June 2026 Updates

🆕 SRS Integration – Added native integration with SRS to provide seamless access to product catalogs, real-time pricing, inventory availability, and ordering workflows, reducing manual effort and improving purchasing efficiency for field teams.

🆕 Instant Estimate – Introduced Instant Estimate capability for quick quote generation.

🆕 Surcharge Support – Added configurable surcharge support for Estimates and Invoices, enabling automatic surcharge calculations based on payment methods and other criteria.

🆕 Documents – Introduced a new Documents module for document creation, management, and digital signatures.

🆕 Appointments – Added a new Appointments module for managing customer appointments.

🆕 Job Tags Widget – Introduced a dedicated Job Tags widget for quick tagging and filtering of jobs directly from the job view.

🆕 CPQ Bulk Add Rule – Added bulk rule creation support in CPQ, allowing multiple pricing rules to be added simultaneously.

🆕 Proposal Deposit Redirection – Customers are now automatically redirected to the deposit payment page upon accepting a proposal, streamlining payment collection.

🆕 Bulk Formula Support in CPQ – Added bulk formula processing support for applying complex pricing formulas across multiple line items.

🆕 Job Gallery & Timeline Public Page – Added public page support for Job Gallery and Timeline, allowing customers to track job progress and view photos through shared links.

🆕 Inspection Form to Custom Field – Added support to copy inspection form data directly into custom fields for improved data reusability.

🆕 Commission Payouts – Enhanced commission payout processing with improved tracking and status management.

🆕 Latest Transaction Status in Invoices – Invoice listings now display the latest transaction status for improved payment visibility.

⭐ Bulk Delete & Recover Enhancements – Updated is_deleted handling for attachments and notes during bulk delete and recover operations to ensure consistent soft-delete behavior.

⭐ Push Notifications for Mentions – Push notifications are now always sent to mentioned users, ensuring important mentions are not missed.

⭐ Purchase Order & Service Order Enhancements – Improved linkage and synchronization between Purchase Orders and Service/Work Orders.

⭐ Job & Invoice Listing Improvements – Added sorting support for current job status, invoice amount_due, and amount_paid in V3 listing APIs.

⭐ Bulk Image & Video Visibility Updates – Added bulk actions to update images and videos to PUBLIC or INTERNAL visibility.

⭐ Out-of-Stock Product Filter – Added support for filtering out-of-stock products in product listings and search.

⭐ deleted_at Support in Listing APIs – Listing APIs now return the deleted_at timestamp to improve soft-delete tracking and filtering.

⭐ Estimate Accepted Date Updates – The PUT Estimate API now supports updating accepted_date after proposal acceptance, enabling backdated acceptance scenarios.