Article last updated: 5/13/2025   - changes from the previous update are in red. 

In between numbered versions of the software, we are constantly making updates - whether it is to fix a bug, enhance functionality or add new functionality. This page will be updated daily to provide an update on bugs the team is fixing and on minor enhancements that are being developed.

Please note that we are reporting on system-wide issues/enhancements only.  Issues that are happening to just a specific client are communicated directly with that client on an one-on-one basis.

Please check this frequently as it will change often. 

Click here to view the Archive of past updates.

August 24th

This is a small update focused on a couple of useful enhancements along with several targeted bug fixes. The release introduces Direct P3 Review Requests, providing another way to manage the review request process, as well as Multiple Invoice Payment Processing, which helps make handling payments across multiple invoices more efficient.

Alongside these enhancements, we’ve addressed several issues affecting scheduling, the Calendar, Telephone, customer records, and template validation. Fixes include ensuring calls moved to future dates no longer remain on a technician’s Today schedule, improving the removal of temporary time blocks, correcting template variable validation, resolving an issue that could prevent the On-Hold button from being used, and fixing the display of decimal values for Amount Owed in the Customer Record Invoice table. Overall, this update provides a handful of focused improvements to make everyday workflows more reliable and consistent.

Enhancements:

• Direct P3 Review Requests (16863)
• Multiple Invoice Payment Processing (8813)

Bugs:

• Calls moved to Future Dates are still showing in Tech’s Today’s Schedule (17003)
• Template Variable Validation not correctly updating the Variables (16819)
• Calendar – Temporary Time Blocks set for longer periods are not getting automatically removed (16981)
• On-Hold button Randomly becomes grayed out and cannot be Clicked (17068)
• Customer Record Invoice Table – Amount Owed is not being Displayed when it includes Decimal Value (17072)

August 10th

Maintenance:

• Templates – Personalization Variable Validation (16819)
• Company Dashboard – Total Invoice Amount and Amount Owed filters for Complete & Not Paid Invoices (16196)
• Timesheets – Filter Technicians by Status (16960)
• Modify Customer Information during Scheduling (16596)
• My Dashboard – Custom Date Range for Revenue Widget (16794)

Bugs:

• Recurring Billing for Recurring Service Agreements gets terminated when Master Service Agreement gets Inactivated (16712)
• Getting Logged Out due to Inactivity after just Logging In (16866)
• Unable to create New Admin when password contains Period (16878)
• SPIFF for Service Agreements are not being listed in the Payment Report (16697)
• Finance Company details displaying in the Email and PDF version of an Invoice even though ESM is set to display Cash Only (16767)
• QBO Initial Sync Slow Processing Time (16720)
• ESM Proposal automatically assigns a Technician when created from Template (16842)
• Timesheets – Printed PDF version Display is Inconsistent (16868)
• Customer Email update fails to Save due to incorrect Mailing Server Error (16879)
• Telephone – Outbound Calls throwing an error when calling numbers that do not exist (16856)
• Telephone – Outbound Calls are instantly terminated when person being called is unavailable without providing a proper status (16603)
• Customer Call list Tag Filter not applying on first attempt causing Inconsistency with Data Count (16829)
• P3 Review Request not Sending when Closing a Service Call from the Open Service Call Table of the Customer Record (16862)
• Deleted Custom Call Lists are still Displaying (16898)
• Mandatory Fields are not loading on first attempt when Creating New Customer Call List (16830)

* Definitions

Updates Completed By Dev Team

The development team has completed their initial development.  At this point the testing team is confirming the fix was done according to the specification and that no other areas of the software were impacted as a result of the update; i.e. we didn't break something else in the process.  If there are any issues, they are fixed.  Once all issues are fixed, then the update will be slotted for the next available release.

In Progress

These are updates where an internal deadline has been set for the development team to deliver the update to the testing team.  The internal deadline can be anywhere from a couple days to a few weeks.  However, since there is a deadline it is on the schedule and the team is committed to its completion.

Design Phase

These are updates where we are writing the specification for how the system should behave.  In addition, in this step we create mockups so that the whole team has a visual representation of how the screens will look and how the interactions will work.  Please note that not all updates that enter the Design Phase will move to the In Progress status.