improved

May 2025 Updates

🆕 Customer Session Deactivation in Portal - Introduced support to deactivate customer sessions using bk_token.

🆕 Added a couple of New Permissions to handle access to data even better:

  • Hide credits
  • Disable price list
  • Skip send & accept permissions

Invoice/Estimate Date Enhancements - Added support for new date fields: invoice_date, estimate_date, due_date, and expiry_date.

Support for Company Templates in Transfer Order PDF - Enabled dynamic population of company-specific templates.

Timesheet Report- Added team_uid support in timesheet reporting.

Zuper Pay Enhancements - Terminal and Stripe Integration updates.

Work Mins API - Now supports user_uid for more specific queries.

Nearby API (Dispatch Board)- Enhanced logic for locating nearby technicians.

Job Reminder Improvements - Reminders now sent at business start time.

Receivables Logic - Enhanced adaption in Bulk Actions and Invoice Status updates

Auto Clock-Out Enhancements - Events are now emitted for auto clock-out.

Atlas Search Updates - Enhanced results and matching in Property and Customer modules.

Filter Improvements - Now supports Next 30 Days and Next Month support in Rule Configuration.

Report Enhancements:

  • updatedat filter support for Scheduled Reports
  • assigned_to column added in Property Master Report.
  • state column added in Organization Master Report.

Expense Tracking Enhancements:

  • Event logs for expense creation
  • Expense data visible in job card and workflow card

UOM (Unit of Measure) APIs - Added support for industry-specific units.

Scheduling Slot Fix - Prevented slot returns when start/end times fall outside business hours.