December 2025 Updates

🆕 Activity & Audit Enhancements

👉 Added source tracking in Activity to identify actions from Mobile App, Web App, or API Key.
👉 Extended Activity logging for Job/Project status updates and Note creation with detailed metadata.
👉 Prevented activity insertion in PATCH Custom Field API when no fields are updated.
👉 Enhanced Activity support across Update Job APIs, Generic Notes, Job & Customer Notes, PATCH APIs, and Checklist field copy APIs

🆕 Pricing & Profitability

👉 Included total purchase price, profit, and profit margin at line-item level for Jobs, Quotes, and Invoices.
👉 Added APIs for actual vs budgeted calculations and profitability based on accepted Quotes.
👉 Improved Proposal Template API to correctly roll up bundle pricing even when quantity is formula-driven.
👉 Enabled Job and Project value via new company configuration keys (script enabled for Roofing, Pool, and HVAC industries).

🆕 Proposal, CPQ & PDF Improvements

👉 Multiple CPQ fixes and functional enhancements.
👉 Improved Proposal PDF generation with layout and rendering fixes.
👉 Removed unnecessary headers from CPQ-created Proposals when no line items follow.

🆕 Workflow, Notifications & Alerts

👉 Enabled notifications for assigned TL/FE during workflow requests.
👉 Fixed customer notification handling when customer_notifications config is missing.
👉 Resolved SMTP blocking issue during bulk customer notifications caused by parallel email dispatch.
👉 Fixed Job Delay Alert email configuration to respect selected Email Config UID instead of default.

🆕 Integrations & External Services

👉 Introduced EagleView Integration for measurement data.

🆕 Business Units & Product Enhancements

👉 Added Business Unit handling via APIs.
👉 Introduced product group type support for Add-ons.
👉 Added Formula Master reference support in Product Schema.

🆕 Job, Project & Reporting Fixes

👉 Improved Estimate and Invoice stats with Project filter corrections.
👉 Handled PS disassociation from Jobs correctly.
👉 Relaxed facial authentication requirements for offline mode in Update Job Status API.

🆕 Time Tracking & User Management

👉 Updated Timelog Summary calculation to exclude seconds and compute time directly in minutes.
👉 Added base location support for users.

🐞 Multiple bug fixes, stability improvements, and backend optimizations to ensure a smoother and more reliable experience