March 2026 Updates

🆕 Commissions Module A full commissions tracking system is now available. Create, manage, and delete commissions tied to jobs and projects. Includes a dedicated commissions report with commission values reflected in profitability calculations.

🆕 Measurement Upload API A new endpoint allows uploading measurement files (from Roofr or RoofSnap) with support for custom categories, token mappings, and address validation.

🆕 Dealer Fee & Markup Dealer fee and markup values are now returned and applied across the Public Page, Invoice, and Job. Includes financing provider validation and pre-dealer markup calculations.

🆕 Preferred Bundle Quantity Roll-up bundles now support a configurable preferred quantity display. When creating a roll-up bundle in Inventory, you can designate which Part or Product's quantity should be used as the displayed bundle quantity on all customer-facing documents — including the Layout Builder, Present Proposal screen, and Quote & Invoice templates.

⭐ File Proxy URL in Estimate & Invoice Card APIs proxy_url values are now included for job checklist attachments in Estimate and Invoice card API.

⭐ Timesheet API — Night Shift Support The Timesheet History API now correctly handles night shift scenarios (shifts that span midnight).

⭐ Assets Array Support in Estimates The Estimates API now accepts an assets array, normalizing single and multi-asset inputs into a unified code path.

⭐ TL Access to All Business Unit Jobs A new company config allows Team Leaders to access all Jobs of a Business Unit if the Team Leader has access to that Business Unit.

⭐ A New Config to allow auto assignment from Task to Jobs & Projects A new auto_add_task_assignee key in job and project config controls automatic assignment of task assignee's when a service task is created (default - true).

⭐ A New Config to allow FEs to Create Non-Job Events A new allow_fe_create_non_job_event field in company config controls whether Field Executives can create non-job events (default - false) .

⭐ Stream Chat Notification Preferences API A new API allows setting notification preferences for Stream Chat.

🐞 General performance and stability improvements