November 2025 Updates
š Multi-Payment & Financing Enhancements
ā¾Enabled multiple deposit payments for Quotes and Proposals.
ā¾Added monthly installment calculation for custom financing.
ā¾Introduced loan promo custom financing APIs.
ā¾Added Consumer Financing Provider support.
š Project & Financial APIs
ā¾Added Project Finance Stats API.
ā¾Enabled sorting projects by project_start_date and project_value.
ā¾Added Job Estimated Profit API.
š Audit & Security
ā¾Added Audit Logs for Settings and additional CRUD operations.
ā¾Added session logs for SSO login and password change events.
š Measurement & Integrations
ā¾Introduced Measurement Provider ā EagleView Integration APIs.
ā¾Added updates to EagleView available products endpoints.
ā Profitability & Pricing
ā¾Improved profit margin calculations for rollup bundle products.
ā¾Added consider_profitability support in Product Group APIs.
ā¾Enhanced job profitability logic using calculate_job_revenue_from.
ā Proposal & Public Page
ā¾Multiple updates to Proposal Public Page, including layout fixes and alignment improvements.
ā¾Added preferred proposal presentation style at company level.
ā Layout & PDF Builder
ā¾Multiple Layout Template updates, fixes, and performance improvements.
ā¾Enhanced PDF Builder with proposal present APIs and performance tuning.
ā Dispatch & Routing
ā¾Enhanced Dispatch Assistance APIs with fixes and optimizations.
ā¾Improved route cloning, trimming, and recurring route stability.
ā¾Fixed dispatch board behavior and latest PO status mapping.
ā Payments & Finance
ā¾Added check_number support in payment payloads.
ā¾Gated check payments for Stripe customers.
ā¾Improved estimate finance handling and payment flows.
ā Search, Filters & APIs
ā¾Added preferred_timezone support in v3 filter endpoints.
ā¾Improved Meta, Kanban, and Count APIs.
ā¾Added GET Teams API and improved team support in service tasks.
ā Notes & Activities
ā¾Enhanced Job Notes title and body.
ā¾Improved activity logging and increased activity count limit to 100.
ā¾Added project association handling in notes.
ā General Improvements
ā¾Locale updates, company policy handling for PWA.
ā¾Improved Timesheet APIs (duplicates handling, stability).
ā¾Refactored redundant code for better maintainability.
š Numerous bug fixes, performance optimizations, and stability improvements for a more robust and reliable experience.