π New
- π§Ύ Quote β Work Order β Convert a Quote into a Work Order, plus:
- Client-level Quotes
- Create Quotes from Service Work Orders
- Create Invoices from Service Work Orders
β¨ Improvements
- π·οΈ Catalog β Added Envelope product categories.
- π€ Records β Updated the Manual vs AI flow when creating records.
- π API keys β Longer API access key names are now supported.
π οΈ Fixes
- πͺ Portal charts & systems requests β Fixed system consumption charts/summaries not showing correctly (including missing chart values) and improved the systems request flow.
- πͺ Portal referrals β Fixed referral submissions creating extra empty sites.
- π’ Work Orders β Office work order creation no longer defaults to a field work order.
- π€ Automations β Fixed a condition issue where record type context wasnβt initializing correctly.
- π§Ύ Form Builder β Fixed multi-select properties incorrectly showing as βSingle selectβ.
- π₯ Imports β Improved validation for projects without sites and fixed grouped imports that could create duplicate clients.
- π Permissions β Fixed a permissions issue where restricted roles could still access Smart Views/Hubs.
- π§Ό UI polish β Fixed trade label typos/formatting and small alignment issues.
- π Large projects β Improved file handling for large projects and introduced a 2,500 files per project limit to maintain performance.