term progress and a status chip in the header, with related records collected in a side panel.

Account, Settings & Security

  • FixedRecord headers fit narrow phone screens, so the status steps no longer push the page beyond the edge of the screen.
  • FixedLinks to a specific record section, such as warranty evidence or returns, now scroll directly to that section and highlight it on arrival.

September 11, 2026

Purchase order and lease record details restored

Customers, Agreements & Portal

  • FixedThe documents list on lease and agreement records no longer errors on load because of how dates display.

Rentals, Leases & Fleet

  • FixedLease records show commencement and end dates alongside the correct ASC 842 classification.
  • FixedLease records show the term progress bar and the elapsed-month label in step, so the label no longer jumps ahead of the bar at month boundaries.

Purchasing, Vendors & Inventory

  • FixedPurchase order records show the linked work order and a Vendor panel in the side panel, so related work and vendor terms are visible without opening line items.
  • FixedPurchase order records show the expected delivery date and ship-to details, and the activity timeline dots no longer overlap their labels.

September 10, 2026

Vendor fleet saving, safer CSV exports, and invoice pages without pay links

Billing, Invoicing & Payments

  • FixedInvoice pages open normally when online payment links can't be created; the pay button is hidden instead of the page failing to load.

Rentals, Leases & Fleet

  • FixedSaving a vendor fleet asset now follows whether you chose to register a new unit or convert an existing one, instead of being redirected by extra form data.

Account, Settings & Security

  • FixedExported CSV spreadsheets open safely in Excel and Google Sheets, even when a cell begins with a tab, line break or formula character.

Help & Resources

  • FixedDaily changelog emails show each change as a separate bullet, making the message easier to read instead of running changes together.

September 9, 2026

Review queue for prebill approvals, route plan reasons, certification overrides

Dispatch & Scheduling

  • ImprovedThe dispatch schedule places the day schedule beside a fixed Unscheduled panel, with technician tracks and job cards that fit without clipping.
  • FixedApproving a route plan that would double-book a technician, from Dispatch or Approval history, shows a clear reason instead of an error, and the refusal appears in Activity.
  • FixedWhen assigning a technician with a certification gap, you can now enter the override reason on the job page and when dragging a job on the dispatch board.

Billing, Invoicing & Payments

  • NewA new Review destination on desktop and the phone navigation bar lists every pending prebill approval, and its badge shows a neutral marker if the count can't load.

Account, Settings & Security

  • FixedReviewers limited to their home branch no longer see other branches' pending route plan and automation approvals in Review.

September 7, 2026

Record pages scroll as one pane, plus clearer dashboard status

Dispatch & Scheduling

  • ImprovedThe dashboard shows promises as neutral, watch or behind, and the running-late indicator only appears after the 30-minute arrival promise is missed.

Equipment, Inspections & Compliance

  • ImprovedEquipment risk on the dashboard stays visible and actionable but no longer competes with job promises for attention.

Account, Settings & Security

  • NewJob, agreement, customer, equipment, invoice, lease, warranty and other record pages scroll as one pane with a jump strip, so you reach any section without switching tabs.
  • NewEach jump-strip entry shows a live count, including zero, so you can see how many visits, parts or payments a record holds before scrolling to it.
  • ImprovedOn wide screens, related records appear beside the main record content, so you can follow connections without scrolling to the bottom of the page.

September 4, 2026

Command palette and smarter sidebar navigation

Account, Settings & Security

  • NewPress ⌘K to search customers, jobs and other records, jump to accessible sections, or reopen recent records in a command palette that fits desktop and phone screens.
  • ImprovedCollapsed sidebar group icons open a flyout listing every page in the group instead of jumping to the first one, with keyboard support and Escape to close.
  • ImprovedThe sidebar shows a fade at the bottom when more rows are hidden below the visible area on shorter screens.
  • ImprovedThe sidebar scrolls every navigation row except Help, with Settings at the bottom, so you can reach all sections on shorter screens.
  • FixedThe phone navigation drawer lets you open Help and other user-menu items without your tap falling through to the drawer beneath them.

September 3, 2026

Faster page loads, quicker sign-in landing, and role-based access to pages

Dispatch & Scheduling

  • FixedWork order status dots on the customer record now use the same colour for each status as the jobs list and every other screen.

Account, Settings & Security

  • ImprovedAfter signing in, technicians go straight to the field app and office users to Dispatch, without passing through the wrong screen first.
  • ImprovedOffice and technician screens show their page frame immediately while data loads, and the job Refrigerant tab loads on its own instead of holding up the rest of the job.
  • ImprovedNavigation feels quicker: sidebar, tab and New work order links load ahead only when you point at them, and the Help index loads only when you open it.
  • ImprovedDispatchers and office users who open an area outside their role are turned back right away, before any of that area loads.

Help & Resources

  • FixedThe public roadmap now recognizes you when you are signed in, so voting and submitting from emailed roadmap links works.

September 2, 2026

Faster pages, correct utilization numbers, and clearer auto-assign results

Dispatch & Scheduling

  • FixedThe month-to-date utilization tile on the dashboard counts business days in your local time zone, so it no longer reads 0% with 0h logged in the evening.
  • FixedAuto-assign on the dispatch board no longer says it applied automatically when no technicians were assigned, and it explains why assignments were skipped.

Equipment, Inspections & Compliance

  • FixedCompliance documents, PDFs and images up to 10 MB, now upload without failing on a file size error.

Rentals, Leases & Fleet

  • ImprovedThe rental return review shows the selected pickup assignee or Unassigned, and charge history links straight to the invoice lines behind each charge.
  • FixedRate cards on mobile now match the desktop view: fixture overrides show a badge, and tapping a card opens the same read-only detail sheet.

Account, Settings & Security

  • ImprovedJob, invoice, agreement and equipment pages, status-filtered job lists, manufacturer bulletin search and the Help page now load faster.

September 1, 2026

Clearer rental return and fleet deployment confirmations

Dispatch & Scheduling

  • FixedThe work order site picker shows city and state again, and lists the service site first with the customer name beneath it, so you pick the right location.

Rentals, Leases & Fleet

  • ImprovedThe final rental invoice confirmation now shows the tax amount alongside the subtotal and total, so you see every amount before the invoice is created.
  • ImprovedReturning a rental unit now shows a review of the unit, return-to branch, fleet state, time and condition evidence before Confirm return appears.
  • ImprovedFleet deployment confirmations list the customer account, deployment site and return-to branch separately, show the committed term with its amount, and report the real signature status.
  • FixedCreating a rental quote with a malformed term date now points to the date field that needs fixing.

August 30, 2026

Owners on field work and a clearer technician home screen

Dispatch & Scheduling

  • ImprovedOwners can now be assigned to visits by hand like technicians, while automatic scheduling still leaves them out.

Technician Field App

  • ImprovedOnboarding steps are marked Required or Optional, and the technician home screen shows today's assigned work first.

August 29, 2026

Customer contacts with roles and portal logins per contact

Customers, Agreements & Portal

  • NewAdd several named contacts to a customer with roles such as billing, approver, scheduling and site, so notices, reminders and documents reach the right person.
  • NewEach portal contact has their own login that can be revoked on its own, only approvers can approve quotes and agreements, and every signature records who signed.

Account, Settings & Security

  • ImprovedThe customer import wizard now accepts contact name, phone, email and role columns, so primary contacts come in with the customers.
  • ImprovedWhen you add a staff member, the Role field now describes what each role can access as you choose it.

August 26, 2026

Clearer rental returns, final invoices and rental proposals

Rentals, Leases & Fleet

  • ImprovedThe rental return drawer lists each charge with unit, quantity, rate and total, and asks you to review before confirming a return that can't be undone.
  • ImprovedConfirming a final rental invoice shows the exact invoice lines and totals it will create, with a link to the invoice.
  • FixedRental proposals sent to customers show a Rental Proposal heading, the rental term and total, and matching approval wording, and can't be approved without a set term.
  • FixedNew rental proposals appear in the list right away, default to the Rental type, count date-only terms inclusively, and use unit and site pickers that work from the keyboard.

August 25, 2026

In-app help for technicians and feedback on answers

Technician Field App

  • NewTechnicians can open help from the top bar with guides from the technician help articles, see why a job can't be closed out yet, and get a one-time first-run pointer.
  • NewRate help answers with a thumbs up or down from the phone; the buttons pause with a plain explanation while the device is offline.

August 24, 2026

Warranty claim numbers in notifications

Equipment, Inspections & Compliance

  • FixedWarranty claims get a claim number, such as WC-0001, when submitted, and notifications show that number instead of an unreadable code.

August 17, 2026

Accurate dispatch overlaps, reliable sign-in and clearer rental rate cards

Dispatch & Scheduling

  • FixedJobs on the Dispatch board day view are sized by their real minutes, so only true same-technician overlaps split into separate lanes, and a legend explains each job state.

Rentals, Leases & Fleet

  • ImprovedRental rate cards show independent daily, weekly and 28-day rates, so longer rentals can carry a deeper discount than a fixed ratio would give.
  • FixedAccessory return and add-line controls now appear in the mobile billing view for rentals, matching desktop.
  • FixedA unit on a live rental agreement no longer shows as available, and you can start a deploy from the unit's Overview.

Account, Settings & Security

  • FixedSigning in no longer stalls, shows a loading animation while it works, and people who are already signed in go straight to where they were headed.

August 14, 2026

Clearer automation messages and record actions that stay on screen

Account, Settings & Security

  • FixedChanging an automation setting that isn't allowed now shows the reason and restores the previous choice, and automation rules save correctly instead of failing.
  • FixedThe main action on a record, such as converting a proposal, now stays visible in the header instead of slipping off screen.

August 13, 2026

Auto-assign suggestions on the Dispatch board and valid appointment times

Dispatch & Scheduling

  • ImprovedAuto-assign on the Dispatch board suggests a technician for each unassigned job, applies them together with an undo, and skips jobs that would double-book someone or fall outside working hours.
  • FixedAn appointment can no longer end before it starts, and any existing one with an invalid end time is clearly marked instead of showing a misleading time window.

Customers, Agreements & Portal

  • ImprovedButtons, badges and small labels in the customer portal and across Thermal have stronger contrast, so they are easier to read.

August 4, 2026

Refrigerant cylinder tracking, payroll export and job costing variance

Technician Field App

  • NewTechnicians clock in and out from their phone and review their week on a timesheet grid.

Billing, Invoicing & Payments

  • NewCompare estimated and actual labor, materials and subcontractor costs by job in the new Job costing variance report, with CSV export.
  • NewSet a prebill approval policy and dollar threshold in Billing settings, so invoices that need approval can't be sent until they are approved.
  • FixedJob costing and payroll now use the same labor rate for each technician, so the same hours cost the same in both places.

Equipment, Inspections & Compliance

  • NewTrack refrigerant cylinders from inventory to the job, let technicians scan a cylinder barcode when logging refrigerant, and get alerts when a unit's leak rate crosses EPA 608 thresholds.
  • ImprovedArchived capital plans are hidden from the default list, draft plans can be deleted, and a plan's share link can be revoked or replaced.

Account, Settings & Security

  • NewReview and approve time entries, then export approved hours for the current payroll period as a CSV, with overtime worked out for each technician.
  • NewSet up department manager compensation schedules, run them from department profit and loss, approve or reverse each run, and export the ledger.

August 3, 2026

Role-based navigation, service bulletins for technicians and safer imports

Dispatch & Scheduling

  • FixedLoading more work on the Dispatch board, map and schedule no longer skips or repeats work orders.

Technician Field App

  • NewTechnicians see manufacturer service bulletins matched to the unit on their job, with the office's note, can save them offline, and get a clear message when an offline action fails.

Equipment, Inspections & Compliance

  • ImprovedThe Capital Planning customer picker lists only customers in your branch and shows clear loading, empty and error states.
  • FixedWarranty policy deductibles and approval thresholds now keep the exact cents you enter, so $50.75 stays $50.75.

Rentals, Leases & Fleet

  • FixedPartial accessory returns are prorated correctly, a rental closes cleanly when its units come back, and Deploy stays unavailable with a clear warning until the rental agreement is signed.

Purchasing, Vendors & Inventory

  • ImprovedPrice book imports are all or nothing: if any row fails, nothing from that import is saved, so you never end up with a half-loaded price book.

Account, Settings & Security

  • ImprovedThe office sidebar is grouped around how each role works, each Settings area has its own page, and Purchasing, Agreements, Rentals and Reports gain tabs.

Help & Resources

  • NewSubscribe to changelog updates by email from the public changelog page, and read Help drawer answers laid out in clear paragraphs and lists.

August 2, 2026

OEM service bulletins, named agreement visits and a redesigned roadmap

Customers, Agreements & Portal

  • NewGive each service agreement visit its own name and schedule, such as Spring Startup, and the visit purpose carries onto the work order it creates.

Equipment, Inspections & Compliance

  • NewReview manufacturer service bulletins in a catalog under Settings, and pin or hide the ones that apply from a new Bulletins tab on each equipment record, with a reason.
  • NewSet how strictly each technician certification is enforced, up to blocking a schedule without it, and write and activate job hazard analysis templates in Settings.

Rentals, Leases & Fleet

  • NewConverting a rental quote now creates a staging and delivery work order with pull, prep, load and deliver steps, and the customer is notified once delivery is scheduled.
  • FixedRental final invoices honour the quoted term on early returns, meter overage counts only that rental's readings, and agreements and the Condition tab show accurate status and photos.

Purchasing, Vendors & Inventory

  • NewCheck purchasing, receiving, vendor bills and truck stock side by side in Purchasing under Reconciliation, export it to CSV, and manage vendor portal invites and supplier requests from one board.

Account, Settings & Security

  • ImprovedSettings is grouped into clear sections, and staff whose sign-in isn't linked to a staff record yet see a clear notice instead of an error.

Help & Resources

  • ImprovedThe redesigned public roadmap adds search, stage filters, sorting by popularity, a page for each idea and every shipped feature, and returns you to your idea after signing in.

August 1, 2026

Quote-first rentals, two new reports and Vendor Portal invoicing

Dispatch & Scheduling

  • NewTwo new reports: Dispatch backlog shows open work by age, priority, technician and customer, and Inspection trends shows monthly pass, flag and fail rates and repeat failures.

Billing, Invoicing & Payments

  • NewRequire internal approval before quotes go out: turn it on in Settings and Send stays unavailable until someone chooses Approve to send.

Customers, Agreements & Portal

  • FixedThe portal invite button only appears when your company has the customer portal, and subcontractor insurance warnings follow your company's own warning window.

Rentals, Leases & Fleet

  • NewBuild a rental quote from Proposals with the unit, delivery site and rental term, preview daily, weekly and 28-day pricing, and convert the approved quote into a rental agreement.
  • ImprovedEdit a rental agreement's site, dates and return-to branch after it is created, and set a default yard branch in Settings under Rentals.
  • FixedScheduling a return for a deployed unit, and cancelling or deploying a future reservation, now complete correctly instead of stopping with an error.
  • FixedRecalculate from ratio on a rental rate table now updates the daily and weekly rates and confirms the change, and a rental can't be created with no rate.

Purchasing, Vendors & Inventory

  • NewSuppliers can acknowledge purchase orders, post shipment and delivery updates, and submit one invoice covering several orders from the Vendor Portal.

July 31, 2026

Service report insights, Automations on mobile and report date fixes

Technician Field App

  • FixedWork order pages and technicians now act on the same visit, so a technician advances only the appointment shown on the job.

Billing, Invoicing & Payments

  • FixedThe project milestone form now requires a milestone name before a milestone can be saved.

Customers, Agreements & Portal

  • FixedCompany admins who are not set up as staff can create customers, and the branch list shows only your company's branches.

Equipment, Inspections & Compliance

  • NewReports add monthly PM compliance trends, value and filters on Work Order Aging, equipment cost and reliability insights, and 30, 60 and 90-day agreement renewal profitability forecasts.
  • FixedPM Compliance and Work Order Aging reports now show properly formatted dates, and fleet repair costs are no longer counted twice.
  • FixedChoosing an equipment type with no planned maintenance templates now says so, instead of hiding the maintenance preview.

Account, Settings & Security

  • ImprovedAutomations Review, Rules, Activity and History now work on phones, with content kept inside the screen, larger tap targets, and an easier-to-tap Search button.

July 30, 2026

Job costing reports, capital planning and backlog routing in Optimize Day

Dispatch & Scheduling

  • ImprovedOptimize Day now routes unscheduled backlog jobs too, and unscheduled jobs stay visible in the Dispatch backlog as you move between dates.

Billing, Invoicing & Payments

  • NewWith Job Costing turned on, see a Department P&L report showing revenue and costs by category, with drill-down to work orders, branch filters and CSV export.
  • NewWith accounting sync turned on, approved vendor bills sync to QuickBooks Online with automatic retries, and a Sync status page tracks each bill with a CSV export.
  • ImprovedWork order job costs now include field purchases, subcontractor costs and technician commissions, and technicians capture receipt-backed field purchases for the office to review.
  • FixedQuote lines now appear in the same order everywhere: on the proposal, during conversion, in the customer portal and on the public quote link.

Customers, Agreements & Portal

  • NewTurn on Capital Planning to generate year-by-year capital budgets for a customer or site, edit the line items, and share the plan by public link, print or CSV.

Account, Settings & Security

  • FixedWhen your session expires, signing back in returns you to the page you were on instead of the home page.
  • FixedRemoving a staff member revokes their access and always keeps at least one owner, and staff invites can be resent from the staff list or detail page without duplicates.

July 28, 2026

Warehouse-to-van stock transfers, warranty reporting and deposit settings

Dispatch & Scheduling

  • ImprovedClick a pin on the Dispatch map to see the customer, job, technician and location, with a link straight to the work order.

Technician Field App

  • ImprovedTechnicians see the job total above the customer signature while work is in progress, including $0 when nothing is priced yet.

Billing, Invoicing & Payments

  • NewDeposits and call-out fees stay off until your company turns them on; deposits then charge through the invoice and Stripe checkout, and call-out fees are added to new work orders.
  • NewSet how billable time on site is rounded, and time-and-materials labor lines on invoices follow that rounding while keeping any manual overrides.
  • FixedNew invoices get the correct next invoice number even when some existing invoices have no number.

Equipment, Inspections & Compliance

  • NewOnce warranty reporting is turned on for your company, report on warranty claims for the whole company or one branch and export them to CSV.

Rentals, Leases & Fleet

  • NewAdd a company-owned rental asset from a new form on the Fleet page, and release returned assets from maintenance back to the yard.

Purchasing, Vendors & Inventory

  • NewMove stock between warehouses and technician vans, fill restock requests in full or in part, and get replenishment suggestions based on target stock and warehouse availability.

July 26, 2026

Rental agreement signing, run-hour overage billing and project scope edits

Billing, Invoicing & Payments

  • NewEdit a project after converting it from a quote: add, update or archive phases and milestones, and reopen a milestone whose invoice was voided.

Customers, Agreements & Portal

  • NewCustomers sign rental and lease agreements by typing or drawing a signature in the customer portal or from a shared link, and office staff see each signature on the agreement.

Rentals, Leases & Fleet

  • NewGenerate a permanent document of record from a signed rental or lease agreement, saved with the agreement's documents and viewable from the customer and quote records.
  • NewDeploying a unit, releasing it to a contractor or starting a lease now waits for a signed agreement, on by default and adjustable in the Rentals settings tab.
  • NewRental invoices bill run-hour overage from meter readings taken at deploy and return, using the included hours and overage rate set for each rate table period.
  • NewSet up return charge types, record them when a unit comes back, and Thermal adds each charge once to the customer's final rental invoice.
  • ImprovedRent accessories by quantity, record partial returns, and edit or void agreement lines with an audit trail; invoices bill only what the customer still has, prorated to the return.
  • FixedTiered rental billing charges the rate table price without double-counting days, caps minimum-period charges at the rate card price, and invoice previews match the final invoice.

July 25, 2026

Multi-unit rental agreements, rental rate cards and invoice payment terms

Billing, Invoicing & Payments

  • NewSet payment terms on a customer, service agreement or rental agreement, and each invoice uses the most specific terms that apply.
  • NewCorrect the unit price on a draft invoice line by giving a reason, with the original price kept in an audit trail; sent invoices stay locked.

Rentals, Leases & Fleet

  • NewPut several units on one rental agreement, reserve, deploy, return or swap each unit on its own, and add accessory lines while the agreement is on rent.
  • NewUpload, view and download signed contracts and other files on rental agreements and operating leases, stored privately with each agreement.
  • NewTrack equipment you re-rent from vendors, linked to the vendor's purchase order, and see its cost, billed revenue and margin on the rental agreement.
  • NewMaintenance work orders on your own rental fleet roll labor and other costs into each asset's profitability, and they never appear on customer invoices.
  • NewSet daily, weekly and 28-day rates on rate cards, optionally as a percentage of the 28-day rate, and each agreement keeps its rates from creation and shows its committed total.
  • FixedOperating leases now appear only under Leases, so rental lists and search show rentals alone and every lease link opens correctly.

July 24, 2026

Fire & Life Safety inspections, compliance deadlines and quote conversion retry

Billing, Invoicing & Payments

  • NewIf an approved quote fails to become a job, agreement, rental or project, office staff see a warning on the quote and can retry once the problem is fixed.

Equipment, Inspections & Compliance

  • NewCompanies doing Fire & Life Safety work get 12 NFPA-based inspection templates, and Fire equipment types and nameplate details appear in office and technician equipment forms.
  • NewFire inspection deficiencies show a compliance deadline badge, marked overdue, due within 7 days, or with its due date, based on the NFPA correction timeframe for its tier.

Rentals, Leases & Fleet

  • ImprovedTurn Rentals & Leasing on or off from its own Rentals tab in Settings, instead of looking for it on the Profile page.

July 23, 2026

Three-way vendor bill matching, staged material purchasing and faster pages

Dispatch & Scheduling

  • ImprovedThe Dispatch board, Reports and Automations load faster, and Automations is now split into four tabs that each load only when opened.

Customers, Agreements & Portal

  • NewSave visit schedule presets on service agreement plan templates, so new agreements start with the visit schedule already set.
  • FixedCustomers can upload documents in the customer portal again, and those files are kept in private storage.

Purchasing, Vendors & Inventory

  • NewMatch vendor bills to purchase orders and receipts within tolerance, with an audited override, attach the bill as a PDF or image, and correct rejected bills with an audit trail.
  • NewSet the materials each planned maintenance visit needs, and combine that staged demand into planned purchase orders without creating duplicate drafts.

July 22, 2026

Warranty claims, a credential compliance queue and safety scorecards

Dispatch & Scheduling

  • FixedScheduling a technician whose required certification is expired, revoked or unverified now needs an owner or office override with a reason, and auto-assignment skips them.
  • FixedThe Dispatch board scrolls with the page instead of inside a fixed-height frame, and the map view and mobile schedule now display properly.

Technician Field App

  • NewTechnicians complete a standard Job Hazard Analysis on arrival, with required questions, acknowledgements and a stop-work alert for flagged hazards, and get a fresh checklist on each visit.

Equipment, Inspections & Compliance

  • NewManage warranty claims in Thermal: set warranty policies, start a claim from a work order or the field app, record the manufacturer's decision, and track part returns and credits.
  • NewWork expiring and expired technician credentials from a new compliance queue, filtered by status, technician, credential type or expiry window, with your own alert lead time.
  • NewRead safety scorecards for the whole company, each team or each technician over a date range, covering hazard analysis completion and timeliness, hazard escalations and credential currency.

Purchasing, Vendors & Inventory

  • NewShip purchase orders to a warehouse, branch or job site, keeping the address used at order time, and assign each line to a work order or project.

Help & Resources

  • NewOwners can turn on Ask the Assistant in the Help panel for how-to answers, links to the right screen, and a prefilled support request when an answer falls short.

July 17, 2026

Preventive maintenance visits run as inspections

Equipment, Inspections & Compliance

  • ImprovedPreventive maintenance visits create an inspection for the visit's equipment, with the same readings, photos, measurements, pass/fail checks and signatures technicians use on other inspections.
  • ImprovedThe PM Templates page in Settings is now read-only and points to Inspection Templates, where preventive maintenance checklists are built and edited.