Changelog
Follow up on the latest improvements and updates.
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Web v2.174, Portal v3.5.2
Project Financials
- Added a redesigned Project Financials experience combining Invoices, Bills, Labor, Purchase Orders, and profitability
- Added project-level financial aggregates and an updated Profitability Overview
- Profit calculations now include Bills
- Added segmented Revenue, Cost, and revised-budget views
- Added mass actions, row actions, configurable columns, and an Add Work menu to the Project scope table
- Added a consolidated payout report with configurable columns and CSV export
Portal Invoice Controls
- Financier-based invoices are now hidden from the Portal by default
- Added a bulk action to show or hide invoices from the Portal
- Invoices now appear in the Portal only after they are sent or manually shared
- Portal payment methods now respect the company’s configured Stripe account
Analytics v4
- Added dashboard-level filters
- Added date-difference formulas and exact-value metrics
- Added AHJ properties and record-based dimensions
- Improved custom-property drilldowns
- Fixed archived workflows appearing as numeric stages
- Improved Work Order type filtering and dashboard performance
Work Lists, Schedule & Dispatch
- Added skills, automations, original due date, time-to-original-due-date, and time-to-current-due-date columns to Work Lists
- Added CSV export, configurable columns, and project-level filter parity to Work Order lists
- Improved the Schedule and Dispatch experience
- Added a new scheduler to the Appointments page
- Fixed calendar and Dispatch views jumping or flashing during navigation
Communications & Agents
- Agents can now mention teamsin comments
- Improved Leo cadence, touch timing, and access to custom properties
- Improved bulk communication support for agent-dispatched notes
- Fixed incoming SMS replies being logged against unrelated Opportunities
- Fixed duplicated outbound Vendor calls
AHJ & Utility
- Added contact information to AHJ and Utility records
- Improved AHJ and Utility reporting support
Financials & Payments
- Fixed ACH-only checkout incorrectly showing card payment options
- Fixed users being unable to update payout bank accounts
- Improved payment-structure validation
- Improved invoice selection alignment and payment reporting
Work Orders
- Updated Work Order terminology across Web
- Fixed new Work Order templates opening in view mode instead of edit mode
- Fixed workflow elements creating Work Orders when their conditions were not met
Web v2.168, Portal v3.5.1
Quick Proposals
- Create Quick Proposalsdirectly from an Account or Site without first creating an Opportunity
- Added Copilot assistance for creating proposals
- Convert approved proposals into Work Orders
- Quick Proposals are now supported in the Customer Portal
- Improved proposal image handling and proposal option duplication
Analytics v4
- Launched the foundation of Analytics v4
- Organize analytics dashboards into folders
- Added Analytics Ask AIto help create and explore reports
- Improved performance and reliability when loading analytics data
Utilities & AHJ
- Ability to request changes for AHJ change requests
- Improved community data support and Utility/AHJ workflows
Communications & AI
- Portal communication messages now support attachments
- Improved AI user mentions and threaded agent replies
- Improved agent call recordings, disclosure behaviour, and call logging
- Unified several Copilot experiences under Ask AI
Billing & Access
- Billing-only users can now purchase additional seats
- Improved low-balance messaging when creating phone numbers
- Fixed autocharge not running immediately after being enabled
Work Orders
- Improved Service Work Order templates and visibility rules
- Fixed archived blockers appearing on active Work Orders
- Fixed blank screens when navigating back to project workflows
- Prevented payment structures from executing after a Project is archived
Web v2.160.6, Portal v3.4.2, Mobile v3.0.15
Utilities & AHJ
- Added Utilitiesto databases with a portfolio, record drawer, roles, custom properties, and automatic Site matching
- Added Utility document templatesand Utility workflow elements
- Improved Utility, AHJ, and Vendor matching and user experience
Financials
- Updated invoice creation with better support for financier recipients, funded-project information, and partial payments
- Added direct vendor billingwithout requiring a Purchase Order
- Enabled exporting across all financial document types
- Added one-time ACH payments in Portal with the option to save the payment method for later
- Fixed invoices created from payment structures not appearing correctly
- Fixed invoices with financiers being sent to the wrong recipient
Proposals
- Sent proposals can now be edited and saved
- Improved proposal previews and proposal cover-image management
Work Orders & Operations
- Added an Unassignedoption to bulk Work Order assignment
- Saved Smart View filters now apply correctly on Service Dispatch
- Work Order email subjects now remain consistent across status updates
- Added a Show Archivedtoggle to record overviews
- Fixed completed phases remaining in progress
Forms & Properties
- Added a new Long Textproperty type on Web and Mobile
- Improved Long Text filtering
- Fixed primary phone and email values appearing empty in forms
- Updated document-property icons for dropdown and numeric fields
Communications & Agents
- Connected email accounts can now be selected in CC and BCC
- Riley now replies inside the original thread instead of creating separate notes
- Improved agent call logging, reminder assignment, and voice-call timing
- Fixed bulk emails being duplicated when records contained faulty contacts
Portal
- Added clearer, actionable payment errors when required Site information is missing
- Customers can now download completed document templates
- Invoice due dates now show Todayinstead of 0 days
Mobile
- Added Long Textproperty support
- Added deep links for reminders, visits, and Work Orders
- Improved app performance and reduced hanging and out-of-memory issues
- Improved Communications rendering and fixed missing parent Work Orders
Web v2.152
AI & Telephony Billing
- AI and telephony usage now run through company balance
- Included usage: 5 AI requests per person/dayand25 AI voice minutes per company/month
- Agents are now available broadly without a feature flag
- Telephony usage (SMS, MMS, calls, and phone numbers) becomes paid starting July 1
- Companies with phone numbers receive a $50 credit
- Trial CTA copy updated to Start 7-day trial
AHJ
- AHJ applications can now be added as workflow elements
Invoices & Payment Structures
- Added Bill-to Financiersupport on invoices and payment structures
- Fixed invoice PDFs showing the company name in the Tax ID field
Opportunities
- Bulk action copy updated from Update WorkflowtoUpdate Pipeline
Notifications
- Fixed missing ETA in On My Waynotifications
Docs
- Fixed Docs archive download issues when empty forms are included
Access
- Fixed access issues for multi-workspace users after being invited
- Fixed AI voice trial access for unbilled companies
Web v2.150, Portal v3.3
Invoice Reporting
- Invoice Portfolio now supports column manager, smart views, financier filter, totals row, and lazy loading
- Added invoice sent date and fully-paid date
- Added invoice statuses: In Review, Approved, Upcoming
- Added bill totals to match invoice totals
- Added clearer refund, payout, and failed payment details
Portal Payments
- Added public invoice payment page
- Added support for saving account payment methods
- Added manual ACH payment method support
- Portal files are now scoped so customers only see files shared with them or uploaded by them
Portal Appointments
- Added appointments to Portal
- Improved Portal appointment map with updated truck icon and expanded map view
- Improved To-Do behavior for documents that need signatures
Forms
- Added conditional form groups
- Added conditions in forms
- Fixed Form Builder mobile preview field behavior
- Added file upload back to Copilot form creation
AHJ
- Added AHJ support for Canada
- Fixed AHJ custom property display issues
- Fixed duplicated city suffixes in jurisdiction names
Communications
- Added email open icon and hover tooltip
- Fixed created-by display for automation emails
- Fixed replies to automation-created emails using the wrong recipient
- Improved email and SMS reliability across record feeds
Work Orders
- Work view now respects Workflow Builder order
- Fixed child form assignee notification behavior
- Fixed PM field showing numeric ID instead of name
- Fixed AI-generated quote line items being misaligned or not saved
new
improved
fixed
May 25, 2026 — Portal 3.0, AHJ workspace, Nick agent
Web v2.143, Portal v3.2, Mobile v2.2.3
Portal
- Released Portal 3.0with a complete redesign
- Quotes now appear in Portal To-Dos
- Portal received several post-launch UX and performance improvements
AHJ
- Added AHJ portfolio, page, and drawer views
- Added jurisdiction drawer access from the site header
- Added AHJ application document template support
- Improved AHJ data, custom properties, and jurisdiction handling
AI / Agents
- Added Nickagent improvements for sales-rep ETA and commission inquiries
- Added agents to the main menu
- Continued Riley prompt, call, and UI improvements
Records & Navigation
- Added map icon for site address links
- Improved account header UI with cleaner controls and copy actions
- Added ability to move a Project or Opportunity to a different site
- Removed workflow header from account and opportunity-level forms
Docs & Media
- Exported photo PDFs now include EXIF metadata
- Fixed uploaded videos failing to play in forms
- Fixed document template download issues
- Added download option for completed documents
Mobile
- Fixed Start Phase Early on mobile
- Preserved EXIF metadata when uploading photos
- Fixed paused account state showing for active users
Web v2.135.1, Mobile v2.2.1
AI / Agents
- Assign Rileyto Work Orders
- Riley now uses its avatar in customer-facing feed, messages, and call activity
- Riley call quality and call-ending behavior improvements
- Improved agent approval behavior and agent onboarding flow
- Added agent setup improvements, including voice setup and test call support
Payment Structures
- Payment structures can now use fixed payments or percentage-based milestones
- Payment structure badges now show inside invoices and portfolio views
- Financial documents created from payment structures now appear as project elements
- Invoices from milestones are now displayed more clearly
Workflow Builder
- Added drag-and-drop support in Workflow Builder
- Workflow Builder now better respects ordering and section behavior
- Change order history is less noisy
Documents & Notifications
- Added Document Completednotifications for signed documents
- Purchase Orders now show changelog history similar to invoices and quotes
- Improved inbox notification handling for multiple events
Mobile
- Fixed mobile inbox unread count showing with no messages
- Fixed Android form screen jump when the keyboard opens
- Fixed crashes when marking forms complete
- Added billing/paywall handling on mobile for failed billing status
- Improved fallback titles when account titles are empty
Web v2.127.4, Portal v2.31.1, Mobile v2.1.9
Financial Documents
- Convert Purchase Ordersinto vendor bills
- Added custom sectionsto financial documents
- Payment links now regenerate on each email click
- Financial fields are now hidden for users without financials access
- Date custom properties now display without unnecessary time formatting
- Fixed integer labor rate validation
Purchase Orders & Vendors
- Preferred vendor logic when creating a PO from line items
- Improved vendor search behavior in the purchase order form
- Cleaner product and service selection in financial documents
Service Work Orders
- Select quotes to copy line items into a Service Work Order
- Invoices created from a phase now stay tied to that phase
- Replaced Work Order Start Date with First Visit Date
- Added collaborator filter to Work Order analytics
Referrals & Portal
- Referral forms now support an optional address field
- Referral submissions can create a site for a new account
- Portal copy and UI tweaks
Mobile
- Added File Requeststo Opportunities
- Improved File Request creation and labeling on mobile
- Increased Docs upload limit across record types
- Improved camera zoom behavior before taking pictures
- Fixed mobile permissions issues for timesheets, trades, and hidden actions
- Fixed crashes and record/changelog display issues
Web v2.123, Portal v2.29.1, Mobile v2.1.8
Opportunities
- New Board viewfor Opportunities
- Smart Views can now remember your view type(board or list)
- Board view UX improvements (including better grouping and header behavior)
Purchase Orders & Vendors
- Purchase Ordersare now supported
- Create and manage POs with improved status changes and clearer PO actions
- Vendor workflow improvements: preferred vendors, project-level vendor communication, and faster vendor creation
Proposals
- Proposals v1is now available on Web and Portal
- Proposal improvements including clearer status display and better proposal handling
Financial documents
- Financial documents now support custom sections, discounts, and tax
Billing / Permissions
- Billing access can now be limited based on seat type(web+mobile vs mobile-only)
- Seat management improvements for admins (including clearer seat assignment guidance)
- New role options and billing access improvements for view-only users
Work Orders & Workflows
- Work Order SLAsare now supported, with improved SLA UI consistency
- Workflow/automation condition reliability improvements (including support for 0 valuesand better conditional behavior)
- Inspection sections can be reordered and the order persists
- Trade selection improvements (only showing allowed trades) and stability fixes
Automations
- New automation token: Portal link
- Appointment tokens can now be used outside appointment triggers
- New automation trigger: Note Created
- Automation guardrails improved to prevent invalid tokens for a selected trigger
Portal
- File Requestsnow show in Customer Portal requests
- Service plans now show a clearer selected state
Mobile
- SMSreliability fixes (including composer From/To options)
- Offline sync improvements (time entries and uploads) and better reconnect behavior
- Upload/photo improvements (including multi-photo uploads and less freezing in forms)
- Fixes across reminders, visits, forms, and invoices (including saved line edits and fewer crashes)
- Added Forgot Passwordon the mobile login page
Web v2.108.1, Mobile v2.1.5
Admin
- Members list now shows the total number of rows
Work Orders
- Fixed an issue where you couldn’t create line itemsonProject Field Work Orders
Mobile
- Added Service Work Ordersupport on mobile
- Mobile Work Orders now support sections, ordering/visibility rules, andline items(including line items seeded from quotes)
- Mobile Work Orders now support timesheetsandprofitability
- Improved offline time entry syncperformance
- Terminology update on mobile: Clients → AccountsandRequests → Opportunities
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