August 2026 Updates

🆕 Payment Method Configuration – Payment methods can now be configured at the estimate level, controlling which options customers see at checkout.

🆕 Refund to Original Payment Method – Payments can now be refunded back to the customer's original payment method instead of only issuing account credit.

🆕 Financing Total Shown Before Acceptance – The financing total, including any dealer fee, is now shown to the customer before a quote or proposal is accepted.

🆕 Multi-Customer Organizations – Organizations can now be associated with, or disassociated from, multiple customers. See the Organizations reference.

🆕 Quote Expiry Validation – Quotes are now validated against their expiry date before they can be accepted.

🆕 Assisted Scheduling for Online Booking – Assisted Scheduling now supports configurable buffer time and applicable business hours, giving more control over auto-scheduled online bookings.

🆕 Job Profitability Impact – Added profitability impact tracking for fixed-price and hourly services on jobs.

🆕 Plivo-to-Twilio Migration Support – Added admin tooling to migrate existing telephony subaccounts from Plivo to Twilio.

⭐ Create & Update Job API Improvements – Enhanced the Create and Update Job APIs with clearer validation and response handling.

⭐ Conversations & Messaging API Enhancements – Conversation and message APIs now expose additional fields, including a conversation_type on conversations, email details in message responses, mailbox creator details, and module-filtered thread listings.

⭐ Assets API Field Selection – The Assets API now supports fields_to_select, letting integrators request only the fields they need.

⭐ PDF Library Improvements – Duplicate-name validation in the PDF Library now gives clearer, context-aware messages, uploaded PDFs retain their original page size and orientation, and PDF_IMAGE pages from the library render correctly in layouts.

⭐ Proposal Total Visibility Toggle – Added a toggle to hide the proposal total amount independent of the existing deposit visibility toggle.

⭐ SMS Failure Visibility – SMS delivery failures now surface clearer, more actionable error detail.

⭐ Job Listing Secondary Contact Filter – The customer filter on job listings can now match against a job's secondary contact, not just the primary one.

⭐ Surcharge Checkout Improvements – Updated checkout page behavior when surcharges are enabled, including fixing the surcharge checkbox not being on by default.

⭐ SRS Product Image Sync – SRS supplier product images now sync into the master product image.

⭐ Purchase Order Mobile Filters – The Purchase Orders API now supports additional filters required by mobile clients.

⭐ Invoice Listing Enhancement – Improved invoice listing responses.

⭐ CPQ Multiple Measurements – CPQ proposals can now use multiple measurements within the same proposal.

⭐ Purchase Tax Reporting Columns – Added Pre-Tax and Purchase Tax columns to relevant listings.

🐞 Telephony / Connect Call Handling Fixes – Resolved multiple Twilio call-routing and call-state issues, including IVR calls not connecting, fallback routing not triggering, calls disconnecting immediately under certain CSR routing configs, call-state desync during transfers, and call-activity status mismatches between agent and customer views.

🐞 Vendor Catalog (ABC/SRS) Fixes – Fixed several supplier catalog import issues: request timeouts under high fan-out, item-level permission errors failing whole imports, catalog rebuilds losing branch-level variant data, vendor catalog rows created for unstocked variants, and pricing shown for options not available in the branch.

🐞 Online Booking Widget Fixes – Fixed multiple booking widget issues, including incorrect due-date handling, notes not being created for booked jobs, team assignment not applying, and widget creation/activation failures.

🐞 Proposal & CPQ Rendering Fixes – Fixed multi-trade CPQ proposal layout rendering inconsistencies and mobile-friendly display issues on the proposal public page.

🐞 Payments & Invoice Fixes – Fixed incorrect payment values on V2 invoices, ACH payments incorrectly showing as cancelled, and quote deposit collection issues.

🐞 Workflow Builder Fix – Fixed an issue preventing loop node output from connecting to a merge node.

🐞 Asset & Search Fixes – Fixed duplicate asset records appearing in Report Builder for deleted assets, asset counts not appearing in global search, and made asset name a required field.

🐞 Notifications & Mail Fixes – Fixed @mention edit notifications not firing, email delivery failures from certain sender addresses, and an empty-response bug in the email template preview API affecting several companies.

🐞 Search & Purchase Order Fixes – Fixed work order search not matching by customer name or order number, and Lightning Search reliability issues affecting purchase order lookups.

🐞 Job Status Transition Fix – Fixed a status-dependency validation issue that could block job status transitions.

🐞 Work Order Fixes – Fixed Work Order email/PDF generation issues.