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.

July 6th

Version 19.4 introduces the new Album View in the Customer Details page, making it easier for technicians to organize and manage customer photos and documents. Available on the Technician App for all iOS and Android devices, technicians can choose between Album Grid View, Album List View, and Legacy List View, depending on their preference. Files are automatically grouped into albums by date for better organization.

This release also adds Auto Sync, support for uploading up to 30 photos at once, automatic file naming, offline support, and other improvements to make uploading, organizing, and finding files faster and easier.

We also resolved a wide range of issues across the Command Center, Apps, and QuickBooks integration to improve reliability and day-to-day usability. This includes enhancements to Telephone and 2-Way Text messaging, improvements to QuickBooks syncing and customer data handling, fixes for SPIFF reporting, recurring billing, and invoice processing, as well as better performance during initial QuickBooks synchronization. On the Apps, we addressed several issues affecting payments, invoice syncing, technician schedules, timestamps, tune-up completion dates, service call data, and app synchronization. In addition, we fixed several data consistency issues between the Apps and Command Center and implemented performance improvements to reduce invoice loading times, resulting in a faster, more stable, and more consistent experience across the platform.

Maintenance:

• App - Album View

• QuickBooks Customer Name Field (16261)
• ESM - Apply updated Pricing Labels to All Proposals (14968)

Bugs - Command Center

• Telephone – Added Call Failed Reason for Dropped Calls (15431, 16603)
• 2-Way Text – Removed Automatic Grouping of Phone Numbers within a Single Record (15646)
• 2-Way Text – Allowed Adding of a Number to Multiple Groups (15646)
• 2-Way Text – Tune-Up and Appointment Reminder texts now send to All Contacts marked as Cell (15646)
• 2-Way Text – Phone Labels are now being On and Within the Chat thread (15646)
• SPIFF still displaying in the Payment Report even after item is Deleted or Declined from the Invoice (16698)
• Duplicate Admins created when clicking Save button multiple times (16778)
• Tune Ups Purchased Count Not Displaying on Customer Record due to Invoice Status switching back to previous status after Approving Online  (16760)
• Invoices Approved Online does not Show Customer Name in Change Log (16760)
• Improved Performance of Initial QBO Sync (16720)
• Daily Recurring Billing Summary Email – Payments that did not process due to Missing Credit Card shows as Failed (16449)

Bugs - iOS Only

• iPhone App - Random issue with not being able to process a payment due to a rounding error (16455)
• iPhone App - Invoices are getting linked to the wrong Customer when syncing multiple customers who have multiple unsync’d invoices (16549, 16604, 16602, 16687, 16643, 16635)
• iPad App - Timestamp for Check Payments default to 12AM (16621)
• iPad - Future Calls that are reassigned to another Technician is still displaying in the previous Tech’s schedule (16628)
• Tune Up Completion Date displaying incorrect date when Completed from iPhone or iPad apps (16634, 16642, 16605)

Bugs - iOS and Android

• Service Call Tags Get Duplicated in Command Center when removed from App (16417, 16418)

Bugs - Command Center/API, iOS, and Android

• App Sync Failure – Schedule Sync Stuck on "Retry" (16501, 16502, 16536)
• QuickBooks Street 1 Duplicate Check - Reverted (16707)
• Lead Source and Diagnostic Fee Entered from the Apps Are Not Saving to the Service Call (16768)

June 29th

This release focuses on improving reliability across scheduling, communications, ESM, QuickBooks integration, and customer management workflows. Several fixes address issues that could impact daily operations, including calendar display and synchronization problems, OTP delivery and login issues, renewal reminder SMS delivery, customer location handling, Athena scheduling behavior, and ESM proposal processing. We also resolved a number of data consistency issues related to equipment management, proposal financing, payment processing, and custom call list reporting to help ensure more accurate and predictable system behavior.

In addition to these fixes, this release introduces several enhancements designed to improve usability and visibility throughout the platform. Highlights include AI-generated transcripts and summaries for Telephone and Athena call recordings, a new Card on File Expiration Report, expanded search capabilities across list pages, additional QuickBooks and SPIFF improvements, editable AFU values in ESM, enhanced branding tools such as image cropping and proposal pricing label updates, and new reporting and filtering options. Together, these updates help streamline workflows, improve data accuracy, and provide users with more tools to manage their day-to-day operations efficiently.

Bugs - Command Center:

• Calendar - Customer Name and Location are not being displayed due to missing reference ID during appointment creation (16551, 16554)
• Primary Location Label is missing when selecting Customers with Multiple Location (16018)
• Athena Fails to Provide Available Dates During Scheduling (16613)
• Calendar - Completed Calls go missing when Auto-Adjust Call Duration is Enabled (16649)
• Calendar - Technician List does not refresh after Adding or Removing Technicians from Dispatch Board (16724)
• Generic Appointment Edit Screen stays on-screen even when already Deleted (16641)
• Athena Call List Pages - Call Recordings not Loading (16631)
• Athena Call List Pages - Call Recording does not play after clicking (16631)
• Email Log - Delivery Status shows as failed even though it was delivered successfully (16558)
• Unable to Receive OTP over Email due to Email Restrictions (16624)
• Error when trying login to Command Center with SMS OTP enabled (16640)
• Renewal Reminder SMS are not sending when 2-Way Text is enabled (16610)
• Renewal Reminder SMS are not sending when communication language has Emojis (16610)
• Calendar - QuickBooks Online - Unable to sync due to Invoice Tax Calculation error caused by incorrect decimal value rounding (16598)
• Preferred Payments - Unable to Add Card on File when Customer has specific Special Character in the First Name, Last Name, and Company Name fields (16689)
• ECRYPT - Unable to process credit card payment when Customer’s Company Name and/or Email Address exceed 100 Characters (16691)
• Online Payment - Defaults are being set for Credit Card Type and Expiration Date fields (16725)
• Online Payment - Validation on other fields are being triggered when selecting Credit Card Type without submitting yet (16725)
• ESM - Restricting Deletion of Equipment Type when it has active Equipment (16599)
• ESM - Brand Series are not being saved when trying to add from Library (16618)
• ESM - Finance Only Proposals turns into Cash when accepted Online (16681)
• ESM - Added internal logging to System Admin Changes to Series (16590)
• ESM – Missing Brand Logo Validation, and Missing Logos when Adding from Library (16571)
• Customer Location Add/Edit - Warning when moving Map Pin outside 500m Radius does not apply during Full Screen (16573)
• Custom Call List is not showing correct Customer Count due to an issue in the Zones and Tags filters (16682)
• Repair Task List Page number resets when Editing or Viewing a Repair Task (16718)
• Chrome Browser - Getting logged out of P3 when viewing an ESM Proposal and clicking browser’s Back button (16728)
• ESM Proposal List - Report filters are not being retained when viewing or editing from the list and then clicking Back button (16736)
• Automation Emails not being delivered to some Customers due to Email Validity not being updated (16740)
• Automation Emails not being delivered to some Customers due to Email Validity not being updated (16713)

Maintenance:

• ESM - Editable AFU Value for Equipment (15388)
• ESM - Apply updated Pricing Labels to All Proposals (14968)
• ESM Templates – Set Active/Inactive Status (10702)
• ESM Proposal Email - Edit Email Body before Sending (14979)
• ESM - Set Cost or Price when Creating Install Materials (15476)
• ESM Financing - Updating Financing Number Values allows updating of Existing Open Proposals (16489)
• ESM Proposals - Add Material to All Options (16408)
• ESM – Brand Image Cropping Tool (16571)
• Card Expiration Report and Expiration Alert (16532)
• Invoice Report - Added Repair Financing Filter (15796)
• QuickBooks Customer Name Field (16261)
• Add Search by Name Functionality to List Pages (16042)
• Business Automation - Send Immediately behavior clarification (16258)
• Telephone & Athena - AI Transcript and AI Summary for Audio Recordings (16483)
• SPIFF - Manager and Approver Roles (16362)
• QuickBooks IIF - Added Customer Data Fix Progress Status (16262)

* 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.